Huawei s designated supplier of optical modules

HiSilicon (Huawei's in-house semiconductor and optical module division) is Huawei's largest supplier of optical modules. Huawei relies primarily on HiSilicon Optoelectronics, which operates under Huawei and is headquartered in Wuhan, China, for the research, development, and manufacturing of its optical modules. HiSilicon's optical modules are produced at the Huawei Wuhan Research Institute and the HiSilicon Optoelectronics Company Limited, with large-scale production facilities capable of mass-producing coherent DWDM and other high-speed transceivers.

This in-house supply chain has been strengthened following Huawei's inclusion on the U. S. Entity List, prompting accelerated local production of optical chips to ensure continuity of supply.

Market PositionHiSilicon ranks among the top global optical module suppliers, consistently appearing in the TOP10 list released by LightCounting. In 2021, HiSilicon was ranked third globally, and it maintained a top-four position in 2022, reflecting its significant production volume and market influence. Huawei's modules, including the StarryLink series, cover a wide range of data center and coherent optical networking applications.

Strategic Importance

By relying on HiSilicon, Huawei ensures control over critical optical components, reducing dependency on external suppliers amid geopolitical restrictions. This vertical integration allows Huawei to continue rolling out high-end optical products, including 200G CFP2 coherent DWDM modules, and maintain competitiveness in the global optical transceiver market. In summary, HiSilicon serves as Huawei's largest and primary supplier of optical modules, providing both the R&D and manufacturing capabilities necessary to support Huawei's extensive networking and data center product lines.