Zhongji Innolight stated in its investor relations activity record disclosed on June 17th that industry customers have recently issued an 800G demand guide for 2025, which, based on the summary, has significantly increased compared to 2024. The 1.6T product demand guide has not changed and remains consistent with previous communication. It is expected that 1.6T will begin shipping around Q4 this year. The newly added 800G is mainly used to build Ethernet data centers, mostly with 800G single-mode as the main option. Traditional EML and silicon photonics options will be provided to customers. It is expected that the proportion of silicon photonics module shipments will increase next year. Silicon photonics has certain cost-effectiveness advantages. Zhongji Innolight stated that the company is expected to continue to maintain its 800G market share this year and strive to increase it further.
中际旭创：近期行业客户下达了2025年800G需求指引 相比2024年有较为显著的增长
Zhongji Innolight: Recently, industry clients have issued a 800G demand guide for 2025, showing significant growth compared to 2024.
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