Under the wave of AI, the optical chip leader is deep in the quagmire of losses.-Elong Technology (Zhuhai) Co., Ltd.

Under the wave of AI, the optical chip leader is deep in the quagmire of losses.

Release time:

2021-11-12

From ChatGPT in early 2023 to Sora in early 2024, AI's popularity has been wave after wave. The surge in demand for AI computing power, in theory, will indirectly drive the significant growth of the optical module, especially the upstream high-rate optical chip market (the telecommunications market and data center are the two most important application markets downstream of optical communications).

Under the wave of AI, the optical chip leader is deep in the quagmire of losses.

From ChatGPT in early 2023 to Sora in early 2024, AI's popularity has been wave after wave.

The surge in demand for AI computing power, in theory, will indirectly drive the significant growth of the optical module, especially the upstream high-rate optical chip market (the telecommunications market and data center are the two most important application markets downstream of optical communications).

However, from the actual situation, in 2023, optical chip leader Yuanjie Technology (688498) revenue is expected to fall 48.96 percent year-on-year, non-return net profit is expected to fall 100.26 percent year-on-year, and from profit to loss, net loss 238700.

Compared with peers, Yuanjie Technology has achieved good results. In 2023, Shijia Photons (688313) deducted non-return net profit pre-loss 67.2244 million, down 271.20 percent year-on-year.

In 2023, AI was very popular in the capital market, but it obviously did not translate into the performance of optical chip enterprises, but was dismal.

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