
Suppliers in China's AR glasses supply chain see the approximately 2 billion people worldwide with myopia as a potential market and said shipments are set to double year after year, even as the industry continues to sift winners from losers. At this year's China International Optoelectronic Exposition (CIOE), smart glasses remained a standout theme alongside optical communications.
Apple's first foldable iPhone, the iPhone Duo, is drawing close attention as analysts forecast shipments of 5 million to 6 million units by year-end. The device could make Apple the world's second-largest foldable phone supplier, behind Samsung Electronics, and shape how global consumers and rivals view future foldable screens.
Samsung Display is deepening its technology partnership with Vivo's iQOO brand, with the two companies jointly developing display technology and establishing a dedicated production line for the upcoming iQOO 16 as Chinese smartphone makers step up investment in premium hardware.
The 2026 China International Optoelectronic Exposition (CIOE) closed with 800G and 1.6T optical modules still dominating the show floor, while near-packaged optics (NPO), co-packaged optics (CPO), and eXtra-dense Pluggable Optics (XPO) gained a visibly larger presence.


