AI glasses are diverging into two distinct paths: those without displays and those with displays. The former focuses on miniaturized integration and cost, while the latter demands expertise in precision optics and high production yields. Scaling either approach relies on stable and repeatable manufacturing capabilities.
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FOV (Field of View) determines the size of the virtual image in AR glasses, while the "eyebox" defines the effective viewing area within which the entire image remains visible. Both are determined by the interaction between the optical engine and the waveguide—specifically the design of the waveguide's gratings—and they directly impact the user experience.
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The bottleneck in achieving 99.99% reflectivity for high-reflectivity laser mirrors lies not in the thin-film design, but rather in process-related details such as absorption, scattering, and defects. Furthermore, this value cannot be measured directly; it must be calculated by separately determining transmission, absorption, and scattering.
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Upgrading audio in smart glasses requires balancing sound efficiency, audio quality, and power consumption within the limited space of the temples, aiming to deliver richer, clearer open-ear sound and enhance the daily wearing experience.
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Many countries have introduced restrictions on camera-equipped smart glasses due to privacy concerns, yet the industry continues to grow rapidly; regulations aim to define the boundaries of use rather than impose a total ban on sales or usage.
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The Chinese display industry supply chain has recently seen a flurry of capital-related activities, with numerous companies accelerating private placements and emerging Micro LED firms securing multiple rounds of investment; the sector is shifting from mere scale expansion toward filling gaps across the entire value chain and upgrading quality.
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