NuAxiSemiconductor trade intelligence
NeoPhotonics’ full-year 400G-and-above product revenue up more than 70% to $148m
What happened
NeoPhotonics reported full-year 2021 revenue of $290.3M, down 22% YoY, primarily due to the loss of its largest customer Huawei. However, revenue from other customers grew 17%, with 400G-and-above product revenue surging over 70% to $148M. Watch: The dramatic growth in high-speed optics demand from non-Huawei customers signals a strong, diversifying market, but the overall revenue decline tempers immediate bullishness.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
NeoPhotonics Corp
earningsdemand-shifthigh-speed-optics
Source and time
Source: Semiconductor Today · 3/15/2022 · View original source
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