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NeoPhotonics Q1 revenue grows 47% year-on-year, despite chip supply chain shortages

What happened

NeoPhotonics reported Q1 2022 revenue of $89.3M, up 47% YoY, driven by over 70% growth in 400G+ products. The company stated that semiconductor supply chain shortages, primarily in analog and power chips, negatively impacted revenue by approximately $10M. Bullish: Strong demand for high-speed optics is confirmed, but persistent shortages in supporting analog/power components could tighten supply and support pricing for related components.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

Silicon PhotonicsHigh-Speed Optical ModulesAnalog SemiconductorsPower Semiconductors

NeoPhotonics Corp

shortagedemand-surgehigh-speed-optics

Source and time

Source: Semiconductor Today · 5/6/2022 · View original source

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NeoPhotonics Q1 revenue grows 47% year-on-year, despite chip supply chain shortages

What happened

Impact and signal

Affected components and suppliers

Source and time

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