Lante Optics reported net profit attributable to shareholders of 155 million yuan in Q3 2026, up 6.06% year on year. The article analyzes the slower growth amid the transition across its prism, lens and wafer businesses. Revenue for the first three quarters was 1.573 billion yuan and net profit attributable to shareholders was 428 million yuan, up 49.66% and 71.06%, respectively. Optical communication lenses and AR wafers are already in volume supply, and related fundraising projects have disclosed capacity plans, but the handover to new businesses is not yet complete.
Why we recommend it: Comparing the slowdown in third-quarter profit growth with customer and capacity arrangements for lenses and wafers provides context for understanding the structural shift at Lante Optics from prisms to new businesses.
Oct 27Tue
Tuesday
Laser Focus WorldOptics industryOptics and AIPicksAI score6565
Tristan Swedish explains how single-photon avalanche diode (SPAD) arrays use zero readout noise, near-pixel computing and dynamic signal processing to improve low-light and high-dynamic-range imaging. A 1MP array counting at 100 kHz generates 100 Gbps of data, and Ubicept has developed adaptive closed-loop algorithms that compress photon-counting information under bandwidth and power constraints. Real-time optical flow tracking and dynamic motion compensation can use incident light over a longer period, reducing or eliminating motion blur.
Why we recommend it: By linking zero readout noise, soft saturation and near-pixel computing, it offers a way to understand how SPADs trade off low-light performance, dynamic range and data bandwidth.
Oct 21Wed
Wednesday
OFweek Optics Network · NewsOptics industryOptics and AIPicksAI score6969
TDK's AR display solution uses a 150 nm thick meta-optic reflector in place of a conventional curved mirror, forming images through direct retinal projection (DRP). The reflective film has a visible-light transmittance of about 80%, and the current demonstration is still a monochrome prototype. Full-color demonstrations and mass production remain several years away, while consumer-level costs and processing yields are also key hurdles.
Why we recommend it: By comparing the optical paths of direct retinal projection with those of waveguides and BirdBath, this explains the role of TDK's planar meta-reflector and the constraints on full-color implementation and cost.
Oct 20Tue
Tuesday
OFweek Optics Network · NewsOptics industryOptics and AIPicksAI score6363
XGIMI and Dangbei have entered the AI glasses arena, and the article frames this as a business exploration under pressure in their core projector operations, drawing on their accumulated optical engine and microdisplay expertise. XGIMI MemoMind One began domestic pre-sales on October 15 at 2,294 yuan after the national subsidy; the AI note-taking glasses co-developed by Dangbei and DingTalk launched on October 13, priced from 1,299 yuan. Runto Technology notes that experience in optical engine miniaturization and image quality tuning can be reused, but near-eye imaging, wearable design, software ecosystems and eyewear retail channels remain real challenges.
Why we recommend it: Comparing market shifts and imaging constraints in projectors and smart glasses clarifies where optical engine capabilities can be transferred, and the gaps created by wearable design and software ecosystems.
OFweek Optics Network · NewsOptics industryOptics and AIPicksAI score6262
In 2026, AI/AR glasses funding is tilting toward upstream waveguides and microdisplays, and the article argues that investment logic is shifting toward mass-production delivery and scarce capacity. According to incomplete statistics, as of October 2026 more than 37 funding rounds had been publicly disclosed across the domestic industry chain, with a total disclosed amount of about 9 billion yuan. Crystal Optech's C+ round exceeded 1 billion yuan, while MicroJewel Optoelectronics raised several hundred million yuan in a MicroLED Pre-A round.
Why we recommend it: Placing large funding rounds in waveguides and microdisplays alongside end-market sales pressure helps reveal the possible gap between capital investment and mass-production demand in the glasses industry.
OFweek Optics Network · NewsOptics industryOptics and AIPicksAI score6868
Silicon carbide AR waveguides are moving toward wafer-level manufacturing and small-volume production, but low-cost, high-volume consumer shipments remain some way off. A recent preprint from the Zhejiang Provincial Key Laboratory of 3D Micro/Nano Fabrication and Characterization, the Institute of Optoelectronics at Westlake University, and the Mude Micro-Nano team presents a full-color silicon carbide diffractive waveguide measuring 0.35 mm thick and weighing 1.98 g, with patterning of four pairs of lenses demonstrated on an 8-inch SiC wafer. The high refractive index helps widen the field of view and enable monolithic full color, but manufacturing challenges remain, including consistency of optical-grade substrates, micro- and nanofabrication of hard and brittle materials, and light leakage at packaging interfaces.
Why we recommend it: Starting from the field-of-view and monolithic full-color advantages of high refractive index, this article reviews the mass-production constraints of silicon carbide waveguides across substrates, micro- and nanofabrication, and packaging.
Oct 19Mon
Monday
C114 Communications Network · Optical CommunicationsOptics industryOptics and AIPicksAI score5858
An Omdia report notes that pre-terminated fiber solutions are expanding from traditional FTTH scenarios into data centers, edge computing and smart cities. Its data show that cloud business is driving data center capacity growth of 25% per year, and AI development will further increase demand for fast, reliable fiber deployment. Pre-terminated solutions reduce field termination errors through improved connectors and plug-and-play designs, while Clearfield's vertically integrated manufacturing is used to respond to customer needs and reduce dependence on overseas logistics.
Why we recommend it: The deployment advantages of pre-terminated solutions and manufacturing integration cases complement each other, providing context for understanding how passive component suppliers expand from FTTH into data centers.
C114 Communications Network · Optical CommunicationsOptics industryOptics and AIPicksAI score6262
Ao Li, vice president of the China Academy of Information and Communications Technology (CAICT), said the optical communications industry is shifting from being driven by traditional telecom to being driven by AI computing, with next-generation communications networks and optical networks evolving in parallel. He noted that 1.6T is at the early commercialization stage globally, hollow-core fiber is already used for low-latency dedicated lines and cross-domain computing interconnects, and multi-core fiber is entering high-density data center cable scenarios. He expects optical circuit switching systems to form an optoelectronic hybrid architecture with electrical switching, while the relevant technology roadmaps continue to develop in parallel.
Why we recommend it: Comparing high-speed interconnects, hollow-core and multi-core fiber, and optical switching under AI computing demand provides context for understanding the engineering pace of each optical communications pathway.
C114 Communications Network · Optical CommunicationsOptics industryOptics and AIPicksAI score6868
Mao Qian noted that control over fiber demand has shifted from carriers to cloud providers, and preform expansion cycles make supply-demand gaps difficult to ease quickly through pricing. A report he released estimates that global optical fiber and cable demand will reach about 630 million fiber-km in 2026, while effective supply will be only 480 million to 520 million fiber-km, leaving a gap of about 110 million to 150 million fiber-km. Preform plant construction takes 18 to 24 months, and product mix shifts combined with supply constraints are pushing the industry from price competition toward value competition.
Why we recommend it: Linking cloud provider demand with preform capacity expansion cycles explains why structural shortages can persist even when nominal capacity is ample, providing a framework for comparing different fiber categories.
C114 Communications Network · Optical CommunicationsOptics industryOptics and AIPicksAI score6868
Mao Qian released the 2026 Global Optical Fiber and Cable Industry Development Report, stating that the global market is forming two fragmented systems led by the US and China, while Chinese companies' overseas expansion is shifting from absorbing excess capacity to exporting value. APC data show that Chinese companies' combined global share exceeded 45% in 2026, with North American prices at two to three times the global benchmark. The report forecasts that Chinese companies' share will exceed 50% by 2030, and warns of risks from key raw material supply and a supply-demand reversal after new capacity comes online.
Why we recommend it: The report places trade barriers, overseas capacity and customer lock-in within a single competitive framework, providing context for understanding how Chinese fiber companies are shifting from scale expansion to value export.
OFweek Laser Network · NewsOptics industryOptics and AIPicksAI score6666
RUNTO believes the accelerating adoption of tri-color lasers is pushing the focus of laser projector competition from whole units down to light source components. It forecasts global laser projector shipments of 2.405 million units in 2026, with tri-color laser penetration reaching 75% in the Chinese market. HiSilicon recently released five lasers covering discrete single-color and multi-channel integrated solutions, and light source integration is affecting optical engine size, thermal management and overall design flexibility.
Why we recommend it: Placing tri-color laser penetration and integrated light source solutions within the same design chain shows how light source selection affects projector optical engine size, thermal management and product definition.
OFweek Optics Network · NewsOptics industryOptics and AIPicksAI score6868
SRG diffractive optical waveguides use four complementary pathways - nanoimprint, DUV lithography etching, SiC substrates and single-layer full color - to improve mass production, precision, field of view and image quality respectively. The article cites AAC Technologies' single-layer full-color SRG mass production yield of over 80%, a 52-degree FOV for the SiC solution, and the commissioning of Goertek Optics' 12-inch DUV lithography etching production line. Plans for million-unit-level capacity and ramp-up do not mean the industry as a whole has achieved stable million-unit-scale delivery; cost, yield and whole-device integration remain the next hurdles.
Why we recommend it: Discussing nanoimprint, DUV etching, SiC substrates and single-layer full color separately helps distinguish the constraints on waveguide mass production, precision, field of view and image quality.
C114 Communications Network · Optical CommunicationsOptics industryOptics and AIPicksAI score6565
Speaking at the Global Optical Fiber and Cable Conference, Wen Ku said AI, computing power and data centers are reshaping fiber optic cable demand, and urged upstream and downstream players to establish long-term price negotiation mechanisms and expand capacity rationally. He noted that global fiber demand grew 4.1% in 2025, with data communications and data center-related demand up 76%, while expanding optical fiber preform capacity takes two years. Wen Ku warned that high prices could trigger a concentrated release of new capacity, recommending more long-term contracts and navigating price cycles through low-latency, low-loss, high-density technologies and diversified applications.
Why we recommend it: Links AI-driven changes in fiber demand to the preform capacity expansion cycle and price mismatches, providing industry context for why the current boom carries risks of overcapacity.
Oct 8Thu
Thursday
Laser Focus WorldOptics industryOptics and AIPicksAI score6161
A Laser Focus World article analyzes the surge in industry interest in MicroLED co-packaged optics (CPO) solutions, reflecting their multiple advantages, although technical challenges remain to be resolved.
Why we recommend it: The article reviews the advantages and challenges of MicroLED shifting from displays to optical interconnects, helping assess the maturity of this CPO route
Sep 24Thu
Thursday
OFweek Optics Network · NewsOptics industryOptics and AIPicksAI score6161
At the 27th CIOE and SIVA 2026, the keywords for VR/AR optics centered on mass production, thin-and-light 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 summarizes the directions of multiple AR optics makers at the show, making it easy to compare the current state of the AR optics supply chain
Sep 22Tue
Tuesday
C114 Communications Network · Optical CommunicationsOptics industryOptics and AIPicksAI score6161
LightCounting's latest quarterly report says NPO dominated much of the discussion at the recent CIOE, much like the industry's enthusiasm for LPO a few years ago. However, sales of retimed pluggable optical modules continue to hit new highs, with Ethernet optical modules accounting for the majority of overall sales.
The 27th CIOE drew nearly 190,000 visits over three days, up 32% year on year. NPO (near-package optics) products from major domestic optical module makers made a concentrated appearance. NPO moves the optical engine from the switch front panel to near the ASIC package without soldering it to the switch chip, balancing power consumption and serviceability.
An article by VR Tuoluo notes that metalenses had a noticeably stronger presence at CIOE 2026, with NIL Technology showcasing metaEye for AR/VR eye tracking. The article maps out the application paths for metalenses in eye tracking, ToF and AI glasses.
Why we recommend it: The source text lists specific applications of metalenses in XR, helping to gauge the progress of metasurfaces from the lab to products
Sep 16Wed
Wednesday
C114 Communications Network · Optical CommunicationsOptics industryOptics and AIPicksAI score6565
Focuslight addresses Mini and Micro LED process challenges through laser mass transfer, mass welding and chip repair, with key factors being spot control, energy uniformity and closed-loop temperature control. The Flux H system for mass welding uses a 4000-10000W, 976nm light source, with spot length and width adjustable in segments from 2 mm to 200 mm and energy uniformity above 97%. The Flux H system for chip repair uses a 30-150W, 976nm light source, with a 365um×105um spot and energy uniformity above 90%.
Why we recommend it: Mapping mass transfer, welding and repair to spot and thermal management requirements provides a concrete method for working backward from display manufacturing bottlenecks to laser system design parameters.