CIOE Stuns: 1.6T Takes Center Stage and Enters Mass Production
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While the outside world's perception of high-speed optical communication transmission still lingers on the large-scale commercialization of 800G, at the 27th China International Optoelectronic Exposition (CIOE) recently held in Shenzhen, 1.6T has completely taken center stage, becoming a must-exhibit highlight across all segments of the industrial chain—from components and optical engines to optical chips, modulators, optical fibers, materials, and testing equipment. The optical communication industry chain is ushering in a new round of product iteration.
According to comprehensive reports from STAR Market Daily and National Business Daily, at this CIOE, when industry players discussed the current customer demand and mass production status of 1.6T-related products, most expressed that "mass production demand is very large" and "there is still a bit of a supply shortage." However, some companies also noted that "the supply shortage is due to insufficient production capacity."
Overall, optical communication products present three major characteristics: First, 800G remains the main force for delivery, 1.6T has entered mass production, 3.2T/6.4T mainly focuses on NPO and CPO prototype verification, and 12.8T XPO takes on more of a forward-looking exhibition role. Second, in addition to the continued massive shipment of pluggable optical modules, NPO (Near-Package Optics) and CPO (Co-Packaged Optics) are accelerating their development. While NPO technology accelerates its implementation, CPO technology continues to advance. CPO products are showing a trend of moving from technical verification to scaled mass production. Third, delivery cycles and yield rates are replacing "whether it can be produced" as the primary concerns.
Accelink Technologies exhibited the 1.6T OSFP 224 DR8 high-speed optical module, a landmark product launched to meet the high-speed interconnection needs of next-generation AI intelligent computing centers and ultra-large-scale data centers. It also showcased the world's first 6.4T silicon photonics single-mode NPO optical engine for AI cluster scale-up scenarios, successfully achieving a core technological breakthrough in near-package optics.
HGTECH's subsidiary HG Genuine showcased the full series of 1.6T OSFP (FRO/LRO/LPO), 6.4T NPO silicon photonics engine, and 12.8T XPO liquid-cooled modules as key exhibits side by side. Luxshare Technology, on the other hand, created interconnected demos featuring 1.6T/800G OSFP, 3.2T NPO, and 12.8T XPO.
In terms of the current actual shipment structure, global optical communication module giant Zhongji Innolight revealed that 1.6T products have been mass-produced and shipped, and 3.2T production capacity is being prepared. Eoptolink stated that the shipment volume of 800G has increased this year, making it the main shipped product. The shipment volume of 1.6T in the second quarter showed a significant increase compared to the first quarter, with further volume expansion in the second half of the year. HGTECH stated that the 800G and 1.6T series have achieved globalized and scaled delivery. Accelink Technologies stated that 1.6T products already have the capability for batch delivery, and the specific volume expansion progress depends on market expansion and customer demand.
Essential FAQ
Q1: What is the most noteworthy optical communication trend at this Shenzhen CIOE? The most noteworthy focus at this CIOE is that 1.6T has comprehensively taken the main stage, with everything from optical modules and optical engines to optical chips and testing equipment being showcased. This indicates that the optical communication industry is accelerating its upgrade from 800G to the new generation of high-speed transmission.
Q2: What is the current mass production status of 800G, 1.6T, and products above 3.2T? Overall, 800G remains the main force for market delivery, while 1.6T has entered mass production and begun to expand in volume. Products of 3.2T and 6.4T are mostly focused on NPO and CPO prototype verification, and 12.8T XPO leans more towards forward-looking exhibition and technological layout.
Q3: Which companies have announced progress on 1.6T or higher-speed products? Zhongji Innolight stated that 1.6T has been mass-produced and shipped, and 3.2T capacity is being prepared. Eoptolink noted that 1.6T shipments in the second quarter grew compared to the first quarter. HGTECH and Accelink Technologies also pointed out that 1.6T can now be delivered globally or has the capability for batch delivery.
Sources
- worldjournal.com (2026-09-13) - Original link: CIOE Stuns: 1.6T Takes Center Stage and Enters Mass Production | Economy | Finance | World Journal - https://worldjournal.com/wj/story/121347/9752823