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?