Recently, LightCounting, a well-known market research organization in the optical communication industry, released the latest issue of its market report and updated the TOP10 ranking of global optical module suppliers.
       The latest data shows that Xutron Technology and II-VI acquired Finisar, the leading optical module company, and tied for the first place in optical module market share in 2021, which is also the first time for a domestic vendor to reach the top of the list.
       As shown in Figure 1, the changes in the TOP10 list of optical module suppliers over the past 12 years are summarized statistically.
Table 1 TOP10 list of optical module suppliers

Ranking of Top 10 Transceiver Suppliers

 

2010

2016

2018

2021

1

Finisar

Finisar

Finisar

II-VI&Innolight(tie)

2

Opnext

Hisense

Innolight

3

Sumitomo

Accelink

Hisense

Huawei(HiSilicon)

4

Avago

Acacia

Accelink

Cisco(Acacia)

5

Source Photomics

FOIT(Avago)

FOIT(Avago)

Hisense

6

Fujitsu

Oclaro

Lumentum/Oclaro

Broadcom(Avago)

7

JDSU

Innolight

Acacia

Eoptolink

8

Emcore

Sumitomo

Intel

Accelink

9

WTD

lumentum

AOi

Molex

10

NeoPhotonics

Source

Sumitomo

Intel

 
       Last year, LightCounting changed the statistical rule of excluding optical modules made by equipment suppliers from the analysis, so equipment vendors such as Huawei and Cisco were able to make the list. Cisco completed its acquisition of Acacia in early 2021 and Luxtera a few years before that.
       LightCounting noted that China-based optical module suppliers are starting to move some of their manufacturing either locally or to other Asian countries. Huawei and many other Chinese companies on the "U.S. Entities List" are investing heavily in developing a homegrown supply chain for optical devices and electronics.
       Moduletek Limited is at your service.