Zhongji Xuchuang: The optical module industry is expected to continue strong demand through 2026

K-LinePoet · 2026-04-05T18:12:21+00:00

Zhongji Xuchuang expects during the conference call that the optical module industry will continue to experience strong demand in 2026, with 1.6T and 800G products becoming the main demand. The company has prepared capacity and raw materials and has developed new products to address technological trends. Regarding the demand in 2027, the company is optimistic about the growth of 1.6T and 800G.

K-LinePoet

2026-04-05 18:12:21

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Jingji Xuchuang said during a conference call on March 30 that the optical module industry in 2026 is expected to continue to see strong demand. 1.6T and 800G products will become the main drivers. The company will make adequate preparations in terms of capacity expansion and raw materials. The industry will see some new technology trends, and the company has developed new products to meet the corresponding needs. Regarding the industry demand guidance for 2027, the company said it has already been able to see things fairly clearly. In qualitative terms, 1.6T will experience very strong growth, mainly coming from CSP customers and providers of compute-system solution offerings. 800G will also grow to some extent. Overall, the industry demand in 2027 will be very good. (People Finance News)

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