Skip to content

All updates

0 items today
Oct 19Mon
  1. OFweek Optics Network · NewsOptics industryOptics and AI41

    Look Optical's 20 Million Pairs of Glasses Project Starts Trial Production on First Line, with Total Investment of 450 Million Yuan

    The first production line of Anhui Look Optical Technology Co., Ltd.'s project with an annual capacity of 20 million pairs of glasses has entered trial production, with daily output reaching 20,000 lenses; the products are mainly destined for export. The project has a total investment of 450 million yuan, covers 50 mu, and is designed for an annual capacity of 20 million pairs of glasses, spanning optical frames, sunglasses, smart glasses and other categories. Four additional production lines are planned next; once fully ramped up, the project is expected to generate annual output value of 600 million yuan and annual tax revenue of 6 million yuan.

Oct 16Fri
  1. OFweek Optics Network · NewsOptics industryOptics and AI61

    Fanchuangwei High-Transparency Optical AR Lens Project Lands in Taizhou with Total Investment of About RMB 550 Million

    Shanghai Fanchuangwei Technology's high-transparency optical AR glasses lens project has settled in Huangyan, Taizhou, to be carried out in two phases by Fanke Technology (Taizhou), with total investment of about RMB 550 million. Phase one, at about RMB 150 million, plans to complete an innovation center and pilot production line by 2027. Phase two, at about RMB 400 million, targets annual output of 100 tonnes of high-purity silicon carbide optical material by 2028. Aimed at AI glasses and AR terminals, the project covers the full chain from optical materials and etching processes to optical devices.

    Why we recommend it: The source gives the investment figures for both phases, production line timelines and a target of 100 tonnes of silicon carbide optical material per year, useful for gauging the pace of silicon carbide waveguide industrialization.

  2. OFweek Optics Network · NewsOptics industry57

    Honglei Optics Secures Volume Orders for TGV Glass Substrate Direct-Write Lithography Equipment

    Honglei Optics has delivered volume orders of its direct-write lithography equipment for TGV glass substrates. Glass substrates show transmission loss of about 0.3dB/mm at 10GHz and dielectric loss more than 50% lower than organic substrates, making them suitable for CPO optical modules, Micro LED, and Chiplet packaging. The industry generally regards 2026 as a critical validation period for glass substrates, with initial commercial adoption expected around 2028.

  3. Photonics.comOptics industry49

    Photonics.com Weekly Briefs: U.S. Army Research Office Awards $19.2 Million Grant to UCF

    Photonics.com's October 16 weekly briefs roundup covers multiple photonics industry developments, including a $19.2 million grant from the U.S. Army Research Office to the University of Central Florida. The briefs also note that GF will reallocate $955 million from existing CHIPS Act funding to accelerate investments in silicon photonics, silicon germanium, and advanced packaging at its Malta and Burlington fabs.

  4. Photonics.comOptics industry62

    ZEISS Acquires Holography Company Ceres Holographics

    ZEISS has acquired holography company Ceres Holographics. Upon completion of the deal, Ceres will be integrated into the ZEISS Microoptics business unit, which focuses on volume production of holographics. ZEISS said the acquisition will advance the industrialization of holographic windshield display applications and accelerate entry into broader holographic markets such as retail, near-eye displays and public transportation.

    Why we recommend it: After the acquisition, Ceres will be integrated into ZEISS Microoptics, providing a view of how holographic windshield displays move from technology to volume production.

Oct 15Thu
  1. OFweek Optics Network · NewsOptics industry53

    SVG breaks ground on micro- and nano-optical manufacturing excellence center with total investment of about RMB 557 million

    SVG broke ground in Suzhou on its Micro- and Nano-Optical Manufacturing Excellence and Innovation Center, with total investment of about RMB 557 million, including about RMB 353 million for construction and about RMB 204 million for equipment, on a 25,000 square meter site. The center will establish an AI plus integrated nano-manufacturing platform for semiconductor lithography, optical inspection and novel displays, undertaking basic research, key technology development and pilot-scale translation.

  2. OFweek Optics Network · NewsOptics industry51

    Labsphere acquires ultra-precision optical systems maker Photon Gear

    Integrating sphere and light measurement specialist Labsphere announced the acquisition of Photon Gear, which focuses on the design and manufacture of ultra-precision custom optical systems and lens assemblies and has multi-wavelength interferometric testing capabilities. The deal value was not disclosed. Combined, Labsphere will pair its light generation, control and measurement platforms with custom lens assembly and interferometric testing capabilities to serve customers in semiconductors, aerospace and defense.

  3. C114 Communications Network · Optical CommunicationsOptics industry55

    Dongbai Group terminates acquisition of InP photodetector chip maker Kuailing Photonics within three days

    Dongbai Group announced on October 12 that it planned to acquire a 52.6667% stake in Hangzhou Kuailing Photonics for RMB 316 million to enter the indium phosphide photodetector chip market. On October 15, it announced the termination of the deal because the parties failed to agree on key terms. Dongbai Group's share price fluctuated sharply over the three days.

  4. OFweek Laser Network · NewsOptics industryOptics and AI56

    Hesai launches Kosmo, extending from LiDAR to robotic joints and physical AI infrastructure

    Hesai held the global launch of Kosmo at its Maxwell super factory in Shanghai on October 14, unveiling a 3D world data engine and disclosing that it has entered robotic motion modules and begun commercial deliveries. Li Yifan said that LiDAR units that sold for more than RMB 300,000 back then can now be produced for around $200, with the production cycle shortened to one unit every five to six seconds.

  5. C114 Communications Network · Optical CommunicationsOptics industry65

    Advanced Fiber Resources to Acquire 99.97% of Passive Optical Component Maker Anjiexun for RMB 1.64 Billion

    Following Sha Shuli's withdrawal from the transaction, Advanced Fiber Resources will adjust the acquisition target to a 99.97% stake in Suzhou Anjiexun, with a transaction price of about RMB 1.6395 billion and an appraised value of about RMB 1.650 billion for all of Anjiexun's equity. Consideration will be paid through share issuance, convertible bonds and cash, with the cash portion at about RMB 492 million.

    Why we recommend it: The source provides the valuation, pricing and payment structure, helping to understand M&A valuations in the passive optical components sector.

Oct 14Wed
  1. OFweek Optics Network · NewsOptics industry55

    Hengmai Optics surpasses 1,000 ultra-precision optical processing systems shipped

    Hengmai Optics recently shipped eight ultra-precision optical processing systems with apertures of 2.2 m, 1.6 m and 1.8 m, and delivered 14 systems with apertures from 1.2 m to 3 m in September, pushing cumulative shipments past 1,000 units. Annual shipments have grown by an average of 100% over the past three years. QYResearch data show the global ultra-precision optical processing equipment market was worth about USD 126 million in 2025.

  2. optics.org (SPIE Industry News)Optics industryOptics and AI57

    US Army Research Office awards $19.2 million grant to UCF-led team

    A team led by the University of Central Florida (UCF) will receive a five-year, $19.2 million grant from the US Army Research Office to study light propagation and control in complex dynamic environments. The project, led by Guifang Li, will explore weak backscattering coherent measurement, inverse methods, AI analysis and multi-plane light conversion, with the goal of measuring and rapidly correcting light field distortions when remote sensors or beacons cannot be placed. Potential applications include directed-energy systems, biological tissue imaging, laser medicine, remote sensing and free-space optical communications.

  3. optics.org (SPIE Industry News)Optics industryOptics and AI74

    Chip Demand Keeps Growing; ASML Studies Further Expanding Lithography Equipment Capacity

    ASML said its existing 2027 and 2028 supply plans cannot fully meet customer demand and that it is studying a further expansion of 2028 capacity beyond the previously planned 30% increase. Quarterly sales through September 27 were EUR 11.7 billion, up more than 50% year over year. The NXE:3800F EUV lithography system slated for introduction next year will raise productivity from 230 to 260 wafers per hour.

    Why we recommend it: Capacity expansion and productivity upgrades are proceeding in parallel, offering concrete industry clues on how AI demand translates into EUV lithography equipment supply constraints.

  6. OFweek Optics Network · NewsOptics industry51

    Hyundai Mobis Sells Automotive Lighting Business for $443 Million as Chinese Automakers Bring Lighting In-House

    Hyundai Mobis has sold its automotive lighting business to France's OPmobility for an enterprise value of about $443 million; the business posted 2025 revenue of about EUR 1.6 billion. Meanwhile, Xingyu has joined the global top 10 in automotive lighting, while BYD, Leapmotor and Great Wall Motor are bringing lighting production into their own factories.

  7. C114 Communications Network · Optical CommunicationsOptics industry54

    FiberHome Ruituo Files Phase II of Oversized Optical Fiber Preform Project, Adding 600 Tons of Annual Capacity

    FiberHome Ruituo, a wholly owned subsidiary of FiberHome Telecommunication Technologies, has filed a construction application for Phase II of its industrial-scale oversized optical fiber preform project, with total investment of about RMB 398 million. Upon completion, the project will add 600 tons of annual optical fiber preform capacity. In May, the company unveiled an optical fiber preform measuring 0.3 meters in diameter and 3.5 meters in length, from which about 20,000 kilometers of optical fiber can be drawn from a single preform.

Oct 13Tue
  1. OFweek Laser Network · NewsOptics industry43

    Haipulin Showcases Complete Laser Solutions at CIIE After Hisense Takes Control

    In June 2026, Hisense Group strategically acquired a long-established fiber laser company and renamed it Haipulin. Four months later, Haipulin presented a full range of laser cutting, welding, cladding, and 3D printing solutions at the China International Industry Fair, focusing on new energy, aerospace, steel structures, and marine engineering.

Oct 12Mon
  1. C114 Communications Network · Optical CommunicationsOptics industry51

    Dongbai Group Plans CNY 316 Million Acquisition of 52.67% Stake in Optical Chip Maker Kuailing Optoelectronics

    Dongbai Group announced on the evening of October 11 that it plans to acquire a 52.6667% stake in Hangzhou Kuailing Optoelectronics for CNY 316 million, entering the indium phosphide photodetector chip market. The deal values Kuailing Optoelectronics at CNY 600 million. Kuailing Optoelectronics develops, manufactures and sells photodetector chips through its wholly owned subsidiary Guangte Technology.

Oct 10Sat
  1. C114 Communications Network · Optical CommunicationsOptics industry51

    Nanoradar Plans CNY 162 Million Acquisition of 51% Stake in Xintai Communications to Enter Optical Communications

    STAR Market-listed Nanoradar announced plans to use its own funds of CNY 161.67 million to purchase a 51% stake in Guangzhou Xintai Communications. After the deal closes, Xintai Communications will become a controlled subsidiary, giving the company a foothold in optical communications.

  2. C114 Communications Network · Optical CommunicationsOptics industry53

    China Telecom's 2026 100G ROADM Expansion Tender: Huawei, ZTE, and FiberHome Win

    China Telecom's backbone 100G ROADM equipment (2026) procurement project is set to use direct procurement, covering ROADM network expansion equipment and services for five regions - North China, South China, Northwest, Southwest, and Northeast - as well as the Xinjiang (China-Kazakhstan) domestic extension segment. The direct procurement suppliers are Huawei, ZTE, and FiberHome.

  3. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI65

    Zhishang Technology Receives $500 Million Fiber Optic Connector Demand Forecast from PH Customer for 2027

    Shenzhen Zhishang Technology announced the signing of a 2027 Demand Forecast Cooperation Memorandum with customer PH. The customer expects to purchase MPO fiber optic patch cords and other fiber optic connectors from the company in 2027, with a forecast target value of $500 million (approximately 3.346 billion yuan). C114 believes optical interconnect demand has expanded from optical modules and optical fiber cables to upstream optical components.

    Why we recommend it: The article gives a $500 million connector demand forecast from a single customer, directly showing how AI optical interconnect demand is flowing upstream to components

Oct 9Fri
  4. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI67

    Lumentum CEO: 2029 Capacity Almost Fully Booked

    Lumentum CEO Michael Hurlston said in an interview in Tokyo that about 70% of demand for some products will remain unmet next year, while other products still face a 30% demand gap through 2028. The company's 2029 capacity is almost fully booked, and it is ramping production at full speed.

    Why we recommend it: The article provides specific demand gap percentages, directly reflecting the tightness of laser chips upstream in AI optical communications

Oct 8Thu
  2. OFweek Optics Network · NewsOptics industry49

    Zhongteng Huasheng Ultra-Precision Optical Thin Film Project Enters Trial Production, Planned Annual Output of 1 Million Pieces

    The industrialization project for ultra-precision high-performance optical thin films by Huzhou Zhongteng Huasheng Optoelectronics has completed renovation in Shuanglin Town and entered trial production. At full capacity it can produce 1 million optical thin films per year, with projected annual sales revenue exceeding 40 million yuan.

  3. OFweek Optics Network · NewsOptics industry56

    O-Film Exclusively Supplies Main Cameras and 200-Megapixel Periscope Telephoto Modules for Huawei Pura 90 Pro Series

    According to reports, O-Film is the core optical supplier for the Huawei Pura 90 Pro and Pro Max, exclusively supplying the main camera and 200-megapixel periscope telephoto modules for both models. The Pro Max's external telephoto system is also supplied by O-Film, which has invested in dedicated equipment and restarted process validation for the project.

  4. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI65

    LightCounting: Ethernet optical module market forecast to grow 120% in 2026

    LightCounting's latest report says growth in the Ethernet optical module market was originally expected to slow in 2026, but data from the first nine months defied expectations: cloud provider capital expenditures accelerated sharply from late January to early February and remained strong over the following six months. The full-year Ethernet optical module market is now forecast to grow 120%.

    Why we recommend it: The original article explains that the forecast revision was driven by cloud provider capital expenditures, helping to gauge the scale of AI-driven optical module demand

Oct 7Wed
Oct 6Tue