Today, the reporter learned from Yuanjie Technology that the explosion in AI demand has caused an imbalance between supply and demand, providing a window of opportunity for domestic laser companies to enter the high-end data center market. It said that the company currently mainly ships CW lasers and 100G EML products for data centers; in the future, it will develop and verify laser products with higher power and higher speed for scenarios such as NPO, CPO, and higher speed pluggable modules. “Due to the high technical threshold and rapid iteration of the industry, the future competitive landscape will maintain a healthy trend and further focus on leading companies, especially in the field of high-end products.”
Zhitongcaijing · 1d ago
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Today, the reporter learned from Yuanjie Technology that the explosion in AI demand has caused an imbalance between supply and demand, providing a window of opportunity for domestic laser companies to enter the high-end data center market. It said that the company currently mainly ships CW lasers and 100G EML products for data centers; in the future, it will develop and verify laser products with higher power and higher speed for scenarios such as NPO, CPO, and higher speed pluggable modules. “Due to the high technical threshold and rapid iteration of the industry, the future competitive landscape will maintain a healthy trend and further focus on leading companies, especially in the field of high-end products.”
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