Automotive optics: Sunny Optical’s annual auto lens shipment tops 130 million pieces with saturated orders for L3 ADAS pre-installed lenses; Lens Technology supplies aspheric lenses & integrated WLG prisms to new-energy vehicle brands.
Telecom & laser parts: Castech、TGG ship PBS, polarizing prisms and collimators for 1.6T/3.2T high-speed optical modules, precision component revenue +46% YoY; Fuzhou forms global opto-component cluster.
Consumer & medical: Flagship Huawei/Xiaomi lift domestic demand for periscope lenses & micro-prisms; localization speeds up on free-form endoscope parts and semiconductor precision lenses.