08/30/2024, 07:36 AM UTC
光迅科技2024年上半年业绩分析：AI需求高涨与交付瓶颈High AI Demand and Delivery Bottlenecks: Insights from Hisense Technology's 2024 H1 Performance
➀ 光迅科技2024年上半年营收增长10.48%，达到31.10亿元，但净利润下降12.64%至2.09亿元。➁ 公司预计2024年下半年产能将显著提升，新设备和工厂的启用将增加产出。➂ AI驱动的互联网公司需求高涨，但光模块供应紧张，交付成为主要瓶颈。➃ 硅光技术有望缓解EML方案的压力，光迅科技在此领域有深厚积累。➀ Hisense Technology reported a 10.48% increase in revenue for H1 2024, reaching 3.11 billion yuan, but a 12.64% decrease in net profit to 209 million yuan. ➁ The company anticipates a significant increase in capacity in H2 2024, with new equipment arriving and new facilities becoming operational. ➂ AI-driven demand from internet companies is high, but delivery remains a bottleneck, with tight supply of optical modules. ➃ Silicon photonics technology is expected to alleviate some pressure from EML solutions, with Hisense having a strong track record in this area.
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