While the development of AI technology has hidden the trend of industrial communications development, the development of industrial switches and industrial PON within industrial communications is also moving from basic equipment networking to deterministic networks and intelligent operation & maintenance.
1. Industrial Communications in China
On June 20, the ministry of industry and information technology and other eight departments
issued "Implementation Opinions on Promoting the High-Quality Development of Industrial Internet", clearly confirm the core position of industrial Ethernet and industrial PON in the infrastructure development, support subsidy policies，which will directly promote the demand for equipment upgrading in the fields of electricity, mines and rail.
At the standard level,"Engineering Technical Standard for Industrial POL Passive Optical Local Area Network Distribution System"was officially issued on June 1, unifying the industrial PON construction specification. In terms of localization，it continuously promoted the demand for the localization of industrial core network equipment, the switch chip and PON chip are at the top of the innovation list, and domestic manufacturers will need to accelerate the direction of their product development in the next three years.
China's industrial switch chips have upgrated from "available" to "usable". It is expected that the overall Chinese chip will exceed 65% market share in 2026, and the replacement process has accelerated in energy industry communications, security and transportation. The upstream of the industrial chain has established a complete Chinese chip supply system including switching chips, PHY, industrial main controllers and outdoor industry communicationssupporting chips.
2.Overseas Industrial Communications Development
On June 2nd, HMS Networks released the N-Tron NT7000 series network managed switches, which support rapid startup in 7 seconds and 20ms ring network self-healing. They are equipped with hardware-level IEEE 1588 PTP to achieve sub-microsecond synchronization and come with a centralized management platform, targeting high-reliability motion control scenarios.
On June 5th, ControlCore released the CERES-TSN military-grade switch, based on the Microchip LAN9696 chip, with a maximum of 28 ports including 4 10G optical ports. It adopts military connectors and a fanless reinforced design, integrates full-function TSN and security mechanisms, and covers extreme mission scenarios such as defense, shipborne, and airborne.
In addition, NVIDA Spectrum-X series CPO high-speed switch achieve mass production, its low time delay high-speed interconnection technology began to spread to the high-end industrial measurement and control, and promote the industrial network to upgrade to 10G/25G bandwidth.
3.TSN Devlopment
This year the TSN technology ‘s commercial process being accelerated, it becomes the core mainline of the industry's high-endization. Nowadays, TSN has formed the mature technology system of time synchronization, time perception, and frame preemptive, which can realize the time delay of submicrosecond stage synchronization and the 100 microsecond level certainty, and meet the strict requirements such as robot and motion control. According to the 2026 annual report released by HMS networks, the number of new nodes in industrial Ethernet has reached 79%, and the industry has been shifted from traditional protocols toTSN, network security. In the next 2-3 years, the TSN will remain the key technical label for high-end industrial switches.
4.The application of Emerging Industries
In addition to traditional manufacturing, electricity and transportation, Industrial switches are rapidly penetrating into multiple emerging industries.
4.1 In the fields of energy storage and smart photovoltaics, with the SNEC Shanghai Photovoltaic Exhibition ongoing, the integration of large-scale energy storage BMS/EMS, and the remote monitor of photovoltaic power stations, have raised the requirements for network real-time performance and synchronization accuracy. Industrial switches have become the core communication infrastructure for the new energy system, and the demand for them has grown significantly.
4.2 In the field of intelligent water, the demand for the high and reliable equipment is released rapidly, and the intelligent water project is concentrated in the development of the purchase of high reliable equipment.
4.3 In the field of embodied intelligence and humanoid robot production lines, multi-machine collaboration and high-precision motion control have driven the demand for TSN and PTP. Industrial switches have expanded from being part of the production line to being used in robot bodies and network extension, becoming a new growth market.
5. FAQ
Q1:What are the main trends of Industrial Communications Industry in H1 2026?
A:The industry shifts from basic networking to deterministic networks and smart O&M, led by industrial switches and industrial PON.
Q2:Why are industrial switches and industrial PON hot in H1 2026 Industrial Communications market?
A:Smart factory and new energy demand push rapid technical upgrading of two devices.
Q3:What core technical upgrade took place in Industrial Communications H1 2026?
A:Deterministic transmission and remote intelligent operation & maintenance become mainstream.
Q4: Which industries drive the sales of industrial communication equipment in H1 2026? A:Intelligent manufacturing, rail transit and new energy power stations.·
6. Summary
During the first half of the year, the industry witnessed simultaneous technological upgrades and expansion of application scenarios. The competition among domestic and overseas becomes more intense, and domestic manufacturers accelerated their efforts in high-end markets. In the second half of the year, the industry will continue to develop better. Rayin Technology keep focusing on industrial switches and industrial PON products, and will continue to provide stable and reliable products.
