Optical Module Capacity Expansion Anxiety Resurfaces
C114 comments on the expansion anxiety triggered by optical module companies spending 4 billion yuan on acquisitions and 2.5 billion yuan on self-built capacity.
Fiber-optic communications, optical networks and data center optical interconnects.
C114 comments on the expansion anxiety triggered by optical module companies spending 4 billion yuan on acquisitions and 2.5 billion yuan on self-built capacity.
Su Guoyan of Guolong Technology outlines the company's OCS strategy, aimed at building a core engine for AI compute optical interconnects.
Hengtong says AI is reshaping the logic of the optical communications industry, and the company is pursuing growth around connectivity plus computing.
China Telecom's Liu Yuyang says AI inference is driving compute closer to the edge, and OCS is moving toward metro-scale compute optical interconnects.
Omdia's Lu Mingyang analyzes the market opportunities and barriers for OCS amid AI-driven demand.
Sanshiyuan Technology's Liang Jialun analyzes the challenges of taking OCS systems from 0 to 1.
China Unicom's Hu Yakun discusses optical interconnect technologies and practical applications for intelligent computing centers.
Alibaba Cloud's Wang Peng outlines the evolution of OCS technology for AI clusters and its application outlook.
Dongshan Precision says the stolen optical module incident has a minimal impact on the company's performance.
Accelink has released its interim earnings forecast, expecting revenue of RMB 400 million to RMB 450 million in the first half of 2026, up 52.16% to 71.18% year on year, with net profit attributable to shareholders of RMB 48 million to RMB 52 million. The company attributes the growth mainly to deliveries of passive optical subcomponents for high-speed data center optical modules and OCS yttrium vanadate crystals, driven by global AI computing infrastructure construction. On capacity, phases one and two of the Hefei yttrium vanadate crystal project are at full production, the Thailand plant is ramping up, and the Zhengzhou plant is expected to begin production in the third quarter of 2026.
Zhongji Innolight will list in Hong Kong on July 30, raising more than HKD 54.5 billion.
Dongshan Precision says unit prices for its optical module products will decline slightly.
Eoptolink said securing raw material supply and production delivery is a current priority.
Dongtian Optics expects net profit attributable to shareholders of 85 million to 95 million yuan in the first half, up 67.71% to 87.44% year on year.
Academician Philip Russell of the Russell Center for Advanced Lightwave Science at the Hangzhou Institute of Optics visited the State Key Laboratory of Information Photonics and Optical Communications at Beijing University of Posts and Telecommunications on July 7. He met with President Xu Kun and delivered an academic lecture, with both sides reaching a preliminary agreement to strengthen cooperation. The two sides hope to collaborate on joint student training, academic exchanges, and jointly undertaken projects, particularly in frontier areas such as hollow-core fiber, where each side's strengths in fiber design and fabrication and communications network applications can be combined.
Academician Philip Russell, director of the Russell Center for Advanced Lightwave Science at the Hangzhou Institute of Optics, was invited to attend the 22nd General Assembly of Academicians of the Chinese Academy of Sciences, held in Beijing on July 8, where he engaged in academic exchanges with peers from China and abroad. The article notes that the center established industrialization entities including Xinkong Guanglian (Hangzhou) Technology Co., Ltd. in 2025, and signed cooperation agreements with Fuchunjiang Photoelectric Group and the research institutes of the three major telecom operators to promote the large-scale application of hollow-core fiber.
CCTV-13's "Oriental Horizon" aired a special report on the Yangtze River Delta Science and Technology Innovation Center on June 19, highlighting the optoelectronic achievement incubation model explored by the Shanghai Institute of Optics and Mechanics, which has been put into practice at the Hangzhou Institute of Optics and Mechanics. The report noted that a laser communication device for inter-satellite communication inside the incubator is undergoing testing, and said the Shanghai Institute of Optics and Mechanics has incubated more than 70 achievement commercialization projects centered on hardcore optoelectronic technology in the Yangtze River Delta.
The Hangzhou Institute of Optics and Mechanics attended the third Changchun International Optics Expo, held June 12 to 14, together with incubated companies including the Russell Advanced Optical Wave Science Center and Xishi Technology. The Russell Center said its proprietary 'new structure' low-loss hollow-core fiber achieved continuous drawing lengths greater than 15 km, with a minimum loss of about 0.1 dB/km in the telecom band. Xishi Technology showcased optical film thickness measurement and thin-film inspection equipment.
Faibo, an incubated company of the Hangzhou Institute of Optics and Mechanics, was named among China's Top 10 Optical Industry Technologies of 2025 (optics category) for its distributed fiber-optic acoustic field sensing technology based on multi-domain multiplexing. The competition received 128 entries, and the awards ceremony was held May 18 at the China Optics Valley Science and Technology Convention Center. The technology targets distributed monitoring in power grids, energy and mining, rail transit, oil and gas pipelines, and smart cities.
Teams led by Wang Binhao and Zhang Wenfu at the Xi'an Institute of Optics and Precision Mechanics have made a series of advances in silicon-based photonic interconnect chips.
Why we recommend it: The original article provides specific data and details that help assess the actual progress in this direction.