Shengyi Electronics: 1.6T Switch Components Enter Small-Batch Production

The distinction between 1.6T switch-support products reaching small-batch output and 1.6T optical module PCBs still sampling is the real signal here: switch-side demand is being validated in production, while module-side qualification lags. For the high-speed PCB supply chain, that sequencing suggests capacity and yield learning are accruing at the switch layer first. The satellite ground-equipment entry adds a second, smaller demand vector. Whether 1.6T module boards convert from sampling to volume, and whether switch-side small-batch scales, is the open question.