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Oct 15Thu
  1. OFweek Optics Network · NewsOptics industry56

    2026 Nobel Prize in Physiology or Medicine Goes to Optogenetics, Giving Brain-Computer Interfaces a Precision Write Tool

    The Karolinska Institute has announced that the 2026 Nobel Prize in Physiology or Medicine goes to Karl Deisseroth, Peter Hegemann and Georg Nagel for the discovery of light-gated ion channels and optogenetics. The article explains how the channelrhodopsin ChR2 is activated by blue light and discusses how optogenetics adds precision write capability to brain-computer interfaces.

Oct 14Wed
  1. OFweek Optics Network · NewsOptics industryOptics and AI59

    Leqi Gen-2 AI Glasses Preview: Four Optical Challenges for Diffractive Waveguides

    The article argues that AI capabilities can be upgraded over the air, but the optical experience of a diffractive waveguide is hard to fix once finalized. The development of Leqi's second-generation AI glasses focuses on four engineering challenges: making the grating invisible, suppressing rainbow artifacts, thinning the lens, and reducing reflections while preserving brightness. These are also the issues that must be solved for consumer AI glasses to look like ordinary eyewear.

  2. OFweek Optics Network · NewsOptics industry46

    iPhone Duo Sparks Interest in Under-Display Cameras; Red Magic to Launch Ninth-Generation Solution

    Following the debut of Apple's first foldable phone, the iPhone Duo, under-display cameras are back in the spotlight. Red Magic has also announced plans to introduce its ninth-generation under-display camera technology, sticking with a true full-screen design. The article looks back at how, six years after under-display cameras entered mass production, most manufacturers returned to punch-hole designs.

Oct 13Tue
Oct 12Mon
  1. OFweek Laser Network · NewsOptics industry46

    Growth Challenges for Maxphotonics After 10kW-Class Shipments Top 10,000 Units

    An article by OFweek Laser notes that Maxphotonics became the first to ship more than 10,000 10kW-class fiber lasers worldwide in 2025. Drawing on observations from the Shanghai工博会 (CIIF), the article discusses how 10kW lasers can sustain growth as the fiber laser industry shifts from price wars to competition on new fronts.

Oct 10Sat
  1. OFweek Optics Network · NewsOptics industry39

    Smartphone Market Free-for-All: The Imaging War Keeps Escalating

    Smartphone makers are entering another intensive product-launch cycle, with larger sensors, longer telephoto reach, stronger stabilization and computational photography remaining key selling points. The article argues that as performance and displays mature, imaging remains the core battleground for differentiation and winning over premium users.

Oct 9Fri
  1. OFweek Optics Network · NewsOptics industryOptics and AI53

    The Price Dilemma of Micro-Optical Engines for AR Glasses, Seen Through the Supply Chain

    The article argues that the core bottleneck keeping AR glasses from the mass market lies not in chips or software, but in the micro-optical engine inside the temples. The micro-optical engine is the image-generation core of AR glasses, and prices remain high even after mass production, with most volume-produced models still selling for several thousand yuan or even more than ten thousand yuan.

Oct 8Thu
  1. OFweek Laser Network · NewsOptics industryOptics and AI53

    Lumentum Capacity Squeeze: What Else Is in Its Arsenal Beyond EMLs and CW Lasers?

    Dolphin Research continues its breakdown of Lumentum: EMLs anchor the profit base of pluggable optical modules, while high-power discrete UHP CW lasers bet on next-generation CPO/NPO architectures. With high-end laser chips severely undersupplied, leading manufacturers with in-house capacity are reaping price increases, long-term orders and rising gross margins at the same time.

  2. Laser Focus WorldOptics industryOptics and AI61

    From Pixels to Optical Links: MicroLED Shifts Toward Co-Packaged Optics

    A Laser Focus World article notes that surging industry interest in MicroLED co-packaged optics (CPO) reflects its many advantages, though technical challenges remain to be solved.

    Why we recommend it: The original article reviews the advantages and challenges of MicroLED's move from displays to optical interconnects, helping assess the maturity of this CPO approach

Oct 7Wed
Oct 6Tue
Oct 5Mon
  1. Laser Focus WorldOptics industry46

    Virtual Prototyping Before Hardware: From Optical Design to System Performance

    A Laser Focus World article notes that an optical design can meet its specifications yet still fail at the system level, for example when the output of an imaging instrument is interpreted by algorithms rather than the human eye; it advocates using virtual prototyping to evaluate system performance before building hardware.

Sep 30Wed
  1. OFweek Optics Network · NewsOptics industry43

    Black-Light Optoelectronic Tweezers Used in Antibody Drug R&D; Xinguang Biology a Leading Domestic Player

    The article describes the expanding market for optoelectronic tweezers (micro- and nano-manipulation technology based on light-induced dielectrophoresis). Black-light optoelectronic tweezers combine a special wavelength mix with polarization control to generate strong trapping forces without damaging samples, enabling applications such as antibody drug screening. Xinguang Biology is a leading domestic company in this field.

Sep 29Tue
  2. OFweek Optics Network · NewsOptics industryOptics and AI55

    Are DOE and Metasurfaces the Same Thing?

    Citing Yole's 2025 diffractive optics report, the article notes that metasurfaces are a nanoscale subclass of DOE diffractive optical elements, not a replacement. The two have diverged in physical mechanisms, manufacturing routes and industrialization stages: conventional DOEs underpin today's AR waveguide mass production, while metasurfaces carry future upgrades.

  3. C114 Communications Network · Optical CommunicationsOptics industry56

    How Far Has 50G-PON Come?

    China's Ministry of Industry and Information Technology's 15th Five-Year Plan for the Information and Communications Industry sets a target of 1 million 50G-PON ports nationwide by 2030, compared with about 20,000 in 2025 — a 50-fold gap. This marks the first time 50G-PON has been included as a quantified target in a national five-year plan. The article reviews its commercialization progress and remaining obstacles.

Sep 28Mon
  1. OFweek Optics Network · NewsOptics industryOptics and AI59

    The Other Side of the Year One of Waveguide Mass Production: Capacity Is in Place, but Is Yield Keeping Up?

    The article argues that 2026 is the first year of optical waveguide mass production, with several million-unit annual capacities coming online, but capacity expansion does not equal stable mass production. The core barrier has shifted from whether it can be done to whether it can be done consistently at high yield. The three key bottlenecks in materials, processes and inspection are interlinked, requiring system-level capabilities across the entire chain.

  2. OFweek Optics Network · NewsOptics industryOptics and AI55

    Industry Analysis: Silicon Carbide Waveguides Shift from Performance Option to Mass Production Essential

    An OFweek article analyzes how silicon carbide optical waveguides are moving from an alternative AR performance material to a core element of mass production, with materials, chips and modules all scaling up simultaneously. It cites moves including Afa Long's B round of over RMB 100 million to build an 8-inch silicon carbide metasurface waveguide chip mass production line, Guangna Siwei's financing of nearly RMB 200 million, and Goertek Optics' F50Se module achieving a 50° field of view. The author argues that cost, processing yield and supply chain maturity remain the three hurdles before large-scale deployment, with SiC waveguides currently averaging USD 250-350 per unit.

  3. OFweek Laser Network · NewsOptics industryOptics and AI53

    From Optical Interconnect Veteran to All-Round Enabler, What Makes Lumentum Special?

    An article by Dolphin Analyst breaks down Lumentum: its share price has risen nearly tenfold in a year, its market value exceeds USD 70 billion, and NVIDIA invested USD 2 billion for a stake in March 2026. The article argues that no matter how optical module form factors evolve, the position of high-value, barrier-protected optical engines remains solid.

Sep 25Fri
  3. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI56

    Photon Bridge CCO: Tackling the Mass-Production Bottleneck for External Light Sources in AI Optical Interconnect

    C114 interviews Photon Bridge's chief commercial officer about the interconnect bandwidth pressure from expanding AI compute clusters, the role of integrated photonics in breaking through optical module power and density limits, the mass-production challenges of external light sources (ELS), and the Dutch integrated photonics ecosystem.

Sep 24Thu
  1. OFweek Optics Network · NewsOptics industryOptics and AI61

    CIOE 2026 AR Optics Review: Mass Production, Slim Design and Color Emerge as Key Themes

    At the 27th CIOE and SIVA 2026, the key themes for VR/AR optics centered on mass production, slim design and color displays for AR glasses. The article summarizes show trends, noting that 4-inch, 6-inch and other semiconductor wafers were everywhere, serving as a way to demonstrate mass-production capability.

    Why we recommend it: The original article surveys the directions of multiple AR optics makers at CIOE, offering a cross-sectional view of the AR optics supply chain

Sep 23Wed
  1. OFweek Optics Network · NewsOptics industryOptics and AI46

    Interview with Sunny Optics' Xiong Guanhao: Reconstructing the Value of Light with 'Optics + AI'

    Speaking at CIOE 2026, Xiong Guanhao, senior director of strategy and marketing at Sunny Optics, said AI is moving from the cloud into the physical world, and optics is shifting from an imaging tool to the gateway through which AI acquires information, understands the world and transmits data.

  2. OFweek Optics Network · NewsOptics industryOptics and AI56

    Optical Waveguide Technologies: Five Routes and Five Physical Logics

    The article groups AR optical waveguides into three major categories and five technical routes: geometric, diffractive (including SRG, VHG and PVG) and metasurface. Each relies on different optical principles, performance limits and industrialization timelines, and the author argues that no single solution fits all.

Sep 22Tue
  1. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI61

    LightCounting: NPO Is Hot, but Pluggables Still Dominate the Market

    LightCounting's latest quarterly report says NPOs dominated much of the discussion at the recent CIOE, much as the industry's enthusiasm for LPOs a few years ago. Yet sales of retimed pluggable optical modules continue to hit new highs, with Ethernet optical modules accounting for the bulk of overall sales.

    Why we recommend it: The original article contrasts sales data with the hype, helping to gauge the real pace of NPO and pluggable optical modules

Sep 20Sun
  1. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI56

    CIOE's Hidden Star: Optical Interconnect Testing Gets Repriced

    C114 notes that at CIOE 2026, optical module makers competed on 1.6T, 3.2T and 6.4T speeds, while test and measurement is another crowded track. Lianxun Instruments, which listed on the STAR Market this April, saw its shares peak at RMB 2,777.77 within three months of its debut, making it the most expensive stock on the A-share market. Its business covers test equipment for optical modules and CPO optical engines.

  4. C114 Communications Network · Optical CommunicationsOptics industry49

    SGITG Center's Deng Li: Specialty Optical Fiber Supports Upgrade of Power Backbone Communication Networks

    Deng Li, deputy director of the Communications Network Construction Department at the State Grid Information & Telecommunication Center, presented a report titled "Research and Application of Specialty Optical Fiber in Power Backbone Communication Networks" at the AI+ New Optical Fiber Application Forum, outlining the engineering value of specialty optical fiber in power communication networks.