Trend analysis, explainer articles, interviews and reviews.
A Laser Focus World article notes that surging industry interest in MicroLED co-packaged optics (CPO) reflects its many advantages, though technical challenges remain to be solved.
Why we recommend it: The original article reviews the advantages and challenges of MicroLED's move from displays to optical interconnects, helping assess the maturity of this CPO approach
At the 27th CIOE and SIVA 2026, the key themes for VR/AR optics centered on mass production, slim design and color displays for AR glasses. The article summarizes show trends, noting that 4-inch, 6-inch and other semiconductor wafers were everywhere, serving as a way to demonstrate mass-production capability.
Why we recommend it: The original article surveys the directions of multiple AR optics makers at CIOE, offering a cross-sectional view of the AR optics supply chain
LightCounting's latest quarterly report says NPOs dominated much of the discussion at the recent CIOE, much as the industry's enthusiasm for LPOs a few years ago. Yet sales of retimed pluggable optical modules continue to hit new highs, with Ethernet optical modules accounting for the bulk of overall sales.
Why we recommend it: The original article contrasts sales data with the hype, helping to gauge the real pace of NPO and pluggable optical modules
The 27th CIOE drew nearly 190,000 visits over three days, up 32% year on year. NPO (near-package optics) products from major domestic optical module makers made a collective appearance. NPO moves the optical engine from the switch front panel to near the ASIC package without soldering it to the switch chip, balancing power consumption and serviceability.
Why we recommend it: The original article explains the trade-offs of NPO versus CPO and pluggables, helping to understand cloud vendors' selection logic
A VR Tuoluo article notes that metalenses had a noticeably higher profile at CIOE 2026, where NIL Technology showcased metaEye for AR/VR eye tracking. The article maps the commercialization path for metalenses in eye tracking, ToF and AI glasses.
Why we recommend it: The original article lists specific metalens applications in XR, helping gauge how far metasurfaces have progressed from the lab to products
Tencent's Zou Xianneng said at the CIOE forum that NPO will ramp up quickly and OCS is poised for large-scale deployment.
Why we recommend it: The original article provides specific data and details that help gauge actual progress in this direction