en.Wedoany.com Report, On March 22, Huagong Tech stated on the interactive platform in response to investor inquiries that in the domestic market, the company's 400G and 800G optical module products have achieved batch delivery to major internet and equipment manufacturers, with a clear overall demand growth trend this year. As downstream customers' bandwidth requirements continue to increase, product speeds are accelerating the upgrade and transition from 400G to 800G.
As a core component for intra-data center and inter-data center interconnection, the speed upgrade of optical modules is closely related to the construction of AI computing infrastructure. As large model training and inference impose higher demands on network bandwidth, the demand for high-speed optical modules continues to be released. 400G optical modules have become the current mainstream, while 800G is entering the stage of large-scale deployment. As one of the core manufacturers in the domestic optical module field, Huagong Tech possesses technological accumulation and production capacity foundation in the R&D and mass production of high-speed optical modules. The disclosed batch delivery status and demand growth expectations on the interactive platform further confirm the high prosperity of the high-speed optical module market.
From an industry trend perspective, the continuous increase in global AI computing investment is driving data center network architecture towards higher bandwidth. 400G optical modules, leveraging mature industry chains and cost advantages, remain the main specification for deployment in large data centers. Meanwhile, 800G optical modules, with advantages such as doubled single-port bandwidth and optimized power density, are accelerating their penetration in hyperscale AI clusters. Huagong Tech covers both 400G and 800G product generations and has achieved batch delivery, demonstrating its technical responsiveness and supply chain delivery capabilities during the product generation transition.
Regarding customer structure, the "major internet and equipment manufacturers" mentioned by Huagong Tech include leading domestic cloud service providers and communication equipment vendors. These customers typically have characteristics such as large-scale demand, fast delivery pace, and high requirements for technological iteration. The achievement of batch delivery means the company's products have passed stringent testing and verification and have entered a stable supply stage.
Huagong Tech previously disclosed in investor relations activities that the company continues to advance capacity construction and technology R&D around its optical module business. Based on the batch delivery of 400G and 800G products, the company is also laying out higher-speed 1.6T optical modules to meet the continuous bandwidth upgrade demands of future AI clusters.
The company stated that it appreciates investor attention and will continue to advance product iteration and capacity construction around customer needs, seizing the market opportunities brought by AI computing infrastructure construction.
