Hoya Corporation(7741.T)
HQ JP25% share
Leading optical-glass maker (camera lenses, eyeglass lenses, and critically EUV photomask blanks for chips).
manufactured · input
Optical Glass / Camera Lens Elements
High-precision optical glass (Hoya, Ohara) ground and coated into camera lens elements — also feeds smartphone, microscope and projector optics.
12
Source countries
7
Companies
2
Goods affected
0
Claims on record
What depends on it
Goods that need this input
2 essential American goods rely on optical glass / camera lens elements somewhere upstream in their supply chain.
Where it comes from
Source countries
Share of global supply, by country.
| Country | Share of supply |
|---|---|
| JPJapan | 34% |
| CNChina | 13% |
| THThailand | 10% |
| DEGermany (Federal Republic of Germany) | 10% |
| VNVietnam | 7% |
| MYMalaysia | 4% |
| TWTaiwan | 4% |
| SGSingapore | 3% |
| CACanada | 3% |
| GBUnited Kingdom | 2% |
| KRSouth Korea (Republic of Korea) | 2% |
| CHSwitzerland | 1% |
Who makes it
Supplier companies
7 companies produce optical glass / camera lens elements.
Carl Zeiss AG
HQ DE
German optics maker; premium ophthalmic lenses and anti-reflective/hard coatings.
Carl Zeiss SMT GmbH
HQ DE
Semiconductor Manufacturing Technology division of Carl Zeiss AG; sole global supplier of EUV-grade optics/mirrors for ASML scanners. ASML owns 24.9% stake (€1B investment, 2016). 30+ year exclusive partnership. Produces collector mirrors, illuminator systems, and multi-mirror projection optics in Oberkochen, Germany — each mirror requiring months of precision fabrication at 50 picometer surface tolerance. ASML openly states 'without Zeiss, Veldhoven grinds to a halt.' Also makes optics for non-EUV ASML tools, space telescopes, and (via parent Carl Zeiss AG) consumer camera lenses, rifle scopes (Carl Zeiss Sports Optics), and surgical microscopes.
Largan Precision(3008.TW)
HQ TW
Dominant maker of smartphone camera-lens modules (the lens stack in front of the sensor); key Apple supplier.
Ohara Corporation(5218.T)
HQ JP
Japanese maker of optical and special glass for camera lenses, microscopes and photonics.
SCHOTT AG
HQ DE
German glass technology company (HQ Mainz); one of the most unusual corporate structures in global manufacturing: SCHOTT AG is 100% owned by the Ernst-Abbe Stiftung — a non-profit foundation established by optical pioneer Ernst Abbe in Jena, 1889. The foundation channels profits to employee welfare and scientific research. SCHOTT invented CERAN® glass-ceramic cooktop panels in 1971; has sold over 200 million units; estimates 55% of global qualified glass-ceramic cooktop market. ALL CERAN glass is melted at the Mainz, Germany facility using a proprietary controlled crystallization process that converts lithium aluminosilicate glass into the distinctive black glass-ceramic. SCHOTT also produces: ZEISS optical glass (same Jena/Schott historical partnership), pharmaceutical glass vials and syringes (world's largest producer), mirror blanks for the James Webb Space Telescope, and specialty glass for nuclear waste storage. A foundation-owned German company with no shareholders has ~55% of the global induction and electric cooktop glass market and also makes the largest telescope mirrors ever built.
Zeon Corporation
HQ JP
Zeon Corporation (Tokyo Japan; TSE: 4205; ~¥300B revenue) is the world's largest manufacturer of NBR (nitrile-butadiene rubber) latex for disposable glove production, under the Nippon Zeon brand. Zeon holds an estimated 25-30% global NBR latex market share for glove applications. Primary NBR latex manufacturing at Takaoka plant in Toyama Prefecture, Japan. Zeon's NBR latex is based on the emulsion polymerization of acrylonitrile and butadiene monomers — the same chemistry Nippon Zeon pioneered in Japan in the 1950s. Zeon also produces specialty elastomers (HNBR, chloroprene), optical films (ZEONEX), and medical plastics. The Takaoka facility is the single largest NBR latex production site in Asia outside Malaysia.