Optical transceiver, 800G OSFP DR8 / 2xFR4

800G光模块 OSFP DR8 / 2xFR4 · Optics & cabling

classify firstHS 8517.62per pcCN supply: dominant

Innolight 300308 (rev ¥65.2bn ttm, +134% YoY) and Eoptolink 300502 (rev ¥35.3bn, +116%) dominate. In 2026 they are capacity-constrained and sell under LTA to hyperscalers — they will not quote small buyers. Anything offered on Alibaba is a broker or grey stock. Note both have Thailand capacity, so origin may not be China.

What Qing asks

One dense message. Five is the whole budget per supplier reply, so the questions that decide comparability go first.

49

No category-specific question set yet — only the universal commercial terms below.

Asked on every purchase — commercial and compliance terms
  • 这批货是全新原封、官翻、拆机件还是工程样片(ES/QS)?请在形式发票上写明状态。如果是拆机件,来源和使用时长是多少?

  • 报价是EXW、FOB还是CIF?指定口岸是哪里?报价里不含哪些费用(出口报关、内陆运输、保险、目的港费用)?

  • 外箱尺寸多少?每箱装几台、毛重多少公斤?每托盘几箱?整单总体积多少立方米?是木托还是纸托、是否需要熏蒸证明?

  • 请给出阶梯报价:1台、10台、50台、100台各是什么价格?每个型号的起订量是多少?价格有效期多久?

  • 出口报关准备用哪个HS编码?报价是含税价还是不含税价?该编码的出口退税率是多少、退税是否已经体现在报价里?

  • 整机原产地写哪里?能否出具原产地证(一般CO还是Form E/RCEP优惠证)?货物是从中国直接出口,还是经香港、新加坡或越南转运?

  • 质保多少个月?DOA(到货即损)申报期限是几天?返修是寄回中国还是有海外备件?是否提供先行换货?返修运费谁承担?

  • 这个托架/导轨/面板是原厂件还是兼容件?上面有没有原厂LOGO或型号标识?能否书面保证不侵犯第三方商标和专利,并承担相关责任?

  • 整机和关键部件(CPU、加速卡、网卡)的原产地分别是哪里?产品里有没有使用美国原产的芯片、软件或技术?大概占多少比例?能不能配合签署最终用户和最终用途声明、承诺不转运?这个型号以前出口过哪些国家?

  • 合同和发票的签约主体全称是什么?统一社会信用代码是多少?工厂是自有还是代工?母公司或控股股东是谁、持股比例多少?有没有国资或上市公司背景?

  • 请提供公司全称、统一社会信用代码和营业执照复印件。贵司是生产工厂、原厂授权代理还是贸易商?如为工厂,工厂地址在哪里、可否安排验厂或视频验厂?开票主体与收款主体是否为同一家公司?

  • 最小起订量是多少?请给出阶梯报价(如100/500/1000/5000片)。报价有效期多少天?NAND和HDD价格波动时如何调价?是否接受锁价?

+ 37 more universal terms

How buyers get burned here

Category-specific, from research rather than generic advice

  • The 'manufacturer' that is a trading company. On Alibaba and Made-in-China this is the default state for racks, containment, rack PDUs, cabling and small cooling accessories. The distinguishing evidence: (a) 经营范围 in the business licence says 销售/贸易 but not 生产; (b) the 'factory address' equals the registered office and is in an office tower, not an industrial park; (c) no 生产许可 or product certification is held in the seller's own name — certificates show a different company; (d) they are not in any CIOE/China Refrigeration/CDCC exhibitor list; (e) they quote across five unrelated categories. Always cross-check the 统一社会信用代码 on gsxt.gov.cn.
  • The reverse trap: assuming a trader is always bad. For a 20-line mixed BOM, a competent Guangdong trading company is often the only party that will handle consolidation, export documentation and one invoice. The trap is paying manufacturer margins for trader service, or letting the trader hide who actually made the goods so warranty has no counterparty.
  • Cooling capacity quoted at undeclared conditions. A '100 kW' CRAH at 15/21C chilled water is a different machine from a '100 kW' CRAH at 12/18C, and a '35 kW' passive rear door at 12C water is not the same product as one at 18C. Chinese quotes routinely omit the conditions and Western buyers routinely compare the headline number.
  • CDU kW ratings with only one loop temperature. A CDU is defined by primary in, primary out, secondary in, secondary out and both flow rates. A single number is not a specification and cannot be compared across vendors.
  • Residual air heat in liquid-cooled racks. Vendors state '90% heat captured to liquid' and buyers size the room for 10%. In practice the uncaptured fraction is often 15-25% under real workloads, and a 120 kW rack then dumps 25 kW into a hall designed for 12. Ask for kW of residual air heat per chassis, in writing.
  • Filled floor loading for immersion tanks. A filled immersion tank can exceed 2,000 kg/m2. Chinese quotes give the dry weight. The building, not the tank, is what fails.
  • Aluminium substituted for copper in busbar, busway and switchgear. It is legal, it meets the current rating, and it is not what the buyer priced. Specify conductor material and cross-section, and weigh a sample on arrival.

Generated imagery — illustrative of the category, not a photograph of any supplier, facility or product on this platform.