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Morgan Stanley on Innolight: NPO Leadership, Bullish Demand — In-Line

Posted on by Eben@CANSLIM Research
Eben@CANSLIM Research's avatarEben@CANSLIM Research

Morgan Stanley’s 2026 CIOE takeaways point to a more bullish transceiver demand outlook for 2026 and 2027, with NPO positioned as the next-generation technology China’s optical ecosystem is rallying behind. The bank’s Greater China Technology Hardware team names Innolight, Eoptolink and YOFC as the key beneficiaries of the positive FCC development, improving demand and potential NPO leadership. The industry view remains In-Line.

Key Takeaways

  • Morgan Stanley’s report “Greater China Technology Hardware | Asia Pacific — Key Takeaways from 2026 CIOE” says the 2026 China International Optoelectronic Exposition drew a record 100,000 attendees and 5,000 companies per day.
  • Industry players and consultants have turned more bullish on transceiver demand for 2026 and 2027, according to the Morgan Stanley team led by analyst Andy Meng, CFA.
  • Almost all transceiver companies at CIOE demonstrated 800G and 1.6T products, but Morgan Stanley argues real shipments will depend on supply chain management rather than sample demonstrations.
  • NPO (near-package optics) is the next-generation technology all Chinese industry players are promoting, and Morgan Stanley believes China is likely to build a competitive edge given its rich upstream and downstream ecosystem.
  • YOFC formally introduced its CPO/NPO Specialty Optical Fibre Series, branded CopackAlign™, while the latest FCC release means leading transceiver companies face no material impact.

What Morgan Stanley Said in Its 2026 CIOE Report

In a report titled “Greater China Technology Hardware | Asia Pacific — Key Takeaways from 2026 CIOE,” Morgan Stanley Asia Limited’s equity analyst Andy Meng, CFA, and research associate Betty Chen set out six conclusions from the exhibition, dated September 13, 2026. The team maintains an In-Line industry view on Greater China technology hardware.

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