Zhaoci Co., Ltd.: When entering the overseas optical module market in the future, it may consider a dual-track model of "terminal verification + high-end OEM".

Zhaoci Technology recently stated during a reception for institutions that in the field of low-speed optical modules of 200G and below, the company has achieved stable mass production with good economic benefits; samples of 400G/800G high-speed optical modules have entered the testing phase for domestic leading customers, and it is expected that small-scale shipments can be achieved in the second quarter of 2025. In terms of overseas expansion, based on long-term cooperation with well-known international customers in the terminal field, the company may consider using a dual-track model of "terminal verification + high-end contract manufacturing" when entering the overseas optical module market, with terminal testing as a prerequisite for product mass production. Overall, the company's optical module business will follow a progressive path of "internal substitution first, then high-end contract manufacturing, and ultimately going international."