Lates News

CITIC Securities research report points out that Meta will start the era of AI glasses in September 2023, and the industry will enter a period of product explosion in 2025. It is expected that companies like Google will gradually launch AI glasses products in 2026-2027. At the policy level, in 2026, AI glasses will be included in national subsidies, which is expected to drive consumer demand further. Currently, AI glasses face the "impossible triangle" in terms of cost, weight, performance, and battery life, and trade-offs need to be made in various aspects. AI audio glasses and AI shooting glasses are already quite mature, while AI+AR glasses with display screens are still in the development stage. The optical display system is one of the key links, and it is expected that waveguide solutions will become the mainstream direction in the future when the technology matures, potentially replacing smartphones as personal comprehensive terminals. Lens manufacturers are currently mainly focusing on sales channels and customized lens areas to drive up unit prices. Looking ahead, they may rely on their accumulation in resin materials and optical fields to deepen into the industry chain and share more value in various aspects such as waveguides, electrochromism, eye tracking, and other optoelectronic components.