Research Report: Data Center PON Equipment Revenue to Rise 844% Year on Year in 2026
A research report forecasts that data center PON equipment revenue will grow 844% year on year in 2026.
A research report forecasts that data center PON equipment revenue will grow 844% year on year in 2026.
Yutong Optics established Shenzhen Yutong Optical Interconnect Technology on July 7, marking two strategic moves within a month.
CooperVision and Eyebright Medical signed a strategic cooperation agreement on August 3.
LightCounting forecasts that the Ethernet optical module market will grow 73% in 2026.
YOFC has won the hollow-core fiber project contract from China Telecom Guangdong.
YOFC plans to acquire a 25% stake in YOFC Shanghai to gain full ownership.
Luxshare Precision has announced the termination of its acquisition of Futong Jiashan optical fiber assets.
Tamron announced on July 30 that it had received a non-binding acquisition offer from Sony, with the aim of becoming a wholly owned Sony subsidiary.
Laser control company Weihong Co. was the first to release its half-year report, with net profit down 79.40% year on year.
Hesai sold about 1.62 million LiDAR units in 2025, with revenue of RMB 3.028 billion and its first full year of GAAP profitability.
Changxinsheng has signed a long-term fiber optic cable order worth 4.5 billion yuan.
Shares of U.S. fiber optic leader Corning posted their largest single-day percentage decline on record.
Zhongji Innolight says annual price declines are standard industry practice for optical modules and that the current pricing system is healthy.
On July 23, Robotechnik's German subsidiary ficonTEC signed an equipment contract worth about 129 million yuan with a subsidiary of a company listed on the New York Stock Exchange.
Zeiss Semiconductor Manufacturing Technology has disclosed expansion plans for its Oberkochen site, adding about 25,000 square meters to boost EUV optics capacity.
Yutong Optics Japan Co., Ltd. was unveiled in Tokyo on July 24.
Zhongrun Optics expects first-half revenue of 380 million to 450 million yuan, up at least 52.16% year on year.
In July 2026, an unfair competition lawsuit valued at 120 million yuan was filed in China's laser industry.
Su Guoyan of Guolong Technology outlines the company's OCS strategy, aimed at building a core engine for AI compute optical interconnects.
O-Film and Luming Photonics are deepening their collaboration to scale solid-state LiDAR deployment based on the ADS6311 SPAD chip.
Lianchuang Electronics announced on July 22 that the plan for a Jiangxi state-owned enterprise to take control has been terminated.
Dongshan Precision says the stolen optical module incident has a minimal impact on the company's performance.
Accelink has released its interim earnings forecast, expecting revenue of RMB 400 million to RMB 450 million in the first half of 2026, up 52.16% to 71.18% year on year, with net profit attributable to shareholders of RMB 48 million to RMB 52 million. The company attributes the growth mainly to deliveries of passive optical subcomponents for high-speed data center optical modules and OCS yttrium vanadate crystals, driven by global AI computing infrastructure construction. On capacity, phases one and two of the Hefei yttrium vanadate crystal project are at full production, the Thailand plant is ramping up, and the Zhengzhou plant is expected to begin production in the third quarter of 2026.
Insta360 plans to purchase molds, accessories and other items worth about RMB 110 million from related party Dongguan Rongguang Optics.
TRUMPF reported preliminary sales of about EUR 4.3 billion for FY2025/26, roughly flat year on year, with order intake up 7%.
Dongshan Precision says unit prices for its optical module products will decline slightly.
Wavelength Opto-Electronics expects net profit attributable to shareholders of 26 million to 29 million yuan in the first half, up at least 82.6% year on year.
Ofilm independent director Mi Xuming has resigned for personal reasons.
Eoptolink said securing raw material supply and production delivery is a current priority.
TRUMPF announced an agreement to acquire a long-established company in Anoka, Minnesota, USA, with more than 60 years of history.
Conant Optics has signed joint development or procurement framework agreements with four leading technology companies in China and abroad.
Dongtian Optics expects net profit attributable to shareholders of 85 million to 95 million yuan in the first half, up 67.71% to 87.44% year on year.
IPG and Lumibird have signed a binding acquisition offer, valuing Lumibird's main assets at about 16 times earnings, for approximately CNY 2.3 billion.
Academician Philip Russell of the Russell Center for Advanced Lightwave Science at the Hangzhou Institute of Optics visited the State Key Laboratory of Information Photonics and Optical Communications at Beijing University of Posts and Telecommunications on July 7. He met with President Xu Kun and delivered an academic lecture, with both sides reaching a preliminary agreement to strengthen cooperation. The two sides hope to collaborate on joint student training, academic exchanges, and jointly undertaken projects, particularly in frontier areas such as hollow-core fiber, where each side's strengths in fiber design and fabrication and communications network applications can be combined.
Academician Philip Russell, director of the Russell Center for Advanced Lightwave Science at the Hangzhou Institute of Optics, was invited to attend the 22nd General Assembly of Academicians of the Chinese Academy of Sciences, held in Beijing on July 8, where he engaged in academic exchanges with peers from China and abroad. The article notes that the center established industrialization entities including Xinkong Guanglian (Hangzhou) Technology Co., Ltd. in 2025, and signed cooperation agreements with Fuchunjiang Photoelectric Group and the research institutes of the three major telecom operators to promote the large-scale application of hollow-core fiber.
Six companies incubated by the Hangzhou Institute of Optics and Mechanics - Kaisis Technology, Guangzhiyun, Guangzai Technology, Aijie Photonics, Bangqizhou, and Gaoxi Thermal - were selected for the proposed first batch of Hangzhou's "Promising Seedlings" enterprises. Kaisis Technology was also selected for the proposed 2025 Hangzhou "New Eaglet" enterprise list. The selected companies cover areas including cold atom clocks, optical intelligent algorithms, LiDAR, silicon-based optoelectronic chips, and metasurface optical devices.
Zhao Chaofan, Deputy Director of the Science and Technology Department of the Ministry of Industry and Information Technology, led a delegation to visit the Hangzhou Institute of Optics and Mechanics on June 29, where he was briefed on its construction and operations, specialized incubation system, and key incubating companies. The discussions focused on optoelectronic industry incubation pathways, mechanisms for commercializing scientific and technological achievements, and building top-tier technology business incubators. Zhao Chaofan affirmed the institute's phased results in commercializing optoelectronic achievements.
CCTV-13's "Oriental Horizon" aired a special report on the Yangtze River Delta Science and Technology Innovation Center on June 19, highlighting the optoelectronic achievement incubation model explored by the Shanghai Institute of Optics and Mechanics, which has been put into practice at the Hangzhou Institute of Optics and Mechanics. The report noted that a laser communication device for inter-satellite communication inside the incubator is undergoing testing, and said the Shanghai Institute of Optics and Mechanics has incubated more than 70 achievement commercialization projects centered on hardcore optoelectronic technology in the Yangtze River Delta.
Science and Technology Daily published a report on how the Hangzhou Institute of Optics and Mechanics advances the industrialization of optoelectronic research results through its 'algorithm + data + base' model and its 'select, nurture, graft' mechanism. The article says the institute has incubated more than 70 companies with a combined valuation exceeding 50 billion yuan, fostering optoelectronic hard-tech firms including Fujia Gallium, Yinhu Laser and Kaiser Technology.
Zhejiang Daily's front page and Zhejiang TV's Zhejiang News reported that the Hangzhou Institute of Optics and Mechanics was selected as one of the first group of excellence-level technology enterprise incubators named by the Ministry of Industry and Information Technology, with 14 incubators nationwide earning the excellence-level designation. The reports said the Russell Center is working with Fuyang Optical Fiber Enterprises to bring hollow-core fiber technology to production lines. The Hangzhou Institute of Optics and Mechanics has incubated more than 70 companies, with a combined valuation exceeding 50 billion yuan.