Zhongji Innolight Receives Exclusive 2.4T Light Coherent Module Order, Covers 40G-1.6T and Silicon Photonics

Zhongji Innolight has undergone multiple product iterations in the high-speed optical module space, from 40G and 100G to 400G, 800G, and 1.6T. Its client base covers the world's major cloud providers, internet platforms, and AI computing companies. The company entered the data center high-speed optical interconnect market early, engaging in joint development with customers during the research and development phase of next-generation products, participating in optoelectronic design, link budget, system debugging, and reliability verification.

In terms of technology layout, Zhongji Innolight invests in foundational capabilities including silicon photonics, high-speed modulation, optoelectronic chips, light sources, precision coupling, advanced packaging, and large-scale testing. Silicon photonic solutions have been deployed at scale in high-speed optical modules, accumulating experience in chip design, packaging, and manufacturing. The company is also developing new modulation materials such as thin-film lithium niobate to reserve technology for higher single-channel data rates. In the coherent technology field, Zhongji Innolight has exclusively received a demand order for a 2.4T light coherent optical module.

Zhongji Innolight's platform-based manufacturing system allows some packaging, alignment, and coupling equipment to be reused or upgraded across products of different data rates. The company has in-house automation equipment development capabilities, enabling it to design dedicated production and testing equipment for new products. In terms of supply chain, the company secures the supply of key materials such as DSPs, silicon photonic wafers, lasers, and advanced PCBs through long-term procurement agreements, advance payments, strategic investments, joint capacity expansion, and dedicated production lines.

The company adopts a selective vertical integration strategy, building internal capabilities in silicon photonic PICs, custom electrical chips, optoelectronic co-design, and advanced packaging, while continuing to source other components globally. The increased proportion of self-designed chips and custom electrical chips allows the company to provide more technical value in the value chain. Organizationally, Zhongji Innolight has formed a model of a foundational technology platform plus customer-specific teams. The platform team is responsible for common capabilities, while customer teams develop solutions tailored to different clients' ASICs, switches, and network architectures.

Zhongji Innolight's product boundary has expanded from traditional pluggable optical modules to NPO optical engines, coherent optical interconnects, CPO-related devices, and optical I/O solutions. As AI computing clusters scale up, optical interconnects are extending from scale-out networks to scale-up networks, and some copper connection scenarios are gradually shifting to optical connections due to bandwidth, distance, and power consumption constraints. The company simultaneously possesses customer access, foundational technology, scale manufacturing, supply chain assurance, and global delivery capabilities.