Kinghelm RF Connectors and High-Speed Connectors Post Strong Sales in Huaqiangbei
2026-11-09
Connectors are broadly classified by core function into power connectors, signal connectors, RF connectors (including IPEX series), fiber-optic connectors, and high-speed data connectors (including full USB series).
Established in Huaqiangbei, Shenzhen, in 2007 by Mr. Song Shiqiang, Kinghelm (www.kinghelm.net) leverages a technical team hailing from Tsinghua University and UESTC. The company has long specialized in RF and microwave applications, committing to the design, production, sales, and technical service of RF transceivers, data connectors, and interconnect systems.
Its flagship products—the KH-IPEX-K501-29 and KH-IPEX4-2020 RF coaxial connectors and the KH-TYPE-C-16P high-speed data connector—provide premium connectivity through precision-engineered design and high-frequency support, driving strong sales at Kinghelm’s three flagship stores in Huaqiangbei.
Kinghelm stores and international channel partners in Huaqiangbei
Kinghelm KH-IPEX-K501-29
The Kinghelm KH-IPEX-K501-29 is a high-quality, precision-machined IPEX inner-pin RF coaxial connector. It has one port, a 2 mm interface diameter, a 1.25 mm mating height, and an inner pin for stable, reliable RF signal transmission and connection. Gold plating provides strong corrosion resistance. Its individual gross weight is 0.093 g. It is supplied on tape and reel in an SMD package, with 50-ohm impedance, a maximum operating frequency of 6 GHz, and an operating temperature range of -40°C to +90°C.
Physical image of Kinghelm KH-IPEX-K501-29
The first-generation Kinghelm IPEX inner-pin RF coaxial connector KH-IPEX-K501-29 is designed for 50-ohm impedance and uses gold plating. It delivers strong VSWR performance from 0 to 6 GHz (1.3 max at 0.1-3 GHz and 1.4 max at 3-6 GHz) and contact resistance as low as 20 milliohms. Key features:
Low VSWR: Stable 50-ohm impedance enables low VSWR and minimizes signal loss and reflection.
Wide frequency range: A maximum frequency of 6 GHz supports products that operate across multiple frequency bands.
Precision design: A 2 mm interface diameter and 1.25 mm mating height support connector stability and reliability.
Temperature resistance: An operating range of -40°C to +90°C supports use in demanding environments.
Screenshot of the 3D product drawing for Kinghelm KH-IPEX-K501-29
Advantages of KH-IPEX-K501-29:
High-quality materials support connector stability and reliability.
Precision machining supports connector accuracy and performance.
The compact, lightweight design is easy to install and use.
High-temperature resistance supports use in demanding environments.
Kinghelm KH-IPEX-K501-29 datasheet
Applications:1. Its compact size, light weight, high-temperature resistance, and reliable signal transmission make the KH-IPEX-K501-29 suitable for communications, electronics, aerospace, RF modules, antenna systems, and other fields. It plays a key role in mobile communications, satellite communications, and wireless network equipment.2. Kinghelm's first-generation KH-IPEX-K501-29 can replace TE Connectivity 1909763-1 and is compatible with equivalent first-generation IPEX products from Hirose Electric (HRS).
Precautions:1. Ensure that the connector interface is clean and free of debris before use.2. Avoid excessive bending or pulling of the cable during use.3. Protect the connector from moisture, heat, and pressure during storage.
"Kinghelm Connects the World." Kinghelm grew alongside the rapid development of China's BeiDou Navigation Satellite System (BDS). It began by supplying BeiDou/GPS dual-mode positioning modules, BDS/GPS antennas, IPEX connectors, SMA terminals, and RF adapter cables to manufacturers of tourist coaches, intercity buses, and hazardous-goods vehicles. Its product range now includes WiFi, Bluetooth, NB-IoT, LoRa, UWB, and GSM antenna series; RFID tags; RF adapter cables; industrial- and medical-grade RF and data connectors; SMA, SMB, and FAKRA RF receptacles; and coaxial cables. Chief Engineer Qin Xianghong said Kinghelm has obtained ISO 9001 quality management and ISO 14001 environmental management system certification, as well as RoHS, REACH, and Dun & Bradstreet certification. IATF 16949 automotive quality certification and UL and TUV product qualifications are in the application process.
Kinghelm KH-IPEX4-2020
Physical image of Kinghelm KH-IPEX4-2020
The Kinghelm KH-IPEX4-2020 is a high-quality IPEX-series inner-pin board connector with one port, a 1.5 mm interface diameter, and an inner pin. It provides strong RF performance and stability. Its individual gross weight is 0.065 g. It is supplied on tape and reel in an SMD package, with 50-ohm impedance, a maximum operating frequency of 6 GHz, and an operating temperature range of -40°C to +90°C. The fourth-generation Kinghelm IPEX inner-pin RF coaxial connector KH-IPEX4-2020 offers high quality, reliability, and stability, with strong performance in high-speed data and signal transmission, delivering easier and more efficient connections. Key features:
IPEX-series connector with strong RF performance.
Inner-pin board connector designed for easy installation and use.
50-ohm impedance with very low return loss and strong VSWR performance.
A 1.5 mm interface diameter suits compact devices.
SMD packaging supports surface-mount assembly.
Screenshot of the 3D product drawing for Kinghelm KH-IPEX4-2020
Advantages of KH-IPEX4-2020:1. High-quality materials and rigorous testing and validation support reliability and stability.2. Precision machining supports RF performance.3. The simple design makes installation and use easier for customers.4. The compact structure uses little space and performs well in space-constrained applications.5. Performance is protected in high-temperature, low-temperature, and humid environments.
Kinghelm KH-IPEX4-2020 datasheet
Applications:The KH-IPEX4-2020 is popular for its compact size, light weight, and ease of installation. It is suitable for RF applications and can connect coaxial cables to board-level devices. It is widely used in communications, broadcasting, radar, navigation, aerospace, medical care, and other fields, as well as in compact devices such as mobile phones, tablets, and laptops.
Precautions:Use the connector in a dry environment without corrosive gases. Avoid mechanical impact and vibration during use, and protect it from excessive temperature and humidity.Kinghelm's production base (www.kinghelm.com.cn) has multiple automated production lines, including automatic wire cutting, terminal crimping, dispensing, and cable assembly equipment. Its experienced engineering team and well-trained workers support large-volume deliveries on time and with consistent quality. The Dongguan Tangxia facility is equipped with a microwave anechoic chamber, network analyzers, high-speed oscilloscopes, salt-spray testers, and high- and low-temperature test chambers. It can perform high- and low-temperature tests, damp heat testing at 85 C and 85% relative humidity, and antenna-signal tuning for smart hardware. Kinghelm has added data and electrical signal connectors, precision connectors, and terminal components. It develops products to specific customer requirements and accepts custom work for non-standard antenna ceramic elements, signal amplifier boards, and cable assemblies. It has produced navigation and positioning antennas and wiring harnesses for automotive and motorcycle manufacturers and dustproof, waterproof, and explosion-proof connectors for industrial and medical customers.
Kinghelm KH-TYPE-C-16P
Physical image of Kinghelm KH-TYPE-C-16P
The Kinghelm KH-TYPE-C-16P is a USB Type-C 16-pin horizontal surface-mount female receptacle with one port and a 7.81 mm body length. Built around a full-function 16-pin layout and 5 A high-current capacity, it provides a high-speed, highly reliable Type-C connection for smart devices. Gold plating provides strong environmental stability. Its individual gross weight is 0.604867 g. It is supplied on tape and reel in an SMD package, with a rated voltage of 30 V and an operating temperature range of -40°C to +85°C.
The Kinghelm KH-TYPE-C-16P uses an SMD package and tape-and-reel packaging, making it suitable for automated SMT lines. It supports USB 3.1 data rates up to 10 Gbps, reversible insertion, and high-speed data transfer. Its mating cycle rating is at least 10,000 cycles, and its maximum data-transfer rate is 10 Gbit/s. Key features:
Full function: A full-function 16-pin contact layout.
High current: 5 A high-current capacity.
Precision construction: Gold-plated terminals resist oxidation.
Space saving: A horizontal surface-mount design saves space.
Kinghelm product poster on the column at the second Huaqiangbei store
Kinghelm and Slkor have maintained close ties with Huaqiangbei and have opened three stores there. The stores recently completed an image upgrade: display screens now loop company videos and product materials, store visuals have been improved, product shelving has been standardized, and the professionalism and consistency of the Slkor and Kinghelm brands have been strengthened. Popular Kinghelm models in Huaqiangbei include KH-6X6X6H-STM, KH-IPEX-K501-29, KH-6X6X5H-STM, KH-6X6X5H-Z2J, KH-3216-H0209, KH-VH-PT3.96, and KH-SMA-P-8029. Kinghelm and Slkor (www.slkoric.com) work in close coordination, supplying products and technical support to tens of thousands of customers worldwide alongside Slkor's electronic components, sensors, TVS diodes, power devices, and clock chips.
3D product image of Kinghelm KH-TYPE-C-16P
Advantages of KH-TYPE-C-16P:
High-speed data transmission: The horizontal Type-C 16-pin receptacle with a four-corner board mount and dual retaining plates supports higher transfer rates and more stable connections.
Fast charging: It supports a current path of up to 3 A and a maximum power output of 100 W for fast charging.
Longer service life: Its contact current rating reaches a maximum of 3 A, its rated voltage reaches a maximum of 30 V, and its operating temperature range is -40 to +85 C, making it well suited to dual-mode mechanical keyboards.
Convenient packaging and use: Reversible insertion removes the need to check plug orientation and makes use easier. The horizontal surface-mount design simplifies installation in a wide range of devices.
Kinghelm KH-TYPE-C-16P datasheet
Applications:1. Dual-mode mechanical keyboards using the KH-TYPE-C-16P USB connector benefit from faster data transfer, more stable connections, longer service life, and faster charging, making the user experience more convenient and efficient.2. The KH-TYPE-C-16P can replace HRO HanYoung (Korea) TYPE-C-31-M-12 and is widely used in ultra-thin laptops, tablets, smartphones, VR devices, industrial control modules, and other applications.
Precautions:Peak reflow temperature must not exceed 260 C. Clean flux residue from the pads after soldering and avoid mechanical impact to the interface.Kinghelm products are widely used in high-speed rail, new energy vehicles, wireless smart terminals, the Internet of Things, connected vehicles, smart cities, smart homes, industrial equipment, the industrial internet, and research and medical fields. Guided by its corporate values of integrity, continuous improvement, resilience, and attention to detail, and its business ethic of not imposing on others what one does not want for oneself, Kinghelm works under Song Shiqiang's leadership in RF and microwave signal and data transmission, protection, and connection. Song Shiqiang is a science communication lecturer for the Chinese Institute of Electronics, a member of the electronics and information expert database of the China Association for Science and Technology, a columnist, and an expert on Huaqiangbei culture. He was recently appointed a Huaqiangbei entrepreneurship mentor by the Huaqiangbei Subdistrict Office. He founded Shenzhen Slkor Micro Semiconductor Co., Ltd. and Shenzhen Kinghelm Electronics Co., Ltd. in Huaqiangbei, building the international Slkor and Kinghelm brands.
Song Shiqiang interviewed by the media about Huaqiangbei culture
Song Shiqiang understands, follows, studies, and genuinely appreciates Huaqiangbei. He has distilled its culture as bold exploration, innovation, resilience, and pragmatism. His research articles on Huaqiangbei, including Huaqiangbei Research, The Transformation and Development of Huaqiangbei, A Response to Bloomberg's Huaqiangbei News, The Wealth Code of Huaqiangbei, and Huaqiangbei Yesterday, Today, and Tomorrow, have been republished by Xinhua News Agency, People's Daily, the Associated Press, Yahoo News, and industry publications including International Electronic Business, EEFocus, and Elecfans. Guided by the idea that Kinghelm Connects the World, Kinghelm began with BeiDou/GPS antenna RF signal cables and has developed and produced microwave antennas, RF cables, electrical signal connectors, and other products for the intelligent, connected world. Trusted by tens of thousands of customers worldwide, Kinghelm upholds corporate values of integrity, continuous improvement, resilience, and attention to detail. Alongside product sales and technical support, it shares China's culture of fairness, openness, and inclusiveness. Song Shiqiang continues to promote a better business environment in Huaqiangbei and hopes the district will provide comprehensive services to more hardware entrepreneurs worldwide, serving as a window into China's reform and opening-up and a showcase for Shenzhen's economic achievements.
Good News for 2026: Kinghelm Successfully Launches Fully Upgraded Website Matrix!
2026-11-09
Kinghelm Connects the World
Recently, after more than a year of dedicated work day and night, Kinghelm’s Chinese website (www.kinghelm.com.cn) and international site (www.kinghelm.net) completed their full upgrades.
General Manager Song Shiqiang stated: "The revamped Kinghelm websites deliver a fresh new look and a far better browsing experience. Daily, they attract electronics engineers, buyers, and industry peers, driving higher conversion, retention, and interaction, while our traffic base keeps expanding."
He further noted: "Kinghelm and Slkor operate a digital matrix of four websites (two in Chinese and two in English: www.kinghelm.com.cn, www.kinghelm.net, www.slkormicro.com, and www.slkoric.com), pulling in over 200,000 daily page views worldwide. This effectively realizes 'Kinghelm Connects the World' in the digital space and propels our international growth. That is the true magic and power of online communication."
The full upgrade of the Kinghelm website matrix will better serve more than 20,000 global customers
The comprehensive upgrade of Kinghelm’s website matrix (www.kinghelm.com.cn and www.kinghelm.net) represents a major strategic initiative—focusing on content modularization and standardization, layout and visual enhancements, and the construction of an AI-powered chatbot service system.
Guided by our mission, "Kinghelm Connects the World," this strategic focus on user experience and service is tailored to meet diverse, personalized, and professional customer needs. It has enabled Kinghelm to better serve over 20,000 global clients and achieve buck-the-trend growth for four consecutive years (2022–2025), pushing annual revenue past RMB 100 million.
Mr. Song Shiqiang noted: "In the early stages, the work was grueling and yielded little immediate return. Yet, we persistently invested over RMB 30,000 every single day. We knew that once we opened up the path and cracked the online traffic code, we could present ourselves to global customers anytime and anywhere—without leaving our home base—while driving rapid company growth."
1. Strengthened Website Matrix
Kinghelm's Chinese website (www.kinghelm.com.cn) has a completely new look
Kinghelm's Chinese website (www.kinghelm.com.cn): General Manager Song Shiqiang noted that running a professional website requires expertise across a wide range of areas, including overall layout, marketing planning, user research, domain names, servers, user experience, data analysis, SEO, and paid search advertising on Baidu and Google. To improve content quality, technical accuracy, and the professional standard of industry and product information, refine page and UI design, and increase backlinks, Song Shiqiang invested substantial effort and resources. As a result, the website achieved higher search rankings and increased traffic.
Traffic to Kinghelm's international website (www.kinghelm.net) has increased significantly.
Kinghelm's international website (www.kinghelm.net): The site allows users to switch freely among 104 languages and reaches a global audience. Users can choose their preferred language, so customers worldwide can access and understand the site's content and product information without barriers, truly realizing "Kinghelm Connects the World." In 2024, Kinghelm's overseas customer repurchase rate reached 92.3%. Google had indexed approximately 55,000 pages, the site's Ahrefs Domain Rating (DR) peaked at 71, and the site ranked for approximately 1,800 organic search keywords. Average monthly clicks exceeded 1,000, while average monthly search impressions reached 60,000. Kinghelm had accumulated approximately 1.3 million backlinks, and its rankings for major keywords and part-number terms continued to rise on Google. Since 2026, under Song Shiqiang's direct leadership, traffic to the international website has grown sharply. Individual articles now regularly exceed 1,000 views, and with paid advertising support, some have approached 10,000 views.
Technology Frontline UK published a feature article on Kinghelm in English, attracting nearly 10,000 reads.
2. Strategic Upgrade for More Traffic and Higher Efficiency
Kinghelm website content is organized into standardized sections
The Chinese and international Kinghelm websites share a consistent content approach, and both now organize their content into clearly defined, standardized sections. Commenting on the comprehensive upgrade of the website matrix, Song Shiqiang said, "The overall layout of both Kinghelm websites is clearer and simpler, and the sites have a completely new look. Sections such as Product Center, News, Technical Applications, Expert Columns, and About Us are more intuitive and easier to navigate, while each content category is clearly defined and every page has a clean, simple visual style. This makes the company's strengths easier for visitors to recognize, and it reflects the shared effort of our entire team."
Song Shiqiang says the full upgrade of the Kinghelm website matrix reflects the team's shared effort.
Song Shiqiang further explained that the Expert Columns section, supported by industry leaders including Song Shiqiang, Lin Xueping, Qi Dafeng, Liu Dacheng, Zhu Junshan, Zhao Min, and Dai Hui, has become significantly more engaging and shareable. It has become an important channel for attracting website traffic and generating customer inquiries. The Huaqiangbei Encyclopedia was launched in 2026 and has received extensive discussion and positive feedback. Its articles exposing scams such as the "white pigeon scam," the "cash-on-delivery scam," and the "pig-butchering scam" in Huaqiangbei have attracted considerable attention. These articles have generated positive social impact, continued to drive traffic and inquiries to the website, and contributed to a healthier business environment in Huaqiangbei. Industry News, Humanities and Culture, and the Independent Media Network are new sections that track emerging trends and better match reader interests, attracting more potential customers to browse and inquire.
On November 2, 2026, Kinghelm's Chinese website recorded 147,945 page views over the previous 30 days.
On November 2, 2026, the site recorded 61,963 page views over the previous seven days.
It is worth noting that during the simultaneous upgrade of the two Kinghelm websites, page structures, navigation paths, and indexing statuses were adjusted, making traffic fluctuations natural and unavoidable. Fortunately, persistence paid off. Traffic to both websites has rebounded strongly and is now showing a leapfrog growth trend.
Taking the Chinese website as an example, as of November 2, 2026, it recorded 147,945 page views, 58,458 visitors, 57,552 unique IPs, 3,762,285 requests, 115.32 GB in traffic, and 1,473,676 spider crawls over the previous 30 days. Over the past seven days alone, it registered 61,963 page views (41.9%), 24,234 visitors (41.5%), 23,920 IPs (41.6%), 1,596,401 requests (42.4%), 50.86 GB of data transfer (44.1%), and 591,269 spider crawls (40.1%).
These figures strongly demonstrate that the comprehensive upgrades in page aesthetics, loading speed, system stability, and user convenience have achieved significant success in driving traffic and boosting efficiency.
As Song Shiqiang put it: "In the internet era, traffic is our winning secret: precision traffic acquisition brings more prospective customers and expands our market footprint, while efficiency gains allow us to deliver superior service, enhance user experience, and boost conversion rates and word-of-mouth. This creates a virtuous cycle of positive growth, empowering both Kinghelm and Slkor (www.slkoric.com) to achieve strong product sales and brand appreciation!"
3. Service Upgrade with Around-the-Clock Support
Kinghelm's large language model-powered chatbot, known as the Kinghelm Robot, was developed by a team led by Dr. Ni and Dr. Wang, both graduates of Tsinghua University. It offers several advantages:
Strong language understanding: The Kinghelm Robot can understand and generate natural language, handle complex conversations and language tasks, recognize meaning, context, and emotional cues, and respond appropriately.
Broad knowledge base: The robot was trained on large-scale datasets and has extensive knowledge across natural sciences, humanities and social sciences, everyday knowledge, and other fields. It can answer a wide range of questions accurately and engagingly.
Flexibility and versatility: The robot can handle many types of tasks and problems.
Continuous learning and improvement: The robot can improve through continuous training and updates, learn from user interactions, and adjust based on feedback to increase conversational quality and accuracy.
Customization and integration: The robot can be customized and integrated for specific needs and scenarios and connected with other systems and platforms to deliver personalized services and solutions. It can switch freely and fluently between Chinese and English, and it has also begun to support basic associative responses and emotion-aware interactions. It also reflects the cheerful and playful spirit of the Kinghelm team.
Looking ahead, Mr. Song Shiqiang stated that Kinghelm will target even higher goals and stronger achievements, continuing to champion the brand’s global trajectory.
Under his leadership, we look forward to translating our corporate values—Integrity, Excellence, Resilience, and Precision—into concrete action. By leveraging Kinghelm’s international publicity strategy and web matrix advantages to their fullest, we will continuously fuel and elevate the company's dynamic growth!
Kinghelm's factory-direct, custom-engineered solutions have earned a strong reputation in the industry.
Kinghelm (www.kinghelm.net) operates its main production facility in Luzhai, Guangxi. The plant features multiple automated production lines fully equipped with automatic wire-cutting, terminal crimping, and assembly systems. Led by headquarters-trained management and technical specialists, our well-trained operational workforce enables the company to reliably complete high-volume deliveries on schedule and to exact quality standards.
Through digitalized and streamlined management, Kinghelm ensures synchronized information and product flow between R&D, supply chain, the Luzhai factory, the Longhua transfer warehouse, the sales department, and clients.
Kinghelm Releases "A Comprehensive Summary of the Optical Communication Upstream and Downstream Industry Chain and Analysis of Domestic and Foreign Manufacturers (Part 2)"
2026-09-15
Kinghelm General Manager Song Shiqiang at 2026 Shanghai Munich Electronics Show W5.317
In 2026, Kinghelm (www.kinghelm.net) officially entered the optical communication field. General Manager Mr. Song Shiqiang emphasized: "Optical communication covers the entire industry chain of optical chips, optical components, optical modules, optical fibers and cables, and system equipment. It is a core rigid-demand track for major projects such as 5G/6G data centers and the East-to-West Computing Resource Transfer Project. The characteristics of dual-driven technology iteration and market demand are very obvious, because its core demand has rapidly shifted from traditional operator public network construction to emerging scenarios such as AI data center interconnection, industrial optical private networks, and automotive optical interconnection, deeply bound with new demands such as computing power networks and AI large models. Advanced packaging and silicon photonics integration technologies have become core breakthrough directions. In 2026, China has listed high-end optoelectronic chips, CPO co-packaged optics, all-optical switching and other core technologies as key research directions. The space for domestic substitution in optical communication is broad. Kinghelm (www.kinghelm.com.cn), as a technology original manufacturer and an important participant in 'domestic substitution,' enters the optical communication field to open up new development tracks. It will aim at the 'heart' of the optical communication industry chain, which is the core key link of domestic substitution, covering transmitter/receiver chips and indium phosphide-based high-speed laser chips."
Kinghelm Chief Engineer Mr. Qin Xianghong at work
In view of this, Kinghelm Chief Engineer Qin Xianghong, combining years of deep industry research experience and drawing on the research achievements of existing industry pioneers and peers, follows the five main lines of the optical communication industry chain—optical chips, optical components, optical modules, optical fibers and cables, and transmission equipment—and has summarized and compiled the "Comprehensive Summary of the Entire Optical Communication Industry Chain and Analysis of Domestic and International Manufacturers." It will be developed from four aspects: 1. Overview of Optical Communication - Basic Principles; 2. Optical Communication Industry Chain - Analysis of Upstream, Midstream, and Downstream Industry Chains; 3. Key Companies in China's Optical Communication Industry Chain; 4. Outlook for the Optical Communication Industry. This initiative aims to promote information communication, resource sharing, and knowledge co-construction across the entire upstream, midstream, and downstream optical communication industry chain, achieve industry chain optimization, integration, and collaborative innovation, and thereby enhance the global industrial discourse power of Chinese enterprises.
Kinghelm "Comprehensive Summary of the Entire Optical Communication Industry Chain and Analysis of Domestic and International Manufacturers"
Continued from Kinghelm Chief Engineer Qin Xianghong—"A Comprehensive Summary of the Optical Communication Upstream and Downstream Industry Chain and Analysis of Domestic and Foreign Manufacturers (Part 1)":
III. Key Companies in China's Optical Communication Industry Chain
(I) Optical Chips and Electrical Chips
Optical chip application scenarios
Optical chips, scientifically known as optoelectronic chips or photonic integrated circuits (PICs), use semiconductor processes to integrate functions such as light emission, reception, modulation, multiplexing/demultiplexing, and amplification on a single chip. By function, they are divided into: laser chips (electrical → optical: VCSEL/DFB/EML), detector chips (optical → electrical: PIN/APD), modulator chips (signal loading), and PLC chips (passive optical circuits). Major manufacturers include Lumentum, Broadcom, Mitsubishi Electric, Sumitomo Electric, Coherent, Yuanjie Technology, Changguang Huaxin, Shijia Photons, Accelink Technologies, HGTECH, Hisense Broadband, Huawei HiSilicon, AAOI, etc.
China's Yuanjie Technology ranks among the top global laser chip market players
Yuanjie Technology:A leading optical chip supplier in China with collaborative expansion in both the "telecom market + datacom market." The company's main products are optical chips, including 2.5G, 10G, 25G, 50G, 100G, 200G and higher-speed DFB and EML laser series products, as well as 50mW, 70mW, 100mW, 150mW and other high-power silicon photonics light source products. The company's performance has improved rapidly, with net profit of 51.385 million yuan in the first three quarters of 2025, a year-on-year increase of 627.62%.
Changguang Huaxin:Focused on the R&D, design, and manufacturing of semiconductor laser chips. It is one of the few companies that develops and mass-produces high-power semiconductor laser chips. It has built an IDM full-process platform covering chip design, epitaxial growth, wafer processing (lithography), cleavage/coating, packaging and testing, and fiber coupling. Today, Changguang Huaxin has built China's only and the world's second 6-inch GaAs high-power semiconductor laser chip production line, occupying an advantageous competitive position in the industry track.
Shijia Photons:A leading optoelectronic core chip supplier in China. The company masters key technologies for independent chips, breaking through from a single PLC optical splitter chip to passive chips and active chips, and further expanding from wafer manufacturing and chip processing to packaging and testing. It now possesses a full-process capability from design to manufacturing, and from testing to packaging, basically forming a complete optical chip industry chain.
Application scenarios of DSP chips in electrical chips
Electrical chips are mainly imported from overseas, including four core chips: DSP, CDR, Driver, and TIA. Major manufacturers include Marvell, Credo, Broadcom, Huawei HiSilicon, Chaoran Semiconductor, Youxun Shares, etc.
Youxun Shares:A leading enterprise in China's optical communication front-end transceiver electrical chip field. The company clearly positions its business as an electrical chip company. Its products (such as laser drivers, transimpedance amplifiers, etc.) need to be used in conjunction with optical chips and are the "nerve center" for achieving optoelectronic signal conversion in optical modules. In terms of electrical chip business development, Youxun Shares can provide full-application-scenario, full-series optical communication electrical chip solutions, and ranks first in China and second in the world in market share for products at 10Gbps and below. Currently, the company's 25G PON electrical chips have achieved batch delivery, 50G PON electrical chips have entered the sample testing stage, and it is focusing on R&D of electrical chip products for cutting-edge fields such as 400G-800G data centers and FMCW LiDAR, in order to seize market opportunities brought by AI computing power and autonomous driving.
(II) Optical Components
Optical components are the product and core content of optical device packaging
Optical components include ceramic sleeves/ferrules, optical transceiver interface components, etc. Major manufacturers include T&S Communications, AFR Optics, T&S Communication, Tengjing Technology, etc.
AFR Optics:With a series of high-performance optical devices such as optical isolators, dense fiber array connectors, MEMS VOA optical switches, polarization beam splitters/combiners, couplers, wavelength division multiplexers, and lithium niobate modulators, it has successfully entered the global market. Its products are exported to more than 40 countries and regions and are widely used in core upstream fields of the industry chain such as fiber lasers, optical communications, and data centers.
Tengjing Technology:A high-tech enterprise specializing in the R&D, production and sales of various precision optical components, fiber optic devices and optical test instruments. Its products are mainly applied in fields such as optical communication, fiber laser, scientific research, biomedicine and semiconductor equipment. The company has made in-depth layout in the cutting-edge field of AI computing power optical interconnection, and has become an important supplier of key devices for OCS optical switches.
(III) Optical Devices
Optical devices: Evolving toward higher speeds and lower power consumption
According to whether a power source is needed, optical devices are divided into active devices and passive devices. Active optical devices mainly include laser chips (such as FP, DFB, VCSEL), detector chips (such as PIN, APD), optical amplifiers, optical modulators (such as DML, EML chips), and optical transceiver sub-modules (TOSA, ROSA, BOSA), etc. Passive optical devices mainly include optical isolators, optical connectors, optical switches, optical splitters/couplers, wavelength division multiplexers (WDM/AWG), optical attenuators, FA fiber arrays, etc. Major manufacturers include T&S Communications, Accelink Technologies, HGTECH, T&S Communication, Broadex Technologies, Coherent, Lumentum, etc.
T&S Communications:The company's main products consist of two major segments: active optical devices and passive optical devices. Active devices mainly include high-speed optical engines, TO-CAN/BOX packaged devices and other core components of optical modules. Passive devices cover ceramic sleeves, fiber array units (FAU), isolators, and connectors, etc. From 2020 to 2024, T&S Communications' revenue compound annual growth rate was close to 40%, and net profit grew by nearly 50% annually. The key lies in focusing on the core link of optical devices. In the first half of 2025, T&S Communications' active optical device business experienced explosive growth, achieving revenue of 1.566 billion yuan, a year-on-year increase of 90.98%.
T&S Communication:Focused on the R&D, production, and sales of passive optical devices. Core products include MPO/MTP high-density fiber connectors, MT/ceramic ferrules, flexible fiber routing boards, wavelength division multiplexing devices, etc. Products are mainly used in AI computing power data centers, cloud computing clusters, and telecom transmission networks, with a small layout in optical sensing business. The company's main business is centered on datacom high-density optical interconnection products, with the vast majority of revenue coming from the optical device business. Relying on self-developed and self-produced MT ferrules, it achieves vertical integration of key components. Products are indirectly supplied to overseas leading cloud vendors and AI computing clusters through cabling manufacturers. Export business accounts for a relatively high proportion of revenue, making it a relatively focused passive optical connection enterprise in the A-share market.
Broadex Technologies:Main business is the R&D, production, and sales of integrated optoelectronic devices in the optical communication field. Main products include PLC optical splitters, PON optical modules, fiber arrays, dense wavelength division multiplexing devices, wireless bearer network optical transceiver modules, data center optical transceiver modules, active optical cables (AOC), and high-speed copper cables (DAC, ACC). The company currently provides high-quality optical signal power and wavelength management devices and high-speed optoelectronic transceiver modules for the globally rapidly developing optical fiber communication networks and Internet Data Center (IDC) markets. Among them, optical splitters and dense wavelength division multiplexing (DWDM) devices occupy leading global market shares.
(IV) Optical Modules
Optical modules play a core role
Optical modules are composed of optical devices, optical interfaces, and functional circuits. They play a core role in enabling high-speed, high-reliability, and low-latency data transmission in increasingly complex datacom and telecom networks, and are widely used in telecommunications, internet, radio and television, aerospace, and other fields. Chinese enterprises occupy world dominance in the global optical module manufacturing and packaging link.
Zhongji Innolight:The company currently ranks first in global optical module market share. Its products are widely used in cloud computing data centers, data communications, 5G wireless networks, telecom transmission and fixed network access, etc., and it is committed to promoting the development of optical modules toward high speed, miniaturization, low power consumption, and low cost. Currently, the company's product portfolio covers 200G to 1.6T high-speed optical modules, as well as 5G fronthaul/midhaul/backhaul optical modules, transmission network optical modules, and FTTX optical devices and other overall solutions. In the second half of 2025, while 800G optical modules significantly increased in volume, more customers began deploying 1.6T products. It is expected that 1.6T optical module shipments will usher in significant volume growth in 2026.
Eoptolink:The company's products mainly serve data centers, AI computing clusters, 5G/6G telecom networks, and other fields. In optical module technology, the company covers traditional pluggable optical modules, linear drive (LPO), near-package optics (NPO), and co-packaged optics (CPO) and other advanced interconnect forms, and possesses core technologies and capabilities such as optical engines. Its product system includes 400G, 800G, and 1.6T high-speed optical modules based on various solutions such as VCSEL/EML, silicon photonics, and thin-film lithium niobate, as well as 400G/800G ZR/ZR+ coherent optical modules and 800G/400G optical modules based on LPO solutions. With leading technology and products, the company has entered the supply chain systems of major global cloud computing vendors (such as Amazon, Meta, etc.) and communication equipment vendors, and is one of the core suppliers in the optical communication industry.
Accelink Technologies:The company boasts vertical integration capabilities covering optical chips, devices, modules and subsystems. In the optical module business, its products cover all scenarios of transmission, data and access. In the first three quarters of 2025, it achieved an operating revenue of 532 billion yuan, representing a year-on-year increase of 58.65%. According to market rankings, Accelink Technologies ranked 5th among global optical module manufacturers and 4th in the market share of data communication optical modules in 2024. At present, the company has realized mass delivery of 800G optical modules, and is actively deploying next-generation technologies such as 1.6T silicon optical modules and CPO (co-packaged optics) to consolidate its high-growth advantages in the AI data center sector.
V) Optical Fibers and Cables
Core leaders in optical fibers and cables: YOFC, Hengtong Optic-Electric, ZTT, FiberHome, Yongding Shares
The value of the optical fiber and cable industry chain presents a pyramid structure. The upstream (optical fiber preform) has the highest technical barriers, the midstream (fiber drawing/cable assembly) is the manufacturing core, and the downstream is application services. Major manufacturers include YOFC, Hengtong Optic-Electric, ZTT, FiberHome, Yongding Shares, Tongding Interconnection, Tefa Information, Kingsignal, Huamai Technology, Shijia Photons, Orient Cable, etc.
YOFC:A globally leading provider of optical fiber preforms, optical fibers, optical cables, and comprehensive solutions. It mainly produces and sells various standard specifications of optical fiber preforms, optical fibers, and optical cables widely used in the communication industry, as well as various optical modules, specialty fibers, active optical cables, submarine cables, and RF coaxial cables, accessories, and other products based on customer needs.
Hengtong Optic-Electric:Strong market application competitiveness in specialty fiber products such as ultra-low-loss fiber, laser fiber, multimode fiber, and marine fiber. Globally, only a few manufacturers possess independent intellectual property rights for optical fiber preform manufacturing. The new-generation green optical fiber preform developed by its subsidiary Hengtong Photoconduction effectively broke through multiple key technical bottlenecks, filled domestic gaps, led the direction of China's optical fiber preform technology, and promoted the industry's green and environmental transformation and upgrading.
ZTT:The company provides infrastructure services such as cables, components, devices, and antennas for network construction from multiple dimensions of cloud, pipe, and terminal. Products include various preforms, optical fibers, optical cables, ODN, antennas and RF cable types, active terminals, optical transceivers, data centers, high-performance raw materials, and other products, as well as engineering consulting, design, construction, and integration services.\
(VI) Core Equipment - Optical Circuit Switch (OCS)
OCS (Optical Circuit Switch) is a core device that routes purely by optical signals. It does not need to convert optical signals into electrical signals and then back again; it can directly let optical signals find the correct path. Its working principle is very much like adjusting a set of parallel mirrors—when a mirror rotates by an angle, the reflected light shifts accordingly, precisely controlling the direction of the optical signal. This technology solves the delay and high energy consumption problems caused by signal conversion. Its theoretical efficiency is 1000 times that of traditional electrical switches, while power consumption is only one-tenth. It is particularly practical for ultra-large-scale data centers with high electricity cost proportions and has become the preferred choice for next-generation data center networks.
Currently, leading domestic OCS complete machine and integration enterprises are as follows:
IV. Outlook for the Optical Communication Industry
Summary of the five major links in the optical communication industry chain
The optical communication industry is standing at a historic inflection point of AI computing power explosion and digital infrastructure upgrading. It is comprehensively evolving from a traditional "communication pipe" to the "nervous system" of the AI computing power era. The next five years (2026-2030) will be a "golden development period" for the optical communication industry. The industry will present four core trends: "demand explosion, technology iteration, pattern reconstruction, and domestic substitution." At the same time, the structural contradiction of shortage of upstream core materials is also relatively prominent. In August 2026, the Ministry of Industry and Information Technology issued the "14th Five-Year Plan for the Development of the Information and Communication Industry," proposing to strengthen R&D of ultra-high-speed large-capacity optical transmission, optical access, and submarine cable optical communication technologies, accelerate R&D and application of new fiber technologies such as hollow-core fiber, and carry out research on industry-integrated application technologies such as automotive optical communication and industrial control optical networks. Promote R&D of large-capacity and high-bandwidth optical communication equipment, focus on building 1.6Tb/s optical transmission systems, 200G-PON optical access systems, hollow-core fiber optic cables and other ultra-large-capacity all-optical bearer products, and accelerate R&D of 100G and above high-speed inter-satellite and satellite-ground optical communication equipment.
The Ministry of Industry and Information Technology has issued the 14th Five-Year Plan for the Development of the Information and Communication Industry.
(I) Demand Explosion: AI Computing Power + Network Bandwidth Demand
AI computing power demand becomes the core engine: The explosive growth of AI large models is driving the explosive growth of GPU clusters and ultra-large-scale data centers (IDCs). AI optical modules (such as 800G and 1.6T) have become the main demand force. The AI optical communication market space is expected to maintain a compound annual growth rate of more than 40%, and is expected to exceed US$90 billion by 2030.
Upstream core links are in short supply: Supply and demand are mismatched in core links such as optical chips and indium phosphide substrates. The global supply-demand gap for EML optical chips required for optical modules exceeds 30%.
Long expansion cycles: Optical fiber preform technology has high barriers, and the expansion cycle is as long as 18 to 24 months. The short-term supply shortage pattern is difficult to reverse.
Network bandwidth demand is growing: The digital economy and AI are driving a surge in global data traffic, creating increasing demand for network bandwidth. The optical transmission equipment market will grow steadily. According to Omdia data, the global market size in 2024 was US$16.7 billion, and it is expected to grow by 4.2% annually from 2024 to 2029, reaching US$20.5 billion by 2029.
The global optical transmission equipment market will reach US$20.5 billion by 2029.
(II) Technology Iteration: CPO + Silicon Photonics Integration + Automotive Optical Communication + Hollow-Core Fiber Technology
Continuous rate iteration: Optical modules are accelerating from 800G to 1.6T and 3.2T rates. CPO (co-packaged optics) technology entered the stage of large-scale mass production in August 2026.
Silicon photonics integration breakthrough: Silicon photonics integration technology has become the key to breaking through the performance bottleneck of traditional optical chips. China's first 8-inch silicon photonic chip mass production line is expected to be completed within 2026.
Emerging scenarios landing: Automotive optical communication is rising with the development of L3 autonomous driving. The global automotive optical fiber network market is expected to reach US$3.13 billion in 2026.
Frontier material positioning: Next-generation transmission media such as hollow-core fiber are gradually achieving industrialization. Latency is reduced by nearly half compared with traditional optical fiber, making it a new high ground for technological competition.
(III) Pattern Reconstruction
Differentiation between datacom and telecom demand: The growth rate of the datacom market (intra-data center interconnection and inter-data center interconnection) far exceeds that of the telecom market (5G/6G bearer networks and fixed network upgrades). Demand for optical interconnection in data centers is growing exponentially, and fiber usage per rack is soaring. The industry is shifting from "oversupply" to a "fiber famine."
Fiber volume and price rise together: In 2026, the global fiber supply-demand gap rate is about 16.4%. Prices of high-end specialty fibers have risen sharply, and the industry has entered a seller's market where goods are hard to obtain.
Market scale expansion: In 2026, the global optical module market size is expected to reach 201.6 billion yuan, and China's optical module market size will reach 56.4 billion yuan.
Application scenarios continue to broaden: Industry boundaries are extending to emerging fields such as satellite internet (low-orbit satellites), quantum communication, and integrated sensing, communication, and computing, opening up new incremental space for optical communication.
(IV) Domestic Substitution
Optical fiber preform field: Leading enterprises such as Hengtong Optic-Electric and YOFC continue to expand production. Cross-border player Han's Laser has also entered the hollow-core fiber direction with 2.52 billion yuan.
Optical chip and optical module field: Source Photonics, a subsidiary of Dongshan Precision, is investing 8.1 billion yuan to expand optical chip and optical module capacity. Shijia Photons plans to raise 2.8 billion yuan through a private placement for high-speed optical chip development.
Upstream materials field: Xiandao Technology Group is investing 12 billion yuan to build an indium phosphide substrate industrialization base.
Domestic substitution rate needs improvement: Optical chips at 10G and below have achieved domestic substitution, but the domestic substitution rate for high-speed active optical chips at 25G and above is still relatively low.
In summary, the future prospects of optical communication are broad, with a trillion-yuan market that can penetrate every aspect of development, covering AI, data, industry, healthcare, and more. Application scenarios such as data centers, telecom networks, data center interconnection, industrial internet, intelligent driving, quantum communication, smart grids, satellite communication, fiber sensing, and aerospace all rely on optical communication to achieve high-speed and stable data transmission and are drivers of demand growth. A rough estimate is as follows:
Statement: The above images and materials are partly sourced from the internet, solely for promoting industry exchange and development, not for commercial purposes. If there is any infringement, please contact us.
Kinghelm Releases "A Comprehensive Summary of the Optical Communication Upstream and Downstream Industry Chain and Analysis of Domestic and Foreign Manufacturers (Part 1)"
2026-09-15
Kinghelm General Manager Song Shiqiang at 2026 Shanghai Munich Electronics Show W5.317
In 2026, Kinghelm (www.kinghelm.net) officially entered the optical communication field. General Manager Mr. Song Shiqiang emphasized: "Optical communication covers the entire industry chain of optical chips, optical devices, optical modules, optical fibers and cables, and system equipment. It is a core rigid-demand track for major projects such as 5G/6G data centers and the East Data West Computing project. The dual-wheel drive of technological iteration and market demand is very pronounced, because its core demand has rapidly shifted from traditional operator public network construction to emerging scenarios such as AI data center interconnection, industrial optical private networks, and automotive optical interconnection, and is deeply bound to new demands such as computing power networks and AI large models. Advanced packaging and silicon photonics integration technologies have become core breakthrough directions. In 2026, China has listed high-end optoelectronic chips, CPO co-packaged optics, all-optical switching and other core technologies as key research directions. There is broad space for domestic substitution in optical communication. Kinghelm (www.kinghelm.com.cn), as an original technology manufacturer and an important participant in ‘domestic substitution’, will enter the optical communication field to open a new development track, aiming at the ‘heart’ of the optical communication industry chain. This is the core critical link of domestic substitution, covering transmitter/receiver chips and indium phosphide-based high-speed laser chips."
Kinghelm Chief Engineer Mr. Qin Xianghong working
In view of this, Kinghelm (www.kinghelm.net) Chief Engineer Qin Xianghong, combining years of deep industry research experience and drawing on the existing research results of predecessors and peers, followed the five main lines of the optical communication industry chain—optical chips, optical devices, optical modules, optical fibers and cables, and transmission equipment—and summarized and compiled "A Comprehensive Summary of the Optical Communication Upstream and Downstream Industry Chain and Analysis of Domestic and Foreign Manufacturers." It will unfold from four aspects: 1. Overview of optical communication – basic principles; 2. Optical communication industry chain – analysis of upstream, midstream and downstream industry chains; 3. Key companies in China’s optical communication industry chain; 4. Outlook for the optical communication industry. This initiative aims to promote information communication, resource sharing, and knowledge co-construction across the upstream, midstream and downstream of the optical communication industry chain, realize industry chain optimization, integration and collaborative innovation, and thereby enhance the global industrial discourse power of Chinese enterprises.
Kinghelm "A Comprehensive Summary of the Optical Communication Upstream and Downstream Industry Chain and Analysis of Domestic and Foreign Manufacturers"
I. Overview of Optical Communication – Basic Principles
(I) Overview of Optical Communication
Optical communication essentially uses "light" as the information carrier, and optical fiber is the dedicated high-speed highway. Its core relies on mutual conversion between electrical and optical signals to achieve information transmission.
The transmission process is very clear: information initially exists as electrical signals, like packaged goods; the laser chip at the transmitting end is the "conversion station," converting electrical signals into optical signals—just like loading goods onto an optical train and transmitting them along the optical fiber highway; after reaching the receiving end, the detector chip converts the optical signals back into electrical signals, like unpacking the goods so the receiver gets the complete information.
Information flow is divided into three steps: birth of optical signals, transmission scheduling, and identification. Key components each have their roles: the optical transceiver unit is the core, managing the generation, adjustment, and detection of optical signals; optical splitters are like traffic signs, AWG, VOA, and optical switches are dispatchers, and optical amplifiers are energy boosters, jointly ensuring smooth transmission.
Basic Principles of Optical Communication
(II) Full Process of Optical Communication
The entire optical communication process is actually like a complete "production line," advancing from beginning to end in the order of "optical chip → optical component → optical module → optical communication equipment → terminal market."
The upstream of the chain mainly consists of optical chips (optical communication chips), optical components (optical communication components), and optical modules (optical transceiver modules) as core links. Among them, optical chips are the "source core component" of the entire process, located at the very front, and are also the key to enabling optical components and optical modules.
First, optical chips and a series of components are assembled into optical components, then further packaged into optical modules. After that, optical modules are installed into midstream optical communication equipment, and finally these devices are applied in downstream telecom markets, data communication markets, and some emerging markets.
Full Process of Optical Communication
(III) China’s Optical Communication Industry
Optical communication is a communication method that uses light waves as the transmission medium. This field is an important part of China’s implementation of the innovation-driven development strategy and an important development direction in China’s transformation toward a manufacturing power and a science and technology power.
The optical communication industry includes multiple links. The stronger discourse power is concentrated at the upstream and downstream ends. Upstream chip manufacturers and downstream customers are relatively strong, while the cost control level of midstream optical module manufacturers determines their overall profitability. According to LightCounting’s global top ten optical module ranking, Chinese manufacturers occupy seven seats, among which Innolight and Coherent are tied for first, HiSilicon ranks fourth, Accelink ranks fifth, Hisense Broadband ranks sixth, Eoptolink ranks seventh, HGTECH ranks eighth, and Source Photonics ranks tenth.
II. Optical Communication Industry Chain – Analysis of Upstream, Midstream and Downstream Industry Chains
(I) Overview of the Optical Communication Industry Chain
The upstream, midstream and downstream of the optical communication industry chain
In the upstream, midstream and downstream of the optical communication industry chain, the upstream mainly consists of core component links including optical chips, optical components, and electrical chips; the midstream includes optical devices, optical modules, and optical fibers and cables; the downstream is divided by application scenario into the telecom market and the data communication market.
With technological progress and cost reduction, the application scope of optical communication products continues to expand, and market demand continues to increase:
Optical chips are III-V compound semiconductor materials that realize photoelectric signal conversion;
Optical components mainly include ceramic sleeves/ferrules, optical transceiver interface components, etc. At present, China is the world’s largest production base for optical components, and market competition is fierce;
Optical chips and optical components are key elements in manufacturing optical devices: various optical components are processed and assembled to obtain optical devices, and multiple optical devices are packaged to form optical modules;
Optical devices are various functional devices made using the electronic conversion effect, and are key and core components of optoelectronic technology;
An optical module is an optical device used for high-speed data transmission. Its function is to realize mutual conversion between optical signals and electrical signals, thereby enabling data transmission in communication networks.
(II) Upstream Core of Optical Communication: Optical Chips
Upstream Core of Optical Communication: Optical Chips
In the upstream of the entire optical communication industry chain, the most core link is optical chips. Optical chips are the core components for mutual conversion between optical signals and electrical signals, equivalent to the "power engine" of information transmission. Their performance directly determines the transmission speed of the optical communication system. After integrating and packaging optical chips with a series of supporting components, optical modules with practical functions are formed.
Optical chips are the "source core components" of the optical communication industry chain and the key to the normal operation of optical components and optical modules. Whether it is fiber broadband used at home, 4G/5G networks that mobile phones depend on, or data centers storing massive amounts of data, optical chips are crucial. They directly affect the speed of information transmission in these networks and whether they can operate stably without interruption. They are classified according to different standards as follows:
Classification of Optical Chips
The global optical chip market is growing steadily, becoming the "growth engine" of the optical communication industry. Global data traffic is surging, and all industries need greater bandwidth, which has fueled high-speed optical modules and supporting chips. Among them, high-speed optical chips above 40G run much faster than low- and medium-speed versions. From 2019 to 2025, the proportion of high-speed optical chips above 25G used in data centers and telecom fields has continued to increase. It is expected that 1.6T and even higher-speed optical modules will become the demand trend for connections within data centers, to match future GPU requirements for greater bandwidth and higher computing power. At present, the process of batch commercialization of 1.6T optical modules is accelerating. This trend places higher demands on optical chips: various chips including 200G PAM4 EML and CW light sources will become optical chip solutions in 1.6T optical modules.
Global Optical Chip Market Size Expected to Exceed US$20 Billion in 2026
The global optical chip market size is expected to exceed US$20 billion in 2026, with data centers contributing more than 60% of the increment. For AI clusters represented by NVIDIA DGX series, the optical module ratio has increased from 1:4 to more than 1:8. 800G optical modules began large-scale volume in 2024, and 1.6T began batch delivery. Amazon, Google, Microsoft and other cloud computing companies are expected to lead the development of new AI applications, which will require major upgrades to their AI clusters, and AI clusters need to use a large number of optical connections.
(III) Midstream of Optical Communication: Optical Modules + Optical Fibers and Cables
Optical Communication Midstream: Optical Modules + Optical Fibers and Cables
The midstream of optical communication is the "integration and transmission carrier." Its core is to connect upstream components with downstream scenarios and realize the implementation of optical signal "conversion—transmission—networking." Optical modules are the core interface for photoelectric conversion (including high-speed and telecom types); optical fibers and cables are the transmission carrier of optical signals; optical communication equipment is system-level networking equipment, mainly including core equipment such as switches. At present, the domestic computing infrastructure market supporting data and AI computing has grown from RMB 339.7 billion in 2020 to RMB 614.4 billion in 2024. In this market, computing resources rank first, with a scale of RMB 385.8 billion in 2024, accounting for about 63%; network resources rank second, with a scale of RMB 151.6 billion in 2024, accounting for about 25%. Network resources mainly include products such as switches and optical modules: switches grew from RMB 31.5 billion in 2020 to RMB 44.7 billion in 2024, and are expected to reach RMB 66.9 billion in 2029; communication resources such as optical modules are expected to reach RMB 97.8 billion in scale later.
1.Optical Modules
Definition of Optical Module
An optical module is like the "dedicated translator" between electrical signals and optical signals—the information in computers and mobile phones is all electrical signals, which cannot travel long distances at high speed through optical fibers. The optical module first converts electrical signals into optical signals, allowing the information to "fly" along the optical fiber to its destination; after arrival, the optical module converts the optical signals back into electrical signals, so that the equipment can read the information.
Schematic Diagram of Optical Module Structure
An optical module is mainly composed of optical transmit/receive components (TOSA, ROSA), a circuit board with electrical chips, a package housing, and interfaces. In terms of cost, optical devices (including optical chips) account for more than 70% and are the core of photoelectric conversion; auxiliary materials such as the housing, PCB, and control chips (electrical chips) account for nearly 30%, responsible for physical packaging and signal adaptation. Together they form the hardware foundation of the optical module.
Optical Module Cost Structure
High-speed optical modules must rely on high-end optical chips as the "core power." Large models such as ChatGPT are competing for computing power, AI servers need to install more GPUs, and optical modules must also be upgraded to 800G or above to be sufficient. Google’s TPU clusters rely on all-optical networks to transmit data, and demand for 800G/1.6T optical modules is growing more and more intense. Moreover, under the same computing power, TPUs require far more optical modules than GPUs, and also have higher requirements for optical transmission density.
Optical Module/Optical Chip Cost Proportion
In optical module costs, optical devices account for 73%, among which optical chips are key—the higher the speed of the optical module, the higher the cost proportion of optical chips, reaching 30%–70%. Now domestic optical chips are gradually gaining strength in the high-end market, and the pace of substitution is accelerating, allowing domestic manufacturers to earn more profits. Simply put, the level of optical chips determines the grade of optical modules; the higher the module speed, the more valuable the chip.
2020–2029 Global Optical Module Market Size
The global optical module market has grown steadily for many years, mainly driven by applications requiring high-speed data transmission such as AI, cloud computing, and 5G—AI servers must support the operation of large models, and optical modules are their key components. From 2020 to 2024, the global optical module market size rose from US$11.2 billion to US$17.8 billion, with an annual growth rate of 12.2%, and is expected to reach US$41.5 billion in 2029, with an annual increase of 18.5%. Among them, 800G, as the mainstream high-end model of high-speed optical modules, had an annual growth rate of 188.1% from 2020 to 2024; the next-generation 1.6T optical module, driven by demand for higher bandwidth and lower power consumption, is expected to have an annual growth rate of 180% from 2024 to 2029 and will usher in explosive growth.
Global Optical Module Market Size Expected to Exceed US$37 Billion in 2029
According to LightCounting’s forecast, the global optical module market will continue to expand at a compound annual growth rate (CAGR) of 22% from 2024 to 2029, and the market size is expected to exceed US$37 billion in 2029. Growth is mainly driven by strong demand for Ethernet optical transceivers from AI clusters and continuous upgrades of DWDM networks by cloud service providers.
Chinese Manufacturers Occupy a Dominant Position in the Global Ethernet Optical Module Market
Chinese manufacturers occupy a dominant position in the global Ethernet optical module market. In 2021, China’s optical component and module manufacturers achieved a historic breakthrough: the revenue of the top ten domestic suppliers exceeded the sales of Western competitors for the first time. From 2022 to 2023, the sales gap between domestic optical module manufacturers and foreign manufacturers continued to widen, highlighting the competitiveness of Chinese suppliers in the global market. 2025 is regarded as the first year of commercial use of 1.6T optical modules. Chinese manufacturers occupy a dominant position, with shipments in the first half of 2025 accounting for 45% of the global total, and the yield rate of high-end products exceeding 90%.
On September 7, 2026, Goldman Sachs Released an In-Depth Report on the Global Optical Module Industry
The industry is expanding capacity rapidly. Some analyses predict that global 1.6T optical module production capacity may exceed 30 million units in 2026. On September 7, 2026, Goldman Sachs released an in-depth report on the global optical module industry. Based on growth in AI infrastructure spending, product structure upgrading toward high-speed transmission, and rising adoption of optical interconnection, it raised its forecasts for global optical module shipments from 2026 to 2028 by 21%, 31%, and 31%, respectively, and raised its forecasts for shipments of 1.6T and above by 29%, 61%, and 50%, respectively. Goldman Sachs expects the global optical module market size to reach US$68 billion, US$131 billion, and US$148 billion from 2026 to 2028, up 33%, 81%, and 115% respectively from previous forecasts. Among them, the market for 800G and above has a CAGR of 69%, reaching US$45 billion, US$108 billion, and US$130 billion, respectively.
2.Optical Fibers and Cables
Optical fiber is a slender fiber made of glass or plastic. Its core consists of a high-purity quartz core that transmits optical signals and a low-refractive-index cladding that achieves total reflection, with an outer resin coating to enhance hardness. An optical cable is a finished cable made by bundling multiple optical fibers together and combining them with protective structures such as reinforcing steel wires and sheaths. It can protect optical fibers and adapt to different scenarios. The optical fiber preform, which accounts for 70% of optical cable costs, is mostly produced by manufacturers themselves.
China is the "number one producer and user" of optical fibers and cables in the world. The continuous advancement of domestic communications infrastructure has driven steady growth in optical cable line length. As of the first half of 2025, the total length of optical cables nationwide had reached 73.77 million kilometers (equivalent to nearly 1,845 times around the Earth), up 9.9% year on year. Among them, access network optical cables accounted for nearly 60%, local network relay optical cables accounted for 38.5%, and long-distance optical cables accounted for only 1.6%.
Optical Cable Line Length and Its Growth Rate
In response to shrinking local market demand, domestic optical cable enterprises have strengthened overseas layout under a complex geopolitical environment: from 2019 to 2022, China’s optical cable export volume increased from 255,500 tons to 408,800 tons (an increase of 60%), and export value increased by 41%, reaching a peak in 2022.
2019–2024 China Optical Fiber Preform, Optical Fiber, and Optical Cable Export Volume and Export Value
In 2024, the global optical fiber and cable market share was relatively concentrated. The top 10 enterprises belonged to 5 countries including the United States, China, and Japan, together accounting for 92% of the market share: Corning ranked first with 19%. Four Chinese enterprises including YOFC and ZTT entered the top ten. Among them, YOFC (13%), ZTT (11.3%), and Hengtong Optic-Electric (11.2%) ranked second to fourth, and FiberHome Telecommunication (9.8%) ranked sixth.
2024 Global Optical Fiber and Cable Competitive Landscape: Four Chinese Enterprises Including YOFC Enter the Top Ten
(IV) Downstream of Optical Communication: Optical Communication Equipment + Terminal Application Scenarios
Downstream of the Industry Chain: Optical Communication Equipment + Terminal Application Scenarios
Optical communication equipment is equipment that transmits information using light waves, and its core consists of three parts: signal sending, transmission, and reception. By application field, it is divided into transmission equipment and data communication equipment: transmission equipment includes transmission network and access network equipment. Common transmission equipment includes optical transceivers, fiber optic transceivers, etc.; common access network equipment includes OLT, ONU, and ODN equipment, etc.; data communication equipment mainly includes routers and switches.
Common Classification of Optical Communication Equipment
Kinghelm Qin Xianghong—"A Comprehensive Summary of the Optical Communication Upstream and Downstream Industry Chain and Analysis of Domestic and Foreign Manufacturers (Part 2)" is coming soon. Please stay tuned!
Statement: Some of the above images and materials are from the Internet, only for promoting industry exchange and development, not for commercial use. If there is any infringement, please contact us.
《Kinghelm RF Coaxial Connectors: KH-BNC50-3511, KH-SMA-K513-G and KH-SMA-KE-Z》Featured on LCSC Homepage
2026-09-03
[ Kinghelm RF Coaxial Connectors: KH-BNC50-3511, KH-SMA-K513-G and KH-SMA-KE-Z ] were proudly featured on the LCSC homepage. The content is as follows:
In today's era of rapid information development, efficient and stable signal transmission has become an indispensable key element across all industries. Kinghelm (www.kinghelm.net) emphasizes technological innovation and quality control in product R&D, and has obtained ISO9001 certification as well as RoHS and REACH compliance, ensuring product quality and environmental performance from the source. Kinghelm's (www.kinghelm.com.cn) "Kinghelm" brand innovative RF coaxial connectors KH-BNC50-3511, KH-SMA-K513-G and KH-SMA-KE-Z, with their core strengths of "high reliability, high adaptability, and high cost-performance," have earned wide market recognition.
LCSC Part No.
Manufacturer Part No.
Specification
Brand
Category
C2837587
KH-BNC50-3511
Board-end socket / spring contact; RF board-end / board-end BNC
kinghelm
RF Coaxial Connectors
C411575
KH-SMA-K513-G
Board-end socket / spring contact; RF board-end / board-end SMA
kinghelm
RF Coaxial Connectors
C504007
KH-SMA-KE-Z
Board-end socket / spring contact; RF board-end / board-end SMA
kinghelm
RF Coaxial Connectors
Kinghelm KH-BNC50-3511
Kinghelm KH-BNC50-3511 Product Image 1
KH-BNC50-3511 is a high-quality right-angle, female, board-end BNC connector designed for applications requiring stable and efficient signal transmission. It features a zinc alloy body with a white insulating plastic shell, weighs 10.6 g, packaged in trays, with through-hole mounting, 50Ω impedance, maximum frequency of 3 GHz, and operating temperature range from -55℃ to +155℃.
Kinghelm KH-BNC50-3511 Product Image 2
Kinghelm (www.kinghelm.net) BNC white connector KH-BNC50-3511 stands out in signal transmission with its excellent performance, reliable connection stability, and wide application fields.
Product Features:
Durable and rugged housing;
High-quality inner conductor and insulating materials;
Convenient plug-in mating;
Reliable bayonet locking mechanism.
Product Advantages:
Robust connection design provides excellent anti-interference performance and stable signal transmission;
Superior materials and exquisite craftsmanship ensure long-term reliable operation even in harsh environments;
Easy plug-in mating and bayonet locking enable fast and secure connections;
Supports frequency up to 3 GHz, meeting a variety of signal transmission needs from low to high frequencies.
Kinghelm KH-BNC50-3511 Datasheet
Applications:KH-BNC50-3511 is typically used for RF signal transmission and can also serve as a pluggable terminal block. It is widely applied in broadcast television, security monitoring, communication testing, instrumentation, and other fields.
Precautions:
Ensure the connector interface is clean and free of foreign matter to avoid affecting signal transmission quality.
Handle gently during insertion and removal to prevent damage from excessive force.
Pay attention to operating temperature and humidity conditions to ensure the connector works within specified ranges.
Kinghelm KH-SMA-K513-G
Kinghelm KH-SMA-K513-G Product Image 1
KH-SMA-K513-G is a commonly used RF board-end SMA connector, with a female interface, right-angle style, single port, weight 2.86 g, packaged in bags, through-hole mounting, 50Ω impedance, maximum frequency 6 GHz, and operating temperature range from -55℃ to +155℃.
Kinghelm KH-SMA-K513-G Product Image 2
Kinghelm (www.kinghelm.com.cn) RF board-end socket KH-SMA-K513-G combines excellent electrical performance, robust and reliable mechanical structure, and convenient usability, solving signal transmission instability issues in high-frequency, high-temperature, and high-voltage environments.
Kinghelm KH-SMA-K513-G Datasheet 1
Product Features:
Composed of a female center contact and external thread, enabling quick connection and disconnection with good anti-interference and stability;
SMA interface offers excellent electrical and mechanical properties;
50Ω impedance and 6 GHz maximum frequency meet high-frequency transmission requirements;
Supports various connection types such as RF SMA-KE/KWE/KHD/IPEX/IPX connectors and antenna sockets.
Product Advantages:
Gold-plated housing and contacts achieve ultra-low contact resistance (inner conductor ≤3mΩ, outer conductor ≤2.5mΩ), ensuring long-term stable and reliable wireless signal transmission;
Air-gap-free structure directly connecting cable insulation medium to the interface provides insulation withstand voltage ≥1000V, allowing wireless gateways to withstand external induced voltage breakdown under harsh conditions;
Insulation material uses excellent polytetrafluoroethylene (PTFE), enabling long-term use from -180℃ to 260℃, and resistance to acids, alkalis, and organic solvents;
Wide frequency range and operating temperature from -55℃ to +155℃ adapt to various severe working environments.
Kinghelm KH-SMA-K513-G Datasheet 2
Applications:
Right-angle female design allows bent connections, suitable for space-constrained applications;
Suitable for wireless communications, RF test equipment, broadcast television, radar, satellite communications, etc., such as antennas, transceivers, power amplifiers, filters;
Extensively used in wireless gateway products.
Precautions:Use in dry, non-corrosive gas environments; avoid mechanical shock and vibration; avoid excessive temperature and humidity.
Kinghelm KH-SMA-KE-Z
Kinghelm KH-SMA-KE-Z Product Image 1
KH-SMA-KE-Z is a high-quality SMA series female, straight, board-end connector with gold-plated half-thread design, 6.2mm interface diameter and 8mm interface length/height, single port, weight 1.42 g, packaged in bags, through-hole mounting, 50Ω impedance, and performs excellently in applications requiring high stability and high-frequency performance.
Kinghelm KH-SMA-KE-Z Product Image 2
Kinghelm (www.kinghelm.net) SMA series connector KH-SMA-KE-Z is designed for RF applications and is highly regarded for its excellent performance, reliable quality, and easy installation. Whether in high-frequency signal transmission or under harsh operating environments, this connector works stably and reliably.
Kinghelm KH-SMA-KE-Z Datasheet 1
Product Features:
SMA series connector with good RF performance;
Female straight board-end design for easy installation and use;
Gold-plated half-thread design improves corrosion resistance and stability;
Supports various connection types such as RF SMA-KE/KWE/KHD/IPEX/IPX connectors and antenna sockets.
Product Advantages:
SMA interface and female design provide excellent and stable signal transmission performance;
Made of high-quality materials ensuring long service life and stable performance;
Threaded connection allows quick and simple installation;
Plug-in design facilitates connections, especially suitable for wireless communication equipment.
Kinghelm KH-SMA-KE-Z Datasheet 2
Applications:KH-SMA-KE-Z is suitable for RF applications, used for connecting coaxial cables and board-end equipment. Widely applied in communications, broadcast television, radar, navigation, aerospace, and other fields.
Precautions:Use in dry, non-corrosive gas environments; avoid mechanical shock and vibration; avoid excessive temperature and humidity.