Companies including Zhongji Innolight and Eoptolink lead global data center optical transceiver revenue, with Chinese firms collectively accounting for roughly two-thirds of global unit supply, according to research firm Counterpoint.
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“Western competitors like Coherent and Lumentum possess advanced photonic designs, but currently lack the cleanroom capacity, automated packaging infrastructure, and yield scale required to absorb Innolight and Eoptolink’s volume within a 12-to-24-month horizon,” Neil Shah, VP research at Counterpoint said in an August report.
