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.
Machine vision LED lighting maker TPL Vision has acquired the intellectual property of Drew Lear Technology's DRX and DLX product platforms.
Xiaomi launched the 18 Pro series on September 23, featuring a Leica optical triple-camera system with 200-megapixel main and periscope telephoto cameras. The periscope telephoto captures up to nearly 280% more light than the previous generation. The key periscope telephoto module is supplied by O-Film and uses an inner-focus design; O-Film also supplied the previous Xiaomi 17 Pro series.
An IDC report shows that global handheld smart camera shipments exceeded 5.88 million units in the second quarter of 2026, up 57% year on year, with sales nearing RMB 15.7 billion, up 50% year on year. DJI and Insta360 together held a 93% share. IDC expects shipments to approach 41 million units by 2030.
Hangzhou Bangqizhou Technology, a company incubated by the Hangzhou Institute of Optics and Mechanics, was named a 2025 Silver-Level Outstanding Supplier by North Night Vision Technology Research Institute Group.
Niantic Spatial and the Singapore Land Authority have signed a memorandum of understanding to assess the technical feasibility of building Singapore's first national-scale Visual Positioning System (VPS).
Foshan Hui'an Digital Technology and the Lianzhou municipal government signed an investment agreement for a high-precision smart optical camera structural components project in Lianzhou, with a total investment of 200 million yuan.
Union Optic posted first-half revenue of 1.049 billion yuan, up 17.24% year on year, and net profit attributable to shareholders of 7.8254 million yuan, up 138.69% year on year.
Sunny Automotive has again filed a listing application with the Hong Kong Stock Exchange. It ranks first globally in automotive lens shipments, but its gross margin has fallen for four consecutive reporting periods.
Lijing Innovation, backed by the Wang Laichun family, is pushing for a listing, with about 70% of its revenue coming from a single customer.
Yutong Optical posted H1 revenue of RMB 1.782 billion, up 25.87% year on year, and net profit attributable to shareholders of RMB 122 million, up 13.65% year on year.
Insta360 posted first-half revenue of RMB 5.516 billion, with R&D accounting for about one fifth of revenue and cumulative patents exceeding 1,200.
Sunny Optical reported first-half revenue of about RMB 21.906 billion, up 11.5% year on year, with profit from the mobile phone business declining and the robotics business doubling.
Lianchuang Electronic reported first-half revenue of 3.193 billion yuan, down 24.34% year on year, with a net loss attributable to shareholders of 358 million yuan.
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.
Zhongrun Optics expects first-half revenue of 380 million to 450 million yuan, up at least 52.16% year on year.
Insta360 plans to purchase molds, accessories and other items worth about RMB 110 million from related party Dongguan Rongguang Optics.