Ranking of optical module sales in 2021

Xutron Technology and II-VI (acquiring Finisar) tied for the top position in global optical module sales in 2021.Top Optical Module Suppliers in 2021In 2021, the global optical module market saw significant growth, driven largely by datacom demand from hyperscale cloud operators. The top suppliers by market share were:Xutron Technology – Tied for first place, marking the first time a domestic Chinese vendor reached the top of the global ranking .II-VI (acquired Finisar) – Also tied for first, benefiting from the acquisition of Finisar, a leading optical module company .Huawei – Ranked third, reflecting strong domestic and international demand .Optical Xun Technology – Ranked fifth, contributing to the growing presence of Chinese suppliers .Hisense Broadband – Ranked sixth, another Chinese company in the top 10 .Coherent (including Finisar) – Overseas supplier with nearly $1.4 billion in revenue .Cisco (acquired Acacia) – Included in the top 10 following acquisitions .Intel – Maintained a position among the top global suppliers . Overall, four Chinese vendors were in the top 10 in 2021, showing a marked increase in competitiveness compared to previous years .Market Revenue and TrendsTotal sales of publicly traded optical component and module manufacturers reached $8.9 billion in 2021, with a net income of $0.9 billion .Datacom optical components, driven by hyperscale cloud expansion, grew 27% to $4.7 billion, outpacing telecom, consumer, and industrial segments .The transition to 400GbE modules was a key driver, with shipments doubling in 2021, reflecting the shift from 100G to higher-speed datacenter optics .Chinese suppliers reported more consistent profitability, while some overseas vendors like Coherent and Lumentum experienced lower margins .Key Insights2021 marked a turning point for Chinese optical module suppliers, with Xutron Technology achieving first place and Huawei maintaining a strong position .Consolidation through acquisitions, such as II-VI acquiring Finisar and Cisco acquiring Acacia, reshaped the competitive landscape .Supply chain challenges caused fluctuations in demand, but overall market growth was robust, particularly in datacom applications . This ranking highlights the increasing dominance of Chinese vendors in the optical module market and the strategic role of acquisitions in maintaining global competitiveness.