---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000816151.md"
description: "BOCOM International: Zhongji InnolightAI 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)"
datetime: "2026-07-26T04:04:23.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000816151.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000816151.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000816151.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# BOCOM International: Zhongji InnolightAI Infrastru…


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