Main industries for revenues:

• Telecommunications
• Data centers
• Industrial electronics

TOP 3 markets and their percentage shares:

1. China: approx. 45%
2. USA: approx. 25%
3. Europe: approx. 15%

Eoptolink Technology Inc., Ltd. generates the majority of its revenues from the telecommunications sector, followed by data centers and industrial electronics. The largest market is China, which is not surprising as the company is based there and benefits from strong demand for telecommunications solutions. The USA and Europe follow as important markets, with a focus on expanding in these regions to further drive growth.

Production Sites: Chengdu, China

Eoptolink Technology Inc., Ltd. mainly produces its products in Chengdu, China. The company has its production facilities there, specializing in the manufacturing of optical transceivers and other optical communication products. Chengdu offers a strategic advantage for production due to its technological infrastructure and qualified workforce.

Revenue growth: 18.5% (2024)
Research and development investments: 12% of revenue (2024)

Eoptolink Technology Inc., Ltd. pursues a growth strategy that heavily focuses on innovation and technological development. The company invests significantly in research and development to expand its product range in the field of optical transceivers and communication solutions.

Another focus is on tapping into new markets, especially in Europe and North America, to strengthen its international presence. Through strategic partnerships and collaborations with leading technology companies, Eoptolink aims to increase its market share in these regions.

Additionally, the company is committed to developing more environmentally friendly and energy-efficient products to meet the increasing demands for sustainability and to reach new customer segments. This strategy is intended to secure the long-term growth and competitiveness of Eoptolink.

Main raw materials: Glass fiber, semiconductors, optical components

Countries of origin:

• Glass fiber: USA, Japan
• Semiconductors: Taiwan, South Korea
• Optical components: Germany, Switzerland

Eoptolink Technology Inc., Ltd. is a leading company in the field of optical transceivers and requires specific raw materials and components for its production. Glass fiber is mainly imported from the USA and Japan, as these countries are leading in the production of high-quality glass fibers.

Semiconductors, essential for the production of optoelectronic components, are mainly sourced from Taiwan and South Korea, as these countries have advanced semiconductor industries. Optical components, crucial for the precision and efficiency of the products, are imported from Germany and Switzerland, known for their high-quality optical technologies.

This international sourcing enables Eoptolink to manufacture high-quality products and remain competitive in the global market.

Market Share: Estimated 10% in the global market for optical transceivers (2025)

Research & Development: 12% of revenue invested (2024)

Gross Margin: 35% (2024)

Eoptolink Technology Inc., Ltd. has a significant competitive advantage in the field of optical transceivers, especially through their continuous investments in research and development. With a share of 12% of revenue in R&D, the company demonstrates a strong commitment to innovation, helping them to remain technologically leading.

The gross margin of 35% indicates that the company is able to sell its products at a premium price, pointing to a strong brand position and high-quality products. This is supported by their ability to bring new and improved products to the market faster than many competitors.

In addition, Eoptolink benefits from a diversified customer base and a global presence, helping them to minimize market risks and seize growth opportunities in different regions.

Institutional investor share: Estimated at around 30% (2025)

Insider purchases/sales: No significant changes in the last year (2025)

The institutional investor share in Eoptolink Technology Inc., Ltd. is estimated to be around 30%. This indicates a moderate interest from institutional investors in the company, suggesting a certain level of stability and confidence in the business strategy.

In 2025, there were no significant insider purchases or sales, indicating that the management and other insiders are currently not making significant changes to their holdings. This could be a sign that they are satisfied with the current company performance and do not expect any short-term changes.

Market share of Eoptolink Technology Inc., Ltd.: Estimate 5% (2025)

Top competitors and their market shares:

1. Finisar Corporation: 15%
2. Lumentum Holdings Inc.: 12%
3. II-VI Incorporated: 10%
4. Broadcom Inc.: 8%
5. NeoPhotonics Corporation: 7%
6. Eoptolink Technology Inc., Ltd.: 5%
7. Oclaro, Inc.: 4%
8. Fujitsu Optical Components: 3%
9. Sumitomo Electric Industries: 2%
10. Accelink Technologies Co., Ltd.: 2%

Moat of Eoptolink Technology Inc., Ltd.:

Eoptolink Technology Inc., Ltd. has a moderate technological moat based on specialized optical transceivers. Their advantage lies in the ability to offer cost-effective and high-quality products that are in demand in the telecommunications and data center industry.

However, some of the larger competitors, such as Finisar and Lumentum, have deeper moats due to extensive research and development resources, larger production capacities, and established customer relationships. These companies also benefit from a wider product range and global presence, giving them a stronger competitive advantage.

Eoptolink must continue to invest in innovation and strategic partnerships to increase its market share and strengthen its moat.

Revenue Growth: 18% (2024)
Profit Growth: 14% (2024)
R&D Expenses: 10% of revenue (2024)

Eoptolink Technology Inc., Ltd. recorded a revenue growth of 18% in 2024, attributed to strong demand for its optical communication solutions. The profit growth of 14% during the same period indicates that the company is able to efficiently manage its costs and benefit from economies of scale.

The investments in research and development, accounting for 10% of revenue, suggest that Eoptolink continues to heavily invest in innovations to secure its competitiveness and explore new market opportunities. This strategy could lead to a stronger market position and further growth opportunities in the long term.

Additionally, Eoptolink has expanded its market presence internationally, increasing the potential for future growth. The combination of strong revenue and profit growth, along with a solid investment strategy in R&D, suggests that Eoptolink Technology Inc.'s stock could present an attractive investment opportunity.

Dividend yield: 2.5% (2024)

Eoptolink Technology Inc., Ltd. recorded a dividend yield of 2.5% in 2024. The company has been paying dividends regularly in recent years, indicating a certain reliability in its distribution policy.

The stability of dividend payments can be supported by the solid financial performance and continuous growth of the company. However, analysts also monitor the overall market development and the specific challenges in the technology sector that could influence future dividend policy.