Domestic suppliers are increasingly meeting demand for high-speed optical modules, achieving significant localization in chips and modules while leading in global market share for advanced products.Do...
China has accelerated the shift from import dependency to domestic production of optical modules, driven by AI computing growth and large-scale 5G deployment. National policies, such as the Ministry of Industry and Information Technology's guidelines, actively support localization, while projects like "East Data West Computing" create massive demand for domestic data center infrastructure, boosting the need for locally-produced high-speed optical modules .
Domestic suppliers have made substantial progress in both low- and high-speed optical modules. For low-speed chips (2.5G/10G), localization rates have reached 90% and 60% respectively, while high-speed modules like 100G QSFP28 ZR4 and 25G SFP28 BIDI demonstrate performance comparable to international top-tier products . Chinese manufacturers now hold about 40% of the global market for advanced modules such as 800G, and companies like Zhongji InnoLight and Eoptolink dominate segments including 1.6T modules .
Core chip production remains a critical focus. Domestic suppliers have achieved mass production of 25G/50G DFB and EML lasers, with self-sufficiency rates exceeding 50% for 25G+ laser chips. High-end DSP chips are still largely imported, but intense R&D is underway to close this gap . The domestic supply chain now supports end-to-end capabilities, including chip selection, module integration, and scenario adaptation, ensuring high on-time delivery rates and supply resilience .
The rise of high-speed modules, particularly 1.6T, has increased demand for high-end materials like aluminum nitride (AlN) substrates. Domestic manufacturers have developed high-purity AlN powders and substrates, alleviating global supply bottlenecks and enabling full industry chain synergy .
Chinese optical module suppliers are no longer just participants but leaders in the global market. Their combined market share exceeds 60%, and delivery cycles have been compressed to meet urgent AI infrastructure demands. Export orders for optical modules are projected into 2028, reflecting strong confidence in domestic production capabilities .
Domestic suppliers are now capable of producing high-performance optical modules with competitive pricing, reliable delivery, and technological parity with international products. Continued investment in chip localization, high-speed module innovation, and material supply chains ensures that domestic production will remain a cornerstone of both national infrastructure and global AI computing supply chains .
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