On July 12 Zhongji Xuchuang said 2027 pricing for optical modules is still being
determined and market rumors of steep markdowns are exaggerated. Only a handful
of suppliers can mass-deliver 1.6T and 800G modules because of technical
barriers, market access and yield constraints, leaving customer deliveries
limited. The company said delivery tightness will persist in 2027, making
large-scale delivery capacity the primary value driver; high-end optical modules
are not a low-price, cutthroat segment.