# Who does Eoptolink pay? Who are its key suppliers?
Canonical: https://valuechain.wiki/eoptolink · Facet: suppliers · Updated: 2026-07-12T04:04:25.875+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Eoptolink's confirmed suppliers/cost counterparties include Lumentum, Coherent, Broadcom plus 1 undisclosed/aggregate relationship. Per the valuechain.wiki graph: 4 cost edges, backed by 4 dated sources, 1 of them primary filings (as of 2026-07-12).

### Lumentum (high)  → /lumentum.md
- note: Sources EML lasers from lumentum.
- [confirms] Photon Capital (EN, news, published 2026-04-18) https://photoncap.net/p/chinese-optical-modules-own-7-of: "Five companies dominate the EML market: Lumentum, Coherent, Mitsubishi, Broadcom and Sumitomo, with Lumentum the front-runner for 200G/lane EMLs."
- [mentions] TradingKey (KO, news, published 2026-04-11) https://www.tradingkey.com/kr/analysis/stocks/us-stocks/261770155-lumentum-cpo-lite-dram-tradingkey: "Lumentum's backlog is expected full through 2028; NVIDIA made a $2bn strategic investment, lifting China's optical Big 3 including Eoptolink."
- [confirms] Eoptolink/SZSE (EN, filing, published 2026-03-01) https://www.eoptolink.com: "Transceivers use lumentum EMLs."

### Coherent (mid)  → /coherent.md
- note: Sources EML lasers from coherent.
- [confirms] Eoptolink/SZSE (EN, filing, published 2026-03-01) https://www.eoptolink.com: "Transceivers use coherent EMLs."

### 브로드컴 (DSP) (mid)  → /broadcom.md
- note: DSP procurement for 800G/1.6T modules: a Broadcom-Marvell duopoly where Broadcom is the de facto standard in NVIDIA's chain; IR confirms latest 3nm DSPs in 1.6T products.
- [confirms] Photon Capital (EN, news, published 2026-04-18) https://photoncap.net/p/chinese-optical-modules-own-7-of: "DSPs are effectively a duopoly between Broadcom and Marvell; Broadcom's DSP is the standard in NVIDIA's supply chain."
- [confirms] CNINFO (SZSE disclosure) (ZH, ir, published 2025-09-13) http://static.cninfo.com.cn/finalpage/2025-09-13/1224659042.PDF: "The company maintains good relationships with upstream chip vendors… adopting latest-generation 3nm DSPs."

### 광부품·소재·조립 (비공개) (low)
- note: Optical parts, materials, assembly.
- [confirms] Eoptolink/SZSE (EN, filing, published 2026-03-01) https://www.eoptolink.com: "High-speed optical-module assembly."

Reverse side: https://valuechain.wiki/eoptolink/customers.md · Ripple: https://valuechain.wiki/eoptolink/ripple.md

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Full node: https://valuechain.wiki/eoptolink.md · JSON: https://valuechain.wiki/eoptolink.json