InnoLight Technology
InnoLight Technology is a leader in the Distribution & Misc segment of the semiconductor & AI supply chain, headquartered in China. Its key suppliers include Coherent, Lumentum Holdings, Broadcom. Its key customers include NVIDIA, Broadcom, Marvell Technology.
Leading optical transceiver maker for AI data centers.
- Ticker
- SZSE: 300308
- Headquarters
- China
- Revenue
- $5.7B (FY2025) · +60.3% YoY
- Net income
- $1.6B
- Operating margin
- 41.7%
- Market position
- leader
- Value-chain segment
- Photonics & Optics
- Key products
- 800G QSFP-DD optical transceivers, 400G optical transceivers, CWDM4 / FR4 data-center modules, LPO (linear pluggable optics), Co-packaged optics (CPO) modules
About InnoLight Technology
InnoLight Technology, headquartered in China, operates in the Photonics & Optics segment of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include 800G QSFP-DD optical transceivers, 400G optical transceivers, CWDM4 / FR4 data-center modules, LPO (linear pluggable optics), Co-packaged optics (CPO) modules. wafergraph maps 3 tracked suppliers and 5 tracked customers for InnoLight Technology across the value chain. It has a supply-chain criticality score of 81/100, with 235 companies downstream of it.
Role in the chain
InnoLight Technology is a market leader in Distribution & Misc (Photonics & Optics), headquartered in China. Leading optical transceiver maker for AI data centers.
Diligence questions
- The dataset records 3 tracked suppliers for InnoLight Technology. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
- 1 of InnoLight Technology's tracked suppliers are a monopoly or leader (including Broadcom). Which of those are actually single-source for the process step you care about?
- The dataset names 5 tracked customers for InnoLight Technology. How concentrated is demand among those names, and which of them have a documented second source in this graph?
- InnoLight Technology is positioned as a leader in Distribution & Misc. How replaceable is this vendor on the process step you are buying?
- InnoLight Technology is headquartered in China. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
- InnoLight Technology trades as SZSE:300308. What does the latest reported period say about capacity and backlog versus the graph position above?
Key products
- 800G QSFP-DD optical transceivers
- 400G optical transceivers
- CWDM4 / FR4 data-center modules
- LPO (linear pluggable optics)
- Co-packaged optics (CPO) modules
Suppliers
Customers
More Distribution & Misc companies
Compare with
Corning Incorporated · Eoptolink Technology · Lumentum Holdings · Nokia · Coherent · Ciena
Sources
Open the interactive supply-chain view →
Cite as: wafergraph, “InnoLight Technology — supply chain, financials & market position”, https://wafergraph.com/company/innolight (data as of 2026-09-05).
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