Ⅰ. Accelerated Localization of Optical Modules: Triple Drivers of Policy, Technology, and Corporate Practice

Driven by the explosive growth of AI computing power and the large-scale application of 5G, optical modules, as a core component of communication infrastructure, are entering a critical window of opportunity for domestic substitution. ETU-Link Technology Co., Ltd. more than a decade of industry experience and technological accumulation, along with its product breakthroughs, vividly exemplify this trend.

Ⅱ. Policy and Demand: The Twin Engines of Domestic Production

National policies continue to support domestic production, with the Ministry of Industry and Information Technology's "Implementation Opinions on Improving the Reliability of Manufacturing" explicitly supporting the localization of optical communication devices. Various regions are promoting collaborative research and development of high-end optical chips between industry, academia, and research institutions. The domestic industrial chain is gradually addressing its shortcomings, with the localization rate of medium- and low-speed optical chips below 10G exceeding 65% .

By collaborating with leading chip suppliers in the industry, ETU-LINK has built a full range of optical module production lines, achieving an on-time delivery rate of over 99%. This has enabled it to form a complete service capability encompassing "chip selection - module integration - scenario adaptation," demonstrating the supply chain resilience of domestic enterprises.

Ⅲ. Technological Breakthrough: The Core Confidence for Domestic Substitution

Domestically produced optical modules have achieved a step-by-step breakthrough from low-speed to high-speed. Currently, the localization rate of 2.5G/10G low-speed optical chips has reached 90% and 60% respectively, while technological breakthroughs in the high-speed field are continuing.

ETU-LINK Optical Communication technological practices are highly representative:

1) Its second-generation 100G QSFP28 ZR4 80KM optical module adopts four-channel 28G NRZ wavelength division multiplexing technology, achieving a maximum transmission distance of 80km while keeping power consumption below 5.5W , with core performance comparable to international top-tier levels.

2) Even more noteworthy is its 25G SFP28 BIDI 80km technology, through its single-fiber bidirectional transmission design, significantly reduces cabling costs and has been recognized as a "domestically leading" technology, providing a cost-effective solution for 5G fronthaul networks.

Ⅳ. Future Outlook: The Path from Substitution to Leadership

In the future, the localization of optical modules will focus on three major directions:

(1) Speed upgrades, with 800G becoming the market mainstream, 1.6T/3.2T accelerating commercialization, and new technologies such as silicon photonics and CPO becoming core competitiveness;

(2) Independent control, with breakthroughs in the localization of high-end optical chips and DSP chips becoming key;

(3) Scenario expansion, with new fields such as automotive optical modules and satellite internet expected to open up a second growth curve.

As a key participant in the localization process, ETU-LINK Optical Communication focuses on technological research and development, continuously launching high-performance, cost-effective products tailored to market demands, and working with the entire industry to propel domestically produced optical modules from "replacement" to "leading." With the deepening of industry chain collaboration, domestically produced optical modules will occupy a more important position in the global market.