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OE Solutions (138080)

10 atoms · 跨 1 天 · 首见 2026-06-21 · 最近 2026-06-21

三色: 🟦 fact 4 · 🟥 take 6 · stance ▲4/▼2/◆1

来源: X 10

时态: fresh:10

标签: 好数字:6 · 好思考:4

2026-06-21 · 100G EML laser capacity
OE appears to be trying to make the full transceiver, not just the EML. They also have finished ELSFP CPO products, with UHP CW lasers, which is sampling Q3.
tags: 好思考 · → daily
2026-06-21 · no confirmed customers for growth verticals yet
Doesn't seem like there's confirmed customers yet for these growth verticals.
tags: 好思考 · → daily
2026-06-21 · yields data uncertain
Yields data kinda uncertain
tags: 好思考 · → daily

2026-06-21 · 23dBm cooled ELSFP samples start
23dBm cooled ELSFP samples start in Q3 2026
tags: 好数字 · → daily
value: date=Q3 2026
2026-06-21 · sales base for 800G and 2027 1.6T 'full force'
Sales base for 800G, and 2027 1.6T 'full force'
tags: 好数字 · → daily
value: date=2027
2026-06-21 · ELSFP volume production timeline
Late H2 2027, H1 2028 onward probably their ELSFP enters the volume production.
tags: 好数字 · → daily
value: date=Late H2 2027 to H1 2028 onward
2026-06-21 · ELS unveiled recently, sampling starts Q3
ELS has just been unveiled recently, sampling starts Q3. 800G/1.6T Optical transceivers are also likely 2027.
tags: 好数字 · → daily
value: date=Q3 2026
2026-06-21 · AI growth vertical seems to happen next year
their entire AI growth vertical seems to happen next year, and hinges mainly around capacity/yields.
tags: 好思考 · → daily
value: date=2027

2026-06-21 · wafer/module utilization low (around 31% underutilized)
OE's disclosed wafer/module utilization is low (i remember was around 31% underutilized off the top of my head)
tags: 好数字 · → daily
value: qty=31% underutilized
2026-06-21 · very first/only to produce 100G EML in Korea
OE Solutions is the very first/only to produce 100G EML in Korea AFAIK.
tags: 好数字 · → daily

2026-06-21 · narrative · 100G EML laser capacity · → daily
2026-06-21 · forecast · 23dBm cooled ELSFP samples start · → daily
2026-06-21 · forecast · sales base for 800G and 2027 1.6T 'full force' · → daily
2026-06-21 · forecast · ELSFP volume production timeline · → daily
2026-06-21 · forecast · ELS unveiled recently, sampling starts Q3 · → daily
2026-06-21 · narrative · no confirmed customers for growth verticals yet · → daily
2026-06-21 · narrative · yields data uncertain · → daily
2026-06-21 · fact · wafer/module utilization low (around 31% underutilized) · → daily
2026-06-21 · forecast · AI growth vertical seems to happen next year · → daily
2026-06-21 · fact · very first/only to produce 100G EML in Korea · → daily