In November 2026, the "Q3 2026 LED Display Industry Quarterly Analysis Report" by the Hangjia Shuo Industrial Research Center was officially released. The content covers performance reviews, event and trend interpretations, product and technology updates, as well as information and knowledge management from Hangjia Shuo. A review of key developments in the LED display industry during Q32026 is as follows: 1. The trend of "volume growth with price decline" on the display side continues, while hig
November 12, 2026
Shareholders of Zhongji InnoLight have had a rough four months. From July 1 to today, the stock price has fallen by 57.84%. Eoptolink’s situation is even worse, with a decline of 65.11%. In the first three quarters, the two companies generated revenues of CNY 69.5 billion and CNY 31.8 billion respectively, with growth rates of 178% and 93%. While their businesses are performing well, their stock prices have been halved. On November 11, Zhongji InnoLight once again topped the list in terms of tra
November 12, 2026
On November 3 and November 6, two A-share indium phosphide substrate companies disclosed large-scale long-term supply agreements, with signatories being US optical communication firm AOI and global optoelectronics leader Coherent. On November 6, Vital Optics Technology announced that its subsidiary, Xianrui Technology, signed a three-year supply letter of intent with Coherent: from 2027 to 2029, it will supply 6-inch indium phosphide substrates to Coherent's factories in Switzerland and Sweden,
November 10, 2026
On November 4, 2026, the China Securities Regulatory Commission (CSRC) added Jiangsu Vertilite Semiconductor Technology Co., Ltd. to its filing list for IPO coaching, with Guotai Haitong Securities serving as the sponsor. | Walking on Two Legs: From Consumer Electronics to Automotive Standards Vertilite was founded in 2015 by a team of PhDs from Stanford University, based in Wujin, Changzhou, focusing primarily on VCSEL chips. The term "VCSEL" may be unfamiliar to the general public, but its app
November 9, 2026
Author | Chen Junda, Editor | Xinyuan Xindongxi reported on November 5 that according to the CSRC website, yesterday, Jiangsu Changzhou-based VCSEL laser chip company Vertilite filed for tutoring registration with the Jiangsu Securities Regulatory Bureau, initiating its A-share IPO process. The tutoring institution is Guotai Haitong Securities. Vertilite was established in November 2015 by a team of returnee PhDs from Stanford and MIT. It is the earliest domestic enterprise engaged in R&D of
November 9, 2026
Recently, AUO's board of directors approved a major asset disposal plan. The target is the Taichung Phase II factory area, including 9 buildings, cleanrooms, and facility support systems such as L5C (Gen 5 line) and L7A (Gen 7.5 line). The usable area is approximately 166,000 ping. TSMC announced the confirmation of this transaction on the same day, stating that the acquired assets will be used for future operations and production. The asset transaction price for the two production lines is NT$3
November 9, 2026
"The LED display industry in 2026 appears cold on the surface but is boiling underneath. COB shipment volumes have grown by over 40%, panel manufacturers are entering with capital and capacity, and both PCB-based and glass-based routes are accelerating—the dimensions of industrial competition are shifting." In late October, when Hangjiashuo Display met with He Guojing, Vice President of NovaStar, he got straight to the point, revealing the true temperature of the industry as he perceived it. In
November 9, 2026
From November 4 to 5, the 2026 World Display Industry Innovation and Development Conference was held in Chengdu, hosted by the Chengdu Municipal Government, the Sichuan Provincial Department of Economy and Information Technology, and the Sichuan Provincial Economic Cooperation Bureau. At the opening ceremony, Qi Zheng, Senior Vice President and Chief Strategy Officer of BOE Technology Group, stated that BOE is fully embracing AI through bidirectional measures. From the emergence of generative la
November 9, 2026
As a key substrate material in compound semiconductors, indium phosphide (InP) is experiencing a surge in demand driven by the AI computing wave, leveraging its luminescent properties that are well-suited for fiber optic communications. In 2026, with the continued ramp-up of 800G and 1.6T high-speed optical modules, the supply-demand balance for upstream InP substrates remains tight. Delivery lead times have lengthened, while new production lines typically require 2 to 3 years to build, making i
November 6, 2026
On November 4–5, the 2026 World Display Industry Innovation and Development Conference was held in Chengdu, hosted by the Chengdu Municipal Government, the Sichuan Provincial Department of Economy and Information Technology, and the Sichuan Provincial Economic Cooperation Bureau. At the opening ceremony, Ma Yuguang, an academician of the Chinese Academy of Sciences (CAS) and Director of the National Key Laboratory of Luminescent Materials and Devices, delivered a keynote speech. Ma systematicall
November 6, 2026
China's new display industry is standing at the threshold of a CNY1 trillion scale. According to statistics from the Liquid Crystal Branch of the China Optics and Optoelectronics Associations, by the end of the "14th Five-Year Plan," the output value of China's new display industry had approached CNY 840 billion, accounting for 53% of the global market. The shipment area of display panels exceeded 220 million square meters, representing 77% of the global market share. As one of the hardware foun
November 6, 2026
Cailian Press reported on November 4 that according to the China Securities Regulatory Commission (CSRC) website, Shanghai-based optical computing and optical interconnect company Lightelligence registered for listing tutoring with the Shanghai Securities Regulatory Bureau today, initiating its A-share IPO process. The tutoring institution is Guotai Haitong Securities. On April 28 of this year, Lightelligence was listed on the Main Board of the Hong Kong Stock Exchange as the "first global AI si
November 6, 2026
Lightelligence installed an optoelectronic computing box of its own making at the company entrance, using it for employee facial recognition access. This move speaks more to a hard-tech company's current stage than any financial report. On November 3, Lightelligence filed for A-share listing guidance with the Shanghai Securities Regulatory Bureau. It has been just six months since its listing on the Hong Kong Stock Exchange in April. The company raised net proceeds of HKD 2.741 billion from its
November 5, 2026
As AI large models, intelligent computing clusters, and agent applications expand rapidly, computing power networks have evolved into integrated infrastructure for hierarchical coordinated scheduling. Computing interconnects are divided into three tiers: Scale-Up (vertical expansion within super-node racks), Scale-Out (horizontal expansion across multiple racks within a data center), and Scale-Across (inter-regional wide-area computing interconnect), as shown in Figure 1. With core advantages of
November 5, 2026
This year, driven by tight wafer capacity, driver ICs have seen across-the-board price hikes, enabling many manufacturers to achieve revenue growth. However, beyond these dividends, the industry must consider a more critical question: excluding the gains from price increases, is corporate competitiveness actually improving? This was the core issue raised in Hangjia Shuo Display's annual survey among LED driver manufacturers. During this round of research, we observed that Developer Micro's perfo
November 5, 2026
Company Profile Shenzhen Longsight Technologies Co., Ltd. (hereinafter referred to as "Longsight") specializes in the R&D, manufacturing, sales, and service of high-end electronic measurement instruments. Serving sectors such as ICT, the Internet, smart terminals, intelligent vehicles, advanced manufacturing, metrology and testing, and educational research, the company provides test products, solutions, and services. Its main product lines cover ultra-high-speed real-time/sampling oscillosco
November 4, 2026
As large model parameters, training data, and GPU (Graphics Processing Unit) cluster sizes continue to grow, east-west traffic in intelligent computing networks is increasing rapidly. Intelligent computing business is evolving from single DC (Data Center) operations to cross-DC collaboration and end-edge-cloud coordination, expanding communication scope from within DCs to campus, metro, and cross-region networks. Traditional electrical interconnects are limited by transmission distance, power co
November 3, 2026
Two funding rounds and hundreds of millions in capital raised—LUXSiLiCON was established only two and a half years ago. Its financing pace is considered fast for the hard-tech sector. 3D optoelectronic packaging, procurement of mass-production wafers, and the optical I/O team. These three dimensions point in the same direction: transforming "can be made" into "can be afforded." The former is a design challenge; the latter is a manufacturing statistical problem. Between them lies a yield curve. |
November 2, 2026
On October 28, Dongshan Precision (02384.HK) began trading on the Main Board of the Hong Kong Stock Exchange, completing its dual-listing strategy across "A+H" markets. The global offering comprised approximately 114 million H shares at a fixed price of HKD 86.80 per share, raising total proceeds of approximately HKD 9.717 billion. On the first day of trading, the opening price was HKD82.40 per share; as of this report, the share price stood at HKD 84.8, with a combined A+H market capitalization
October 31, 2026
In recent years, gigabit optical networks have developed rapidly, becoming a solid all-optical foundation supporting the digital and intelligent transformation of society. According to the economic operation report of the telecommunications industry for the first half of 2026 released by the Ministry of Industry and Information Technology, as of the end of June 2026, the scale of fixed broadband access users in China reached 701 million, with 258 million gigabit users. The number of 10G PON (pas
October 30, 2026
