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In 2026, China's intelligent automotive industry is undergoing a deep transformation from feature stacking to experience definition. The key benchmark for measuring its success lies in whether an interactive relationship beyond command input and with richer emotional temperature can be established between humans and vehicles. Whether it is human-machine interaction inside the cockpit or environmental communication outside the cockpit, the implementation of experience ultimately points to the same physical carrier: light.
When intelligent vehicles attempt to establish more natural and efficient communication between humans and machines, optoelectronic systems upgrade from traditional auxiliary components to core requirements that determine the upper limit of experience.
The direct projection of this change is reflected in two key points of two-way communication between humans and vehicles: one is the display interface where the vehicle conveys information to humans, and the other is the light-shadow projection interface where the vehicle expresses intent to the outside world. For the former, AR-HUD has moved from technical verification to mass production; for the latter, smart headlights have completed the extension from simple illumination to information projection and safety interaction.
Of course, under the current industry background, both application scenarios face the same underlying challenges: integration of optical systems, miniaturization, and automotive-grade reliability. This actually means that the logic of competition in in-vehicle optics has undergone a fundamental change—from comparing parameters of single devices to the integration capability contest of system-level optical solutions.
It is at this junction of industrial logic transition that Yipu Optoelectronics' recent strategic layout has taken the lead in providing a system-level implementation plan. This company, which started with freeform optics, not only completed the relocation of its headquarters within a few short months but also successively integrated Suzhou Longma Puxin and Jiangxi De Kai into its territory, consciously building a complete value chain covering optical design, core chips, optomechanical integration, and full-vehicle light-shadow interaction. Adopting the posture of a system integrator, it positions itself for a new round of industrial cycles.
Headquarters Relocation South: Anchoring New Industrial Coordinates for In-Vehicle Photoelectric
In December 2025, Yipu Optoelectronics completed its headquarters relocation. The new headquarters was established in the Nanxi High-tech Zone, Jinjiang, Fujian. Within the following months, Yipu Optoelectronics' R&D center and core production center were put into operation successively, and on July 28, the headquarters opening ceremony was officially held.
Image Source: Yipu Optoelectronics
For a national high-tech enterprise that was founded in 2018 (core technology accumulation can be traced back to the Tianjin University Micro-Nano Manufacturing Laboratory in 2005) and has deepened in Tianjin for many years, this headquarters relocation south was defined by Guo Yewu, Chairman of Yipu Optoelectronics (Fujian) Co., Ltd., as "a new strategic upgrade".
Currently, Yipu Optoelectronics has achieved complete technical accumulation in key fields such as freeform optical system design, ultra-precision optical component manufacturing and inspection, and optical performance measurement system integration. Moving such technical foundation from Tianjin to Jinjiang, Fujian, its strategic intent far exceeds spatial displacement at the geographical level, but is a strategic choice to re-anchor twenty years of technical accumulation at the industrial highland.
Image Source: Yipu Optoelectronics
The location value of Jinjiang lies in the superposition of multiple advantages.
Jinjiang not only has a complete electronic information and optoelectronic display industry cluster, but also pragmatic and efficient government services and the entrepreneurial spirit of "daring to fight and winning". Guo Yewu stated that Nanyi Xinchuang Port, as an important carrier of regional technological innovation, provides an ideal development platform for Yipu Optoelectronics.
After the headquarters settles in Jinjiang, it will undertake core R&D and operation management functions, forming a collaborative industrial matrix with overseas and domestic production bases and R&D, R&D sales centers located in Shenzhen, Fuyang, Tianjin, Lujiang, Wuhan, Wuxi, Pingxiang, Japan, Malaysia, etc., accelerating the group process of Yipu Optoelectronics. In addition, it is worth mentioning that as a famous hometown of overseas Chinese and a front line of opening up to the outside world, Fujian has natural policy and location advantages in going global, which also forms a high degree of strategic fit with Yipu Optoelectronics' globalization strategy being promoted.
Image Source: Gasgoo
Deeper considerations lie in the convenience of market supply.
Fujian is adjacent to the southern China automotive industry cluster and is the supply chain hinterland of many top new energy vehicle companies. Relocating the headquarters and core processing capabilities here, Yipu Optoelectronics has actually completed a "closer to the market, closer to innovation" strategic upgrade.
In the industrial context where the cycle of in-vehicle optical products is constantly compressed from R&D to mass production, this geographical embedding means faster customer response speed, tighter collaborative R&D rhythm, and lower logistics and communication costs. The overall innovation rhythm of the enterprise will also resonate more in frequency with the industry's iteration cycle.
Strategic Integration: Leap in System Capability by Connecting Points into Chains
If the headquarters relocation south solves the question of "where to compete", then the recent acquisition of Longma Puxin and De Kai better answers the core proposition of "what to compete with".
In May 2026, Yipu Optoelectronics announced the official launch of a strategic acquisition of Suzhou Longma Puxin Technology Co., Ltd. Longma Puxin was initiated by the Chinese Academy of Sciences and an international optics team, focusing on the R&D of MEMS display control chips, passive combiner chips, HUD optomechanics and micro-mirrors, etc. It has mature technology and product layouts in the fields of in-vehicle projection chips, optomechanical integration, and MEMS drive control.
Image Source: Yipu Optoelectronics
Longma Puxin's independently developed LBS (Laser Beam Scanning) MEMS laser scanning core technology has completed automotive-grade reliability and functional safety verification, marking that domestic MEMS optical scanning solutions have entered a new stage of in-vehicle mass production.
The strategic intent of this acquisition is very clear: control core chips upstream. LBS MEMS technology takes MEMS micro-mirrors as the core execution unit, combined with laser light sources and high-speed modulation algorithms, to achieve laser scanning imaging with small volume, low power consumption, no focusing, and high color gamut. Compared with traditional DLP and LCoS solutions, LBS MEMS has better shock resistance, temperature adaptability, and space utilization in harsh in-vehicle environments. For Yipu Optoelectronics, the MEMS chips and micro-mirror capabilities brought by Longma Puxin have enabled it to extend capabilities from optical components to core chips in the optoelectronic display field.
If acquiring Longma Puxin is "controlling upwards", then acquiring Jiangxi De Kai is "expanding downwards".
Recently, Yipu Optoelectronics officially announced the completion of the strategic acquisition of Jiangxi De Kai Auto Lighting Co., Ltd. De Kai has been deeply cultivating in automotive smart lighting for more than ten years, possessing the ability to independently develop full sets of vehicle lamp assemblies, mold development, and automated mass production delivery. Current customers cover more than ten mainstream automotive brands in China.
Yipu Optoelectronics had previously had product layouts in in-vehicle display such as HUD, in-vehicle projection, and out-vehicle projection headlights. The addition of De Kai has helped Yipu Optoelectronics achieve complete coverage in the field of full-vehicle headlights from cockpit display to external lighting, and the systematic competitiveness has undergone a qualitative improvement. As Guo Yewu stated, after this M&A, Yipu Optoelectronics became the only technology enterprise in China currently possessing full-link capabilities from display chips to display modules to display complete machines.
The synergies after the completion of the acquisition are worth deep analysis. Xu Feizhang, CEO of Yipu Optoelectronics (Fujian) Co., Ltd., introduced the actual value of this model to clients to Gasgoo: In the past, customers needed to communicate with multiple suppliers separately, and communication costs and management burdens were quite heavy. Now, Yipu Optoelectronics alone can complete the full-chain collaboration from chips to assemblies, and an internal communication meeting can coordinate the positioning and development of the entire product. This capability is not a simple capacity superposition, but directly responds to the dual demands of partners for delivery efficiency and cost control.
The rhythm of the two acquisitions was compact and the logic was clear — Longma Puxin solves the core chips and scanning technology of "seeing clearly", De Kai solves the out-vehicle light and shadow and mass production manufacturing of "lighting well". Superimposing on Yipu Optoelectronics' original freeform optical design and precision manufacturing capabilities, a full-stack in-vehicle optical capability system covering chips, optics, optomechanics, and full vehicles has already taken shape.
Lu Rui, President of Market Strategy of Yipu Optoelectronics (Fujian) Co., Ltd., further explained the unique value of this system from the perspective of competitive differentiation when interviewed by Gasgoo. After the merger and restructuring, from upstream chips to intermediate optical systems, to manufacturing and overall solutions, Yipu Optoelectronics has formed a complete differentiated layout. Many enterprises in the industry currently neither involve the chip layer nor sink to the bottom-layer optical manufacturing. In the case of missing both ends, even if single solutions can be provided, it is difficult to truly form comprehensive competitive advantages in the three dimensions of technology, processing, and cost. And the superposition of these capabilities is precisely where Yipu Optoelectronics occupies the initiative in the future industrial pattern.
In the past supply chain system, chips, optical devices, optomechanical systems, and full-vehicle applications belonged to suppliers at different levels, with gaps in technical connections and games of commercial interests between each other. When an enterprise can connect from upstream display chips to downstream full-vehicle light-shadow interaction, it gains capabilities extremely scarce in the existing supply system — defining products, optimizing costs, and accelerating iteration from a system-level perspective. This capability is becoming a key variable determining the upper limit of enterprises in the new era defined by experience vehicles.
Image Source: Yipu Optoelectronics
Redefining the Optical "Language" of Human-Vehicle Interaction
While continuously perfecting technical capabilities, Yipu Optoelectronics' understanding of in-vehicle optics is also deepening continuously. This deepening is not only reflected in the expansion of product lines but more in the systematic research and development of common industry problems and the forward-looking layout of future interaction forms.
From the perspective of industry trends, in-vehicle optics is currently at a key node where it transitions from optional configuration to core systems.
With the accelerated arrival of L3 autonomous driving, AR-HUD will provide more intelligent interaction, safety reliability and convenient entertainment scenario applications, and future market potential is expected to continue to be released. In the field of smart headlights, intelligent vehicle light technology such as million pixels has become a main product highlight on many domestic high-end new energy models. In the future, with the market penetration of this configuration, it will inevitably lead the acceleration of in-vehicle interaction and entertainment functions towards personalization and customizability. And in-vehicle projection is gradually becoming an important option for rear screens in mid-to-high-end models with advantages such as large screen format, multi-scenarios, and playability.
These trends all point to a core proposition: light is becoming the core interaction medium between cars and humans. In-vehicle light is expected to become a potential new growth curve for the automotive industry.
But the clarity of trends does not mean the path is smooth. Common problems facing the industry are still prominent: compatibility of safety and regulations, breakthroughs in technical barriers, balance of cost and performance, etc., are all realistic obstacles restricting the large-scale popularization of in-vehicle optics. Taking AR-HUD as an example, larger screen format, smaller volume, higher image quality are future development directions, but how to achieve these goals in limited in-vehicle space while meeting automotive-grade reliability requirements tests the system capabilities of every participant.
Of course, it is precisely in the face of these industry problems that Yipu Optoelectronics' full-stack capabilities highlight the value even more. Guo Yewu clearly pointed out that for people doing precision optics, there is no shortcut, only continuous innovation. "Cars are turning from original driving tools into a mobile home", Guo Yewu stated that after becoming a mobile home, vehicles need to provide more emotional value to guests. As a photoelectric display supplier, we need to continuously provide innovative products from display, sound, haptics and other aspects.
Yipu Optoelectronics is promoting a series of innovation directions. For example, on the car, Yipu Optoelectronics innovatively proposed ultra-short throw partition projection. While meeting user experience, it can also reduce volume and facilitate installation. Xu Feizhang demonstrated the underlying logic of this technology in the product exhibition hall — introducing the ultra-short throw display technology of laser TV into the car, not only achieving higher color gamut, brightness and resolution, but more importantly, the all-in-one design thoroughly solves the pain point of personnel walking and blocking the optical path in traditional projection solutions. Yipu Optoelectronics is also exploring another forward-looking application innovation — integrating LiDAR with digital smart headlights. Traditional LiDAR is installed on the car roof, not only is the shape abrupt, but it also faces safety hazards of inability to self-clean. Since headlights themselves possess mature self-cleaning functions, after embedding LiDAR into the headlight assembly, it can not only guarantee the all-weather reliability of the sensor but also significantly optimize the smoothness of the overall vehicle appearance.
Image Source: Yipu Optoelectronics
Using the latest technology and highest performance to meet the superior experience of terminal users on in-vehicle and out-vehicle display, as Guo Yewu said: "Only continuous innovation can move consumers and inject new vitality into this highly competitive industry."
Lu Rui supplemented Yipu Optoelectronics' differentiated thinking from the perspective of technical routes. In the past, Yipu Optoelectronics focused on optical component manufacturing, lens solutions and optomechanical system delivery, etc., more playing the role of a processing solution provider. With the completion of capabilities such as LBS MEMS chips, Yipu Optoelectronics has also become capable of outputting complete solutions such as micro-projection, ultra-short throw, and high-brightness direct projection in the consumer field, completing the positioning leap from a processing solution provider to a complete solution provider.
Behind this transformation is the re-upgrading of corporate value positioning, entering the higher-value system integration link, and possessing the ability to define product forms and interaction experiences.
Image Source: Yipu Optoelectronics
Summary:
Starting from freeform optics technology, to possessing full-link capabilities covering HUD, optical chips, headlights, etc., Yipu Optoelectronics has taken an evolutionary path from single-point technical breakthroughs to system capability construction. Behind it reflects not only the enterprise's keen grasp of optical technology generational substitution, but also a deep understanding of the underlying trend of the intelligent automotive industry moving towards experience definition.
The headquarters relocation south does not solve simple spatial displacement, but embeds R&D decisions, customer response, and supply chain collaboration into the industrial hinterland, making the enterprise's innovation rhythm and the industry's iteration cycle resonate more in frequency. The strategic integration of Longma Puxin and De Kai completes a complete optical ecology "puzzle", obtaining a capability combination extremely scarce in the existing in-vehicle optical supply system: from optical chips to optical components, from optomechanical systems to full-vehicle light-shadow interaction, all integrated into one, realizing independent and controllable core technologies, and building a unique industrial ecology advantage.
The current automotive industry has a consensus that the first half of intelligent vehicle competition revolves around "three-electric systems", competing in range and acceleration; the contest in the second half anchors on experience and interaction, and all experiences — whether navigation guidance projected by HUD, safety light carpets spread by headlights, or flowing ambient light shadows inside the cockpit — must ultimately be conveyed through light.
Whoever can achieve full-stack control from source to terminal in the light chain will possess the capability foundation to define the next generation of human-vehicle interaction. The "Chip-Optics-Optomechanics-Headlights" full-chain system constructed by Yipu Optoelectronics is precisely building the underlying base for this new era of photoelectric-defined experience that is arriving.
When the light chain extends from components to scenarios, and connects from inside the cabin to outside the cabin, what an enterprise can define is not only product parameters but also a completely new industry trend.
