Zhongji Innolight's response on its interactive platform clarified the progress of its 3.2T product development while demonstrating the company's capacity planning logic aligned with industry demands. Adhering to commercial confidentiality principles, the statement conveyed a steady strategic approach toward advancing high-end products.
The 3.2T optical module, a core product for next-generation high-speed optical communication, has drawn significant market attention regarding its R&D progress. The company's disclosure that it is "under development and refinement" reflects solid technical groundwork. With foundational technologies already in place, Zhongji Innolight successfully demonstrated single-wavelength 400G technology at the 2025 OFC optical communication exhibition, laying a strong foundation for the 3.2T product.
The company is pursuing a dual-technology strategy, advancing both traditional pluggable solutions and silicon photonics-based solutions. Its mass production experience with 800G silicon photonics modules provides valuable insights for 3.2T development.
The R&D timeline aligns with industry cycles, as current market demand remains focused on 800G/1.6T products. The company is steadily refining 3.2T technology, expecting to enter customer testing and validation in the second half of 2026.
Zhongji Innolight emphasized its commitment to "continuously expanding capacity based on industry trends and customer needs," consistent with its supply chain management strategy as a global leader.
First, production capacity is closely tied to key customer demand. To meet the expansion of TPU clusters and AI server production for major clients like Google and Nvidia, the Thailand facility has increased output by 40%, while the Tongling Phase III project will add 500,000 units/month of 800G/1.6T capacity by 2026.
Second, global deployment ensures delivery capabilities. The Thailand plant contributes 60% of total capacity, and the Mexico facility, set for operation by late 2025, will provide localized supply flexibility for regional customers.
Lastly, flexible production lines allow rapid adaptation to market changes. With 20 production lines capable of switching product models within 72 hours, the company has successfully fulfilled urgent orders for Google, reserving adjustment capacity for future 3.2T volume production.
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