China AI ObservatoryComponent provenancevendor
1.6T designs use Broadcom optical DSPs
As of 2026-03-11Eoptolink / Broadcom · 1.6T transceivers using Broadcom DSPs (source)Eoptolink · Optical networking portfolio (source)Company dossier · Reviewed 2026-09-19
Eoptolink 新易盛
High-speed optical transceivers and network optics.
What the evidence says
A clear example of global Chinese product competitiveness without total component sovereignty. A September 2026 independent teardown of one 400G module identified US DSP and analog/power components, but the anonymous single-sample inspection does not establish the bill of materials for current 800G or 1.6T production.
National Business Daily · CIOE field report on optical-module shipment ramps and supply constraints (source)Eoptolink / Broadcom · 1.6T transceivers using Broadcom DSPs (source)ChinaChipChat_ / Reddit r/ECE · Teardown of an Eoptolink 400G DR4+2km optical transceiver (source)Eoptolink · Optical networking portfolio (source)Critical facts
1.6T shipment progressionreported
Company reports higher second-quarter than first-quarter 2026 shipments; faster second-half growth is an expectation, not a realized result.
As of 2026-09-11National Business Daily · CIOE field report on optical-module shipment ramps and supply constraints (source)400G module component inspectionmeasured
An independent teardown of one Eoptolink 400G DR4+2km module identified a Marvell IN010C50 DSP and multiple Analog Devices power and analog parts; the module's manufacturing date and representativeness were not established.
As of 2026-09-19ChinaChipChat_ / Reddit r/ECE · Teardown of an Eoptolink 400G DR4+2km optical transceiver (source)Company news
Timeline →measured
Single-module teardown identifies US components in an Eoptolink 400G transceiver
An independent teardown of one Eoptolink 400G DR4+2km module identified a Marvell IN010C50 DSP and several Analog Devices power and analog parts. The author inferred rather than identified the laser supplier, so that inference is excluded from the recorded fact.
Why it matters. The inspection is direct evidence that this sampled module depends on US silicon. It is anonymous, covers one unit with no disclosed manufacturing date and does not establish the bill of materials for Eoptolink's current 800G or 1.6T production.
ChinaChipChat_ / Reddit r/ECE · Teardown of an Eoptolink 400G DR4+2km optical transceiver (source)reported
CIOE reporting distinguishes optical-module shipment ramps from next-generation samples
National Business Daily reports InnoLight's claim of scaling 1.6T shipments and Eoptolink's claim that second-quarter 1.6T shipments exceeded the first quarter. Eoptolink expects faster second-half growth; this remains guidance, not a completed result.
Why it matters. Shipment progress strengthens the optics commercialization case, but does not establish domestic component independence. Separately displayed higher-rate samples are not volume deliveries.
National Business Daily · CIOE field report on optical-module shipment ramps and supply constraints (source)vendor
Optical modules retain international component links
Eoptolink describes 1.6T transceivers using Broadcom DSPs.
Why it matters. Module competitiveness and complete supply independence need separate assessments.
Eoptolink / Broadcom · 1.6T transceivers using Broadcom DSPs (source)