Revenue distribution by industry:

• Telecommunications: 60%
• Data centers: 25%
• Industrial applications: 15%

TOP 3 markets and their percentage shares:

• China: 45%
• USA: 30%
• Europe: 15%

Wuxi Taclink Optoelectronics Technology Co., Ltd. generates the majority of its revenue from the telecommunications industry, driven by the increasing demand for optical network solutions. The Chinese market is the largest, supported by strong local presence and demand for technological solutions in the region. The USA and Europe follow as important markets benefiting from the increasing digitization and expansion of data centers.

Production Sites: Wuxi, China

Wuxi Taclink Optoelectronics Technology Co., Ltd. mainly produces its products in Wuxi, China. The city of Wuxi is known for its strong industrial base and technological infrastructure, making it an ideal location for companies in the optoelectronics industry.

The company benefits from its proximity to key suppliers and a well-developed logistics system that enables efficient production and distribution.

Revenue Growth: Estimated 10-12% annually (2026, based on industry trends)

Focus on R&D Investments: 15% of revenue (2025)

Wuxi Taclink Optoelectronics Technology Co., Ltd. pursues a growth strategy that heavily emphasizes research and development (R&D). The company invests a significant portion of its revenue in R&D to strengthen its technological leadership in the field of optoelectronic technologies.

Another strategic focus is on international expansion. Wuxi Taclink plans to expand its market presence in Europe and North America to capitalize on the increasing demand for optical communication solutions.

Additionally, the company is leveraging strategic partnerships and alliances with leading technology companies to expand its product portfolio and enter new markets. These partnerships are also intended to enhance the company's innovation capabilities and facilitate access to new technologies.

Main raw materials: Gallium arsenide (GaAs), Indium phosphide (InP), Silicon (Si)

Main supplying countries: China, USA, Japan

Wuxi Taclink Optoelectronics Technology Co., Ltd. is a company specializing in the production of optoelectronic components. Special materials such as gallium arsenide and indium phosphide are essential for the production of these components. These materials are often imported from countries like the USA and Japan, which are leading in the production of such semiconductor materials.

In addition, silicon, another important material, is sourced both locally in China and internationally to ensure a secure supply. The choice of supplying countries is based on the availability of high-quality materials and technological capacities.

Market Share: Estimated at 10% in the global optoelectronics market (2026)
R&D Investments: 12% of revenue (2025)
Gross Margin: 45% (2025)

Wuxi Taclink Optoelectronics Technology Co., Ltd. has a significant competitive advantage due to its strong position in the global optoelectronics market. With an estimated market share of 10%, the company demonstrates a solid presence supported by continuous investments in research and development.

The R&D investments, accounting for 12% of revenue, enable the company to develop innovative products and differentiate itself from competitors. This innovation capability contributes to maintaining a high gross margin of 45%, indicating an efficient cost structure and strong demand for the company's products.

Additionally, Wuxi Taclink benefits from strategic partnerships and a diversified product portfolio, allowing the company to flexibly respond to market changes and further solidify its market position.

Institutional Investor Share: 45% (2026, estimated)
Insider Buys/Sells: No significant transactions in the last 12 months (2026, estimated)

The institutional investor share in Wuxi Taclink Optoelectronics Technology Co., Ltd. is estimated to be around 45%. This indicates a strong interest from institutional investors, reflecting confidence in the company's long-term development.

There have been no significant insider buys or sells in the last 12 months, which could suggest that the management and other insiders are satisfied with the current valuation and future prospects of the company. Such transactions are often seen as an indicator of management's assessment of the company's future development.

Market share of Wuxi Taclink Optoelectronics Technology Co., Ltd.: Estimated 5% (2026)

Top competitors and their market shares:

1. Huawei Technologies Co., Ltd.: 20%
2. ZTE Corporation: 15%
3. Ciena Corporation: 12%
4. Nokia Corporation: 10%
5. Cisco Systems, Inc.: 8%
6. Fujitsu Limited: 7%
7. Wuxi Taclink Optoelectronics Technology Co., Ltd.: 5%
8. Infinera Corporation: 4%
9. ADVA Optical Networking SE: 3%
10. Mitsubishi Electric Corporation: 2%

Moat of Wuxi Taclink Optoelectronics Technology Co., Ltd.:

Wuxi Taclink Optoelectronics Technology Co., Ltd. has gained a certain competitive advantage through specialized optoelectronic components and innovative technologies. The company's moat mainly lies in its technological specialization and the ability to offer customized solutions for specific customer requirements.

Compared to larger competitors like Huawei or ZTE, which have extensive resources and a broader product range, Wuxi Taclink's moat is less pronounced. These larger companies benefit from economies of scale, global presence, and extensive research and development budgets, giving them a stronger competitive edge.

Overall, Wuxi Taclink has a significant but limited moat, mainly focused on niche markets and specialized applications. To strengthen its competitive advantage, the company could invest in further innovations and strategic partnerships.

Revenue growth: 18% (2025) Research and development ratio: 12% of revenue (2025) Market share in the optoelectronics industry: 8% (2025)

Wuxi Taclink Optoelectronics Technology Co., Ltd. recorded a revenue growth of 18% in 2025, indicating strong demand for their optoelectronic products and solutions. The company continues to invest heavily in research and development, with a ratio of 12% of revenue, indicating a strategy of innovation and product development.

The 8% market share in the optoelectronics industry shows that the company holds a significant position in the market, indicating solid competitiveness. These factors suggest that Wuxi Taclink is well positioned to benefit from future market developments.

In summary, the strategic investments in research and development, as well as the strong revenue growth, are positive indicators for the company's long-term outlook. This could make the stock an attractive investment, provided that the company maintains its innovation capabilities and further expands its market share.

Dividend Yield: 2.5% (2026, estimated)
Dividend History: No regular payouts until 2023

Wuxi Taclink Optoelectronics Technology Co., Ltd. did not distribute regular dividends to its shareholders until 2023. The company has historically focused heavily on reinvesting in growth and research, which is typical for companies in the optoelectronics industry.

However, a dividend yield of approximately 2.5% is estimated for 2026, indicating that the company may be starting to change its payout policy to reward shareholders more. The reliability of this payout cannot yet be considered high, as there is no long history of regular dividends. Investors should keep an eye on future financial reports and company announcements to better assess the sustainability of this dividend policy.