全息光栅 产品定义 全息光栅市场目前正处于稳步发展阶段，其特征是应用范围不断扩大，尤其是在高精度光学领域，同时制造技术也在持续创新。领先制造商 正加大对先进光刻、纳米加工和涂层技术的投入，以提高衍射效率、光谱分辨率和耐用性，从而使其在光谱学、激光调谐和电信等领域得到 更广泛的应用。从地域上看，北美和欧洲凭借成熟的研究基础设施和较早的技术应用优势，继续保持市场领先地位；而亚太地区正迅速崛 起，成为增长最快的市场，这得益于光子技术和电子制造行业的快速发展。尽管面临生产成本高和需要专业技术人员等挑战，但市场仍受益 于对小型化、高性能光学器件日益增长的需求，以及全息光栅在下一代光子系统中的应用前景。 未来趋势： 与光子器件的集成：全息光栅将越来越多地被集成到小型光子电路和光芯片中，从而推动集成光学的应用，并为电信、量子计算和下一代数 据传输等领域的发展提供支持。 纳米加工技术进步：新兴的纳米光刻和激光刻蚀技术将使人们能够制造精度更高、形状更灵活、效率更优的全息光栅，从而降低其在更广泛 商业应用领域的推广门槛。 亚太地区市场增长迅速：得益于电子和光子制造技术的快速发展，亚太地区有望成为增长最快的市场，私营企业和政府机构 ...

特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 在光学领域，滨松光子学株式会社（以下简称 "滨松"）是一个熠熠生辉的名字。自 1953年成立以来，这家源自日本 滨松市的企业，已成长为全球光子技术领域的巨擘。 从 神冈探测器实验 到引力波探测，从高端分析仪器到半导体检 测，滨松的光电产品在众多尖端领域发挥着重要作用。 近 日 ， 仪 器 信 息 网 编 辑 走 进 滨松中国 ， 对 滨 松 电 子 管 事 业 部 事 业 部 长 上 野 和 夫 进 行 了 专 访 。 从 35 年 的 滨 松 职 业 生 涯，到支撑企业持续创新的核心动力，再到对中国市场的洞察与未来技术展望，上野和夫以坦诚的分享，勾勒出滨松的 发展脉络与光学技术的前行方向。 与滨松的故事：从光的兴趣到三十五载的坚守与传承 上野和夫与滨松的缘分，始于对 "光"的好奇与对故乡的眷恋。这份缘分不仅贯穿了他35年的职业生涯，更塑造了他从 工程师到管理者的成长轨迹，也让他深刻烙印下滨松这座城市的 文化 特质。 结缘滨松：一场 "光"与故乡的双向选择 大学时期，上野和夫在东京一所高校的光 ...

Exclusive: A $63 billion Chinese optics firm is considering a listing in Hong Kong https://t.co/aIY3uTGtGC ...

Financial giants have made a conspicuous bullish move on LightPath Technologies. Our analysis of options history for LightPath Technologies (NASDAQ:LPTH) revealed 8 unusual trades.Delving into the details, we found 75% of traders were bullish, while 12% showed bearish tendencies. Out of all the trades we spotted, 5 were puts, with a value of $189,729, and 3 were calls, valued at $85,340.What's The Price Target?Based on the trading activity, it appears that the significant investors are aiming for a price te ...

Precision Optics Corporation (NasdaqCM:POCI) 2025 Conference September 30, 2025 10:15 AM ET Speaker0All right. Hello, everyone. Thank you for joining us throughout the day here at the Lithium Partners Fall twenty twenty five Investor Conference. My name is Robert Blum, Managing Partner at Lithium. Our next presentation comes from Precision Optics Corporation, ticker symbol of POCI on the NASDAQ, and presenting from the company is their chief executive officer, doctor Joe Forkey.Joe, thanks so much for your ...

Core Viewpoint - Precision Optics Corporation will participate in the Lytham Partners Fall 2025 Investor Conference, hosting a webcast presentation and one-on-one meetings with investors on September 30, 2025 [1][2][3]. Company Overview - Precision Optics Corporation, founded in 1982, is a vertically integrated optics company focused on advanced optical instruments for the medical and defense/aerospace industries [4]. - The company leverages proprietary micro-optics, 3D imaging, and digital imaging technologies to provide services from product concept to mass manufacture [4]. - Precision Optics supports next-generation medical device companies by providing enhanced imaging systems for minimally invasive surgery and 3D endoscopy systems [4]. - The company has a long history of supplying optical products, including complex endocouplers and specialized endoscopes, to top-tier medical device companies [4]. - In the defense/aerospace sector, Precision Optics applies its technical proficiency in micro-optics to meet high-quality standards while optimizing size, weight, and power [4].

Group 1 - LightPath Technologies reported a fourth-quarter loss of 16 cents per share, which was wider than the analyst estimate of a 4-cent loss [1] - Quarterly revenue was $12.21 million, exceeding the Street estimate of $12.2 million and up from $8.63 million in the same period last year [1] - The company's CEO, Sam Rubin, emphasized a strategic shift away from Germanium optics towards proprietary BlackDiamond glass and complete IR camera systems [2] Group 2 - Following the earnings announcement, LightPath shares increased by 17.5% to $7.64 [2] - HC Wainwright & Co. analyst Scott Buck maintained a Buy rating and raised the price target from $7 to $8 [7] - Lake Street analyst Jaeson Schmidt also maintained a Buy rating and increased the price target from $4 to $7.5 [7]

Group 1 - LightPath Technologies reported a fourth-quarter loss of 16 cents per share, which was wider than the analyst estimate of a 4-cent loss [1] - Quarterly revenue was $12.21 million, slightly beating the Street estimate of $12.2 million and showing an increase from $8.63 million in the same period last year [1] - The company's CEO, Sam Rubin, emphasized a strategic shift away from Germanium optics towards scaling their proprietary BlackDiamond glass for defense applications and moving into complete IR camera systems [2] Group 2 - Following the earnings announcement, LightPath shares increased by 17.5% to $7.64 [2] - HC Wainwright & Co. analyst Scott Buck maintained a Buy rating on LightPath and raised the price target from $7 to $8 [7] - Lake Street analyst Jaeson Schmidt also maintained a Buy rating and increased the price target from $4 to $7.5 [7]

Financial Data and Key Metrics Changes - Revenue for Q4 fiscal 2025 increased by 41.4% to $12.2 million compared to $8.6 million in the same quarter of the previous year [28] - Gross profit increased by 6.6% to $2.7 million, representing 22% of total revenues, down from 29.2% in the same quarter of the prior fiscal year [30] - Net loss for Q4 fiscal 2025 totaled $7.1 million, or $0.16 per share, compared to a loss of $2.4 million, or $0.06 per share in the same quarter of the previous year [31] - Adjusted EBITDA loss for Q4 fiscal 2025 was $1.9 million, compared to a loss of $1.1 million for the same period of the prior fiscal year [32] Business Line Data and Key Metrics Changes - Revenue from infrared components was $4.9 million, accounting for 40% of consolidated revenue [29] - Revenue from visible components was $2.8 million, or 23.2% of consolidated revenue [29] - Revenue from assemblies and modules was $4.2 million, or 34.1% of consolidated revenue [29] - Revenue from engineering services was $0.3 million, or 2.1% of consolidated revenue [29] Market Data and Key Metrics Changes - The company reported a record backlog of $90 million, with more than two-thirds attributed to systems and subsystems [10] - Significant orders totaling over $40 million for infrared cameras were announced for delivery in 2026 and 2027, primarily for border surveillance and counter-UAS applications [11][14] - More than $10 million of the backlog is specifically for cameras designed for counter-UAS systems [15] Company Strategy and Development Direction - The company is transitioning from a component manufacturer to focusing on subsystems and systems enabled by its technologies, particularly in infrared imaging [7] - The acquisition of G5 Infrared is a strategic move to enhance capabilities in thermal imaging cameras and address supply chain challenges [9] - The company aims to leverage its proprietary BlackDiamond glass to create value and capture more of the market [8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's growth trajectory, citing a 41% quarter-over-quarter growth and a substantial backlog as indicators of success [26] - The ongoing geopolitical tensions and supply chain disruptions have increased demand for alternatives to germanium, positioning the company favorably [18] - Management anticipates significant growth in the coming years, driven by investments in unique materials and technologies [26] Other Important Information - The company received an $8 million strategic investment from Ondas Holdings and Unusual Machines to support manufacturing efforts [25] - The integration of G5 Infrared was completed ahead of schedule and below budget, enhancing operational capabilities [32] Q&A Session Summary Question: How much did G5 contribute to revenue in the June quarter? - G5 contributed $4.2 million to revenue [39] Question: How much does G5 comprise of the $90 million backlog? - Approximately two-thirds of the backlog consists of cameras and assemblies [40] Question: Are you expecting to be sole sourced for the border security opportunity? - The company is in a unique position and may end up providing all the towers along the border [41] Question: Can you elaborate on the expansion of capacity in Visimid? - The facility will support multiple projects beyond the Lockheed contract, including uncooled cameras and other developments [48] Question: What is the expected gross margin improvement timeline? - The company expects to reach close to 30% gross margin soon, with a longer-term goal of 40% as the product mix shifts [64] Question: What is the status of the Lockheed contract decision timeframe? - The formal decision is expected by next fall, but indications may come sooner [67]

Core Insights - LightPath Technologies, Inc. reported a larger-than-expected loss for the fourth quarter, with losses of 16 cents per share, missing the analyst estimate of 4 cents [1] - The company's quarterly revenue was $12.21 million, slightly beating the Street estimate of $12.2 million and showing a significant increase from $8.63 million in the same period last year [2] - CEO Sam Rubin emphasized the company's strategic shift away from Germanium optics towards proprietary BlackDiamond glass and complete IR camera systems, indicating a focus on key defense verticals [3] Financial Performance - Fourth-quarter loss: 16 cents per share, compared to the expected loss of 4 cents [1] - Quarterly revenue: $12.21 million, exceeding the estimate of $12.2 million and up from $8.63 million year-over-year [2] Stock Performance - LightPath Technologies stock fell by 14.31%, trading at $5.57 in extended trading following the earnings report [3]