China Mobile's Han Liuyan: Intelligent Collaborative Optical Networks for AI
China Mobile's Han Liuyan presented an intelligent collaborative optical network designed for AI development.
China Mobile's Han Liuyan presented an intelligent collaborative optical network designed for AI development.
LightCounting's Cao Li said Scale-Across is reshaping data center interconnect demand in the AI era.
Guangyin Technology has released an 8x8 nanosecond-class optical circuit switch, moving optical switching closer to the compute side.
A team led by Peng Xie at the Shanghai Institute of Optics and Mechanics has made progress in multidimensional multiplexed optical computing, improving the parallelism of optical computing.
Why we recommend it: The original article provides specific data and details that help assess the actual progress in this direction
Lumus and Quanta have signed a licensed manufacturing agreement to produce Z-30 2.0 and A-Lens waveguides with 30-degree and 50-degree fields of view.
Robot vision solutions company Lianhe Imaging has completed a financing round worth several hundred million yuan, with investors including Dunhong Capital, and annual revenue of about 2 billion yuan.
California lawmakers are advancing a bill that would impose criminal penalties for covert filming using devices such as AI glasses.
In the first half of 2026, RoboSense shipped 719,200 units, up 169.6% year on year, while Seyond shipped 450,900 units, up 364.8%. The article compares the scale, profitability and second growth curves of the three companies.
Even Realities has sued XGIMI in the United States, halting the USD 1.2 million Kickstarter crowdfunding campaign for its MemoMind One AI glasses.
A team at the Optoelectronics Center of the Anhui Institute of Optics and Fine Mechanics has published two results in Remote Sensing, proposing the lightweight keypoint localization framework GeoAdapt and the frequency-domain low-rank adaptation segmentation method Freq-LoRA for aerial target sensing in ground-based optical remote sensing. GeoAdapt has only 5.95M parameters and achieves PCK@0.05D of 89.3%; Freq-LoRA requires only 559K trainable parameters and reaches a mean intersection-over-union of 0.904 across five simulated weather datasets, achieving 96.1% of full fine-tuning performance.
SeeYA Technology reported H1 revenue of RMB 584 million, up 287.87% year on year, with losses narrowing to RMB 53.722 million and order backlog of about RMB 1.6 billion.
Innolight said NPO could see its first shipments in 2027, and the share of overseas production capacity will increase.
Zeiss has invested EUR 2.2 million in Finnish eye-tracking startup SeeTrue Technologies, betting on eye tracking for smart glasses.
The article argues that optical technology is the core breakthrough for the XR industry, with wafer-level optics reaching million-unit volumes and major players entering the market simultaneously.
T&S Communications said its CPO supporting products have entered the volume production and delivery stage.
Sharge Technology unveiled the loomos L1 AI glasses in Wuhan on August 18.
The Shanghai Institute of Optics and Fine Mechanics has published a review summarizing the applications, challenges and outlook of machine learning in inertial confinement fusion.
Cignal AI has raised its forecast for the optical circuit switch market, projecting that it could exceed $8 billion by 2030.
Omdia presents a systematic overview of AI optical interconnect at ECOC 2026.
Nokia is stepping up its optical interconnect business amid the AI supercycle.
Startup Oxford Optical Labs showcased a liquid lens at AWE that switches focal length in 70 ms, with potential use in varifocal XR headsets.
Lumentum said NPO represents an incremental market, while CPO is the ultimate form.
LiDAR installations totaled 1.595 million units in 2024 and 3.316 million in 2025; 2.282 million units were installed in the first half of 2026, with Huawei's 896-beam LiDAR becoming the new benchmark.
VR Tuoluo reviews the 2026 optical waveguide landscape: array waveguides are heating up, SRG diffractive waveguide production is expanding, and VHG volume holographic gratings are being commercialized.
Duogen Hexin has begun large-scale volume production of CWDM4 100mW high-power CW DFB chips and COC devices for 400G/800G/1.6T data centers.
Huiyan Technology has secured about 80% of visual quality inspection orders for housings in Apple's supply chain.
LightCounting analyzes the three major hurdles facing large-scale CPO/NPO deployment.
Guangna Siwei has completed a Series A round of nearly 200 million yuan, with investment from Guangzhou Industrial Investment, Guangzhou Financial Holdings and others, to develop full-color optical waveguides.
LightCounting forecasts that the Ethernet optical module market will grow 73% in 2026.
The Shanghai Institute of Optics and Fine Mechanics (SIOM) has developed an intelligent distributed control system for a laser wakefield accelerator.
Collaborative research between China and Japan has delivered an optical breakthrough for AR glasses, so the lenses no longer look like dark sunglasses.
Tencent and Alibaba are pushing the NPO solution, and Nvidia is also making moves.
Luster's Zhang Hua said optical interconnects are rebuilding the foundation of AI computing power and detailed the RDCN technology roadmap.
The article analyzes the eyewear giant's halved share price, exclusive agreements and succession issues amid strong AI glasses sales.
JONHON has introduced the ELSFP external light source optical connector designed for CPO/NPO architectures, consisting of host-side and module-side connectors.
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%.
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.
China Unicom's Hu Yakun discusses optical interconnect technologies and practical applications for intelligent computing centers.