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Analysts Highlight Zhen Ding and Compeq as Key Beneficiaries of Optical Transceiver Growth
Electronic Technology · Electronic Components · economic_daily · 2026-09-08
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Foreign brokerages identify mSAP technology in optical transceivers as a major growth driver, positioning Zhen Ding and Compeq to benefit from AI server demand.
What Happened
Market Growth Drivers: Brokerage reports project the market for 1.6T and higher optical transceivers to surge from $800 million in 2026 to $2.9 billion by 2028. With mSAP processes offering gross margins between 40% and 45%, manufacturers like Zhen Ding and Compeq are aggressively expanding capacity to capture this demand.
Zhen Ding's Technological Edge: Zhen Ding is advancing its product portfolio toward high-frequency, high-speed, and high-precision processes, highlighted by its 34-layer AI server boards. The company has secured positions with major ASIC and GPU clients, and is expected to see increased per-unit PCB value as server specifications continue to rise.
Compeq's Revenue Outlook: Compeq is poised for sequential revenue growth in the third quarter, driven by new product launches from US clients and a recovery in low-earth orbit satellite shipments. Analysts forecast quarterly revenue growth of 18.2% and 8.9% for Q3 and Q4, respectively, supported by expanding optical communication product shipments.
Profitability Improvements: Compeq aims to improve profitability by passing on raw material cost increases to customers and increasing the proportion of high-end products in its mix. The firm's strategic focus on optical communications and satellite technology is viewed as a primary catalyst for sustained operational growth.