Orders for optical modules

Optical module companies are experiencing record-high orders, driven by AI data center demand, with major players like Samsung, InnoLight, Eoptolink, and Lumentum fully booked through 2028.Key Orders and CompaniesSamsung Foundry has secured orders from a leading optical communication module provider and plans to begin mass production in the second half of 2026, focusing on silicon photonics and co-packaged optics (CPO) for AI data centers . Their production readiness includes a 300mm wafer platform and photonic integrated circuits (PICs), with turnkey CPO services expected by 2029 . Nvidia is significantly increasing its 800G optical module orders in 2026, with a projected 35% growth. InnoLight and Eoptolink capture 60% of these orders, while the remaining 40% is split among U.S. vendors like Coherent, Lumentum, and Broadcom . Eoptolink shipped approximately 4.17 million 800G modules in the first half of 2026, driving revenue growth, while InnoLight shipped around 4.7 million units, with silicon photonics solutions rising to 60% of revenue . Chinese manufacturers are fully booked through 2028 due to global AI hardware demand. Export volumes of optical modules rose roughly 30% in Q1 2026, with high-demand products like 1.6T modules costing around $1,000 per unit . Chinese companies control over 70% of the global optical module market and 60% of optical fibers . Lumentum also reports orders booked through 2028, driven by U.S. AI data center demand and Nvidia's $2 billion strategic investment. The company faces supply constraints despite expanding production, reflecting the high growth and competitive nature of the optical module market .Industry OverviewThe optical module industry is central to AI infrastructure, as traditional copper transmission cannot meet the bandwidth requirements of next-generation data centers . Co-packaged optics (CPO) and high-speed modules (800G–1.6T) are increasingly critical, with penetration in AI data centers expected to reach 35% by 2030 . The industry chain includes upstream PCB, optical chips, and components, with downstream integration into data communication and telecom equipment . Major global suppliers include Innolight, Eoptolink, Huagong Tech, Linktel, Accelink, and Lumentum, with Chinese companies dominating high-end module production .ConclusionThe optical module market is experiencing unprecedented demand, largely fueled by AI data center expansion. Companies like Samsung, InnoLight, Eoptolink, and Lumentum are fully booked for several years, highlighting both the growth potential and supply constraints in the sector. High-speed modules, silicon photonics, and CPO technologies are key drivers shaping the future of optical communication infrastructure .