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China's leading optical module manufacturer, Zhongji Innolight, reported H1 revenue of 41.778 billion yuan, a year-on-year increase of 182.49%, with net profit up 241.70%. Orders are reportedly scheduled until 2028.
On Wednesday, key Chinese optical module industry players, including InnoLight Technology, TFC Communication, E-SUN Technology, and Linktel Technologies, released a flurry of operational announcements. These announcements collectively addressed market concerns regarding the sustainability of the optical module sector's boom. Among them, InnoLight Technology reported a revenue of 41.778 billion RMB for the first half of 2026, marking a year-on-year increase of 182.49%. Net profit attributable to shareholders of the listed company reached 13.651 billion RMB, up 241.70% year-on-year. The company also disclosed that orders from major overseas clients are booked until 2027, with some key clients providing clear guidance for 2028 demand. Demand for high-end optical modules, such as 1.6T and 800G, is expected to maintain rapid growth.
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