Rokid Global@RokidGlobalOptics and AIAI score2626

Rokid has opened its first global flagship store at Shop 323A, 3/F, Ocean Centre, Harbour City, Hong Kong, billed as the world's first unstaffed self-service AI glasses experience store. Customers can try the latest AI glasses on site and pick up products themselves using in-store robotic arms. Rokid describes itself as the world's No. 1 display AI glasses brand.

TRUMPF@TRUMPF_NewsOptics industryPicksAI score5959

TRUMPF reported results for fiscal year 2025/26, with sales of about EUR 4.3 billion, roughly flat year over year, while orders rose nearly 7% to EUR 4.5 billion. The EBIT margin improved significantly to 11.1%. The linked press release headline notes that global semiconductor and data center demand drove the business.

Rokid Global@RokidGlobalOptics and AIAI score4444

Rokid's first unstaffed self-service AI glasses experience store has officially opened in Hong Kong. 🇭🇰👓 Today, we held the opening ceremony for our first global flagship store at Harbour City. Special guests Carlos Chan and Benjamin Yuen attended the ribbon-cutting and experienced Rokid Glasses together with guests, partners and community members.

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.

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.

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.

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.

Ziply Fiber Strengthens Position in Washington State Data Center Wholesale Business

Fiber operator Ziply Fiber is further expanding its wholesale fiber services in the Washington state data center market.

Wecom Fiber and partners celebrate broadband build in Parker, Arizona

Lightwave broadband roundup: Wecom Fiber and partners including the Arizona Commerce Authority celebrated the fiber broadband build in the town of Parker, Arizona, while Pavlov Media is also expanding its gigabit fiber network in central Illinois.

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.

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.

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.

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.

Rokid Global@RokidGlobalOptics and AIAI score4343

Rokid's first global flagship store has officially opened in Hong Kong! 🇭🇰👓 It is also the world's first self-service AI glasses experience store. You can try Rokid Glasses and Rokid Style at your own pace, then watch a robotic arm in the store retrieve the product you selected. Come to Harbour City to discover a new way to experience AI glasses. 📍 Shop 323A, Level 3, Ocean Centre, Harbour City, Hong Kong #Rokid #RokidGlasses #RokidStyle #AIGlasses #WearableAI #HongKong

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.

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.

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.

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.

Schäfter+Kirchhoff completes management handover

German optics company Schäfter+Kirchhoff has completed its previously announced management handover, moving to a two-person co-management structure after a one-year transition period.

Photonics.com People on the Move: Edmund Optics Names President of Advanced Manufacturing

Photonics.com people-on-the-move roundup, October 14: Edmund Optics appoints a president of advanced manufacturing; Jürgen Popp, scientific director of the Leibniz Institute of Photonic Technology, receives the Ellis R. Lippincott Award and other honors at the SciX 2026 spectroscopy conference.

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.

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.

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.

Excelitas to Consolidate Four U.S. Luxium Brands

Excelitas subsidiary Luxium Solutions, acquired by Excelitas in October 2025, will carry out legal entity changes for four entities and consolidate four U.S. Luxium brands starting in January 2027.

Armstrong lays out gradual upgrade path for coax and fiber broadband

Armstrong is transitioning to DOCSIS 4.0 using Harmonic's virtualized broadband technology and cOS platform, while expanding PON-based FTTH services.

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.

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.

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.

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.

Optics Giant SCHOTT Changes Leadership: Stefan Brandl Takes Over as CEO in November

SCHOTT announced that CEO Torsten Derr will step down on October 31 for family reasons, with Stefan Brandl taking over on November 1. The article notes that the handover comes as SCHOTT faces performance pressure and a strategic transformation window.

LightPath Appoints Vice President and General Manager of G5 Infrared

LightPath Technologies has appointed Scott Payette as corporate vice president and general manager of its subsidiary G5 Infrared. Payette brings more than 30 years of experience in photonics and optical systems.

Photonics.com Week in Brief: PHIX Opens Photonic Chip Packaging Cleanroom in Montana

PHIX Photonics Assembly, a photonic integrated circuit design, assembly and packaging service provider, has opened a cleanroom and office in Bozeman, Montana, bringing engineering support and production capabilities to the area.

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.

Ethernet Optical Transceiver Market Forecast to Grow 120% in 2026

Lightwave reports a market forecast that the Ethernet optical transceiver market will grow 120% in 2026, driven by AI data center construction.

Greenlight Networks Advances Fiber Expansion in New Jersey

Lightwave broadband buildout roundup: Greenlight Networks is advancing fiber expansion in New Jersey, while Comcast, GoNetspeed, Optimum, Shentel, Spectrum and TDS Telecom are also expanding their networks.

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.

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.

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%.

TPL Vision Acquires Drew Lear Technology Intellectual Property

Machine vision LED lighting maker TPL Vision has acquired the intellectual property of Drew Lear Technology's DRX and DLX product platforms.

AI Demand and Memory Costs Drive 92% Rise in Q2 Data Center Capex

Lightwave reports that data center capital expenditure rose 92% year over year in the second quarter, driven by AI demand and rising memory costs.