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 Insights - 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] - The company aims to address the longstanding challenge in the aerospace industry of balancing flexibility and durability in satellite solar panels, as the demand for low Earth orbit satellite internet grows [1][2] Group 1: Technology and Innovation - 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 not flexible [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 a remarkable radius of R1.5mm, allowing for compact storage during satellite launch [3] Group 2: Manufacturing and Cost Efficiency - The company's unique chemical strengthening process and laser/diamond wire cutting technology significantly reduce the density of micro-defects in the glass, enhancing its durability during rocket launches [4] - Lens Technology's ability to scale production to consumer electronics levels provides a competitive edge in the commercial space sector, where industrial-scale manufacturing is becoming essential [5] - The company can rapidly expand its pilot lines and adapt mass production lines, which is crucial for meeting the ambitious goals of satellite companies planning to launch thousands of satellites annually [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 protect chips from electrostatic discharge and help regulate battery temperature [6] - Although this segment currently represents a small portion of the company's revenue, its potential significance in the expanding space infrastructure market is noteworthy [6] - The company is positioning itself as a key player in the future of space energy solutions, demonstrating that ground industrial giants with advanced manufacturing capabilities will be essential in the era of large-scale space infrastructure expansion [6]