InP
Photonics
Substrates · indium · epitaxy
50fragility index
28 records12 critical1st : France (36%)
View on the map →IF method →Read from surface (top) to matter (bottom). Hover a node to reveal what it depends on.
0Fibre, connectors & integration5
●US Conec, Hickory, NC
MT ferrules: de facto standard for 800G/1.6T multi-fibre connectors
Critical node· US Conec (Hickory)↑ CPO
●Nvidia, Santa Clara
≈92% of the datacenter GPU market (revenue)
Critical node· Nvidia (Santa Clara)
●YOFC, Wuhan
≈50% of global optical fibre production is Chinese
Dependency· YOFC (Wuhan)↑ Transceivers no. 1
●Corning Optical Fiber, Wilmington, NC
Top 5 in fibre worldwide (≈45% of fibre revenue across 5 players)
Redundancy· Corning Inc. (Corning, NY)↑ MPO/MT connectors
●TSMC COUPE (co-packaged optics), Hsinchu
First COUPE optical engines shipped with Nvidia (2025-2026)
Redundancy· TSMC (Hsinchu)↑ Nvidia
−ITransceivers & assembly3
●Innolight, Suzhou
2024 revenue: CNY 23.86bn (+122.6%); ≈35% of 800G shipments
Critical node· Zhongji Innolight (Suzhou)↑ Assembly outside China, Nvidia
●Eoptolink, Chengdu
With Innolight, ≈60% of Nvidia's 800G volumes (est.)
Dependency· Eoptolink Technology (Chengdu)↑ Assembly outside China, Nvidia
■Transceiver assembly, Thailand
Innolight/Eoptolink Thai plants covering North American orders (Q2 2025)
Redundancy· Innolight Thailand (Chonburi)↑ Nvidia
−IILasers & photonic chips2
−IIISubstrates & epitaxy5
●IQE, Cardiff / Newport
World leader in outsourced VCSEL epitaxy
Critical node· IQE plc (Cardiff)↑ EML lasers, InP 150 mm
●Landmark Optoelectronics, Tainan
One of only 3 listed laser epitaxy foundries
Critical node· Landmark Optoelectronics (Tainan)↑ Transceivers no. 1
●AXT / Beijing Tongmei, Beijing
≈35% of the InP substrate market via Tongmei
Dependency· AXT (Fremont)↑ Epitaxy
●InP substrates, Sumitomo
≈70% of epitaxial InP wafers supplied via Taiwan
Dependency· Sumitomo Electric (Osaka)↑ EML lasers, InP epitaxy
●Freiberger Compound Materials, Freiberg
One of the 5 suppliers controlling ≈70% of III-V substrates
Redundancy· Freiberger Compound Materials (Freiberg)↑ Epitaxy
−IVCritical metals2