thanks to ITTR for the translation

The two different headings seem to read as:  "transceiver customer goals" and "end customer goals"

meaning possibly:

• JV selling optical engines to customers who build them into their own transceivers; and,
• JV selling fully functional transceivers to end users. (ie data centres, etc.)

Just speculation, and in the end not really sure how important the distinction is; just nice to see the potential!  Thoughts?