COMPANY PROFILE / OPTICAL COMMUNICATIONS & PHOTONICS
Fujitsu
It let go of optical components and carved out its optical transport business as 1FINITY: a fresh start as an equipment maker
For many years Fujitsu made both optical transport equipment and optical components. In 2025 that picture changed sharply. In April it sold its optical components subsidiary, Fujitsu Optical Components, to Furukawa Electric, and in July it spun off its network products business, which covers optical transport equipment and 5G base stations, into the wholly owned 1FINITY Inc. Today, then, the Fujitsu group is a company that makes equipment, not components, in optical communications. This profile keeps IT services and the other businesses to a minimum and concentrates on what Fujitsu builds for optical transport, who it works with and where it is heading.
- Fujitsu in 30 seconds, and where it stands in optical communications and photonics
- The logo and how the name is written
- Where the company sits in the optical communications landscape
- Scale (the group in brief)
- Resources committed to optical communications and photonics
- What it has done so far
- What comes next
- What the company is aiming for in optical communications and photonics
- Map of partnerships in optical communications and photonics
- Technologies, products and services
- The risks this company carries
- Glossary, references and claim-to-source audit
1. Fujitsu in 30 seconds, and where it stands in optical communications and photonics
(optical transport systems)The optical components subsidiary was sold in 2025
All-photonic networksThe equipment side of the IOWN APN
Companies involved in optical communications fall into three broad types: optical components & modules, chips & foundries, and network systems & carriers. The Fujitsu group today sits on the network equipment side Sourced. The Annual Securities Report describes "Network Products", part of the Hardware Solutions segment, as a business that provides communications infrastructure such as mobile phone base stations and optical transmission systems, and 1FINITY is the company that runs it. Meanwhile Fujitsu Optical Components, which made optical modulators, optical receivers and optical transceivers, was transferred to Furukawa Electric on 1 April 2025 and is now part of the Furukawa Electric group. The simplest way to see the whole picture is that Fujitsu has withdrawn from optical components and narrowed its focus to building optical networks and selling them to carriers and cloud operators.
2. The logo and how the name is written
The Fujitsu logo is a trademark of the company. We have not recreated it with generated imagery;
the image was taken from the official website and is placed here as img/fujitsu_logo.svg.
A note on names: the legal entity is Fujitsu Limited. The subsidiary responsible for optical transport equipment is legally named 1FINITY Inc., and its own materials also use "1Finity" as the brand spelling. "1FINITY" was originally the brand name of Fujitsu's optical transport products. The U.S. subsidiary 1Finity Americas, Inc. is the former Fujitsu Network Transmission Systems, Inc., founded in 1997.
Official site: https://www.1finity.co.jp/3. Where the company sits in the optical communications landscape
In terms of where in the optical chain it operates, Fujitsu's core is long-haul transmission, metro networks and data centre interconnect (DCI), and it is also on the equipment side of the All-Photonics Network (APN) in NTT's IOWN initiative Sourced. Server-to-server cabling inside data centres and the components of optical transceivers are not where today's Fujitsu group mainly competes. Its ground is coherent transmission and the APN, the areas covered in our explainers on IOWN and on optical transceivers.
4. Scale (the group in brief)
The size of the group as a whole is covered in a single table Sourced.
| Measure | FY2025 (year to March 2026) |
|---|---|
| Consolidated revenue | ¥3,502.9 billion |
| Consolidated adjusted operating profit | ¥390.5 billion |
| Consolidated R&D expenses | ¥137.3 billion (of which Hardware Solutions ¥58.6 billion) |
| Consolidated employees (31 March 2026) | 99,203 |
Revenue from optical transport equipment is disclosed as part of "Network Products" within the Hardware Solutions segment. Network Products also includes wireless equipment such as 5G base stations, however, and no figure is disclosed for optical transport alone Sourced.
| Network Products (¥ billion) | FY2024 | FY2025 | Q1 FY2026 |
|---|---|---|---|
| Revenue | 181.6 | 193.6 | 36.1 |
| Year-on-year change | - | Up 6.6% | Up 3.3% |
| (For reference) FY2025 revenue by quarter | Q1 34.9 / Q2 43.2 / Q3 52.2 / Q4 63.2 | ||
Network Products revenue of ¥193.6 billion is only 5.5% of consolidated revenue Our calculation. Its profit is not disclosed separately, but in the Q&A for Q1 of FY2026 the company explained that the adjusted operating loss in Hardware Solutions was caused by Network Products, saying that "quarterly revenue of ¥36 billion is a very small scale, and at this scale we end up in the red" and that "many sales are concentrated in Q4, and that is where we somehow manage to secure a profit" Sourced. For FY2025 the Annual Securities Report says Network Products earned higher profit as 1FINITY's operational efficiency also improved, but gives no profit figure.
5. Resources committed to optical communications and photonics
| Type of resource | What it is | Category |
|---|---|---|
| People (dedicated organisation and staff) | 1FINITY Inc. has about 1,800 employees (about 4,600 including group companies) and a Photonics System Business Unit. Its manufacturing facilities for optical transmission systems are at the Oyama Plant in Tochigi Prefecture, where the manufacturing subsidiary 1Finity Works is also located | Sourced |
| Money (R&D) | R&D expenses in Hardware Solutions were ¥58.6 billion (FY2025). The figure includes servers and other products; the amount for optical transport alone is not disclosed | Sourced |
| Money (capital expenditure) | Capital expenditure on optical transport does not appear in the primary sources we checked | Not confirmed |
| Divestiture | All shares in the optical components maker Fujitsu Optical Components (LN modulators, optical receivers, optical transceivers) transferred to Furukawa Electric (1 April 2025). Before the transfer, in the year to March 2024, that company had net sales of ¥13.6 billion and an operating loss of ¥10.2 billion | Sourced |
| Partnerships and investment | A strategic partnership with Arrcus of the U.S. on network solutions (September 2025); collaboration with Edgecore Networks, part of Taiwan's Accton, and Liqid of the U.S. on distributed data centres linked by the APN (November 2025); and a memorandum of understanding with Accton on manufacturing at the Oyama Plant (May 2026). No investments or acquisitions in optical communications could be confirmed | Sourced |
| Public funding | The "L1000/L2000 OLS" optical line system is a result of research commissioned by NICT (Japan's national institute for information and communications technology). The ITU-T standardisation of APN design guidelines was part of research commissioned under the NICT-administered fund. The trial of the Watt-Bit vision (a Japanese initiative to plan power and data infrastructure together) is a NEDO survey project. SHINKA, the international joint research with Fraunhofer HHI, is supported by Germany's Federal Ministry of Education and Research and Japan's Ministry of Internal Affairs and Communications (MIC) | Sourced |
| Links with research institutes | A long-term collaboration with Germany's Fraunhofer Heinrich Hertz Institute on open, disaggregated optical networks (March 2026) | Sourced |
6. What it has done so far
| When | What happened | Why it matters |
|---|---|---|
| November 1997 | Fujitsu Network Transmission Systems, Inc. (now 1Finity Americas, Inc.) founded in the U.S. | The base for the North American optical transport business |
| February 2024 | Agreement with Taiwan's Chunghwa Telecom to study building an APN based on the IOWN initiative (a strategic partnership for 2024 to 2026) | The starting point for taking the APN overseas |
| December 2024 | Furukawa Electric resolves and signs an agreement to acquire all shares of Fujitsu Optical Components | The sale of the optical components business is decided |
| 1 April 2025 | Fujitsu Optical Components transferred to Furukawa Electric (now Furukawa FITEL Optical Components) | Exit from optical components |
| 1 July 2025 | The network products business is split off and 1FINITY Inc. is launched (100% Fujitsu) | Optical transport equipment becomes a dedicated company |
| September 2025 | Strategic partnership between Fujitsu, 1FINITY and Arrcus of the U.S. | Software and openness |
| November 2025 | Collaboration with Edgecore Networks and Liqid on a solution linking distributed data centres by the APN (announced for availability from the end of March 2026) | Entry into the AI data-centre market |
| February 2026 | Announces the "Ultra Optical System L1000/L2000 OLS" optical line system, with global sales from autumn 2026 | A new product for hyperscalers and cloud providers |
| March 2026 | Collaboration on open optical networking research begins with Fraunhofer HHI | Research on multi-vendor operation |
| May 2026 | Memorandum of understanding with Taiwan's Accton on strategic collaboration to manufacture Accton products at the Oyama Plant | Filling the plant with outside products |
| July 2026 | Chunghwa Telecom, Fujitsu and 1FINITY agree a two-year strategic collaboration on deploying the APN in society and using quantum technology. A trial of the Watt-Bit vision begins under a NEDO survey project | Taking the APN overseas and linking it with power |
| August 2026 | Design guidelines for the APN, led by seven Japanese companies including 1FINITY, standardised internationally as ITU-T Recommendation Y.3335 | An international standard for the APN |
7. What comes next
into Europe and AsiaNew customer groups such as cloud infrastructure companies
When 1FINITY was launched, Fujitsu set out three priorities for the new company Sourced: (1) building on Japan and North America to expand into Europe and Asia and win new customer groups such as cloud infrastructure companies; (2) strengthening product competitiveness with core technologies such as what it calls world-class high-capacity optical data transmission and reception; and (3) taking on new areas as a supplier of next-generation communication systems such as 6G and IOWN. "World-class" is the company's own description. The review of the medium-term management plan published in May 2026 places "NIC 1.6T, 3.2T" alongside 1FINITY's photonics systems, suggesting the company has faster optical network interfaces in view.
None of the following appears in the primary sources Not yet confirmed.
Revenue and profit for optical transport systems alone; medium-term revenue and profit targets for Network Products; 1FINITY's capital expenditure; the customers and first orders for the L1000/L2000 OLS; and the suppliers of the optical components (coherent DSPs and optical modules) used in its optical transport equipment. Market-share figures for optical transport equipment mostly rest on research-firm estimates, and this article does not use them.
8. What the company is aiming for in optical communications and photonics
This section goes beyond what the company says directly. It sets out inferences that can be drawn from primary sources, each with its basis.
| What can be read | Primary evidence behind it | Category |
|---|---|---|
| In optical communications Fujitsu will own no components and compete on equipment and software | It sold the optical components subsidiary in April 2025 and turned the equipment business into a dedicated company in July. It gives a "shift to software technology" as one purpose of the spin-off | Inference |
| Its customers will include hyperscalers and cloud providers, not only carriers | The launch announcement names "expansion into the AI data centre market" and "new customer groups such as cloud infrastructure companies". The L1000/L2000 OLS also names hyperscalers and cloud providers as targets | Sourced |
| It is taking an open, multi-vendor stance | The OLS is billed as designed for operation in multi-vendor environments and features an open WSS; Fujitsu researches disaggregated optical networks with Fraunhofer HHI and has partnered with Arrcus on a network OS for white-box hardware | Inference |
| It plays the role of taking the APN outside Japan | The collaboration with Chunghwa Telecom (Taiwan) and participation in standardising the design guidelines at the ITU-T | Inference |
| The plant will take on manufacturing for other companies to keep running | Under the memorandum with Accton, manufacturing trials of Accton's information and communications equipment have started at the Oyama Plant | Inference |
In the Q&A for Q1 of FY2026, the company said frankly of Network Products that "quarterly revenue of ¥36 billion is a very small scale, and at this scale we end up in the red" Sourced. To compete in the global market for optical transport equipment, the fixed costs of R&D and manufacturing have to be spread over large revenue. Seen that way, selling the optical components business (shedding fixed costs), the spin-off (faster decision-making), making Accton products at the Oyama Plant (keeping the plant busy) and the OLS for hyperscalers (a broader customer base) can all be read as responses to the same problem: lack of scale Not yet confirmed. The company has not presented these moves as a single strategy; this is our interpretation.
9. Map of partnerships in optical communications and photonics
10. Technologies, products and services
| Product or service | What the primary sources say | Stage |
|---|---|---|
| Optical transport equipment (Ultra Optical System) | Optical transport systems under the 1FINITY brand, for long-haul, metro and DCI | On sale |
| L1000/L2000 OLS platform | Supports transmission beyond 800G. A direct-attach configuration that connects transceivers straight to the ROADM, 1 to 16 degrees over a continuous C+L band, an open WSS and multi-rail transmission. Integrates automated fibre maintenance and a wavelength planning tool | On sale from autumn 2026 |
| P300 series coherent pluggable transceivers | Support 800G ZR/ZR+ (listed as a component 1FINITY supplies in the collaboration with Edgecore and Liqid) | Supplied to collaboration partners |
| Optical network interface cards (NICs) | Cards that perform programmable optical transmission (same source) | Supplied to collaboration partners |
| Network operations software | Smart fault recovery that uses AI to identify the cause of network faults, and operations support from an AI trained on the knowledge of skilled operators | On sale |
ZR/ZR+ is a family of coherent pluggable specifications defined by the OIF and others, but 1FINITY's release says only that the product supports 800G ZR/ZR+ optical communications and does not name the specification documents it complies with. This article treats it as the company's own description.
The L1000/L2000 OLS is described as scalable from 1 to 16 degrees over a continuous C+L band Sourced. Signals sent over long distances in optical fibre are usually amplified along the way by erbium-doped fibre amplifiers (EDFAs). Erbium provides high gain in the C band (about 1530 to 1565 nm) but less in the L band (about 1565 to 1625 nm), so amplifying the L band means using a longer erbium-doped fibre or changing the doping conditions (our explanation). For that reason, the common approach until now has been to install separate amplifiers for the C band and the L band, leaving an unusable stretch of spectrum (a guard band) between them.
Handling a "continuous" C+L band means designing the amplifiers, the wavelength selective switches (WSS) and the demultiplexers with no break in the band. Because the usable width of spectrum translates directly into transmission capacity, it is a way to get more capacity out of fibre that is already in the ground. 1FINITY has not published which amplification scheme it uses to achieve a continuous band Not yet confirmed.
11. The risks this company carries
| Risk | Substance | Category |
|---|---|---|
| Small business scale | The company itself says that at quarterly revenue of ¥36 billion the business makes a loss | Sourced |
| Seasonal skew in revenue | The company explains that Network Products revenue is concentrated in Q4 and that the early quarters continue to tend towards losses | Sourced |
| Dependence on outside optical components | Having sold its optical components subsidiary, it must buy in the optical components used in its equipment. The suppliers are not disclosed | Inference |
| Optical and wireless mixed together | Network Products revenue includes base station equipment, and the company attributes the FY2025 revenue increase to base station deliveries being brought forward. The true strength of optical transport is hard to see from the figures | Sourced |
| Track record in new markets | The OLS for hyperscalers goes on sale in autumn 2026, and no orders have yet been disclosed | Not yet confirmed |
12. Glossary
- APN
- All-Photonics Network. A network that carries signals as light all the way, without converting them to electrical signals along the route. The core technology of the IOWN initiative.
- IOWN
- NTT's concept for a next-generation communications and computing infrastructure. "IOWN" is a trademark of NTT.
- OLS
- Optical Line System. The system that amplifies, routes and multiplexes wavelengths on optical fibre.
- ROADM
- Reconfigurable optical add-drop multiplexer. Directs signals wavelength by wavelength.
- WSS
- Wavelength Selective Switch. An optical switch that sends each wavelength to a chosen output.
- C band and L band
- Wavelength bands used in optical fibre communications. The C band is about 1530 to 1565 nm; the L band lies on its longer-wavelength side.
- DCI
- Data Center Interconnect. Optical links that connect data centres to one another.
- ZR/ZR+
- A family of specifications for pluggable coherent optical transceivers, used for links such as those between data centres.
13. References
- Fujitsu Limited Annual Securities Report for the 126th fiscal period (1 April 2025 to 31 March 2026), filed 26 June 2026 (in Japanese). Company history, segment structure, Network Products revenue, R&D expenses, the spin-off of 1FINITY, principal facilities (Oyama Plant) and headcount. https://global.fujitsu/-/media/Project/Fujitsu/Fujitsu-HQ/ir/documents/secreport/126/126_Securities_Report.pdf?sc_lang=ja-JP
- Fujitsu Limited Presentation materials for the Q1 FY2026 financial results briefing (30 July 2026, in Japanese). Network Products revenue by quarter, consolidated revenue and adjusted operating profit. https://resources.global.fujitsu/prir/2026/07/2026Q1-Financial-Summary-ja.pdf
- Fujitsu Limited Questions and answers from the Q1 FY2026 financial results briefing (July 2026, in Japanese). Explanation of the scale of Network Products and its quarterly losses. https://resources.global.fujitsu/prir/2026/07/2026Q1-Questions-and-Answers-ja.pdf
- Fujitsu Limited Summary of consolidated financial results for Q1 of the fiscal year ending March 2027 (kessan tanshin, the standard Japanese earnings release; 30 July 2026, in Japanese). Reportable segment structure and securities code. https://resources.global.fujitsu/prir/2026/07/2026Q1-Financial-Results-ja.pdf
- Fujitsu Limited Press release: Launch of "1FINITY Inc." to strengthen the network business (24 April 2025, in Japanese). Outline of the new company, its priorities and the origin of the brand. https://pr.fujitsu.com/jp/news/2025/04/24-1.pdf
- 1FINITY Inc. Press release: 1Finity, a Fujitsu company, commences operations and reveals brand identity (1 July 2025; title of the English version, link to the Japanese release). https://www.1finity.co.jp/newsroom/press-release/1finity-a-fujitsu-company-commences-operations-and-reveals-brand-identity
- 1FINITY Inc. Press release: 1Finity unveils next-generation optical line system for the AI era and beyond (26 February 2026; title of the English version, link to the Japanese release). https://www.1finity.co.jp/newsroom/press-release/1finity-unveils-next-generation-optical-line-system-for-the-ai-era-and-beyond
- Chunghwa Telecom, Fujitsu and 1FINITY Press release: Chunghwa Telecom, Fujitsu and 1Finity to accelerate All-Photonics Network deployment and advance quantum technologies in Taiwan through strategic partnership (22 July 2026; title of the English version, link to the Japanese release). https://www.1finity.co.jp/newsroom/press-release/chunghwa-telecom-fujitsu-1finity-all-photonics-network-taiwan
- Edgecore Networks, 1FINITY and Liqid Press release: Accton/Edgecore, 1Finity, and Liqid Collaborate to Deliver Seamless All-Photonic Datacenter Connectivity with Composable High Performance and Wide-Area Resource Sharing (19 November 2025; title of the English version, link to the Japanese release). https://www.1finity.co.jp/newsroom/press-release/accton-edgecore-1finity-liqid-all-photonic-datacenter-connectivity
- Fujitsu, 1FINITY and Arrcus Press release: Fujitsu, 1Finity and Arrcus sign strategic partnership agreement to deliver innovative network solutions for AI infrastructure (3 September 2025; title of the English version, link to the Japanese release). https://www.1finity.co.jp/newsroom/press-release/1finity-fujitsu-arrcus-strategic-partnership-ai-network-solutions
- Fraunhofer HHI and 1FINITY Press release: Fraunhofer HHI and 1Finity Launch Cooperation on Open Optical Networking Research (13 March 2026; title of the English version, link to the Japanese release). https://www.1finity.co.jp/newsroom/press-release/fraunhofer-hhi-and-1finity-launch-cooperation-on-open-optical-networking-research
- 1FINITY Inc. Press release: 1Finity Signs Memorandum of Understanding with Taiwan's Accton for Strategic Manufacturing Collaboration (29 May 2026; title of the English version, link to the Japanese release). https://www.1finity.co.jp/newsroom/press-release/1finity-accton-strategic-manufacturing-taiwan
- Nautilus Technologies and six other companies Press release: Launch of a proof-of-concept experiment for a next-generation distributed AI processing infrastructure aiming to realize the Watt-Bit vision (27 July 2026; title of the English version, link to the Japanese release). https://www.1finity.co.jp/newsroom/press-release/distributed-ai-processing-infrastructure-watt-bit
- KDDI, NTT, 1FINITY, NEC, Rakuten Mobile, Oki Electric Industry and Sumitomo Electric Industries Press release: ITU-T Standardizes Framework of Low-Latency and Energy-Efficient Networks to Support the AI Era (21 August 2026; title of the English version, link to the Japanese release). https://www.1finity.co.jp/newsroom/press-release/low-latency-energy-efficient-networks-ITU-T
- Furukawa Electric Co., Ltd. Timely disclosure: Notice regarding the acquisition of shares accompanying the transfer of a subsidiary (12 December 2024; title of the English version, link to the Japanese disclosure). Fujitsu Optical Components' lines of business and results for the three most recent years. https://www.furukawaelectric.com/release/2024/kei_20241212.pdf
- 1FINITY Inc. Corporate information (company profile and affiliates) and official website. https://www.1finity.co.jp/
14. Claim-to-source audit
| Claim in the article | Category | Source |
|---|---|---|
| The definition of Network Products, revenue rising from ¥181.6 billion to ¥193.6 billion (up 6.6%), the explanation of higher profit, R&D expenses, headcount, the founding of the U.S. subsidiary in 1997, and the optical transmission system manufacturing facilities at the Oyama Plant | Sourced | Reference 1 https://global.fujitsu/-/media/Project/Fujitsu/Fujitsu-HQ/ir/documents/secreport/126/126_Securities_Report.pdf?sc_lang=ja-JP |
| The spin-off of 1FINITY (1 July 2025, with 8,000 shares of common stock allotted to Fujitsu) | Sourced | Reference 1 https://global.fujitsu/-/media/Project/Fujitsu/Fujitsu-HQ/ir/documents/secreport/126/126_Securities_Report.pdf?sc_lang=ja-JP |
| Consolidated revenue of ¥3,502.9 billion and adjusted operating profit of ¥390.5 billion, Network Products revenue by quarter and ¥36.1 billion in Q1 FY2026 | Sourced | Reference 2 https://resources.global.fujitsu/prir/2026/07/2026Q1-Financial-Summary-ja.pdf |
| The company's explanation that at Network Products' scale the business makes quarterly losses and that revenue is concentrated in Q4 | Sourced | Reference 3 https://resources.global.fujitsu/prir/2026/07/2026Q1-Questions-and-Answers-ja.pdf |
| The reportable segment structure, securities code 6702 and stock exchange listings | Sourced | Reference 4 https://resources.global.fujitsu/prir/2026/07/2026Q1-Financial-Results-ja.pdf |
| Outline of 1FINITY (about 1,800 employees, about 4,600 in the group, 100% Fujitsu), its priorities and the origin of the brand | Sourced | Reference 5 https://pr.fujitsu.com/jp/news/2025/04/24-1.pdf |
| 1FINITY's start of operations and its products and software | Sourced | Reference 6 https://www.1finity.co.jp/newsroom/press-release/1finity-a-fujitsu-company-commences-operations-and-reveals-brand-identity |
| The specifications, launch timing and target customers of the L1000/L2000 OLS, and that it is a result of research commissioned by NICT | Sourced | Reference 7 https://www.1finity.co.jp/newsroom/press-release/1finity-unveils-next-generation-optical-line-system-for-the-ai-era-and-beyond |
| The 2024 agreement with Chunghwa Telecom and the two-year strategic collaboration of 2026 | Sourced | Reference 8 https://www.1finity.co.jp/newsroom/press-release/chunghwa-telecom-fujitsu-1finity-all-photonics-network-taiwan |
| The collaboration with Edgecore and Liqid, and the supply of the P300 series and optical NICs | Sourced | Reference 9 https://www.1finity.co.jp/newsroom/press-release/accton-edgecore-1finity-liqid-all-photonic-datacenter-connectivity |
| The strategic partnership with Arrcus | Sourced | Reference 10 https://www.1finity.co.jp/newsroom/press-release/1finity-fujitsu-arrcus-strategic-partnership-ai-network-solutions |
| The collaboration with Fraunhofer HHI and government support for SHINKA | Sourced | Reference 11 https://www.1finity.co.jp/newsroom/press-release/fraunhofer-hhi-and-1finity-launch-cooperation-on-open-optical-networking-research |
| The memorandum of understanding with Accton on manufacturing at the Oyama Plant | Sourced | Reference 12 https://www.1finity.co.jp/newsroom/press-release/1finity-accton-strategic-manufacturing-taiwan |
| The Watt-Bit vision trial under a NEDO survey project | Sourced | Reference 13 https://www.1finity.co.jp/newsroom/press-release/distributed-ai-processing-infrastructure-watt-bit |
| The adoption of ITU-T Recommendation Y.3335 and the seven Japanese companies involved | Sourced | Reference 14 https://www.1finity.co.jp/newsroom/press-release/low-latency-energy-efficient-networks-ITU-T |
| Fujitsu Optical Components' lines of business, its net sales of ¥13.6 billion and operating loss of ¥10.2 billion in the year to March 2024, and its acquisition by Furukawa Electric | Sourced | Reference 15 https://www.furukawaelectric.com/release/2024/kei_20241212.pdf |
| 1FINITY's head office and affiliates (including the location of 1Finity Works) | Sourced | Reference 16 https://www.1finity.co.jp/ |
| Network Products at 5.5% of consolidated revenue | Our calculation | This article's division of figures from references 1 and 2 |
| The three types of optical communications company | Our calculation | Our own classification. Companies shown are examples from those in this series |
| Revenue and profit for optical transport alone, medium-term targets, 1FINITY's capital expenditure, OLS customers, suppliers of optical components | Not yet confirmed | Not in references 1 to 7. Figures from press reports are not used https://resources.global.fujitsu/prir/2026/07/2026Q1-Financial-Summary-ja.pdf |
| The reading that Fujitsu will own no components and compete on equipment and software, and the reading that it takes an open, multi-vendor stance | Inference | This article's interpretation of references 5, 7, 10 and 11 |
| The reading that it plays the role of taking the APN outside Japan, and that it is keeping the plant busy | Inference | This article's interpretation of references 8, 12 and 14 |
| The reading that the series of moves responds to a lack of scale | Inference | This article's interpretation of references 3, 5, 12 and 15 |
| The explanation of the difference between the C and L bands in EDFAs and the difficulty of a continuous band | Not yet confirmed | This article's explanation, based on general knowledge of optical amplification |
| The risk of dependence on outside optical components | Inference | This article's interpretation of reference 15 |
Last updated 26 September 2026 / Troy Technical
Every figure in this article comes from the Annual Securities Report, financial results materials and press releases published by Fujitsu Limited and 1FINITY Inc., and from Furukawa Electric's timely disclosure. No research-firm estimates or press-based figures have been used. Passages marked "Inference" are this article's interpretation of primary sources, not statements made by the company.