According to data from AICC Industry and Research Institute, the construction of AI computing power interconnection infrastructure has promoted the rapid growth of the 400G and 800G optical module markets in 2025, and the industry generally expects that 1.6T optical modules will be commercialized on a large scale in 2026, becoming the focus of competition in the global optical communication industry. The exponential increase in the technical threshold has driven the market to concentrate on the head, and enterprises with core technology reserves, large-scale production capacity and stable delivery capabilities are becoming the core players in this track competition.
Recently, Deng Tianming, deputy general manager of the data communication business unit of Liante Technology (stock code: 301205), was a guest in a video interview with ICC Xunshi's "Optoelectronic Appointment", in-depth interpretation of the company's technical layout, production capacity planning and market strategy in the field of 1.6T, its comprehensive product portfolio, solid delivery preparation and global service capabilities, highlighting its core competitiveness in the high-end optical module market.
Anchor the positioning of "Global Optical Interconnection Solution Partner"
Mentioning that technology iteration has accelerated the changes in the market pattern, Deng Tianming bluntly said: "With the rise of the technical threshold, it will promote the concentration of market resources to leading enterprises with core technologies, large-scale production capacity and global service capabilities, which is both a challenge and an opportunity." ”
To this end, Liante Technology has clarified its positioning as a "global optical interconnection solution partner", and has become an indispensable choice for customers in the high-end optical module market through deep participation in customer joint design, diversified technical path reserves and stable global delivery capabilities. Liante Technology has promoted multi-technology platforms in parallel, built products and technology matrices covering multiple scenarios, and provided global customers with flexible and evolving optical interconnection solutions.
Comprehensive coverage of mainstream application scenarios to create next-generation interconnection solutions
In the interview, Deng Tianming said: In terms of key technical paths, Liante Technology has achieved key progress. For example, the LPO solution is deeply jointly designed by the company and core customers, and has achieved remarkable results in power consumption optimization and link performance tuning. The power consumption of the 1.6T LRO product is controlled within 16W, combined with the technology combination of SiPho+3nm DSP, to achieve a balance between high performance and low power consumption, and the performance of this product has been recognized by core customers. The 1.6T OSFP 2DR4 FRO solution was demonstrated at the OCP Global Summit and was widely recognized by the industry.
At the same time, Liante Technology has simultaneously advanced underlying technologies such as EML, silicon optics, and TFLN, forming a pattern of coordinated development of multiple technology paths, which can provide different customers with the best combination of cost, power consumption and performance.
On the product side, Liante Technology has built a complete 1.6T product portfolio, including 1.6T OSFP1600-RHS 2DR4/2FR4, 1.6T OSFP1600 2DR4/2FR4 LRO and 1.6T OSFP1600 2DR4/2FR4 LPO and other models, and has carried out pre-research work on next-generation data center interconnection solutions under the guidance of core customers, fully covering the mainstream application scenarios of data center scale-up and scale-out. Among them, the 1.6T OSFP 1600 2DR4/2FR4 LRO products have outstanding advantages in architecture design, power consumption control and technical diversity, and have become the core products that customers pay attention to.
Batch delivery capability, product stability, and industry leadership
Deng Tianming said: After more than two years of joint efforts in the industry, Liante Technology's 1.6T products have reached the industry-leading level in terms of performance and power consumption, and the current core challenge lies in the interconnection between different switching equipment, which requires deep collaboration between manufacturers and customers. What is more noteworthy is that Liante Technology already has large-scale batch delivery capabilities.
At present, Lianttech's 1.6T products have entered the key market verification stage: samples based on different technical routes have been sent to a number of key customers for testing and received positive feedback.
In terms of the core indicators that customers pay the most attention to, Liante Technology has performed well. In terms of power control, the power consumption of 1.6T FRO products is as low as 22W, and the LRO products are controlled below 16W, meeting the power consumption budget of high-density data center deployments. In terms of reliability, by strengthening the heat dissipation design, optimizing the working temperature of key components, and combining years of mature manufacturing experience, the product stability has reached the industry-leading level.
Diversified supply system to build a solid global delivery guarantee
In the face of the complex global supply chain environment, Deng Tianming said that the company's strategy of "diversified and global supply system + in-depth cooperation with core partners" has effectively ensured the continuous and stable supply of key materials.
The global production capacity layout further strengthens the delivery guarantee capacity. As the core base serving the global market, the first and second phases of high-end optical module production capacity have been fully put into operation, and the third phase of the project is already under construction. The factory has fully introduced intelligent manufacturing and efficient management systems to effectively improve production efficiency and product competitiveness
Forward-looking technology layout and judgment of the future trend of the industry
Regarding the concerns about the "AI bubble" that the market is concerned about, Deng Tianming is optimistic and told us, "As a disruptive technology, the long-term development trend of AI is certain, and even if there are short-term cyclical fluctuations, its demand for computing and communication infrastructure upgrades will continue." ”
Facing the future 3.2T optical module and single-wave 400G or more technology direction, Liante Technology has carried out early development; In cutting-edge fields such as CPO, we maintain industry leadership by deploying core technologies such as advanced lasers and TFLN. During the 2024 ECOC, as one of the early key contributors to the standard, the company demonstrated ELSFP for next-generation CPO/NPO systems in conjunction with OIF.
Regarding the relationship between pluggable and CPO, Deng Tianming believes that in the next 3-5 years or even longer, pluggable optical modules will still be the mainstream of the market due to their mature technology, convenient maintenance, cost advantages and other characteristics, carrying the vast majority of global data center shipments.
Liante Technology and OIF Jointly Demonstrate ELSFP-UHP Laser (ECOC 2024)
In the race for 1.6T optical modules, technological strength determines market entry eligibility, while delivery capability determines market share. Liante Technology, with multiple advantages such as 'diversified technological layout, complete product portfolio, global production capacity, and stable supply chain,' has built a closed-loop capability from R&D and production to delivery. As AI computing power demand continues to grow, Liante Technology, positioning itself as a 'global optical interconnection solutions partner,' is continuously making breakthroughs in the high-end optical module market, providing stable and efficient optical interconnection products and services to customers worldwide.