关于OCS的两件事:
1 未来订单将会持续增长，价值量是几十亿美元的规模
2 300×300 OCS 去年四季度刚刚验证通过，现在处于起量初期。
The second growth driver, and this is an important update. We've talked to you guys about $400 million of revenue shipping in the back half of the calendar year. We just closed yesterday a new multi-year, multibillion-dollar agreement with a large OCS consumer. We are really excited about this. We believe that this will lead to multiple years of revenue growth and revenue enhancement on our OCS line. Our OCS line has been something that we think is performing remarkably well.
第二个增长动力——这是一项重要更新。此前我们曾向各位介绍过，预计在本财年下半年将实现4亿美元的收入。就在昨天，我们刚刚与一家大型OCS终端消费者签署了一份新的多年期、金额达数十亿美元的合作协议。对此我们倍感振奋。我们认为，该协议将推动OCS业务线在未来多年持续实现收入增长和收入提升。目前，我们的OCS业务线表现极为出色。
We're well ahead of competition, as we've said, particularly on the 300x 300, the high-radix switch. This is another proof point that we lead here. Our revenues are coming up, and we're seeing now engagements and LTAs we'll be able to fashion by virtue of the position that we have in our OCS market. We are very much on track to be shipping this $400 million of backlog in the second half of this calendar year. We like where we are from a reliability standpoint.
正如我们之前所言，我们在竞争中遥遥领先，尤其是在300×300高基数交换芯片领域。这再次印证了我们在该领域的领导地位。我们的营收持续增长，目前正积极推进客户合作并签署长期供货协议（LTAs），而这正是得益于我们在光互连交换（OCS）市场所占据的有利地位。我们完全有望在今年下半年如期交付总计4亿美元的在手订单。从产品可靠性角度看，我们当前的表现也令人满意