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Thin Film Lithium Niobate Industry Outlook: The Rise of the Photonic Era and the Rebuilding of Industry Key
The underlying logic behind the surge in popularity of thin-film lithium niobate (TFLN) is not due to a major technological breakthrough, but rather the downstream two core industries—AI computing infrastructure and AR consumer electronics—being forced to seek new paradigms triggered by the physical limits of traditional materials.
From the industry chain perspective, which links can benefit?