Lightboat Semiconductor Completes Series C Financing to Accelerate AR Optical Waveguide Industrialization Layout

Recently, Tianyancha APP showed that AR optical manufacturer Shenzhen Guangzhou Semiconductor Technology Co., Ltd. (hereinafter referred to as "Guangzhou Semiconductor") completed Series C financing, and the company's registered capital increased from 3.5373 million yuan to 3.9618 million yuan.

New investors in this round include Wuxi CMEC Venture Capital Management Center (Limited Partnership), Zhongqing Henghui (Lanxi) Venture Capital Partnership (Limited Partnership), Shenzhen Pingshan District Xingping No. 1 Park Private Equity Venture Capital Partnership (Limited Partnership) and other institutions.

Lightboat Semiconductor was established in January 2020 and is located in Pingshan District, Shenzhen City. It mainly focuses on optical waveguides (diffractive optical chips), light engines (micro-projection modules), optical modules, and micro-nano semiconductor materials and processes. It focuses on the layout of AR optics and micro-nano semiconductor processing technology, and is committed to the R&D and mass production of diffractive waveguide display modules. Its technical route is benchmarked against AR devices such as Microsoft HoloLens and Magic Leap.

In terms of team, the company was co-founded by Zhu Yisheng, an expert in AR optics, Chu Daping, an expert in the field of diffractive optical waveguides and a professor at the University of Cambridge, and scientists in related fields. Among them, Zhu Yisheng once worked for Huawei and was responsible for AR optics related work; Chu Daping has been engaged in optoelectronics and diffractive waveguide research for a long time.

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In terms of products, the company mainly includes optical waveguide series and optical engine series. Among them, its "one-to-two (single optical machine and binocular)" solution is more representative, which uses a single optical machine to couple the image into the waveguide and then distribute it to the left and right eyes to achieve binocular display. The structure of this solution is "1 optical machine + 1 left and right integrated waveguide". The advantage is to reduce costs, but there are certain limitations in 3D display effects and industrial design flexibility.

In terms of industrialization, in September 2025, the company's diffractive optical waveguide module R&D and production base project was launched in Shanbei Street, Liangxi, Wuxi, with a total investment of over 300 million yuan, and a planned full production capacity of approximately 1 million sets/year; in May 2026, its subsidiary Pengyue Technology (Liuzhou) Co., Ltd.'s 12-inch semiconductor-grade glass wafer and diffractive optical waveguide module project also officially started construction.

In terms of financing, according to Qichacha data, Lightzhou Semiconductor has completed a total of 7 rounds of financing. Investors include Jinghua Optoelectronics, China Science and Technology Star, Sequoia Seed Fund, Qianhai Fund of Funds, Shenzhen High-tech Investment, ByteDance, Sanqi Interactive Entertainment and many other industrial capital and investment institutions. (Compiled by LEDinside)

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