withTechnological revolutionWith the continuous advancement, OpenAI has launched GPT-3 and GPT-4, and launched the ChatGPTteam self-service program to provide users with customized ChatGPT services. Optical transceiversAsOptical communicationsThe core components are inData Centersplays an important role in the transmission of data. Due to the explosive growth of global data volumes,Optical transceiversMarket sizeIt is also expanding. According to **, by 2025, the worldData CentersMarket sizewill reach 5193$400 millionOptical transceiversMarket sizewill reach 113$1.8 billion.
Optical transceiversYesOptical communicationskey components used for:Data Centersinternal switching, connectivity between servers and switches, andData CentersData exchange with users. withArtificial intelligencewithData CentersThe amount of data processed is constantly increasing, and the amount of data is highTransmission rateofOptical transceiversDemand has also increased. 800g and 16tOptical transceiversBecome the focus of market attention. There are many in the countryOptical transceiversManufacturers, such as Zhongji Innolight,New Yisheng, Cambridge Technology, etc., but only a few companies canMass production800g and 16tOptical transceivers。Among them,New YishengIt is one of the few companies in the country that has itMass production800g high speedOptical transceiversOne of the companies in capability.
New YishengIn recent years, the company has performed well, and from 2018 to 2022, the company's revenue and net profit have increased significantly. However, since 2023, due to weak downstream demand andOptical communicationsThe market is sluggishNew Yisheng's performance declined. However, withArtificial intelligenceRightOptical communicationsThe gradual realization of market demand is expected to be 800g and 16tOptical transceiversThe demand will grow substantially, and the company's performance is expected to improve.
In addition to the production of 800g and 16tOptical transceiverscapacity,New YishengIt is also in a leading position in the field of LPO technology. LPO is a low-power, low-cost, low-latency, and easy-to-maintainOptical transceiversEncapsulation technology。It is expected that in the next few years, the LPOOptical transceiversThe market demand will grow rapidly. New Yisheng800G based on LPO solution has been successfully launchedOptical transceiversand is ahead of other companies in LPO technology.
In summary,New YishengAs the leading high rate in our countryOptical transceiversproducers, benefiting:Artificial intelligencedrivenOptical transceiversDemand growth, with strong growth and certainty. Despite the short-term decline, the company's performance is expected to improve once downstream demand recovers. In addition,New YishengIts leading position in LPO technology also gives it a competitive advantage. ForInvestmentsAttentionNew YishengThe development prospect is a good choice.
However, it should be noted that the above is only used as an analysis of listed companies and does not constitute a specific oneInvestmentsSuggestion. Investmentsis ongoingInvestmentsDecision-making should be done with sufficient research andRisk assessment