On June 22, a 12-inch transparent-substrate wafer facility dedicated to AR micro-nano optical products in Shanghai's Lingang area has officially commenced operations, emerging as China's first large-scale manufacturing base for 12-inch AR micro-nano optical wafers, according to an announcement relea...

In 2025, as the AI glasses market continues to expand by leaps and bounds, competition becomes intensified among established players such as RayNeo and Rokid, internet giants including Meta and Baidu, and smartphone makers led by Huawei. Notably, automakers such as Li Auto and Geely have also involv...

Meta is advancing its push into AR glasses, with South Korean component suppliers reportedly poised to benefit. According to Business Korea, citing sources, South Korea’s Sapien Semiconductors is expected to supply backplanes—chips that control Micro LED pixels—for Meta’s Micro LED (LEDoS)-b...

Google has announced major progress on two categories of AI-powered smart glasses—one equipped with a display and the other focused on audio—setting the stage for head-to-head competition with Meta as early as next year. In a blog post published Monday, Google said that the first co-developed...

According to Reuters, citing The Information, sources say Amazon is developing AR glasses for consumers, a move that would put the company in direct competition with Meta. The product is reportedly slated for release in late 2026 or early 2027, as the report indicates. The project would mark Amaz...