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Source: Jiwei Wang  9^th Oct 2025

In today's digital wave, optical communication chips, as a core upstream segment of the optical communication industry chain, hold self-evident importance. They play a key role in efficient data transmission for telecom networks, rapid processing of massive information in data centers, and meeting the demand for high-speed, large-capacity communication in the emerging AI industry. The global optical communication chip market is expected to reach $4.8 billion in 2025 and exceed $11 billion by 2030. Behind this booming market, the revenue and net profit performance of global enterprises profoundly reflects the characteristics of the current market structure and its future trends.

The global optical communication chip market shows a distinct tiered competitive landscape. US and European companies such as Broadcom, Lumentum, and Coherent, backed by solid technical accumulation, long-term market presence, and strong R&D capabilities, remain in the first tier and firmly hold the majority of market share. They have absolute advantages in high-end products—including high-speed, high-performance EML chips and complex optical integrated chips—which are widely used in scenarios with stringent performance requirements, such as core switching in data centers and long-haul backbone network communication. Listed companies on China's A-share market fall into the second tier. These enterprises have strong competitiveness in specific technical fields or market applications and are catching up in terms of market share.

Operations of global giants  

Broadcom: Industry leader, dominating the market with comprehensive advantages. As the absolute leader in the optical communication chip industry, Broadcom demonstrates all-round strengths in technology, market share, revenue, and net profit. Its products cover all key links across the optical communication industry chain, from core optical chips to optical modules. In terms of R&D, Broadcom invests heavily and boasts a top-tier R&D team, continuously leading innovations in optical communication chip technology—such as being the first to launch high-speed optical chips with advanced processes, meeting the demand for ultra-high-speed data transmission. In the market, leveraging its strong brand influence and well-established sales network, Broadcom’s products are widely used in global data centers, telecom operators’ networks, etc. In the data center market, nearly all major cloud service providers adopt Broadcom’s optical communication chip solutions, giving it an extremely high market share. This has enabled Broadcom to achieve massive revenue and substantial net profit, remaining at the top of the industry for years. Its business model and development strategy have become a benchmark for many enterprises to learn from and catch up with.  

Marvell: Innovation-driven, expanding into emerging markets for breakthroughs. Marvell Technology is driven by innovation in the optical communication chip sector and actively expands into emerging markets. Amid fierce competition in the traditional communication market, Marvell has increased R&D investment in emerging application fields—such as developing adapted optical communication chip products for emerging areas like intelligent transportation (vehicle-to-everything, V2X) and the Internet of Things (IoT). Through technological innovation, its chip products excel in low power consumption, miniaturization, and compatibility with other devices, meeting the special needs of communication chips in these emerging fields. In terms of revenue, business in emerging markets has gradually become a new growth driver; although its current share in total revenue is relatively small, it is growing at a rapid pace. In terms of net profit, as the scale of emerging market business expands and product gross margins improve, profitability is gradually enhancing. By continuously expanding into emerging markets, Marvell is expected to overtake competitors by leveraging new opportunities in the global optical communication chip market, boosting its market position and profitability.

Coherent: Technologically leading, multi-sector layout drives performance growth. As a globally renowned optical communication enterprise, Coherent’s products are widely used in multiple fields including communications, industry, and healthcare. In the communications sector, its high-performance optical communication chips meet the needs of long-distance, high-speed communication, securing numerous orders in the construction of backbone networks, metro networks, etc., which drives revenue growth. In the industrial sector, its optical chip-related products are used in laser processing equipment and other devices; as manufacturing industries’ demand for high-precision, high-efficiency processing increases, the market demand for Coherent’s products remains strong. In 2024, the company achieved steady growth in overall revenue, with net profit remaining at a high level. Coherent continues to invest heavily in R&D, rolling out new technologies and products such as new optical integrated chips, further consolidating its competitive edge in the high-end market, expanding market share, and ensuring sustained growth in revenue and net profit.  

Lumentum: Focusing on core businesses, optimizing product structure to boost profits. In the optical communication chip market, Lumentum focuses on core business areas such as chips for optical modules. In recent years, by optimizing its product structure and continuously increasing the proportion of high-value-added products, it has achieved growth in revenue and net profit. In the data center market, as data traffic experiences explosive growth, demand for high-speed, large-capacity optical modules has surged; Lumentum promptly adjusted its R&D and production strategies, launching a series of high-performance optical chip products to meet data center customers’ needs for higher bandwidth and lower power consumption. In the 5G communication market, its chip products for base station optical modules have gained recognition from operators due to stable performance and high cost-effectiveness. Through precise market positioning and product structure optimization, Lumentum has improved its gross profit margin, thereby driving net profit growth and maintaining its advantageous position in the global optical communication chip market competition.

Operations of A-share listed companies  

Everbright Photonics: Performance turns from loss to profit; new businesses open up growth trajectory. Everbright Photonics delivered an impressive performance in the first half of 2025, achieving an operating revenue of 214 million yuan, a significant year-on-year increase of 68.08%, and its net profit attributable to shareholders of the parent company successfully turned from loss to profit, reaching 8.9745 million yuan. This performance improvement is mainly driven by two factors: first, the smooth expansion of the high-power product market, leading to a significant revenue growth; second, the optical communication business laid out in the early stage has been recognized by end customers, achieving mass shipments and opening up a new business growth path for the company. Relying on its profound technical accumulation in the semiconductor laser chip field, Everbright Photonics continues to optimize the performance of high-power products to meet the demand for high-power lasers in industries such as industrial manufacturing and medical cosmetology, consolidating its market position; the breakthrough in optical communication chip business has also enabled it to gradually emerge in the communication field, and it is expected to further improve revenue and net profit levels in the future.  

Shijia Photons: Both revenue and profit grow; overseas market potential to be tapped. Shijia Photons also achieved outstanding results in the first half of 2025, with a total operating revenue of 993 million yuan, surging 121.12% year-on-year, and a net profit attributable to shareholders of the parent company of 217 million yuan, a year-on-year increase of as high as 1712.0%. Shijia Photons early realized domestic substitution with PLC splitter chips, playing an important role in domestic fiber-to-the-home (FTTH) construction. With the evolution of global optical communication technology, it has actively expanded its business scope, extending to high-end products such as AWG chips, and made progress in CW DFB laser chips for silicon photonics modules, continuously optimizing its product structure. Currently, fiber access network construction is moving towards gigabit-to-the-home and fiber-to-the-room (FTTR). Shijia Photons, with its technological and cost advantages, is expected to further expand its share in domestic and foreign markets. In particular, the overseas FTTH construction market has broad space; if successfully developed, it will greatly drive the sustained growth of revenue and net profit.

Yuanjie Technology: Driven by data center business, achieving high-speed performance growth. Yuanjie Technology saw high-speed growth in its first-half 2025 performance. In 1H25, it achieved operating revenue of 205 million yuan, a year-on-year increase of 71%, and net profit attributable to shareholders of the parent company of 46.26 million yuan, a significant year-on-year surge of 330%. The substantial performance growth is mainly driven by terminal application fields such as artificial intelligence, which has led to a significant increase in the company’s high-gross-profit-margin data center business and further optimized its product structure. Originally focused on revenue from the telecom market, Yuanjie Technology successfully achieved sales breakthroughs in the data center market against the backdrop of the explosion in AI computing power demand. In particular, high-power CW laser chips required for silicon photonics solutions performed excellently, with the data center segment achieving a gross profit margin of 71% in 2024. As demand for high-speed optical chips in the data center market continues to grow, Yuanjie Technology is expected to further increase its market share in this field by virtue of its technological and product advantages, driving continued growth in revenue and net profit.  

Accelink Technologies: Diversified businesses, benefiting from growing computing power demand. In the first half of 2025, it achieved operating revenue of 5.243 billion yuan, a year-on-year increase of 68.59%; net profit attributable to shareholders of the parent company reached 372 million yuan, a year-on-year increase of 78.98%. In the first half of the year, benefiting from the rapid growth of global computing power investment, the construction of computing power centers and data centers accelerated, driving strong demand in the market for high-end optical devices and high-speed optical modules, thus leading to a significant year-on-year performance growth. Accelink Technologies has a solid foundation in China’s optical communication market, with a sound industrial chain layout and R&D system. Seizing opportunities brought by data center and 5G construction, it actively expands market share by continuously launching new products that meet market demand, such as high-speed optical modules and high-performance optical chips. However, in international market competition, it needs to further improve the technical level of high-end optical chips to enhance profitability and expand net profit scale.

Huagong Tech: Overall stable, with coordinated development of optical chip business. In the first half of 2025, its revenue reached 7.629 billion yuan, a year-on-year increase of 44.6%; net profit attributable to shareholders of the parent company was 911 million yuan, a year-on-year increase of 44.87%. Huagong Tech has an extensive business layout covering multiple fields, among which optical communication business is one of its important segments. It has certain technical strength and market foundation in the optical communication field, with its optical chip business developing in coordination with downstream businesses such as optical modules. In domestic projects like 5G network construction and data center upgrading, it has gained a certain market share by virtue of its advantages in complete product lines and solutions. In the future, with continuous increase in R&D investment in optical chip business, it is expected to achieve technological breakthroughs in the optical chip field, enhance product added value, and thus make greater contributions to the company's revenue and net profit.  

T&S: Deeply rooted in niche segments, with steady performance growth. In the first half of 2025, its operating revenue reached 828 million yuan, a year-on-year increase of 62.49%; net profit attributable to shareholders of the listed company was 173 million yuan, a year-on-year increase of 118.02%. T&S focuses on the field of optical communication passive components such as fiber optic connectors and optical splitters. In terms of optical chip-related businesses, it mainly conducts supporting R&D and applications based on its own product needs. From the perspective of revenue and net profit data, it has maintained a relatively steady development trend in recent years. In niche markets, T&S has accumulated a stable customer base by continuously optimizing product performance, reducing costs, and improving product cost-effectiveness. In market applications such as FTTH and data centers, its products have occupied a certain market share due to advantages like reliable quality and reasonable prices. Although it has not invested substantial resources in tackling cutting-edge technologies in optical chip R&D like some enterprises, it has ensured profitability in niche segments through close cooperation with upstream chip suppliers and its own innovations in product design and application, maintaining relatively stable revenue and net profit levels.

Conclusion

From the current revenue and net profit performance of enterprises in the global optical communication chip market, the market structure is in a state of dynamic change. Leading US and European enterprises such as Broadcom and Lumentum continue to secure high profits in the high-end market and dominate the market structure by virtue of their technological and market advantages. In contrast, A-share listed companies like Everbright Photonics, Shijia Photons, and Yuanjie Technology have gradually gained a firm foothold in the mid-to-low-end market through technological innovation, market expansion, and product structure optimization. Some of their products have begun to penetrate into the high-end market, showing a sound growth trend in revenue and net profit, which demonstrates the rising potential of domestic optical communication chip enterprises.

In the future, with the continuous construction and optimization of 5G networks, the continuous expansion of data center scales, and the vigorous development of emerging industries such as artificial intelligence and the Internet of Things, the demand for optical communication chips will continue to grow. On one hand, global enterprises will further increase R&D investment and engage in fierce competition in high-speed, high-integration, and low-power consumption optical chip technologies to meet the market’s demand for high-performance chips. On the other hand, Chinese enterprises need to further break through high-end technological bottlenecks, strengthen brand building and market expansion, and enhance their share and discourse power in the global market. In this process, enterprises’ revenue and net profit will be affected by various factors such as technological innovation capabilities, market expansion results, and cost control capabilities. The market structure will also evolve further, and it is expected to form a more diversified and fiercely competitive new market landscape.