Zhongji Innolight: Customer Orders Cover 2026, Demand Clear for 800G and 1.6T
Zhongji Innolight disclosed during a July 28 conference call that orders from nearly all customers now cover the full year 2026, with some extending to 2027 and delivery plans broken down monthly. The company noted strong demand visibility for 800G, 1.6T, 2.4T, and NPO products in 2027. Additionally, key clients have provided guidance for 2028 new products, with substantial amounts indicated. Management said downstream clients' capital expenditure remains sustainable, supporting further industry investment.
Zhongji Innolight revealed during a conference call on July 28 that orders from nearly all customers currently cover the entire year of 2026, with some customers having placed orders extending to 2027. Delivery plans have been refined to a monthly basis. The company stated that demand visibility for 2027 is clear, with strong demand certainty for products such as 800G, 1.6T, 2.4T, and NPO.
Some key clients have already provided guidance for new products in 2028, and the guidance amounts are very substantial. The company said that the capital expenditure of key downstream clients remains highly sustainable, and clients are willing to continue increasing investment in the industry.
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