Amid the accelerating wave of the global digital economy, the photonics and semiconductor industries are each undergoing profound structural transformations while moving collaboratively toward a new cycle of growth.

At present, the global photonics industry is at a steady growth stage. According to Stratistics MRC, the Global Photonics & Optoelectronics Market is accounted for $1162.9 billion in 2026 and is expected to reach $1895.9 billion by 2034 growing at a CAGR of 6.3% during the forecast period. At the same time, the rapid growth of AI-driven computing demand is accelerating the industry's evolution toward higher speed and lower power consumption. The commercialization of L3/L4 autonomous driving is gaining momentum, with the pre-installation penetration rate of LiDAR exceeding 20% and the value of optical components per vehicle increasing by 3 to 5 times. AR/VR and consumer-grade devices are witnessing explosive growth. Emerging sectors such as electric vehicles, photovoltaics, semiconductors, and consumer electronics, combined with the demand for automation and intelligent upgrades in traditional manufacturing, are collectively driving the continuous increase in laser equipment penetration. Furthermore, infrared technology has entered a critical year driven by both technological breakthroughs and scaled deployment, with the market presenting a three-pronged growth pattern characterized by "stable foundation in defense, expansion in industrial applications, and explosive growth in civilian markets."

Despite challenges such as the slowing of Moore's Law and rising costs, the global semiconductor market continues to grow rapidly, driven strongly by demand from AI, high-performance computing (HPC), and automotive intelligence. According to the latest forecast from the World Semiconductor Trade Statistics (WSTS), the global semiconductor market is expected to reach $975 billion in 2026, approaching the trillion-dollar mark, with growth primarily driven by AI computing demand. Meanwhile, the semiconductor industry is also undergoing profound transformations: the growth engine is shifting from consumer electronics to AI infrastructure, with data center semiconductor revenue expected to exceed 50% of global total revenue by 2026; supply chain restructuring is accelerating, with Southeast Asia rapidly taking on assembly and testing capacity, forming a more resilient regional network; and technological pathways are becoming increasingly diverse, with advanced packaging and chiplet-based architectures opening new possibilities for the post-Moore era.

Notably, with AI computing demand surging and Moore's Law approaching the physical limits, the convergence of photonics and semiconductors is moving from the technological frontier to the core of the industry. The bottlenecks faced by purely electronic interconnects in terms of bandwidth and power consumption are becoming increasingly prominent. In contrast, technology pathways represented by silicon photonics leverage CMOS processes to monolithically integrate optical devices and electronic circuits on a single chip, achieving breakthroughs in applications such as CPO and chip-scale LiDAR, thereby laying the foundation for future industries such as 6G communications and quantum computing.

Against this backdrop, we are pleased to launch the 2026 Global Photonics & Semiconductor Industry Development Forum. This forum will focus on the development of the photonics and semiconductor industries, offering in-depth discussions on technology roadmaps, market opportunities, and cross-regional collaboration strategies. During the conference, leading market analysts, industry association representatives, and institutional leaders from Europe, North America, Southeast Asia, and other key regions will gather to share their independent insights and practical experience. This forum is not only a high-level platform for fostering cross-industry collaboration and strategic dialogue but also an important venue for exploring emerging trends, investment logic, and potential cooperative initiatives. We look forward to your participation, and to exploring the future direction of the photonics and semiconductor industries together with global industry experts and thought leaders.