The use of “structural adjustment” is brilliant—when some people step out, others step in, and 800G actually outperformed expectations. The confidence of the optical module leader still comes from tangible orders, not from empty promises.

Jiejie.com news: On July 12, BOE Technology responded to market concerns about a delay in 1.6T demand by saying that in 2027, the industry’s overall 1.6T demand will remain strong. Compared with the previously expected quantity range, there has been no change, and the number of customers has also increased. At the same time, the 800G industry demand growth in 2027 is more pronounced than previously expected. Looking at overall customer demand, there is no sign of demand decline. The 1.6T demand volume next year is basically in line with earlier expectations, with the main changes occurring in terms of structure. Some customers have indeed reduced their 1.6T demand, but at the same time, new cloud providers and AI large-model customers have increased their 1.6T demand. Overall, 1.6T demand has not fallen—it is only undergoing a structural adjustment.