Recently, RoboTech secured a key mass production order in the CPO sector and simultaneously initiated a financing plan on the Hong Kong Stock Exchange to expand production capacity. Almost concurrently, its wholly-owned subsidiary ficonTEC secured an OCS packaging whole-line order from a leading Swiss company, with a contract value exceeding 63 million yuan.

The critical CPO order comes from the world's first 300mm dual-sided wafer testing platform jointly developed with TSMC and NVIDIA. After completing reliability testing, the equipment directly entered mass production procurement, signifying that the CPO front-end testing phase has advanced beyond engineering prototypes to become a standard production line feature.

The OCS whole-line order holds even greater significance: it represents not just the export of a single device but the output of a complete packaging line solution. The Swiss customer purchased 'whole-line automated equipment for producing OCS core modules,' marking ficonTEC's upgrade from equipment supplier to system integrator.

Both orders collectively indicate that global leading computing power manufacturers are paving the way for small-volume delivery of CPO switches by 2026. Leveraging ficonTEC's precision coupling and testing capabilities, RoboTech has positioned itself at the most critical equipment link in this supply chain.

The industry's perception of ficonTEC often stops at 'primary coupling equipment supplier for Intel and Broadcom.' While accurate, this label no longer fully captures its current capabilities. The realization of the OCS whole-line order reveals an underestimated fact: ficonTEC possesses system integration capabilities to connect multiple process equipment into automated production lines. In optoelectronic packaging, single-machine precision and whole-line yield represent entirely different technical dimensions. The former tests optical coupling algorithms, while the latter demands systems engineering in software control, machine vision, material scheduling, and process stability.

ficonTEC's additional value lies in its technology platform's reusability across different application scenarios. The commercial aerospace sector's fluctuations unexpectedly brought this subsidiary into the spotlight. Merger rumors between SpaceX and xAI boosted satellite laser communication concepts, an area where ficonTEC has long been a supplier to Airbus subsidiary Tesat-Spacecom. Satellite laser communication demands coupling precision comparable to CPO, with even stricter constraints on volume, power consumption, and environmental adaptability. The process know-how accumulated in these scenarios is now feeding back into equipment iteration for data center optical modules, OCS, and other fields.

From 2023 to 2024, ficonTEC's revenue grew from 382 million yuan to 505 million yuan, with net profit increasing from 29 million yuan to 37 million yuan. According to RoboTech's April 18, 2025 announcement, ficonTEC's revenue is projected to grow from 105 million euros to 140 million euros between 2026 and 2028, with gross margin increasing from 49.42% to 51.67% and net profit from 20.38 million euros to 31.63 million euros.

RoboTech's story offers valuable insights for China's domestic optical equipment industry. For a long time, the high-end optoelectronic equipment sector has featured a market inside China but core equipment sourced externally. Independent R&D remains one path, though timing and industrial rhythms often misalign.

RoboTech's approach involves capital acquisitions of overseas hidden champions, preserving technological roots while introducing Chinese market application demands and manufacturing capacity to restore scalability. This strategy, though not new in the semiconductor equipment sector, is rare in simultaneously securing positions across multiple cutting-edge fields like silicon photonics, CPO, OCS, and satellite laser communication while achieving whole-line capability transitions.

Whether NVIDIA and Broadcom's CPO switches can achieve planned volume production by 2026, whether the Swiss customer's OCS production line can pass acceptance, and whether satellite laser communication can transition from experimentation to networking will serve as three critical tests of RoboTech's capabilities.