Gasgoo Munich- The 2026 World Artificial Intelligence Conference (WAIC) runs from July 17 to 20 at the Shanghai World Expo Exhibition Hall. At this year's event, Lens Technology—along with wholly-owned subsidiary Lens Optoelectronics (and holding company Tongsheng Optoelectronics) and Yuanshi Technology—will debut its full-stack AI hardware capabilities across embodied intelligence, hollow-core fiber, and AI server liquid cooling under the theme "Leading the New Era of Physical AI."In the field of embodied intelligence, Lens Technology will not only display its self-developed quadruped robot dog and complete robot units but also present a comprehensive closed-loop capability ranging from core components to full-machine ODM.Image source: Lens TechnologyLens Technology has already established a complete business loop combining self-developed core components, precision structural manufacturing, and final assembly. It is delivering joint modules, high-degree-of-freedom dexterous hands, head modules, and precision structural parts in bulk to leading robot clients both domestically and abroad. Its assembly shipment volume ranks at the forefront of the industry. According to annual reports, revenue for Lens Intelligent Robot Company surpassed 1 billion yuan in 2025.At the recently concluded 2026 Beijing Yizhuang Half Marathon and Humanoid Robot Half Marathon Challenge, Honor's self-developed humanoid robot claimed the championship and multiple awards. Lens Technology supplied 132 core metal structural parts for the robot, covering key motion units such as the head, arms, hips, and legs.To capture the massive demand from the global robotics boom, Lens Technology is accelerating the construction of a vertically integrated supply chain ecosystem. Regarding capacity, its Yong'an campus in China is fully operational, with planned dedicated capacity for embodied intelligence reaching 500,000 units per year. Simultaneously, the company is expanding overseas bases like the one in Thailand to build a global, efficient delivery network.As an industrial chain leader, Lens Technology is actively coordinating with upstream and downstream enterprises. For example, it is engaging in joint R&D with precision transmission leader Wuzhou New Spring on core components like ball screws and high-end bearings. The goal is to break capacity and cost constraints in high-value upstream segments and clear the bottlenecks for the mass adoption of embodied intelligence.Lens Technology projects that between 2026 and 2027, as several joint R&D projects achieve commercialization, the scale of its robotics-related business will see multi-fold growth.
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