Key Takeaways
- Lens Technology, together with its subsidiaries Lens Optoelectronics, Tongsheng Optoelectronics, and Yuanshi Technology, will unveil a full‑stack AI hardware portfolio at WAIC 2026 under the theme “Leading the New Era of Physical AI.”
- In embodied intelligence the company will display a self‑developed quadruped robot dog, complete robot units, and a closed‑loop capability that spans core components to final‑machine ODM.
- Lens Technology already supplies joint modules, high‑degree‑of‑freedom dexterous hands, head modules, and precision structural parts to leading robot customers worldwide, with assembly shipments ranking among the industry’s highest.
- Revenue for Lens Intelligent Robot Company surpassed 1 billion yuan in 2025, underscoring its strong market position.
- At the 2026 Beijing Yizhuang Half Marathon and Humanoid Robot Half Marathon Challenge, Honor’s humanoid robot—built with 132 core metal structural parts supplied by Lens Technology—won the championship and multiple awards.
- To meet rising global demand, Lens Technology is expanding a vertically integrated supply chain, operating a fully functional Yong’an campus with a planned embodied‑intelligence capacity of 500,000 units per year and establishing overseas bases such as the one in Thailand.
- The firm is collaborating upstream with precision transmission leader Wuzhou New Spring on joint R&D for ball screws, high‑end bearings, and other critical components to alleviate capacity and cost bottlenecks.
- Lens Technology projects that, as joint R&D initiatives commercialize between 2026 and 2027, its robotics‑related business will experience multi‑fold growth.
- The WAIC showcase will also highlight Lens Technology’s advances in hollow‑core fiber and AI‑server liquid‑cooling solutions, reinforcing its broader AI hardware ecosystem.
- Overall, Lens Technology is positioning itself as a full‑stack leader in physical AI, leveraging manufacturing excellence, strategic partnerships, and global capacity expansion to drive the next wave of embodied intelligence adoption.
Event Overview
The 2026 World Artificial Intelligence Conference (WAIC) will take place from July 17 to 20 at the Shanghai World Expo Exhibition Hall. Lens Technology, accompanied by its wholly‑owned subsidiaries Lens Optoelectronics and Tongsheng Optoelectronics, as well as the holding company Yuanshi Technology, will present its full‑stack AI hardware capabilities. The exhibition’s theme, “Leading the New Era of Physical AI,” signals the firm’s ambition to bridge software intelligence with tangible, hardware‑driven solutions across multiple domains.
Embodied Intelligence Showcase
Within the embodied intelligence segment, Lens Technology will exhibit a self‑developed quadruped robot dog alongside complete robot units. Beyond hardware displays, the company will demonstrate a comprehensive closed‑loop capability that stretches from the design and production of core components to full‑machine original design manufacturing (ODM). This end‑to‑end approach enables Lens to control quality, lead times, and customization for its robotics partners.
Closed-loop Manufacturing Capability
Lens Technology has built a complete business loop that integrates self‑developed core components, precision structural manufacturing, and final assembly. The firm supplies joint modules, high‑degree‑of‑freedom dexterous hands, head modules, and precision structural parts in bulk to leading domestic and international robot clients. Its assembly shipment volume consistently ranks at the forefront of the industry, reflecting both scale and reliability.
Revenue and Market Position
Financial performance underscores Lens Technology’s strength in the robotics market. According to its annual reports, revenue for Lens Intelligent Robot Company exceeded 1 billion yuan in 2025. This milestone highlights the company’s ability to capture significant value from the growing demand for intelligent robotic systems and reinforces its status as a key supplier in the global supply chain.
Marathon Success and Component Supply
The practical impact of Lens Technology’s components was evident at the 2026 Beijing Yizhuang Half Marathon and Humanoid Robot Half Marathon Challenge. Honor’s self‑developed humanoid robot, which secured the championship and multiple awards, incorporated 132 core metal structural parts supplied by Lens Technology. These parts covered critical motion units such as the head, arms, hips, and legs, showcasing the firm’s precision engineering and contribution to high‑performance robotics.
Vertical Integration and Capacity Expansion
To satisfy the accelerating global robotics boom, Lens Technology is constructing a vertically integrated supply chain ecosystem. Its Yong’an campus in China is already fully operational, with a planned dedicated capacity for embodied intelligence of 500,000 units per year. Simultaneously, the company is expanding overseas bases—including a facility in Thailand—to create a responsive, global delivery network that can serve customers across continents with short lead times.
Global Supply Chain Network
The combination of domestic scale and international footprint allows Lens Technology to balance cost efficiencies with proximity to key markets. By locating production near major robotics hubs and leveraging logistics advantages, the firm aims to reduce transportation costs, mitigate supply‑chain disruptions, and provide localized support for after‑sales service and customization.
Upstream Collaboration and R&D
As an industrial‑chain leader, Lens Technology actively coordinates with upstream and downstream enterprises. A notable example is its joint R&D initiative with precision transmission leader Wuzhou New Spring, focusing on critical components such as ball screws and high‑end bearings. The collaboration seeks to break existing capacity and cost constraints in high‑value upstream segments, thereby clearing bottlenecks that have hindered mass adoption of embodied intelligence.
Future Growth Projections
Looking ahead, Lens Technology anticipates that several joint R&D projects will achieve commercialization between 2026 and 2027. As these innovations move from laboratory to market, the scale of its robotics‑related business is expected to experience multi‑fold growth. This outlook is supported by the company’s expanding manufacturing capacity, deepening partnerships, and broadening product portfolio that includes hollow‑core fiber and AI‑server liquid‑cooling solutions.
Conclusion
Lens Technology’s participation in WAIC 2026 underscores its transition from a component supplier to a full‑stack provider of physical AI technologies. Through exhibited advancements in embodied intelligence, closed‑loop manufacturing, and strategic capacity expansion, the firm is poised to drive the next wave of robotics adoption worldwide. Its focus on upstream collaboration, global footprint diversification, and continuous innovation positions Lens Technology as a pivotal player in shaping the era where AI meets tangible, intelligent hardware.