Company operations, partnerships, capacity and supply chains.
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.
Nitto Denko held a ribbon-cutting ceremony for its new plant in the Thang Long II Industrial Park in Hung Yen Province, Vietnam. The project has a total investment of $160 million and will produce polarizers for smartphones and automobiles, among other products. The company is also continuing to expand its OLED polarizer base in Chengdu, China.
Huawei and the Xi'an Institute of Optics and Precision Mechanics have signed a strategic cooperation agreement, making AI + optics a core focus, with Huawei pledging priority support in computing resources and AI teams. Earlier, on September 17, Huawei unveiled the Ascend 960 superpod using near-package optics (NPO) at Huawei Connect 2026, employing 5,500 in-house Hi-ONE optical engines.
Why we recommend it: The source text places the industry-academia partnership alongside the NPO superpod, showing Huawei's overall strategy in optical interconnects and AI optics
Fueled by news of an acquisition of optical communications assets, Landun Optoelectronics' share price has doubled in the past month, but its fundamentals remain weak: revenue continues to shrink, while both revenue and gross margin in its environmental monitoring business have declined. The company has yet to turn a profit and is seeking a breakthrough through the acquisition of optical communications assets.
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.
Dinglong said at an investor relations event that the explosive growth in AI computing demand is driving optical communications toward higher speeds, placing greater demands on key upstream materials. The company is therefore expanding into high-end core optical communications materials.
O-Film announced on August 5 that board secretary Zhou Liang had resigned due to a work adjustment, and appointed Li Yin as vice president and board secretary, drawing market attention in recent days.
Dao Ming Optics announced on September 18 that it had won a tender from the Guangdong Special Documents Production Center for raw materials for new energy vehicle license plates, valued at RMB 15.3068 million.
Fujian Forecam announced on September 17 that it plans to invest about RMB 110 million of remaining raised funds in a multi-field precision optical components industrialization project and a high-performance aerospace optical lens R&D project, with the precision optical components project carrying a total investment of RMB 87.0416 million.
RoboSense plans to sell its embodied robotics complete-machine business for RMB 59.878 million and focus on supplying key components to robot manufacturers. Seyond has signed a design win with Chuneng Automotive for a forward-facing primary LiDAR, while Hesai has also announced new moves in spatial intelligence.
The exterior facade of Shihua Technology's high-performance optical adhesive film materials plant is largely complete, with some equipment already being installed. The project is expected to come online in early 2027, with total investment of RMB 2.05 billion.
Sunny Optics has joined a seed funding round worth several hundred million yuan for Zeno Robotics and supplies companies including Unitree, extending its reach into the embodied AI supply chain under its Optics plus AI strategy.
Hongshi Intelligence has formed a strategic partnership with Cao Liangcai's team in Tsinghua University's Department of Precision Instruments to tackle the narrowing of light emission angles and optical energy losses in MicroLED microdisplay light sources, supporting lightweight optical engines for AI glasses.
Asia Optical's interim consolidated revenue rose 20% year on year to HKD 714.4 million, while the loss attributable to shareholders narrowed to about HKD 13.381 million.
Hong Kong-listed Yunyinggu has established two controlled subsidiaries, each 55% owned, to enter the optical interconnect and UCIe IP businesses.
SICC said it is working with leading optics customers to deliver products in micro- and nano-optics, but optical-grade silicon carbide remains in the early stage of demand release, making the timing of meaningful revenue hard to predict.
Qianzhao Optoelectronics announced that director Shen Xiaojun has resigned for personal reasons.
Invengo has signed an equity investment letter of intent with Guangtai Communication to acquire 100% of its equity, entering the optical communications field across industry lines.
Ningbo Yongxin Optics has completed its business registration change, reducing registered capital from RMB 110.9367 million to RMB 110.7291 million.
Conant Optics' wholly owned subsidiary Jiangsu Lantu has been renamed Jiangsu Conant Intelligent Technology, focusing on the smart glasses business.