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On the question of “whether tight materials will cause net profit to decline”, Zhongji Xuchuang said that the supply of some materials is indeed tight, but this does not mean that the prices of all materials have risen. Gross margin depends on customer prices, product structure, and the company's ability to reduce costs within the company. Generally speaking, an increase in the share of high-end products helps maintain a competitive advantage. At the same time, the gross margin of silicon light products is superior to traditional solutions. As the proportion of silicon light increases, yield and production efficiency improves, and silicon chip capabilities increase, and the BOM structure of silicon light products is optimized, the company is expected to further reduce costs and maintain a stable or even increase gross margin.

Zhitongcaijing·11/03/2026 23:25:10
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On the question of “whether tight materials will cause net profit to decline”, Zhongji Xuchuang said that the supply of some materials is indeed tight, but this does not mean that the prices of all materials have risen. Gross margin depends on customer prices, product structure, and the company's ability to reduce costs within the company. Generally speaking, an increase in the share of high-end products helps maintain a competitive advantage. At the same time, the gross margin of silicon light products is superior to traditional solutions. As the proportion of silicon light increases, yield and production efficiency improves, and silicon chip capabilities increase, and the BOM structure of silicon light products is optimized, the company is expected to further reduce costs and maintain a stable or even increase gross margin.