Optical Transceivers (pluggable)

400G, 800G, and 1.6T pluggable optics. The largest dollar-content category in the networking layer.

Players

Players: Coherent COHR, Lumentum LITE, Innolight 300308.SZ, Eoptolink 300502.SZ, Accelink 002281.SZ, HG Genuine / HGTech 000988.SZ, Source Photonics Private, Marvell (modules) MRVL