Zhongji InnoLight: NPO products expected to be gradually introduced by 2027
Zhongji InnoLight stated in a conference call on July 28 that two key customers are expected to start bulk procurement of NPO products from the second half of 2027, with larger volumes expected in 2028. Multiple CSPs, large model companies, and Neocloud customers are interested in NPO products, which are expected to become mainstream in scale-up scenarios.
Zhongji InnoLight held a conference call on July 28 regarding product shipment expectations for the 2027 scale-up scenario. The company stated that starting from the second half of 2027, two influential key customers in the industry are expected to begin bulk procurement of NPO products, with a larger volume increase expected in 2028. Currently, multiple CSP manufacturers, large model enterprises, and Neocloud customers have expressed interest in NPO products, and product introductions are expected to be completed gradually during 2027. NPO is expected to become one of the mainstream products in scale-up scenarios, with volume increasing in stages, first adopted by leading companies and then expanding to more customers.
- Сокращения
- NPO = Near-packaged Optics — Near-packaged Optics
- CSP = Cloud Service Provider — Cloud Service Provider
Source: 36Kr —
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