---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41061075.md"
description: "$Nokia Oyj(NOK.US) has been researching optical modules/InP for a while, and someone just mentioned the impact of the domestic price war. NOK still has many technological barriers and advantages:• Completely different tracks: NOK focuses on long-haul coherent (high margin, capacity shortage); domestic manufacturers focus on short-haul DR8 (low margin, overcapacity), basically no direct competition.• Price war is beneficial for NOK: washes out low-end competitors, strengthens high-end coherent barriers; Chinese leaders in 800G are suffering, but 1.6T is still okay.• Domestic manufacturers cannot enter NOK's territory in the short term: coherent requires InP PIC + self-developed DSP + algorithms + system synergy, at least a 2–3 year catch-up period."
datetime: "2026-05-22T19:04:49.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41061075.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41061075.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41061075.md)
author: "[朝阳宋老师](https://longbridge.com/en/profiles/20371238.md)"
---

# $Nokia Oyj(NOK.US) has been researching optical mo…


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