Direct:
Largan Precision (3008.TW) is trying to convert decades of smartphone camera optics into a foothold in AI interconnect. At its June 9 shareholders' meeting, chairman Adam Lin gave specifics: an automated pilot line for fiber array (FA) products this September, with a potential anchor customer invited to tour it, and first revenue possible in 2027 if customer qualification lands.
A fiber array unit forms the optical interface between a photonic IC and the fibers carrying its signal, and the hard problem is tolerance stack-up between the V-grooves and the fibers seated in them. The usual fix is to buy the most precise grooves and fibers available and hope the errors don't compound. Lin says Largan can hit sub-0.3-micron alignment using less-than-perfect components, against an industry norm of 0.5 to 0.8 microns. If that holds at volume, the edge is in input cost, assuming yield and inspection don't eat the savings back.
Largan is not starting from zero here. It has been developing prism-based collimator parts through its PhotoniCore subsidiary, and January reporting tied it to a TSMC (TSM) CPO project, with Largan samples in test on work involving AMD (AMD). It showed CPO solutions at its first Computex this year. The roadmap Lin described leans on multilayer stacking: single-row FAs carry demand through 2028, then a shift toward two-row, four-row, and eventually eight-row arrays as bandwidth climbs, which is where Largan expects its stacking and precision work to pay off.
None of this is in mass production yet, so there are no yield or margin numbers, and low-volume preparation alone is a six-to-twelve-month job. TrendForce only sees CPO reaching around 35% of AI data-center optical modules by 2030. The qualification that gates 2027 revenue has not closed.
For a company whose fortunes still track Apple (AAPL) handset cycles, a new AI optics line is the kind of diversification worth watching, even if the revenue is years out.
Drafted with AI assistance against parallel reporting.
Sources:
- DigiTimes, “Largan targets CPO multilayer stacking with first FAU pilot line” (June 10, 2026)
- TrendForce, “Largan Expands CPO Push, Plans September Fiber Array Pilot Line, Eyes 2027 Revenue Contribution,” citing Liberty Times and China Times (June 9, 2026)
- TrendForce / Economic Daily News, Largan-TSMC CPO collaboration and PhotoniCore collimators, AMD-related samples in test (January 5, 2026)
- TrendForce, CPO penetration forecast of ~35% of AI data-center optical modules by 2030 (March 2026)
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