【CES 2026 深度观察】 从指尖到星际：蓝思科技首秀航天级 UTG，重塑低轨卫星“能源天幕”

Core Viewpoint - Lens Technology has unveiled its aerospace-grade UTG photovoltaic packaging solution at CES 2026, marking its entry into the commercial space infrastructure market, leveraging its precision manufacturing capabilities from the consumer electronics sector [1] Group 1: Technology and Innovation - The traditional aerospace solar cell covers are either heavy radiation-resistant glass or expensive fused quartz, typically ranging from 100μm to 500μm in thickness, which are sturdy but too heavy and inflexible [2] - Lens Technology's UTG solution, made from inorganic materials, offers immunity to atomic oxygen and UV aging, ensuring high light transmittance throughout the satellite's lifecycle [2] - The UTG glass, with a thickness of only 30μm-50μm, can be bent to an impressive radius of R1.5mm, allowing for compact storage during satellite launches [3] Group 2: Manufacturing and Cost Efficiency - Lens Technology's unique chemical strengthening process and laser/diamond wire cutting technology significantly reduce the density of micro-defects in glass, enhancing its durability under stress and vibration during rocket launches [4] - The company emphasizes that the logic of commercial aerospace has shifted to an era of industrialized mass production, contrasting with traditional small-batch, lab-level customization by other aerospace glass manufacturers [5] - Lens Technology's ability to rapidly expand pilot lines and flexibly modify production lines positions it to meet the demands of satellite companies planning to launch thousands of satellites annually, thereby reducing the BOM costs significantly [5] Group 3: Future Outlook - Lens Technology is developing a new generation of composite UTG that integrates anti-static and selective radiation coatings, which will not only protect chips from electrostatic discharge but also help regulate battery temperature [6] - Although this business currently represents a small portion of Lens Technology's overall revenue and is in the validation phase with top-tier photovoltaic component manufacturers and commercial aerospace clients, its significance in the expanding space infrastructure market is noteworthy [6]