---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000864366.md"
description: "Zhongji Innolight's Interim Report covering optics:> Silicon photonics penetration in the global datacom optical interconnect market is expected to rise further, from about 38% in 2025 to about 73% in 2030.> Optical interconnects accounted for about 5% of global AI capex in 2025, and are expected to reach about 10% over the long term. The global datacom optical interconnect market is projected to grow from $19.4 billion in 2025 to $98.6 billion in 2030, a compound annual growth rate of 33.8% from 2026 to 2030.Regarding CPO:> CPO is described as currently viewed as one of the most highly integrated optical packaging solutions, assembling the switch ASIC chip and optical engine together on the same substrate.> The report states CPO is still in the development stage, facing challenges around technology and ecosystem maturity, manufacturing consistency, cost, and maintainability.> Over the long term, CPO will coexist with pluggable optical modules and other connectivity solutions (rather than fully replacing them).$Lumentum(LITE.US) $Coherent Corp.(COHR.US) $Applied Optoelectronics(AAOI.US) $Broadcom(AVGO.US) $NVIDIA(NVDA.US)"
datetime: "2026-08-21T20:06:58.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000864366.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000864366.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000864366.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# Zhongji Innolight's Interim Report covering optics…


### Related Stocks

- [LITE.US](https://longbridge.com/en/quote/LITE.US.md)
- [COHR.US](https://longbridge.com/en/quote/COHR.US.md)
- [AAOI.US](https://longbridge.com/en/quote/AAOI.US.md)
- [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [03308.HK](https://longbridge.com/en/quote/03308.HK.md)
- [300308.CN](https://longbridge.com/en/quote/300308.CN.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**