Innolight ranks 29 on the AI Infra 100 with a score of 94; Accelink ranks 74 with 87. Accelink is ahead on progress and technology. Innolight is ahead on deployment, production, positioning, firepower and leverage. Level on commercials. Accelink is based in Wuhan, China, Innolight in Suzhou, China. Accelink is named in 3 signals and Innolight in 10.
Accelink supplies optical communications products across transmission, access and datacom product lines. These products provide optical interconnect components and systems for telecom and data-center networking.
Darker bar: ahead of the other company on that measure.
Accelink is the most vertically integrated of the Chinese optical names and ranks fifth globally in the top-ten optical module list published in its 2025 placement prospectus, behind Innolight (first), Eoptolink (third) and Huawei (fourth), ahead of Hisense Broadband, HG Genuine and Source Photonics. The integration is the distinguishing feature: in-house capability across FP, DFB, EML, VCSEL, PD, APD and SiP chip types, and across COB, hybrid integration, planar waveguide and MEMS packaging, running from optical chips through devices and modules to complete subsystems, including an in-house LCoS chip for flex-grid wavelength selective switches. Its product range spans 10G to 800G for cloud and enterprise data centers, with 400G VR4/DR4/FR4/LR4, 800G DR8/2xFR4/LRO/LPO, and 1.6T DR8. FY2025 revenue was RMB 11.929 billion, up 44.20 percent, with net profit attributable RMB 946 million, up 43.10 percent, basic EPS RMB 1.21, driven by surging datacom module demand under the global AI compute wave and heavy domestic cloud spending, with leading bid share among top-tier domestic customers. Q3 2025 net profit of RMB 347 million was an all-time quarterly record, up 35.42 percent year over year and 56 percent sequentially. Q1 2026 revenue was RMB 2.773 billion, up 24.79 percent, net profit RMB 240 million, up 59.76 percent. Operating cash flow rose 353.99 percent in FY2025.
3 signals name Accelink.
6 facts on file.
Innolight develops and sells high-speed optical transceiver modules, including 800G and 1.6T, and silicon photonics chips for data-center and AI-cluster interconnects.
Darker bar: ahead of the other company on that measure.
Innolight (Zhongji Innolight, SZSE 300308) is the largest optical transceiver maker in the world and the single most important name previously absent from the registry's interconnect coverage. FY2024 revenue RMB 23.86bn (up 122.6 percent), net profit RMB 5.17bn (up 137.9 percent); FY2025 revenue RMB 38.24bn (up 60.3 percent), net profit up 108.8 percent, transceiver gross margin rising 34.65 to 42.61 percent. Q1 2026 was extraordinary: revenue RMB 19.5bn (USD 2.9bn, up 192 percent), net profit RMB 5.7bn (USD 850m, up 262 percent) at a record 46 percent gross margin, that single quarter's profit exceeding all of 2024. Overseas revenue, predominantly North America, is above 86 percent. It shipped roughly 3 million 1.6T units in FY2025 for more than 50 percent global share and locked up around 70 percent of Lumentum's 12-million-unit EML chip capacity; about 35 percent of 800G shipments in 2026. The most diversified of the Chinese three: self-developed silicon photonics chips at 95 percent yield cutting costs 30 percent, 1.6T already shipping on silicon photonics, plus active NPO, CPO and optical circuit switching. Momentum is 4 rather than 5 because it was added to a Pentagon list, and CPO is a structural threat to the pluggable model even if large-scale replacement is seen as distant. Named customers NVIDIA, Google and Microsoft.
10 signals name Innolight.
11 facts on file.
Innolight ranks 29 on the AI Infra 100 with a score of 94; Accelink ranks 74 with 87. Accelink is ahead on progress and technology. Innolight is ahead on deployment, production, positioning, firepower and leverage. Level on commercials. Accelink is based in Wuhan, China, Innolight in Suzhou, China. Accelink is named in 3 signals and Innolight in 10.
Innolight ranks 29 on the AI Infra 100 with a score of 94; Accelink ranks 74 with 87. Accelink is ahead on progress and technology. Innolight is ahead on deployment, production, positioning, firepower and leverage. Level on commercials. Accelink is based in Wuhan, China, Innolight in Suzhou, China. Accelink is named in 3 signals and Innolight in 10. Both company files carry the scores on eight measures, the facts with sources and the latest signals.
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