매크로 컨텍스트

테마

Optical Transceivers & Modules

핵심 동인

  • Successful ITLA localization
  • 400G transceiver mass production
  • Domestic data center demand growth
  • Silicon photonics technology secured

리스크

  • Technology gap vs. global players (Coherent, Lumentum)
  • 800G/1.6T generation transition readiness
  • Intensifying price competition
  • Lack of economies of scale

애널리스트 컨센서스

최저 12,000 KRW최고 30,000 KRW
현재가컨센서스 목표가

2026. 6. 16. 기준

증권사애널리스트목표가투자의견
투자 기간: 12개월

모니터링 트리거

핵심 지표

  • 400G transceiver revenue
  • ITLA orders
  • 800G development progress
  • Global customer acquisition

리뷰 트리거

  • 400G price crash
  • 800G development delay
  • Key customer loss

무효화 조건

  • Technology gap widens
  • Market share decline
  • Financial deterioration

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Comments

생성: 2026. 2. 25.수정: 2026. 2. 25.가격 기준: 2026. 6. 16.