Communications Weekly: Preview of CIOE 2026, the China International Optoelectronic Exposition
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Guolian Minsheng Securities previews the 27th CIOE China International Optoelectronic Exposition (September 9-11, 2026, Shenzhen), maintaining its 'Recommended' rating on communications. It argues AI compute-cluster expansion is pushing optical interconnects toward higher speeds and lower power, with technology migrating from 800G to 1.6T—now entering volume ramp—while 3.2T and higher-capacity products move into sampling and customer validation. Four themes stand out: single-lane 400G and 3.2T+ solutions (Accelink demonstrating single-lane 400G and China's first 800G L-band OSFP ZR/ZR+ coherent module; Coherent on 6.4T CPO and 12.8T XPO); NPO moving optical engines closer to switch chips (Huagong Zhengyuan's 6.4T DSP-less NPO engine; Luxshare's 3.2T NPO live demo); upgrades to optical chips and components (Shijia Photons' DFB/EML/SOA lasers plus AWG, MT-FA and FAU parts); and AI-datacenter interconnects extending into system-level optical networks (Changxin Bochuang's 1.6T modules, pre-terminated cabling and MEMS optical circuit switches). Weekly news: NVIDIA invested US$3.5bn in MediaTek convertible bonds; NASA awarded Blue Origin a Mars communications contract worth up to US$700m; HPE and Dell beat expectations on AI servers, with Dell guiding US$16.4bn quarterly and US$74bn full-year AI-server revenue. Innolight began buybacks on September 1 (374,100 shares, RMB318m). Watch Innolight and Eoptolink in high-speed modules plus T&S Communications and Focuslight in CPO/optical devices; risks cover AI demand, competition and pricing, and supply-chain volatility.
Key exhibits
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