BOCOM International: Zhongji Innolight
AI Infrastructure & Market Forecasts> Role of Communication Networks: Zhongji Innolight is positioned to benefit as a leading global manufacturer of optical modules due to the rising importance of communication networks in AI infrastructure.> Chip Market Forecast: The global AI communication network chip market size is forecasted at USD 107.5bn (2026E) and USD 154.9bn (2027E), driven by upstream giants NVIDIA and Broadcom.Optical Modules in AI Data Centers> GPU-to-Transceiver Ratio: Based on NVIDIA Blackwell Ultra NVL72 systems, 1 GPU corresponds to ~6.1 transceiver modules.> Shipment Estimates: High-bandwidth (>=400G) optical module shipments in data centers are expected to reach 81.1m units (2026E) and 146.7m units (2027E).1.6T Optical Modules: Expected to reach 28.4m units (2026E) and 76.3m units (2027E), serving as the primary driver for Zhongji Innolight's earnings growth.Technology Position & Market Share> Technology Timeline: CPO may scale up in 2H27 or later, while NPO could begin volume ramp in 2026 as the primary interface technology form.> Global Ranking: According to Frost & Sullivan, Zhongji Innolight's data communication optical module market share was 23.1% in 2025, ranking first globally.$Applied Optoelectronics(AAOI.US) $NVIDIA(NVDA.US) $Broadcom(AVGO.US) $Marvell Tech(MRVL.US)The copyright of this article belongs to the original author/organization.
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