Optical suppliers / innolight
Innolight
China (Suzhou)
- Primary speed / form
- 800G & 1.6T — OSFP / QSFP-DD
- Datacom market share
- ~27%Site estimate
- 1.6T transition status
- Shipping
- Tech route
- EML + silicon photonics (widely reported as a leader in 800G SiPh; SiPh mix >40%)
- Key customers
- NVIDIA, Google, Amazon
- Notes
- Widely reported as the #1 datacom transceiver vendor and to hold >50% of NVIDIA's 800G module wallet (relayed by the cited sources; the authoritative analyst figures live in paid LightCounting/Cignal reports). The 27% is aiinframap's directional estimate of total datacom share — not an audited figure.
Sources
What changed
- 2025-06-301.6T modules entered phased shipments (Q2 2025); full-year volume still sub-1M industry-wide. ↗