Eoptolink mass-produces high-speed optical transceiver modules, including 800G LPO and 1.6T OSFP modules, for hyperscale and AI data-center networks.
Eoptolink (新易盛, SZSE 300502) is the second Chinese transceiver champion, executing Innolight's strategy with a different anchor: deep AWS supply-chain integration while Innolight went to Google and Microsoft. FY2024 revenue RMB 8.65bn (up 179 percent), net profit up 312 percent at a 33 percent net margin, the highest among listed transceiver vendors; FY2025 revenue RMB 24.84bn (up 187 percent), net profit up 236 percent. Overseas revenue about 78 percent. Two distinctions: geography as risk management, a Thailand facility built specifically to serve North American demand outside Chinese export-control exposure, supporting 1.6T volumes from late 2025 into 2026; and technology, one of the first to reach large-scale 1.6T production, pushing multimode 1.6T OSFP modules with 200G VCSELs for short-reach AI cluster links to undercut single-mode, while its 800G LPO modules claim a 50 percent power reduction at 45 percent gross margins with orders from Meta and Amazon. Named customers Meta and Amazon.
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Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.
Eoptolink mass-produces high-speed optical transceiver modules, including 800G LPO and 1.6T OSFP modules, for hyperscale and AI data-center networks. Eoptolink (新易盛, SZSE 300502) is the second Chinese transceiver champion, executing Innolight's strategy with a different anchor: deep AWS supply-chain integration while Innolight went to Google and Microsoft. FY2024 revenue RMB 8.65bn (up 179 percent), net profit up 312 percent at a 33 percent net margin, the highest among listed transceiver vendors; FY2025 revenue RMB 24.84bn (up 187 percent), ne
Eoptolink is on the AI Core watchlist list of Frontier Tech Intelligence with a score of 83 out of 100, below the Top 100.
Eoptolink is based in Chengdu, Sichuan, China.
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