Zhongji Innolight Says Optical Module Orders Extend to 2027, Some Clients in Long-Term Talks
Zhongji Innolight said at an institutional conference call that optical module customer orders have now extended to 2027, a marked improvement from the industry's traditional three-month order cycle. The company also noted that some customers are currently in negotiations for long-term agreements, although specific terms were not disclosed. The remarks came in response to questions about whether customers had signed long-term supply agreements for optical modules.
Zhongji Innolight responded at an institutional conference call to questions about whether customers had signed long-term agreements for optical modules. The company said that in the past, the optical module industry typically signed three-month orders, but many customers have now provided orders extending to 2027, a significant improvement compared with the past. At the same time, some customers are in talks with the company over long-term agreements, though specific details are not convenient to disclose.
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