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Based on the investor relations activity record disclosed by Accelink, during the third quarter of 2025, the company's sales revenue experienced a slight quarter-on-quarter decline when compared to the second quarter. This was primarily attributable to the phased adjustments in the shipment schedules of certain products. However, when evaluating the market demand and order landscape, it is projected that the market will sustain its high level of prosperity throughout the fourth quarter of 2025 and into the following year. The demand for optical modules is set to keep rising next year, prompting the company to expedite its production capacity expansion. It is anticipated that the mass rollout of 1.6T products will persist from the fourth quarter of this year through to next year. Moreover, silicon photonics products have already commenced bulk shipments.
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