Producer
IRay Technology Co., Ltd. (InfiRay)
Yantai, Shandong Province, China-based thermal imaging company; subsidiary of Raytron Technology (Shanghai Stock Exchange). Founded 2009; 1,200+ staff, 48% R&D. US branch opened 2020; US HQ established in Texas, December 2023. Also has Australia and Russia operations. CRITICAL: In April 2024, InfiRay provided Russia with military optics for tanks and armored vehicles; **added to the US Treasury Department's Specially Designated Nationals (SDN) List in May 2024** — making it effectively banned from transactions with US persons and subject to secondary sanctions. The SDN designation removes InfiRay from the commercial market accessible to Western buyers and supply chains. Prior to sanctions, InfiRay competed actively in Western consumer and professional thermal markets.
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Stories
Stories from the supply chain
Editorial about IRay Technology Co., Ltd. (InfiRay)
Intelligence
What's known
Sourced claims about this company's role in supply chains — chokepoints, concentration, incidents, dual-use connections.
Incident2024
In April 2024, IRay Technology Co. (InfiRay) — a Yantai, Shandong-based Chinese thermal imaging company that had been aggressively expanding into Western consumer markets (with a US HQ in Texas established December 2023) — was found to have provided Russia with military optics for tanks and armored vehicles. The US Treasury Department added InfiRay to the Specially Designated Nationals (SDN) List in May 2024. An SDN designation effectively bans all transactions with US persons and subjects third-party suppliers to secondary sanctions risk. InfiRay's thermal detectors — VOx-based, previously marketed for hunting, outdoor, and professional use in the US — became legally inaccessible to US buyers and supply chains within weeks of the company's US expansion completing its incorporation.
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