InnoLight (Eoptolink peer)
World's top optical-transceiver module maker
InnoLight (Suzhou-based, listed as Innolight/Zhongji Innolight) is the world's largest supplier of high-speed optical transceiver modules, dominant in 400G/800G and ramping 1.6T for AI clusters. NVIDIA and hyperscalers are major end customers, and InnoLight sources lasers/components from Coherent, Lumentum, and others. Its scale in module assembly makes it a critical, China-based node in the AI optical-interconnect supply chain amid rising US-China tech friction.
Position
#1 in 400G/800G modules
Ramp
1.6T for AI clusters
Risk
China-based amid US-China friction
How it fits the stack
InnoLight (Eoptolink peer) with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.
InnoLight (Eoptolink peer) in the AI stack. InnoLight (Eoptolink peer) with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.
Graph data (text) — 5 entities, 6 relationships
- InnoLight (Eoptolink peer) —sources→ Coherent
- InnoLight (Eoptolink peer) —supplies→ Coherent
- InnoLight (Eoptolink peer) —sources→ Lumentum
- InnoLight (Eoptolink peer) —supplies→ Lumentum
- Co-packaged optics & silicon photonics —depends on→ InnoLight (Eoptolink peer)
- Nvidia —supplies→ InnoLight (Eoptolink peer)
Depends on ↑ · 4
Context — capital, rivals, policy · · 1