At its semiannual results meeting, Changguang Huaxin Chairman and CEO Min Dayong
said continued AI compute buildout should drive optical-communications revenue
to grow faster than industrial lasers over the next 2 years. The company will
deepen investment in AI optical communications, laser sensing and silicon
photonics–optoelectronic integration. He said optical-chip prices are currently
stable due to tight supply-demand, but long-term price declines are possible as
yields improve, capacity expands and new entrants arrive. Industrial laser
revenue rose in 1H with gross margin broadly unchanged. Demand for
ultra-high-power specialty lasers is accelerating; the company expects rapid
development in 2027-2028 with high confidence.
