
Crealights Technology makes silicon photonics chips and optical modules through its own optoelectronics manufacturing platform.
What could change its growth trajectory, and what would confirm it?
Overseas expansion of AI data centers most directly explains the growth in Crealights' reported results, as the company reported revenue of RMB175 million in 2023, RMB862 million in 2024, and RMB1.221 billion in 2025, with 2024 revenue nearly quintupling year on year on that expansion and shipments of 400G/800G interconnect products.
Crealights completed R&D on 1.6T silicon photonics devices in 2024 and moved into the customer validation stage after demonstrating them with DSP suppliers at OFC. Eoptolink launched second-generation 800G and 400G LPO products for single-mode applications, and both first- and second-generation LPOs were available in high-volume production.
Which risks could break the thesis, and what would warn of them?
Rapid growth in the AI-focused optical transceiver category raises the cost for Crealights Technology Co of failing to scale production while critical optical components and high-precision alignment remain constrained. EML and continuous-wave lasers face capacity allocation constraints. TrendForce projected the global market will expand from US$16.5 billion in 2025 to $26 billion in 2026, over 57% year on year.
Crealights Technology Co reported that it secured a supply of 10 million DSP chips. The company's 800G silicon photonics optical modules have achieved volume shipments.
What does the product do for its buyer, and how is it delivered?
Crealights supplies silicon-photonics and high-speed optical products for AI data-center data transmission, spanning optical modules and active optical cables; the company develops silicon photonics chip designs and high-speed optical modules, and its optoelectronic interconnection products support high-speed, high-density, and energy-efficient data transmission in AI data centers. It offers OSFP112-IHS to OSFP112-IHS active optical cable models.
The product has a maximum transmission distance on single-mode fiber of 500 meters. Total throughput reaches 6.4 Tbps with a per-channel rate of 106.25 GBd, and the product is compatible with 3.2 Tbps systems.