en.Wedoany.com Reported - On July 8, Jiangxi O-film Optical Micro-Nano Devices Co., Ltd. was officially established. Equity information shows that the company is 99.5% held by O-film Tech Co., Ltd. and 0.5% by Jiangxi O-film Optical Co., Ltd. The new company's business direction involves passive optical components in optical modules and optical interconnect applications.
The business scope of Jiangxi O-film Optical Micro-Nano Devices Co., Ltd. covers the R&D, manufacturing, and sales of optoelectronic devices, multi-channel fiber arrays, optical glass, and optoelectronic systems related to optical communication and communication equipment, as well as the R&D of electronic specialty materials and new material technologies. The key here is not the broad term "optical communication," but the specific directions of multi-channel fiber arrays, optoelectronic devices, and optical glass. In high-speed optical modules, passive optical components handle functions such as optical signal coupling, collimation, splitting, combining, transmission, positioning, and packaging connection. They are not directly responsible for electro-optical conversion but affect link loss, coupling efficiency, device size, temperature stability, and batch consistency. Multi-channel fiber arrays require multiple optical fibers to be arranged with high precision and stably connected to optical chips, lasers, detectors, optical engines, or packaging structures. As AI data centers drive demand growth for high-speed optical modules such as 800G and 1.6T, the requirements for optical path density, assembly precision, and material stability within optical modules have simultaneously increased. Optical interconnects are also extending from simple external connections to board-level, cabinet-level, and cluster-level connections. With this new micro-nano device company, O-film's entry point is closer to the precision optical structures, micro-nano processing, material R&D, and passive optical component manufacturing within optical modules, rather than complete optical module systems.
The new company's equity remains controlled by the O-film system, with O-film Tech Co., Ltd. holding a 99.5% stake. This means that Jiangxi O-film Optical Micro-Nano Devices Co., Ltd. will continue to rely on O-film's existing optical, optoelectronic, and precision manufacturing capabilities for subsequent R&D, manufacturing, customer expansion, and supply chain collaboration.
The requirements for upstream components in optical modules and optical interconnect applications are becoming more refined. In the past, the market focused more on complete optical modules, optical chips, and switch port rates. However, in high-speed transmission scenarios, array precision, optical path coupling, glass materials, micro-structural components, and packaging compatibility also affect final performance. The inclusion of optoelectronic systems related to optical communication and communication equipment in the business scope indicates that the new company is not limited to a single material or a single optical component, but may engage in combined development around optical module supporting devices, fiber arrays, optical interconnect components, and communication equipment adaptation.
Following the establishment of Jiangxi O-film Optical Micro-Nano Devices Co., Ltd., its business focus will center on the R&D and manufacturing of optoelectronic devices, multi-channel fiber arrays, optical glass, optical communication system support, and the R&D of electronic specialty materials. What warrants further attention is whether its products will enter the supply chain for high-speed optical modules and whether its passive optical components can meet the data center optical interconnect requirements for low loss, miniaturization, and high consistency.
