Lightwave: SCTE TechExpo26 Product Showcase
Lightwave rounds up the broadband and fiber products on display at SCTE TechExpo26.
Lightwave rounds up the broadband and fiber products on display at SCTE TechExpo26.
The State Administration for Market Regulation and the Standardization Administration of China have released three national standards for Fourier transform infrared (FTIR) spectroscopy. The team led by Li Xiangxian at the Environmental Optics Center of the Anhui Institute of Optics and Fine Mechanics took part in drafting them.
A Laser Focus World article notes that megawatt-class laser optical systems are limited by optical materials: even the tightest coatings absorb some energy, causing thermal distortion. A new method uses thermal imaging to enable large-aperture wavefront sensing.
An expert team from a leading automotive lighting company conducted a supplier qualification review of Zhongguang Optics' Automotive Optoelectronic Display Branch against the SAS standard. Zhongguang Optics passed the audit and secured qualified supplier status, gaining entry into the supply chain for high-end automotive lighting and vision systems.
Suzhou Chenling Optics had its acquisition by Hasan terminated in December 2025 over valuation disagreements, but it has since won major clients including Luxshare Precision and Dongshan Precision, and extended its optical inspection business into robotics.
During the 27th CIOE, Guo Jingyun, brand manager at Phenix Optical, spoke with Ofweek Optics about how the company, founded in 1965 and the first listed company in China's optics industry, is seeking new opportunities amid the 'Light + AI' wave.
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.
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.
CCTV host Dong Qian interviews Xia Haiyun, chairman of Guangzai Technology, a company incubated by the Hangzhou Institute of Optics and Mechanics, on the program Trust in China, discussing the path of independent innovation in domestic LiDAR.
On September 10, the China Securities Regulatory Commission approved the registration of Jinan Senfeng Laser Technology's public share offering to unspecified qualified investors. The approval was disclosed on September 24, marking progress in the company's review and registration stage for a listing on the Beijing Stock Exchange. Senfeng Laser was founded in 2007.
Lightwave's editor-in-chief shares observations and takeaways from the SCTE TechExpo26 show.
This week's Cable Tech Expo in Atlanta focused on cable network convergence, fiber and network resilience strategies.
China Telecom's proprietary industrial PON technology has won the Optical Access Innovation Award at the European Conference on Optical Communication (ECOC) 2026. Designed for industrial smart scenarios, the technology uses an all-optical network to support the integration of sensing, decision-making and control in production.
Jiemei Technology announced on September 22 that its restructuring proposal had been reviewed and approved. The company plans to acquire 100% of the equity of Aifusi Technology through a share issuance, valuing the deal at RMB 915 million, with supporting financing of RMB 228 million, in a move to enter the lithography machine optical processing equipment sector.
Chuangsi Zhiye (Beijing) Optoelectronic Technology held a plaque-unveiling and new plant launch ceremony, with its ultra-precision optical component pilot production base, representing a total investment of RMB 200 million and a floor area of 5,800 square meters, commencing operations at the same time. The facility is planned to house five pilot production lines. The company's revenue has grown from the millions of yuan level to over RMB 200 million.
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.
According to leaks, the Huawei Mate 90 Pro Max Collector's Edition will offer an attachable Ruiying Z10 10x zoom module camera featuring a 1-inch sensor and a 10x optical zoom lens, with a physical focal length of 9.1-91mm and an aperture of F2.0-F4.5, equivalent to 24-240mm. It includes its own CMOS, zoom and focusing mechanisms and attaches via magnets plus contact pins.
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.
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.
Hesai, Seyond and RoboSense released their financial reports in succession in August. Comparing the three, the article notes that as production vehicle models, robotics and embodied AI generate real demand, the growth logic of leading LiDAR companies is beginning to diverge.
At Connect 2026, Meta announced that Meta Ray-Ban Display will go on sale outside the US, with online ordering that requires no in-store fitting, plus new features including third-party app discovery and navigation improvements.
Why we recommend it: The article notes that the display-equipped AI glasses are moving from limited in-store fitting to online and international sales, a sign of channel expansion
Huili Ecology announced that its majority-owned subsidiary Wuhan Junheng Technology plans to build an R&D and production base in Wuhan East Lake High-tech Zone, replacing and upgrading its existing annual capacity of 1.5 million units and adding 2 million units of optical module capacity upon completion.
Hengtong Optic-Electric released a private placement plan to raise up to 6.636 billion yuan for next-generation optical fiber R&D and production, construction of high-end optical new materials in Inner Mongolia, and advanced AI optical interconnect projects, with no more than 35 targeted investors.
Why we recommend it: The article lists the intended uses of the proceeds, helping to show the fiber leader's investment in AI optical interconnect
Lightwave reports on Ciena's view that network investment is entering a sustained cycle.
Hengxin Technology general manager Wang Shenzhu gave an interview to C114 at PT Expo 2026, outlining the company's 6G-oriented布局 across wireless coverage, access, satellite communications and digital twins.
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.
Lightwave rounds up optical communications products from ECOC 2026.
Armstrong's broadband buildout in rural West Virginia highlights the role of public-private partnerships.
Xiaomi unveiled the 18 Pro series on September 23, featuring a Leica optics 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 internal focusing design; O-Film also supplied modules for the earlier Xiaomi 17 Pro series.
Haichuang Optoelectronics filed its listing tutoring record with the Beijing Stock Exchange on September 22, signing a tutoring agreement with Industrial Securities. The company's STAR Market IPO was accepted in 2023 but voluntarily withdrawn in November 2025. After a performance decline in 2024-2025, net profit rose 578% in the first half of 2026.
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
Hangzhou Fujia Gallium, a company incubated by the Hangzhou Institute of Optics and Mechanics, was approved on September 1 to establish a Zhejiang provincial postdoctoral workstation. The company will partner with universities to train talent in core technologies such as ultra-wide bandgap semiconductor materials.
A team from the High-Power Laser Component Technology and Engineering Department at the Shanghai Institute of Optics and Mechanics used nanoimprint lithography to fabricate large-area, double-sided fused-silica nanopillar metasurfaces, achieving broadband, wide-angle antireflection from the visible to the near-infrared, along with good high-temperature stability and laser damage tolerance.
Why we recommend it: The original paper presents a scalable nanoimprint process and laser damage tolerance, offering practical value for high-power laser optics
A team at the Shanghai Institute of Optics and Fine Mechanics has proposed and demonstrated a lithography-free Cr/a-GST/Bi planar metal-insulator-metal absorber based on ultrahigh-refractive-index materials. With a total thickness of only 550 nm, it achieves high absorption and thermal emission control across the 8-14 μm long-wave infrared band.
Why we recommend it: The original work presents a lithography-free, ultrathin long-wave infrared absorber structure that is relevant to infrared stealth and thermal management devices
Under the theme "Strengthening Networks, Boosting Computing, and Building a Smart Ecosystem," Hengtong Optic-Electric presented optical fiber, optical interconnect and other optoelectronic solutions for AI computing at PT EXPO 2026, supporting the implementation of the "AI + Information and Communications" policy.
Water preferentially absorbs longer wavelengths, giving the ocean depths their blue hue; researchers have matched perovskite photovoltaics to the underwater spectrum to boost the performance of underwater solar power generation.
Meta has unveiled the 100 g Meta VR Glasses, powered by a Qualcomm Snapdragon Reality Elite processor with a separate compute unit. They are slated for launch in spring 2027 at $1,300.
Why we recommend it: The source gives the weight, price and launch timing, making this a key milestone in the convergence of headsets toward a glasses form factor
Xinguang Optoelectronics announced on September 22 that it plans to invest RMB 100 million to establish a wholly owned subsidiary, Hangzhou Xinguang Precision Measurement Systems Co., Ltd., in Hangzhou, with an initial paid-in capital of RMB 10 million. The unit will focus on optical test systems including optical instruments, measurement and inspection equipment, optoelectronic sensors and projection objectives.
On September 17, Largan spent RMB 1.172 billion to acquire about 2,259 ping of land and 3,695 ping of buildings in Nantun, Taichung. It was the company's seventh real estate deal since late June, bringing the total to RMB 8.078 billion. Chairman Lin Enping confirmed in July that the company had won its first customer order for fiber arrays, with the land purchases paving the way for mass production in 2027.
Why we recommend it: The source details the pace and value of the land purchases, showing the scale of the smartphone lens leader's push into CPO fiber arrays
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.