Optical Transceivers: Companies by Annual-Report Disclosure

Every company below discloses optical transceivers as its own product in its annual report — placements are quoted verbatim from the filings, never inferred from industry lists or news.

7
Taiwan-listed
3
overseas-listed
3
supply chain maps

Optical Transceivers: companies placed by annual-report disclosure

CodeCompanyAnnual-report source (original language)
3450 🇹🇼 ELASER 高速傳輸光模組(含矽光子產品):<sup>應用於資料中心、AI 運算、5G 通訊、HPC 與車用 Source: 3450 FY2024 annual report (Chinese original)
4908 🇹🇼 APAC 本公司主要生產光纖通訊之主動元件及光纖傳輸收發模組 Source: 4908 FY2024 annual report (Chinese original)
4977 🇹🇼 PCL 本集團擁有晶片直接封裝 (chip-on-board) 技術, 已成功開發超小型、低能量消耗的 SFP+ 插拔式光收發模組 Source: 4977 FY2025 annual report (Chinese original)
4979 🇹🇼 LuxNet 共同合作開發元件、 光學次模組及光學收發模組等光通訊零組件,部分產品已通過一、二線設備 大廠的驗證並持續供貨中 Source: 4979 FY2025 annual report (Chinese original)
6442 🇹🇼 EZconn 光收發模組:光纖通訊光收發模組主要應用於網路與通訊設備、資 Source: 6442 FY2024 annual report (Chinese original)
6530 🇹🇼 Axcen 該產品依連接設備之接頭管腳排列區分為1x9、2x5 Source: 6530 FY2024 annual report (Chinese original)
6715 🇹🇼 Lintes 進一步開發出 PAM4 調變技術之 800G 等相關光電收發模組 及主動式高速連接線 Source: 6715 FY2024 annual report (Chinese original)
CIEN 🇺🇸 CIENA CORP We also offer specialized electrical and optical interconnect pluggables and other components, including new t… Source: CIEN FY2025 annual report (10-K/20-F)
COHR 🇺🇸 COHERENT CORP. including significant investments in datacom transceivers for AI, indium phosphide and gallium arsenide semico… Source: COHR FY2025 annual report (10-K/20-F)
LITE 🇺🇸 Lumentum Holdings Inc. Cloud Light designs, markets, and manufactures advanced optical modules for data center interconnect applicati… Source: LITE FY2025 annual report (10-K/20-F)

Placement is based on each company's own product disclosures — not industry knowledge or market commentary. Nothing is inferred; if the filings don't say it, the company isn't listed.

Position in the chain

Upstream inputs

Passive Optics6 cos PCB54 cos DFB Laser7 cos OSA5 cos WDM4 cos SiPh Die3 cos

Downstream uses

AI Server11 cos DC Switch6 cos

Maps featuring this item

FAQ

How is the Optical Transceivers company list decided?

Every company comes from a product disclosure in its own annual report — the right-hand column quotes the original filing verbatim, with the fiscal year. Nothing is added from industry lists, analyst reports or news: a company that everyone "knows" makes this will still be absent if its filings never say so.

Is this list complete?

No guarantee of completeness. Coverage is limited to the filings this site has collected and extracted, and disclosure wording varies by company — only sufficiently specific language gets placed. Every listed company has a source; an absent one may simply not be covered yet.

Sources: MOPS annual reports, SEC EDGAR, EDINET. This site organises public filings and links only — no investment advice, and no guarantee of timeliness or completeness.
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