Optical Networking Call Series_ Accelink_ Optical transceiver supply lagging vs. demand; competition dynamics a key to watch

Optical Networking Call Series: Accelink: Optical transceiver supply lagging vs. demand; competition dynamics a key to watch 14 November 2024 | 10:16AM CST We hosted Accelink (Not Covered) management on Nov 13th as part of our GS Optical Networking Call Series. Accelink is a major transceiver maker that focuses on China's domestic market. Our key takeaways from the call include: 1) EML supplies will continue to be tight into 2025; 2) China transceiver market is seeing strong demand but primarily in 400G pro ...