中文翻译
@lisasufanclub 嘿！你能私信我更多关于这段话的信息吗？ “Lumentum 其实并不太想做收发器，因为和他们其他产品相比，收发器利润更低，但他们反而能把收发器的毛利率拉起来。” 还有他们关于 CPO 扩产的那段讨论。
· 供应链分析
想了解 Lumentum 关于收发器和 CPO 扩产的更多信息。
英文原文
@lisasufanclub Hey! Can you Dm me more info about “Lumentum, which doesn't really want to do transceivers cause it's lower margins compared to other products, is actually able to raise margins for transceivers” And then their CPO scale up talk