# Who are InnoLight's customers? Who does InnoLight earn revenue from?
Canonical: https://valuechain.wiki/innolight · Facet: customers · Updated: 2026-07-12T08:25:23.689787+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: InnoLight's confirmed revenue counterparties include NVIDIA plus 1 undisclosed/aggregate relationship. Per the valuechain.wiki graph: 2 revenue edges, backed by 5 dated sources, 1 of them primary filings (as of 2026-07-12).

### NVIDIA (high)  → /nvidia.md
- metric: Amount ¥38.2B · InnoLight FY2025 매출(+60.25%)
- note: Supplies 800G/1.6T transceivers for NVIDIA GB200 (50%+ of revenue).
- [confirms] Analyst (via Futubull) (EN, research, published 2026-04-01) https://news.futunn.com/en/post/70946783/innolight-300308-stronger-into-2026-on-1-6t-ramp-and: "InnoLight FY2025 revenue RMB 38.24bn (+60.25%), net profit RMB 10.8bn (+108.78%); stronger 2026 on 1.6T/SiPh"
- [confirms] InnoLight/SZSE (EN, filing, published 2026-03-01) https://www.innolight.com/en: "InnoLight annual/IR: 800G/1.6T transceiver revenue and customers."
- [confirms] IP-Fiber (Baudcom) (EN, news, published 2025-11-11) https://ip-fiber.com/blogs/news/nvidia-orders-surge-innolight-and-eoptolink-dominate-60-of-800g-sfp-optical-modules-supply: "InnoLight and Eoptolink take ~60% of NVIDIA incremental 800G orders."
- [confirms] SmartToday (KO, news, published 2025-01-01) https://www.smarttoday.co.kr/ko-kr/articles/85435: "InnoLight and Eoptolink take ~60% of NVIDIA incremental 800G orders."

### 하이퍼스케일러·스위치 (트랜시버) (mid)
- metric: Revenue ~$3.3B · 2024 · 2024 revenue (+123%)
- note: Supplies transceivers to hyperscalers and switch makers.
- [confirms] Global Economic (KO, news, published 2026-03-10) https://www.g-enews.com/article/Securities/2026/03/202603100911178711df2f5bc1bc_1: "#1 transceiver maker."

Reverse side: https://valuechain.wiki/innolight/suppliers.md · Ripple: https://valuechain.wiki/innolight/ripple.md

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