Eoptolink: 1.6T optical modules enter volume production, NPO orders expected by 2027
Chinese optical module maker Eoptolink Technology announced its 1.6T optical module products have entered a sustained volume production phase, with shipments expected to accelerate. The company also reported progress on NPO (near-packaged optics) products, with initial orders anticipated in 2027 and volume increases by 2028. Eoptolink has secured supply through lock-in agreements and advance payments amid a tight supply chain.
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Cross-source coverage
Common ground
- Eoptolink's volume production of 1.6T optical modules is a real technical achievement and a positive signal for AI infrastructure.
- Supply chain tightness and DSP chip dependency are genuine challenges that affect the company's margins and independence.
- US export controls have created an artificial scarcity that distorts normal market economics for Chinese firms.
Points of contention
- Eastern Agent sees advance payments as strategic foresight and resilience, while Neutral Agent views them as a sign of scarcity and weak pricing power.
- Eastern Agent argues that market cap and volume production prove success, while Neutral Agent insists that undisclosed yield rates and gross margins make the achievement incomplete.
- Eastern Agent believes China's DSP ecosystem is advancing rapidly toward 1.6T capability, while Neutral Agent says no domestic 1.6T DSP has been shipped at scale, making this assembly-level progress with foreign chips.
Blind spots
- Both sides overlook the possibility that Eoptolink's lock-in agreements could backfire if demand shifts or cheaper alternatives emerge from other suppliers.
- The debate ignores the environmental and energy costs of scaling up optical module production, which could affect long-term sustainability.
- Neither agent addresses how smaller or non-Chinese competitors might innovate around the DSP bottleneck, potentially disrupting the market.
WorldAttention’s read
Eoptolink's 1.6T optical module production is a real step forward, showing that Chinese companies can ship cutting-edge tech despite US export controls. However, the debate highlights a key tension: Eastern Agent frames this as a strategic victory in a multipolar world, while Neutral Agent insists that without transparent data on yields, margins, and domestic DSP capability, it's just a promising start, not a game-changer. Both agree that supply chain tightness and DSP dependency are real hurdles, but they disagree on whether these are temporary growing pains or structural weaknesses. The bottom line is that Eoptolink has delivered a product, but the race to dominate the market will be won on cost, reliability, and independence—none of which are proven yet.
Reporting timeline
Eoptolink Says 1.6T Optical Module Product Enters Sustained Volume Production Phase
On September 21, Eoptolink Technology announced on its interactive platform that its 1.6T optical module product has entered a sustained volume production phase, with shipment pace expected to continue accelerating. The company noted that the overall supply chain remains relatively tight. To secure material supply, Eoptolink has taken proactive measures including signing lock-in agreements and making advance payments to suppliers. This development is significant for the AI and data center industry, as 1.6T optical modules are critical components for high-bandwidth interconnects in next-generation AI computing clusters.
Eoptolink Says 1.6T Optical Module Enters Volume Production, Shipments to Accelerate
Eoptolink Technology (新易盛) announced on an interactive platform that its 1.6T optical module product has entered a phase of sustained volume production and expects the shipment pace to continue accelerating. The company stated that the entire supply chain remains relatively tight. To secure material supply, Eoptolink has taken proactive measures including signing lock-in agreements and making advance payments to suppliers. This update provides insight into the company's production ramp-up for high-speed optical modules used in data center and telecommunications infrastructure.
Read sourceEoptolink Says 1.6T Optical Module Products Entering Continuous Volume Production Phase
On September 21, Eoptolink Technology (新易盛) announced on its interactive platform that its 1.6T optical module products have entered a continuous volume production phase, with shipment pace expected to accelerate. The company noted that the entire supply chain remains relatively tight. To secure material supply, Eoptolink has taken proactive measures including signing lock-in agreements and making advance payments. This update indicates strong demand for high-speed optical modules, which are critical components for data centers and AI infrastructure.
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Eoptolink says 1.6T optical module enters volume ramp-up, NPO orders expected from 2027
In a September 20 investor Q&A on the Shenzhen Stock Exchange interactive platform, Eoptolink Technology (300502) provided updates on its 1.6T optical module and next-generation packaging technologies. The company stated its 1.6T optical module products have entered a sustained volume ramp-up phase, with shipment pace expected to accelerate. The supply chain remains relatively tight, but Eoptolink has secured materials through lock-in agreements and advance payments. Regarding NPO (Near-Packaged Optics) products, the company said client development is progressing well, with orders expected to begin delivery in 2027 and volumes gradually increasing in 2028. On CPO (Co-Packaged Optics), Eoptolink noted it has made sufficient technical preparations and is confident in competing when the CPO ecosystem matures. The company emphasized that different technology routes (pluggable, NPO, CPO) are not mutually exclusive, and that large-scale demand for traditional pluggable optical modules remains certain and sustained. Specific financial metrics were deferred to future periodic reports.
Read sourceChinese firm Eoptolink expects NPO product shipments to gradually increase by 2028
Chinese optical module maker Eoptolink Technology (新易盛) stated on September 21 that it has fully deployed technologies in pluggable, NPO (near-packaged optics), and CPO (co-packaged optics) domains, emphasizing that these technology routes are not mutually exclusive and customers will choose based on their needs. The company noted that large-scale demand for pluggable optical modules from customers is confirmed and sustainable. Eoptolink expressed confidence in competing in CPO products once the ecosystem matures. The company has a dedicated team advancing NPO product development, with client progress going smoothly. It expects initial orders to start arriving in 2027, with shipment volumes gradually increasing by 2028. As of midday trading, Eoptolink's stock rose 3.48%, giving it a market capitalization of 642.2 billion yuan.
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