"By collaborating with Image Quality Labs, we are delivering a key aspect that solves machine vision imaging barriers in a variety of applications,†said Dr. Øyvind Isaksen, CEO of poLight ASA. TØNSBERG, Norway--(BUSINESS WIRE)--poLight ASA (OSE: PLT) and Image Quality Labs (IQL) today announced the development of an M12-based Raspberry Pi TLens® Studio evaluation and development platform, utilizing the new line of TLens® off-the-shelf (OTS) focusing camera lens. This platform enables machine vision design e ...

中证报中证网讯(王珞)12月14日，金橙子(688291)发布公告，拟通过发行股份及支付现金方式，购买汪 永阳、黄猛等8名交易对方合计持有的长春萨米特光电科技有限公司(以下简称"萨米特")55%股权，交易 价格为1.88亿元，其中现金及股份对价均为9400万元。同时，金橙子拟向不超过35名特定投资者募集配 套资金不超过5000万元。 公开资料显示，金橙子主营产品包括激光控制系统、激光集成硬件、激光加工设备等。其中，激光加工 控制系统主要应用于激光加工领域，可用于激光标刻、激光切割、激光焊接、增材制造等，下游可应用 于消费电子、新能源、半导体、汽车、航空航天、医药等领域；激光系统集成硬件产品是以振镜为主的 应用于激光加工设备上的配件产品，与激光加工控制系统搭配使用。 标的公司萨米特成立于2015年，长期从事精密光电控制产品的研发、生产及销售，主要产品为快速反 射，并已拓展高精密振镜等产品。快速反射镜系能够精确控制光束方向的精密光学部件，可用于图像稳 定系统、激光通信等，下游领域包括航空探测、激光防务系统、激光通信、激光精密加工等。 金橙子表示，本次并购萨米特，一方面可以通过加强自主研发投入提升研发团队实力等；另 ...

格隆汇12月11日丨中润光学(688307.SH)在投资者互动平台表示，公司控股子公司戴斯光电戴斯光电深 耕光学光电子产业链多年，产品主要包括各类精密光学元件、光学器件、光学模组及系统。戴斯光电研 发生产的分束器及波片可以应用于量子通信领域。 ...

Question-and-Answer SessionSo it's been some crazy times of late. You've seen an unprecedented demand in AI kind of come into the market. You guys have talked about certain areas in your portfolio in which things have gotten tight. So maybe start with like a mark-to-market. Where are you seeing tightness? Is this across the portfolio? And then maybe how long do you think that dynamic lasts?Wupen YuenPresident of Global Business Unit Yes. Actually, to be honest, I think the short summary is that we're seeing ...

Thank you everybody for being here. Are we good. Uh the organizers asked me to come in and talk a little bit about my journey that I like to call farm to photonix.You can drop the the fancy slogan there. I just put that on there. Um in the hope that potentially I can inspire others to kind of forge new paths and and just dream big and and and you know do great things, right. If anything, some of the lessons learned that I'm going to talk about through this slide deck, um, hopefully you can employ those in y ...

*免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 据工信部消息，近日，哈尔滨工业大学航天学院、郑州研究院侯晴宇教授团队在计算光学成像领域取得 重要突破，相关成果发表在光学领域期刊《光学》（Optica）上。该研究突破了传统光学设计的理论框 架，显著降低了高分辨率成像对复杂光学系统的依赖，在手机摄像、医疗内窥镜、车载传感等对体积重 量敏感的领域具有广阔的应用前景。 中证报指出，高分辨率计算成像技术的突破标志着成像技术范式转变：从"物理端做加法"到"物理端做 减法、信息端做加法"。这种新范式不仅降低了对高精度光学加工的依赖，还为各类光学系统提供了轻 量化、低成本的解决方案，有望在未来几年内推动手机、医疗、汽车等多个行业的成像技术革新。随着 技术的进一步成熟和应用拓展，计算成像将成为高分辨率成像领域的主流技术路线。 公司方面，据中证报表示，A股相关概念股有必创科技 、豪威集团等。 ...

证券日报网12月9日讯联合光电（300691）在12月8日回答调研者提问时表示，研发高投入是公司保持技 术领先和产品竞争力的主动选择。公司聚焦前沿光学技术，在高端安防、车载镜头、AR/VR光学等领 域持续进行技术储备和产品开发，以应对市场快速变化和客户升级需求。 ...

Lumentum Conference Call Summary Company Overview - Lumentum is primarily an infrastructure provider focused on data centers, offering semiconductor components and systems to hyperscalers and data center operators [5][6][10] Core Business Segments - **Lasers and Transceivers**: Lumentum specializes in two main types of lasers used in data centers: Continuous Wave (CW) lasers and Externally Modulated Lasers (EMLs). The company predominantly manufactures EMLs, holding approximately 50% to 60% of the global EML market [9][10] - **Emerging Technologies**: The company is also exploring ultra-high power lasers for scale-up and scale-out applications within data centers [10] Market Dynamics - **Demand vs. Supply**: Lumentum is currently facing a supply-demand imbalance, estimating to be 30% behind demand by mid-2026 despite plans to increase capacity by 40% [18][19] - **Capacity Expansion**: The company is virtualizing its indium phosphide fabs to optimize production and meet increasing demand [20][21] Product Development and Trends - **200 Gig EMLs**: The company anticipates that 200 gig EMLs will constitute 10% of volumes in Q1 2026, increasing to 25% by Q4 2026, which will positively impact revenue and margins [22][25] - **Optical Circuit Switches (OCS)**: Lumentum sees significant growth potential in the OCS market, with expectations to grow from $10 million in Q1 to $100 million by Q4 2026 [38][40] Competitive Landscape - **Vertical Integration Risks**: While competitors are exploring vertical integration, Lumentum has opted to focus on components rather than integrated modules, which may mitigate risks associated with competition [16][17] - **Co-Packaged Optics**: The company views co-packaged optics as a growth opportunity, with expectations for material revenue contributions starting in the latter half of 2026 [46][50] Future Outlook - **Growth Drivers**: Lumentum anticipates strong contributions from OCS, scale-out, and scale-up optics in 2026, which are not yet reflected in current financial projections [64][65] - **Market Position**: The company believes its core business, particularly in EMLs and emerging technologies, positions it well for future growth, with optimism about the optics market resurgence [63][66] Key Takeaways - Lumentum is strategically positioned in the data center infrastructure market, focusing on lasers and transceivers, with a strong emphasis on EMLs - The company is addressing supply chain challenges while expanding capacity to meet growing demand - Future growth is expected from new product developments and market opportunities, particularly in OCS and co-packaged optics, indicating a positive outlook for the company in the coming years [64][65]

| F9 不复权 超级叠加 画线 工具 | 8841258 | 低7432.19 换7.64% 振9.18% 额1159.96亿 | +686.32 +9.28% | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025/05/23-2025/12/08(135日) | Wind概念指数 / ■ + | 0家 涨 | 19家 | | | | | | 8120 | 8110.83 | 美颜 | 1159.96亿 | | | | | | 成交量 | 7.14亿 | 开盘 | 7432.19 ( 0.52%) | | | | | | 最高 | 8110.83 ( 9.70%) | 6990 | 量低 | 7432.19 ( 0.52%) | | | | | 市盈率TTM | 81.7 市净率5 | 15.99 | 5日 | 20日 | 13.85% | 25.71% | | | 5860 | 60日 | 交车 | 36.14% | 170.95% | 52周高 | 7494.85 52周低 | 2063.56 | | 3592万 | 14: ...

Summary of Lumentum's 2025 Conference Call Company Overview - **Company**: Lumentum (NasdaqGS:LITE) - **Industry**: Optical and semiconductor technology Key Points Leadership Transition - Michael Hurlston has been CEO for less than a year, taking over during a period of significant change and growth in the company [4][2] - Initial forecasts provided to Hurlston were significantly understated, leading to a more optimistic outlook for the company [4][5] Business Segments - **Transceiver Business**: - Currently generating approximately $500 million annually, with aspirations to reach $1 billion [11] - Margins are currently below mid-30s%, with a long-term corporate margin target of 42% [11][12] - Challenges include competition from larger players and the need for improved manufacturing processes [11][16] - **EMLs (Electro-absorption Modulated Lasers)**: - Strong demand with a 40% capacity increase expected over the next three quarters [18][19] - The company is sold out for 2026, indicating robust long-term agreements with customers [18][19] - **Co-Packaged Optics (CPO)**: - Expected revenue ramp-up in the second half of 2026, with multiple customer engagements beyond the leading partner [31][32] - The market is seeing a shift towards optical scale-up, with increasing confidence in demand [35][36] - **Optical Circuit Switches (OCS)**: - Significant growth potential with a projected revenue increase from $10 million to $100 million within the year [47] - Manufacturing capacity is the primary limitation, with ongoing efforts to scale production [49] Market Dynamics - The optical industry is experiencing unprecedented demand, surpassing previous cycles, particularly in semiconductor-like scales [5][28] - Supply-demand imbalance is expected to persist through at least 2027, necessitating further investment in manufacturing capabilities [24][25] Competitive Landscape - Lumentum's MEMS-based OCS technology is positioned favorably against competitors using Liquid Crystal solutions, emphasizing reliability and performance [42][53] - The company is optimistic about differentiating its solutions in a competitive market, particularly against major players like Cisco and Broadcom [38][39] Component Business - Traditional telecom components are seeing increased demand driven by major customers transitioning to new technologies [55][58] - The scale-across opportunity is particularly strong, driven by the need for distributed data center infrastructure [60][61] Conclusion - Lumentum is positioned for significant growth across multiple segments, with a focus on improving margins and scaling production to meet high demand. The leadership transition has set a positive tone for future performance, with strong customer commitments and a clear strategy for navigating competitive challenges.