Everbright Optoelectronics has been steadily supplying Innovusion and Hesai with LiDAR products in small batches. When asked about the possibility of increasing supplies next year, company staff noted that it largely depends on market conditions. Currently, mainstream manufacturers have yet to fully embrace LiDAR technology, and the penetration rate of new energy vehicles remains limited. With the exception of Huawei, other manufacturers are lagging behind in their adoption. Furthermore, Everbright Optoelectronics' single-wavelength 100Gbps electro-absorption modulated laser diode (EML) chip serves as a critical component in 400G/800G supercomputing data center interconnect optical modules. Regarding its supply to domestic optical module companies, staff revealed that the company is currently in the nascent stages of cooperation and negotiation, having already supplied a few small batches.
