Material breakthroughs: Four core key materials including thin-film lithium niobate, ultra-high-purity germanium single crystal, high-end PMMA optical film and kilowatt-level fiber glass have achieved domestic mass production.
Diverging market demand: Demand for consumer optical materials for mobile phones remains sluggish, while AI computing power (optical communication), intelligent automotive, infrared security and ultrafast lasers drive robust shipment growth of high-end optical materials.
Technical trends: Thin-film lithium niobate integrated photonic chips, ultra-thin two-dimensional optical crystals, meta-structure optical thin films and automotive infrared glass stand as cutting-edge industry focuses.