Milestones in domestic material localization: Four core key materials including 8-inch thin-film lithium niobate wafers, optical PVA substrates, automotive-grade chalcogenide glass and WLG wafer glass have achieved large-scale domestic mass production.
Demand landscape: The mobile phone optics sector sees steady recovery, while four booming tracks—AI computing-powered optical communication, high-level autonomous driving, ultrafast industrial lasers and high-end medical imaging—underpin robust prosperity of the whole industry.
R&D priorities: Wafer-level integrated WLG optics, thin-film lithium niobate photonic integration, nano single-crystal coating and precision free-form surface machining dominate the industry’s core research and development directions.