Industry Information Optical Module Supply Chain Weekly Report: Issue 4, April 2026
The core focus this week is the concentrated disclosure of Q1 2026 financial reports by leading domestic optical module manufacturers. Zhongji Innolight and Eoptolink both achieved
Industry Information Optical Components – 4Q21 and Full Year 2021 (Share Only)
The optical component (OC) market share spreadsheet shows quarterly equipment vendor results by segment (telecom, datacom, and access) and region.
Industry Information Optical Module for 5G Market''s Decade-Long Growth
Q1/2021: Development of low-temperature pyrolysis protocols for Glass-like Carbon precursors, reducing energy consumption by 10% and
Industry Information 4Q21 Optical Components Report
This report is the final version of Cignal AI''s Optical Components Report for 4Q21. This edition (the second release and final beta launch of this
Industry Information Zhongji Innolight Q1 profit surges 262% on strong AI-driven demand
On May 15, 2026, management for optical module manufacturer Zhongji Innolight confirmed in an investor Q&A that orders and shipments for its high-end 800G/1.6T optical modules are
Industry Information JENOPTIK AG – Fiscal year 2020
Investment in further growth In May 2021, Jenoptik acquired a property in Dresden, Germany, and will invest in a new cleanroom fab, thus expanding its optics manufacturing capacities.
Industry Information Optical component revenues hit US$4.7B in 2021 – report
Shipments of 400GbE datacom modules doubled and reached record levels in 2021, as large cloud operators and select enterprise customers
Industry Information MPWR Q1 2026 Earnings Report on 4/30/2026
Monolithic Power Systems announced their Q1 2026 earnings on 4/30/2026. View MPWR''s earnings results, press release, and conference call transcript at MarketBeat.
Industry Information >>Supply shortage specialty optical fiber prices spike 10x • Q1
Jukan (@jukan05). 537 likes 22 replies. >>Supply shortage specialty optical fiber prices spike 10x • Q1 export volumes across multiple optical fiber, optical cable, and optical module product
Industry Information Optical Communication Components and Systems Trends and
Q1/2023: Introduction of Energy-Efficient Liquid-Cooled Optical Modules for AI/ML Clusters. Addressing the increasing power density in advanced computing environments, these
Industry Information Demand for Datacom Optical Modules Reaches Record
Spending on Datacom optical components was up more than 90% YoY as AI applications of 400GbE and 800GbE optical modules for AI
Industry Information LightCounting says sales of 800G transceivers will
LightCounting releases figures estimating 10% sequential growth in sales of optical transceivers in the current quarter, after a flat Q1.
Industry Information Optical Bonding Materials Market Overview: Trends and Strategic
Q1/2021: Widespread integration of sensor-shift Optical Image Stabilization (OIS) in premium rear camera modules, improving low-light photographic stability by 25% and increasing
Industry Information LightCounting :: August 2021 Optical Industry Continues Gains in Q2
Abstract LightCounting publishes Research Note on preliminary Q2 2021 results. Partial results for Q2 2021 are in and while the world reels from record heat, floods, resurgent COVID, and the Taliban
Industry Information China AI Optical Module Exports Jump 30%, Factory Orders Hit 2028
Driven by global AI data center demand, Chinese exports of 1.6T optical modules and fiber optics surged in Q1, with factory orders booked through 2028.
Industry Information MACOM Technology Solutions Holdings, Inc.
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Q1 2026 Earnings Call Transcript February 5, 2026MACOM Technology Solutions
Industry Information FiberMall''s Mass Production of 400G QSFP-DD Optical
On May 24, 2021, Fiber Mall, the world''s leading provider of optical communication products, announced that it has realized the mass production of 400G optical
Industry Information Huawei tops Dell''Ore global optical transmission market report for Q1
It revealed that the market hasn''t grown much and shows the expected result. The North American market slower the growth of the optical market, facing a decline of 15%. While the Middle
Industry Information Optical Transceiver Modules Driving AI & Telecom Upgrades
Q1 2026 Market Updates Overview: The Iran-US-Israel war that escalated in Q1 2026 left a clear mark on the optical transceiver modules sector. Optical transceiver modules, converting
Industry Information Datacom leads significant optical component revenue
After the usual first quarter sequential slippage, optical component sales showed steady growth in 2021, according to Cignal AI. Cignal AI reports that total revenue
Industry Information TSEM Stock Soars After Tower Semiconductor Partners
Tower Semiconductor (TSEM) shares soared 17% in Thursday''s pre-market trade before paring some of the gains after the company announced a
Industry Information Global optical module sales reach $4.25 billion in H1 2022
The global Ethernet optical module market share in Q1 and Q2 2022 amounted to USD 1,112/ 1,207 million respectively, and the sales revenue in Q2, although lower than the record high in
Industry Information Q1-2021-results | ams OSRAM
Premstaetten, Austria, and Munich, Germany (4 May 2021) -- ams (SIX: AMS), a leading worldwide supplier of high performance sensor solutions, reports robust first quarter 2021 group
Industry Information Optical component revenues hit US$4.7B in 2021 – report
Cloud operator capex for hyperscale datacenter expansion drove datacom optical component revenue growth by 27% to reach US$4.7 billion in
Industry Information Innolight Q1 2026 revenue up 192%, profit surpasses 2024 total
Optical module giant Innolight (300308.SZ) released its Q1 2026 report on April 16, showing significant growth. The company reported revenue of 194.96 billion yuan, a 192.12%
Industry Information China''s optics boom: prices up tenfold, order books full until 2028
China''s optical fibre and transceiver exports grew sharply in Q1 2026. Specialised product prices rose tenfold year-on-year, with order books already committed through 2028.
Industry Information Global optical module sales reach $2.293 billion in Q1 2022
Thanks to the growing demand for 400G and above DWDM modules, sales of coherent DWDM modules reached US$449 million in Q1 2022, up 99.96% y-o-y and setting a new sales
Industry Information OIF Wraps Q1 2021 Member Meeting with New Co-Packaging
The meeting''s guest speaker, Kozlov, provided attendees with an overview of the market for Ethernet and DWDM optics such as “ZR optics” for DCI applications, including trends, forecasts