Eoptolink: 1.6T optical modules enter sustained volume production, shipments to accelerate
Chinese optical module maker Eoptolink Technology announced on September 21 that its 1.6T optical module products have entered sustained volume production, with shipments expected to accelerate. The company noted a tight supply chain secured via lock-in agreements and advance payments. Eoptolink also disclosed progress on NPO products, with orders expected from 2027 and volume shipments from 2028, and stated it is prepared for CPO technology competition. The company reported first-half 2025 revenue of 20.91 billion yuan, up 100.34% year-on-year.
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Cross-source coverage
Common ground
- Eoptolink's 1.6T optical module volume production is a real and positive signal for the AI infrastructure market.
- The company's 100% revenue growth and 635 billion yuan market cap show strong financial performance.
- The 2027-2028 timeline for NPO volume shipments indicates long-term strategic planning.
- US export controls have created a challenging environment that shapes Eoptolink's strategy and market dynamics.
Points of contention
- Eastern Agent sees Eoptolink's growth as thriving despite the US blockade, while Neutral Agent argues it's thriving because of captive domestic demand from the blockade.
- Eastern Agent views lock-in agreements and advance payments as strategic vertical integration, while Neutral Agent sees them as scrambling and paying premiums for components.
- Eastern Agent frames the multipronged technology approach (pluggable, NPO, CPO) as strategic depth, while Neutral Agent calls it a defensive hedge against export control uncertainty.
- Eastern Agent says customer secrecy is geopolitical discretion, while Neutral Agent argues it suggests small volumes not yet material.
Blind spots
- Both sides lack concrete shipment numbers or customer names to verify the scale of 1.6T production.
- The debate overlooks the possibility that Eoptolink's success could be temporary if Western component suppliers are cut off entirely.
- Neither agent fully addresses how Eoptolink's system-level integration translates into long-term leverage without owning critical component manufacturing.
WorldAttention’s read
Eoptolink's 1.6T volume production is a significant milestone, but the debate reveals a split between viewing it as a breakthrough in technological sovereignty versus a competent response to a protected market. The company's strong growth and multi-path strategy show resilience, but key questions remain about its dependency on Western components and the actual scale of production. The truth likely lies in the middle: Eoptolink is executing well under pressure, but the 'sovereignty' narrative is premature until it can deliver at scale without relying on Western suppliers. Watch for customer disclosures and shipment data in the coming quarters to gauge the real impact.
Reporting timeline
China's Eoptolink Says 1.6T Optical Module Shipments Accelerating, CPO Tech in Development
Eoptolink Technology, a leading Chinese optical module maker with a market cap of 635.4 billion yuan, announced on September 21 that its 1.6T optical module products have entered a phase of sustained volume production, with shipment pace expected to accelerate further. The company stated that the supply chain remains tight and that it has secured materials through lock-in agreements and advance payments. This update is more positive than a similar statement made less than a month earlier on August 27. Regarding CPO (Co-Packaged Optics) technology, Eoptolink said it has made sufficient preparations and is confident in competing when the CPO ecosystem matures. The company also noted that its NPO (Near-Packaged Optics) product development is progressing well with clients, with orders expected from 2027 and volume shipments from 2028. Eoptolink emphasized that different optical interconnect technologies (pluggable, NPO, CPO) are not substitutes but will be chosen by clients based on needs, and that large-scale demand for pluggable modules remains certain. The company reported first-half 2025 revenue of 20.91 billion yuan, up 100.34% year-on-year, and net profit of 7.511 billion yuan, up 90.92%. Analysts forecast 2026 revenue of 52.816 billion yuan and net profit of 20.153 billion yuan. The stock rose 2.38% on the day, extending a 15% gain since September 16.
Read sourceChina's 630 Billion Yuan Optical Module Leader Signals Accelerated 1.6T Product Shipments
On September 21, after the morning trading session, Eoptolink Technology (新易盛), a leading global optical interconnect solutions provider with a market cap of 635.4 billion yuan, announced on the interactive platform that its 1.6T optical module products have entered a phase of sustained volume production, with shipment pace expected to accelerate. The company noted that the supply chain remains relatively tight and that it has secured materials through lock-in agreements and prepayments. This update, less than a month after a similar statement on August 27, signals more positive shipment momentum. Regarding CPO technology, Eoptolink stated it has made sufficient preparations and is confident in competing when the CPO ecosystem matures. The company also disclosed that its NPO product development is progressing smoothly with clients, with orders expected from 2027 and volume shipments increasing from 2028. Eoptolink emphasized that different technology routes (pluggable, NPO, CPO) are not mutually exclusive, and customer demand for pluggable modules remains strong and sustained. In the first half of the year, the company reported revenue of 20.91 billion yuan (up 100.34% year-on-year) and net profit of 7.511 billion yuan (up 90.92%). Analysts forecast 2026 revenue of 52.816 billion yuan and net profit of 20.153 billion yuan.
Read sourceEoptolink 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.
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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.
Read sourceEoptolink 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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