Everbright Core: Optical chips cannot rule out the possibility of price decline in the long run

On September 30, at the semi-annual performance meeting, Min Dayong, chairman and general manager of Everbright Core, said that due to the continuous development of AI computing power construction, it is expected that the company’s optical communication business revenue growth will exceed the industrial laser business in the next two years. The company will deepen the layout of AI optical communication, laser sensing, silicon photoelectric fusion and other directions, and strive to grow into a global head of the optical chip enterprise. He believes that at present, the overall price of optical chips is relatively stable due to the tension between supply and demand. In the long run, with the improvement of yield, the expansion of production capacity, and the entry of new participants, the possibility of price decline cannot be ruled out. In the first half of the year, the company’s industrial laser business revenue grew, and the gross profit margin was basically the same. The demand for ultra-high-power specialty lasers is rapidly rising. It is expected to enter a stage of rapid development in 2027—2028, and the trend is highly deterministic. (Securities Times)

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