Guolong Technology Deepens OCS Strategy
Su Guoyan of Guolong Technology outlines the company's OCS strategy, aimed at building a core engine for AI compute optical interconnects.
Su Guoyan of Guolong Technology outlines the company's OCS strategy, aimed at building a core engine for AI compute optical interconnects.
Driven by AI and a recovery in consumer electronics, several laser companies expect higher first-half results.
Godox's first camera, priced at 199 yuan, delivers average photo quality, but its transparent-screen viewfinder is a highlight.
A team led by researcher Li Shaojuan at the Changchun Institute of Optics, Fine Mechanics and Physics has developed a vision-olfaction dual-modal neuromorphic device based on a MoS2/SnS2 floating-gate heterostructure. The device responds to both optical and gas signals and fuses them at the device level. The results were published in Advanced Materials. The device has an active area of 148 µm² and static power consumption of 3.4 µW. With the optical modality introduced, classification accuracy for 12 gases rose from 52.24% to 98.27%, while recognition accuracy for 51 gas mixtures reached 89.32%.
A team led by Researcher Meng Bo at the Changchun Institute of Optics, Fine Mechanics and Physics published a paper in Laser & Photonics Reviews presenting a mid-infrared quantum cascade laser with a goblet-shaped waveguide structure, using selective wet etching of the active region and eliminating the semi-insulating InP lateral regrowth process. A 1 mm x 3 um device achieved a continuous-wave threshold power consumption of about 1 W at 293 K, an output power above 27 mW, and a room-temperature pulsed wall-plug efficiency of 3.9%. A 2 um-wide device achieved stable single-mode lasing across the entire current range, with a side-mode suppression ratio of about 20 dB.
Why we recommend it: The goblet-shaped waveguide eliminates the semi-insulating InP regrowth process through selective wet etching. The original paper gives room-temperature continuous-wave threshold power consumption and wall-plug efficiency, which can be compared with buried heterostructure devices for context.
Hengtong says AI is reshaping the logic of the optical communications industry, and the company is pursuing growth around connectivity plus computing.
China Telecom's Liu Yuyang says AI inference is driving compute closer to the edge, and OCS is moving toward metro-scale compute optical interconnects.
Omdia's Lu Mingyang analyzes the market opportunities and barriers for OCS amid AI-driven demand.
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.
Sanshiyuan Technology's Liang Jialun analyzes the challenges of taking OCS systems from 0 to 1.
China Unicom's Hu Yakun discusses optical interconnect technologies and practical applications for intelligent computing centers.
Alibaba Cloud's Wang Peng outlines the evolution of OCS technology for AI clusters and its application outlook.
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%.
Zhongji Innolight will list in Hong Kong on July 30, raising more than HKD 54.5 billion.
Dongshan Precision says unit prices for its optical module products will decline slightly.
Teams led by Fu Yuxi and Cao Huabao at the Xi'an Institute of Optics and Precision Mechanics have made new progress in high-repetition-rate, high-energy ultrafast thin-disk lasers.
Why we recommend it: The original article provides specific data and details that help assess the actual progress in this direction.
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.
Wang Jun's team at the Shanghai Institute of Optics and Mechanics has made new progress in research on high-power laser protection mechanisms.
Fluorinated photosensitive polyimide enables direct photolithographic patterning and offers superior dielectric and optical properties.
The Shanghai Institute of Optics and Mechanics has made progress in precise control of cold-atom velocity vectors.
The Shanghai Institute of Optics and Mechanics has made progress in single-shot array coherent diffraction imaging with a photon sieve.
Why we recommend it: The original article provides specific data and details that help assess the actual progress in this direction.
The Shanghai Institute of Optics and Mechanics has made progress in amplitude-frequency modulation monitoring for high-power laser drivers used in inertial confinement fusion.
The Shanghai Institute of Optics and Mechanics has made progress in optically accelerated solving of large-spin-scale combinatorial optimization problems.
Why we recommend it: The original article provides specific data and details that help assess the actual progress in this direction.
The Shanghai Institute of Optics and Mechanics has made new progress in research on optoelectronic neural synaptic devices.
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.
A team led by Guo Xiaoyang and Liu Xingyuan at the Changchun Institute of Optics, in collaboration with the Changchun Institute of Applied Chemistry, has built asymmetric Fabry-Perot microcavities using double-sided dielectric/metal/dielectric (DMD) electrodes to create color-programmable semi-transparent organic photovoltaic windows. The results were published in Advanced Functional Materials. The device achieves a power conversion efficiency of 10.07%, an average visible light transmittance of 35.9%, an infrared blocking rate of 91.59%, and a color rendering index of 89.8. The reflected color can be tuned by varying the thickness of the MoO3 dielectric layers on both sides, covering most of the sRGB color gamut.
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.
The Xi'an Institute of Optics, in collaboration with the Air Force Medical University, has made progress in targeted low-temperature neuromodulation of the dorsal root ganglion.
The Laser Technology Center at AIOFM published a paper in Optics Express describing the introduction of Gd3+ and Pr3+ into YAP crystals to obtain Er,Pr:GYAP crystals, achieving high-energy laser output at 2.7 micrometers using LD side pumping.
The Ultrafast Optics Research Department of the Xi'an Institute of Optics and Mechanics has made new progress in the study of chiral light-matter interactions.