Huagong Technology said during institutional research on April 2 that the company launched the 400gZR/ZR+/ZR+Pro series coherent optical module in 2023, and also released a next-generation DCI 800GQSFP-DDZR/ZR+ solution at the OFC exhibition in March this year. Last year, the number of units shipped reached 1,000, and product testing took 8 to 16 months, involving hundreds of models and 20 to 30 commonly used types, so the joint commissioning process was very long, and it took a certain amount of time for the entire industry chain to mature. Coherent optical modules will gradually increase in 2024, and it is expected that they will be launched one after another starting in April this year.
华工科技：今年相干光模块会逐步上量 预计4月份开始会陆续起量
Huagong Technology: Coherent optical modules will gradually increase in quantity this year and are expected to be launched one after another starting in April
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