Hua Gong Technology: The company's 800G LPO optical modules have begun delivery at overseas factories in October.

Jin10 Data reported on October 26th that Huagong Technology stated during an institutional research that the company’s 800G LPO optical module has started delivery at overseas factories in October, with expectations for continued volume increase in the fourth quarter of this year, while the product models are also increasing. The 1.6T optical module products are preparing for volume increase next year. Regarding the outlook for overseas customer demand next year, first, there is an overall increase in demand quantity, with the overall demand in the overseas market expected to be between 40 million and 50 million units, and this number is still being adjusted and will have an increasing process. Second, the increase in product types, including LPO and LRO optical modules, will be one of the mainstream solutions in the future, featuring advantages of low cost, low power consumption, and low latency, which are particularly important for AI computing and supercomputing scenarios. The company is preparing for capacity expansion to accommodate future order volumes.