Innolight
InnoLight is a Chinese designer and manufacturer of high-speed optical transceivers (25G to 1.6T) based on silicon photonics, supplying hyperscale data center operators, telecom carriers, and equipment OEMs globally via direct enterprise sales from facilities in China, Singapore, Thailand, Taiwan, and the US.
- Company typePrivate
- Founded2008
- HeadquartersSuzhou, China
- Headcount11–50
- GTM typeB2B
- OfferingHardware or Manufacturing
What Innolight does
InnoLight Technology (Suzhou) Ltd is a privately held Chinese designer and manufacturer of high-speed optical transceivers, founded in April 2008 and headquartered at the Suzhou Industrial Park. The company researches, designs, builds, and markets optical transceiver modules across data rates from 25G to 1.6T, organized into three solution families: AI and Data Center Networking (1.6T, 800G, 400G, 200G, 100G in OSFP, QSFP-DD, QSFP56, QSFP28, and SFP form factors), Mobile Networking (25G-200G transceivers for fronthaul, midhaul, and backhaul), and Metro/Long Haul Optical Networking (coherent QSFP-DD, CFP2, and OSFP modules). Core technology platforms include proprietary silicon photonics integration and coherent detection engines (e.g., 140 Gbaud coherent PIC), which underpin its differentiation in low-power 200G-per-lane PAM4 designs (under 14W for 800G, under 23W for 1.6T) and ZR/ZR+ coherent DCI optics built on Marvell's Orion DSP.
InnoLight generates revenue almost exclusively through B2B hardware sales of optical modules, sold direct to enterprise customers via a regional field-sales organization with dedicated contacts for Mainland China and international markets, supplemented by sales offices in Beijing, Shenzhen, Europe, and the US. The company serves hyperscale data center operators (Google is named as a major 800G+ customer alongside supply-chain partners Lumentum, Coherent, and Accelink), telecom carriers, equipment OEMs, and enterprise networking buyers, with the primary segment being top-tier hyperscalers driving AI compute infrastructure. Pricing is quote-based on multi-year contracts; no list pricing is disclosed.
The company operates a global footprint through wholly-owned subsidiaries: InnoLight Technology Pte. Limited in Singapore (international HQ, established 2018), InnoLight Technology USA Inc. in Santa Clara (R&D and customer service), a Thailand high-volume manufacturing plant (established 2019), and a Taiwan operation leveraging the local semiconductor ecosystem. LightCounting ranked InnoLight #1 in its 2024 TOP10 optical transceiver supplier ranking with $3.3 billion in sales and 114% year-over-year growth, and the company co-founded the OSFP MSA with 48 industry leaders.
Innolight firmographics
Firmographics- Name
- Innolight
- Legal name
- InnoLight Technology (Suzhou) Ltd
- Website
- https://innolight.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- InnoLight is a Chinese designer and manufacturer of high-speed optical transceivers (25G to 1.6T) based on silicon photonics, supplying hyperscale data center operators, telecom carriers, and equipment OEMs globally via direct enterprise sales from facilities in China, Singapore, Thailand, Taiwan, and the US.
- Ownership category
- akta.pro rank
Innolight industry classification
Industry- Product category
- Optical Transceivers
- NAICS
- Other Communications Equipment Manufacturing (33429), Electronic Connector Manufacturing (334417), Radio and Television Broadcasting and Wireless Communications Equipment Manufacturing (334220), Other Communications Equipment Manufacturing (334290)
- SIC
- Computer Communications Equipment (3576), Communications Equipment, Nec (3669)
- akta.pro primary industry
- Optical Transceivers (SFP/SFP+/SFP28/QSFP/QSFP-DD/OSFP) (HDAFAEAE)
- akta.pro secondary industries
- Optical Transponders & Muxponders (Coherent/Pluggable) (HDAFADAB), Active Optical Cables (AOC) & Optical Interconnects (HDAFAEAG), Optoelectronic Receivers & Transceivers (Photodetectors/Optical Modules) (HDAHALAM)
Keywords
Where Innolight is headquartered
LocationHeadquarters
- HQ city
- Suzhou
- HQ country
- China
- HQ region
- Asia
Offices8 records
Markets served
Innolight business model
Business model- GTM type
- B2B
- Offering type
- Hardware or Manufacturing
- Cost components
- Supply Chain, Personnel, Technology or R&D, Operations, Infrastructure, Marketing or Sales
Revenue model
- Optical Transceiver Hardware Sales: Designs, builds and markets high-speed optical transceivers for AI and data center networking, mobile networking, and metro/long haul optical networking applications. Revenue generated from sale of optical modules including 100G, 200G, 400G, 800G, and 1.6T products.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Enterprise direct sales |
Go-to-market motion3 records
Distribution channels2 records
Marketing channels7 records
Innolight product offering
Product offeringCore offering
InnoLight researches, designs, builds, and markets high-speed optical transceivers for AI and data center networking, mobile networking, and metro/long haul optical networking. Its product portfolio spans data rates from 25G to 1.6T across multiple form factors including OSFP, QSFP-DD, QSFP28, SFP56, SFP28, and CFP2. The company sells directly to global top tier data center operators, equipment manufacturers, system integrators, and telecommunication carriers.
Product overview
InnoLight is a world-leading developer and manufacturer of high-speed optical transceivers for AI, data center, mobile networking, and metro/long haul optical networking applications. The product portfolio comprises comprehensive optical transceiver families across multiple form factors (OSFP, QSFP-DD, QSFP56-DD, QSFP28, SFP56, SFP28, CFP2) and data rates (25G through 1.6T). The AI and Data Center Networking solutions include 1.6T, 800G, 400G, 200G, and 100G products supporting Ethernet applications. Mobile Networking products span 25G, 50G, 100G, and 200G for front-haul, mid-haul, and back-haul. Metro and Long Haul Optical Networking offerings include coherent QSFP-DD, CFP2, and OSFP modules using silicon photonics technology platforms with DP-QPSK, DP-16QAM, and PCS-16QAM modulation supporting transmission up to 500km.
Differentiator
Problem solved
Functional benefit
Products and services
- 1.6T OSFP224 Optical Transceiver 1.6T pluggable optical transceiver in OSFP224 form factor supporting 8 channels of 200G-PAM4 with up to 500m reach via single-mode fiber, enabling 51.2T switch throughput capacity in 1U rack configuration for AI and hyperscale data center applications.
- 800G OSFP224 Optical Transceiver 800G optical transceiver in OSFP224 form factor with 4 channels of 200G-PAM4, up to 500m reach via single-mode fiber, compliant with IEEE 802.3df and OSFP MSA standards for hyperscale data center networking.
- 800G OSFP112 Optical Transceiver 800G optical transceiver in OSFP112 form factor with variants including 2xLR4, 2xFR4, 2xDR4, DR8, and SR8, supporting 500m to 10km reach via single-mode or multimode fiber.
- 800G QSFP112-DD Optical Transceiver 800G optical transceiver in QSFP-DD form factor with variants including 2xFR4, 2xDR4, DR8, and SR8, supporting up to 2km reach via single-mode fiber.
- 400G QSFP56-DD Optical Transceiver 400G optical transceiver in QSFP-DD form factor with variants including LR4, FR4, DR4, SR4.2, SR8, and AOC supporting up to 10km reach via single-mode fiber.
- 400G OSFP56 Optical Transceiver 400G optical transceiver in OSFP56 form factor with variants including DR4, SR8, and AOC supporting up to 500m reach via single-mode fiber.
- 400G QSFP112 Optical Transceiver 400G optical transceiver in QSFP112 form factor with VR4 variant supporting 30m reach via multimode fiber based on VCSEL technology.
- 400G OSFP112 Optical Transceiver 400G optical transceiver in OSFP112 form factor with DR4 variant supporting 500m reach via single-mode fiber based on EML technology.
- 200G QSFP56 Optical Transceiver 200G optical transceiver in QSFP56 form factor with variants including FR4, SR4, and AOC supporting up to 2km reach via single-mode or multimode fiber.
- 100G QSFP28 Optical Transceiver 100G optical transceiver in QSFP28 form factor with variants including LR4, CWDM4, PSM4, DR1/FR1/LR1, SR4, and AOC supporting up to 10km reach via single-mode fiber.
- 200G QSFP56-DD Optical Transceiver (Mobile) 200G optical transceiver in QSFP56-DD form factor for mobile networking with ER4 and LR4 variants supporting up to 40km reach via single-mode fiber.
- 100G QSFP28 Optical Transceiver (Mobile) 100G optical transceiver in QSFP28 form factor for mobile networking with ER4L and eCWDM4 variants supporting up to 30km reach.
- 50G SFP56 Optical Transceiver (Mobile) 50G optical transceiver in SFP56 form factor for mobile fronthaul with LR and LR BiDi variants supporting up to 10km reach via single-mode fiber.
- 25G SFP28 Optical Transceiver (Mobile) 25G optical transceiver in SFP28 form factor for mobile fronthaul with ER, LR, and LR BiDi variants supporting up to 40km reach via single-mode fiber.
- Coherent QSFP-DD Optical Transceivers (Metro/Long Haul) Coherent QSFP-DD optical transceivers for metro and long haul networking with 100G OpenZR+ and 400G ZR/OpenZR+ variants supporting up to 500km transmission using DP-QPSK, DP-16QAM, and PCS-16QAM modulation with 7nm DSP.
- CFP2 DCO Coherent Optical Transceiver 400G CFP2 DCO coherent optical transceiver supporting 100/200/400Gbps transmission with DP-QPSK, DP-16QAM, and PCS-16QAM modulation for metro carrier and DCI applications.
- 800G ZR OSFP Coherent Optical Transceiver 800G ZR OSFP coherent optical transceiver supporting DP-16QAM modulation with extended C-band and polarization diversity coherent detection for metro carrier and DCI applications.
Quantifiable outcome
- 1.6T transmission speed capability at less than 23W power consumption
- +3 more outcomes
Companies that use Innolight
Customer profileNamed customers7 records
Segments5 records
Ideal customer profiles3 records
Innolight technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability1 record
Feature5 records
Innolight partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- MarvellcoreInnoLight collaborated with Marvell to launch 800G ZR/ZR+ coherent optical modules for data center interconnects. The modules use Marvell's Orion coherent DSP (industry's first 800Gbps coherent DSP for small form factor pluggable modules) combined with InnoLight's coherent detection engine featuring 140 Gbaud coherent PIC technology. These products reduce network complexity for DCI by eliminating traditional transponders.
- OSFP MSA Consortium (48 industry leaders)coreInnoLight co-founded the OSFP (Octal Small Form-factor Pluggable) Multi-Source Agreement with 48 industry leaders including Arista Networks, Google, Broadcom, Intel, Cisco, Huawei, and others. OSFP enables 32 400G ports per 1U with full range of 400G optics technologies from datacenter to metro reach.
- Tower SemiconductorcoreCollaboration between Tower Semiconductor and InnoLight to produce high-speed optical transceivers. Tower is also collaborating with NVIDIA on 1.6T silicon photonics for data center optical modules. This strategic partnership positions InnoLight in advanced silicon photonics supply chain for next-generation optical interconnects.
- GooglecoreGoogle's high-speed interconnect architecture including Ironwood TPU and Apollo optical circuit switch relies on components supplied by Innolight. With Google projected to ship nearly 4 million TPUs in 2026 and 800G+ optical transceiver market share expected to exceed 60%, this is a significant supply relationship for AI data center deployments.
Scale indicators7 records
Recent moves10 records
Expansion highlights6 records
Innolight competitors and assessment
Company assessmentDirect peers
- Coherent Corp. Major vertically-integrated optical communications player (formerly II-VI/Finisar), competing with Innolight across datacom and coherent pluggable transceivers. Also listed as an Innolight customer/supply chain partner.
- Hisense Broadband: Major Chinese manufacturer of optical transceiver modules (including 800G and 1.6T products) competing with Innolight across hyperscaler, telecom, and broadband PON customers.
- Accelink Technologies: Chinese-based optical transceiver and component manufacturer referenced alongside Innolight, Lumentum, and Coherent in hyperscaler supply chains. Competes in 100G–800G pluggable transceivers.
- Marvell Technology: Strategic partner through the Orion coherent DSP but also a competitor via the acquired Inphi DSP/business. Supplies key silicon that powers Innolight's 800G ZR/ZR+ modules while fielding competing DSP roadmaps for pluggables.
- Source Photonics: Global supplier of optical transceivers for datacom, telecom, and FTTx, with overlapping 100G to 400G/800G portfolio and similar hyperscaler and OEM customer target.
- Lumentum Holdings: Leading merchant supplier of optical components and transceivers, including coherent modules used in datacom and telecom networks. Listed among Innolight's supply-chain partners as well as a competitor in 800G modules.
- Cambridge Industries Group: China-based optical transceiver and broadband gateway maker with global hyperscaler exposure, competing with Innolight in 400G/800G modules for AI and cloud data center deployments.
- Eoptolink Technology: Direct Chinese competitor co-mentioned with Innolight as a top performing optical transceiver stock. Competes head-to-head in 400G/800G/1.6T pluggable modules across the same hyperscaler customer base.
Broad incumbents
- Cisco Systems (Acacia Communications): Through acquired Acacia Communications, Cisco is a direct competitor in coherent pluggable transceivers for DCI and metro, overlapping with Innolight's 400G ZR/ZR+ and 800G ZR products; OSFP MSA member.
- Broadcom Inc. Vertically-integrated incumbent with leading merchant silicon DSPs for optical transceivers and its own optical portfolio. Competes with Innolight in pluggable optics while its silicon enables competitors' modules; OSFP MSA co-founder.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Innolight social profiles
Digital presenceInnolight financial estimates
Financial estimateRevenue estimate
Valuation estimate
Innolight leadership team
Management profileNumber of profiles
Profiles12 records
Innolight subsidiaries and ownership
Company hierarchySubsidiaries4 records
Innolight funding detail
Funding detailFunding overview
Funding rounds4 records
Investors6 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Innolight M&A and investment
M&A and investmentM&A
Investments2 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Innolight
What does Innolight do?
InnoLight researches, designs, builds, and markets high-speed optical transceivers for AI and data center networking, mobile networking, and metro/long haul optical networking. Its product portfolio spans data rates from 25G to 1.6T across multiple form factors including OSFP, QSFP-DD, QSFP28, SFP56, SFP28, and CFP2. The company sells directly to global top tier data center operators, equipment manufacturers, system integrators, and telecommunication carriers.
Is Innolight a public or private company?
Innolight is a private company. It is classified as venture growth investor backed and is currently operating.
When was Innolight founded?
Innolight was founded in 2008. It employs 11 to 50 people.
Where is Innolight based?
Innolight is headquartered in Suzhou, China, in the Asia region.
How does Innolight make money?
One revenue line is on record: optical Transceiver Hardware Sales.
Who are Innolight's main competitors?
Direct peers on record are Coherent Corp., Hisense Broadband, Accelink Technologies, Marvell Technology, Source Photonics, Lumentum Holdings, Cambridge Industries Group and Eoptolink Technology. Broad incumbents are Cisco Systems (Acacia Communications) and Broadcom Inc..
Does Innolight have an API?
No public API is recorded for Innolight.
What industry is Innolight in?
Innolight's product category is Optical Transceivers. Its primary akta.pro industry code is HDAFAEAE, Optical Transceivers (SFP/SFP+/SFP28/QSFP/QSFP-DD/OSFP), with a secondary code of HDAFADAB, Optical Transponders & Muxponders (Coherent/Pluggable). Its NAICS code is 33429 and its SIC code is 3576.