A few days ago, during an investigation by the reception agency, Zhaochi Co., Ltd. said that at present, the company has achieved stable mass production and good economic benefits in the field of 200G and below; 400G/800G high-speed optical module samples have entered the sample delivery testing stage for leading domestic customers, and it is expected that small-batch shipments can be achieved in the second quarter of 2025. In terms of overseas expansion, the company is based on long-term cooperation with well-known international customers in the terminal field. In the future, when entering the overseas optical module market, the company may consider adopting a dual-track model of “terminal verification+high-end foundry”, and use actual terminal testing as a prerequisite for product release. Overall, the company's optical module business will follow the gradual path of “internal replacement first, then high-end OEM, and finally overseas”.

A few days ago, during an investigation by the reception agency, Zhaochi Co., Ltd. said that at present, the company has achieved stable mass production and good economic benefits in the field of 200G and below; 400G/800G high-speed optical module samples have entered the sample delivery testing stage for leading domestic customers, and it is expected that small-batch shipments can be achieved in the second quarter of 2025. In terms of overseas expansion, the company is based on long-term cooperation with well-known international customers in the terminal field. In the future, when entering the overseas optical module market, the company may consider adopting a dual-track model of “terminal verification+high-end foundry”, and use actual terminal testing as a prerequisite for product release. Overall, the company's optical module business will follow the gradual path of “internal replacement first, then high-end OEM, and finally overseas”.