AR / AI Glasses

Huawei AI Glasses Update Adds Parking Lot QR Payment and Head Gesture Payment

Huawei AI Glasses have added Alipay QR code payment for parking lots and head gesture-controlled payment, along with a 5-minute continuous recording option. Parking payment requires binding a license plate in the Look feature of the Huawei Eyewear app, while head gesture payment must be enabled in settings; the connected phone must run HarmonyOS 7.0 or later. The update also improves head gesture call recognition accuracy and optimizes battery life and system stability in some scenarios.

SeeYA Technology Q3 2026 Revenue Up 409% Year on Year, Turning a Quarterly Profit

SeeYA Technology reported third-quarter revenue of 724 million yuan, up 409.00% year on year, with net profit attributable to shareholders of 84.7932 million yuan, turning a profit for the quarter. Revenue for the first three quarters was 1.308 billion yuan, with net profit attributable to shareholders of 31.0712 million yuan. The company attributed the revenue growth to increased customer demand and shipments. The original article notes that demand for silicon-based OLED should focus on AR/ER and MR devices, while sustained profitability is also affected by customer concentration and Micro-LED technology iteration.

How TDK's Meta-Reflector Retinal Projection Differs from Waveguides and BirdBath

TDK's AR display solution uses a 150 nm thick meta-optic reflector in place of a conventional curved mirror, forming images through direct retinal projection (DRP). The reflective film has a visible-light transmittance of about 80%, and the current demonstration is still a monochrome prototype. Full-color demonstrations and mass production remain several years away, while consumer-level costs and processing yields are also key hurdles.

Conant Optics Enters Core Lens Supply Chain for Qwen AI Glasses N1 Series

Conant Optics supplies 23 lens SKUs each for the Qwen AI Glasses N1 and N1 Pro, and serves as a core supplier of plano and myopia prescription lenses. It is the exclusive supplier of 1.74 high-index lenses, high-value colorful lenses and smart photochromic lenses. In the first half of 2026, the company's XR business revenue reached about 50.5 million yuan, up about 15-fold year on year, with gross margin rising to 42.9 percent. Its Shanghai base plans to add four dedicated production lines for lens lamination and complete-unit packaging.

XGIMI and Dangbei Enter AI Glasses: Which Optical Capabilities Can Projector Makers Transfer?

XGIMI and Dangbei have entered the AI glasses arena, and the article frames this as a business exploration under pressure in their core projector operations, drawing on their accumulated optical engine and microdisplay expertise. XGIMI MemoMind One began domestic pre-sales on October 15 at 2,294 yuan after the national subsidy; the AI note-taking glasses co-developed by Dangbei and DingTalk launched on October 13, priced from 1,299 yuan. Runto Technology notes that experience in optical engine miniaturization and image quality tuning can be reused, but near-eye imaging, wearable design, software ecosystems and eyewear retail channels remain real challenges.

Where Is AI/AR Glasses Funding Heading in 2026? Waveguides and Microdisplays Draw Capital Faster

In 2026, AI/AR glasses funding is tilting toward upstream waveguides and microdisplays, and the article argues that investment logic is shifting toward mass-production delivery and scarce capacity. According to incomplete statistics, as of October 2026 more than 37 funding rounds had been publicly disclosed across the domestic industry chain, with a total disclosed amount of about 9 billion yuan. Crystal Optech's C+ round exceeded 1 billion yuan, while MicroJewel Optoelectronics raised several hundred million yuan in a MicroLED Pre-A round.

Silicon Carbide Joins the Mass-Production Race as a Next-Generation Material for AR Optics

Silicon carbide AR waveguides are moving toward wafer-level manufacturing and small-volume production, but low-cost, high-volume consumer shipments remain some way off. A recent preprint from the Zhejiang Provincial Key Laboratory of 3D Micro/Nano Fabrication and Characterization, the Institute of Optoelectronics at Westlake University, and the Mude Micro-Nano team presents a full-color silicon carbide diffractive waveguide measuring 0.35 mm thick and weighing 1.98 g, with patterning of four pairs of lenses demonstrated on an 8-inch SiC wafer. The high refractive index helps widen the field of view and enable monolithic full color, but manufacturing challenges remain, including consistency of optical-grade substrates, micro- and nanofabrication of hard and brittle materials, and light leakage at packaging interfaces.

How Four Diffractive Optical Waveguide Pathways Drive Volume Manufacturing

SRG diffractive optical waveguides use four complementary pathways - nanoimprint, DUV lithography etching, SiC substrates and single-layer full color - to improve mass production, precision, field of view and image quality respectively. The article cites AAC Technologies' single-layer full-color SRG mass production yield of over 80%, a 52-degree FOV for the SiC solution, and the commissioning of Goertek Optics' 12-inch DUV lithography etching production line. Plans for million-unit-level capacity and ramp-up do not mean the industry as a whole has achieved stable million-unit-scale delivery; cost, yield and whole-device integration remain the next hurdles.

XREAL 👓@XREAL_GlobalOptics industryOptics and AIPicksAI score6363

XREAL has launched the XREAL 1 Pro+, improving brightness, 3D performance and wearing comfort over the XREAL One Pro. The new model delivers 1,200 nits of perceived brightness and supports AI HDR, with native REAL 3D conversion at up to 60 fps. It features a redesigned nose pad, and the X1 chip keeps the virtual screen stable during head movement. It is currently sold only through the official store.

Fanchuangwei High-Transparency Optical AR Lens Project Lands in Taizhou with Total Investment of About RMB 550 Million

Shanghai Fanchuangwei Technology's high-transparency optical AR glasses lens project has settled in Huangyan, Taizhou, to be carried out in two phases by Fanke Technology (Taizhou), with total investment of about RMB 550 million. Phase one, at about RMB 150 million, plans to complete an innovation center and pilot production line by 2027. Phase two, at about RMB 400 million, targets annual output of 100 tonnes of high-purity silicon carbide optical material by 2028. Aimed at AI glasses and AR terminals, the project covers the full chain from optical materials and etching processes to optical devices.

TDK Shows Meta-Optics Reflector for Retinal Projection Smart Glasses at CEATEC

TDK showcased at CEATEC an ultrathin meta-optics reflector designed for retinal projection smart glasses. The prototype is monochrome green with 750p resolution and a 45-degree diagonal field of view. The reflector is only 150 nanometers thick and achieves 80% visible-light transmittance. TDK plans to launch the green version by the end of 2026, a full-color version in May 2027, and mass production within a few years.

XPANCEO partners with Contamac to advance AR contact lenses using FDA-cleared ophthalmic materials

Smart contact lens company XPANCEO has partnered with Contamac to advance the development of AR contact lenses using materials already used in FDA-cleared ophthalmic devices.

INMO AIR3 Recalled in US and Canada Over Temple Overheating, Testing Smart Glasses Thermal Design

The US CPSC and Health Canada issued a recall on September 24 after the left temple of INMO AIR3 smart glasses could overheat during prolonged use. INMO has received 10 overheating reports, including burning sensations on the face and left ear. The recall covers about 1,643 pairs in the US and about 120 pairs in Canada, with free repairs and system updates offered as the remedy.

Meta Ray-Ban Display Launches Internationally, with Online Ordering and New Features

At Connect 2026, Meta announced that Meta Ray-Ban Display will go on sale outside the US, with online ordering and no in-store fitting required, plus new features such as third-party app discovery and navigation improvements.

CIOE 2026 AR Optics Review: Mass Production, Thin-and-Light Design and Color Emerge as Keywords

At the 27th CIOE and SIVA 2026, the keywords for VR/AR optics centered on mass production, thin-and-light design, and color displays for AR glasses. The article summarizes show trends, noting that 4-inch, 6-inch and other semiconductor wafers were everywhere, serving as a way to demonstrate mass-production capability.

Eye Tracking, ToF, AI Glasses: The Commercialization Path for Metalenses Becomes Clearer

An article by VR Tuoluo notes that metalenses had a noticeably stronger presence at CIOE 2026, with NIL Technology showcasing metaEye for AR/VR eye tracking. The article maps out the application paths for metalenses in eye tracking, ToF and AI glasses.

XREAL AURA Opens for Pre-Order as Android XR Debuts at AWE 2026

Google showcased Android XR ecosystem progress at AWE 2026, and XREAL AURA opened for pre-order.

Google: Smart Glasses to Launch This Fall, with New Frames from Gentle Monster and Warby Parker

On May 19, Google unveiled new frames for Android XR smart glasses from Gentle Monster and Warby Parker, set to launch this fall.

Samsung Launches First Android XR Headset, Galaxy XR, Priced at $1,799

Samsung has launched Galaxy XR, its first device based on Android XR. Google said it integrates Gemini, which can understand what users see and perform actions across apps, with voice, gesture and eye-tracking interaction.

Google Teams with Samsung and Qualcomm to Launch Android XR Platform for Headsets and Glasses

Google, working with Samsung and Qualcomm, has launched Android XR, an operating system for extended-reality devices such as headsets and glasses that combines Gemini to understand user intent and the surrounding environment. A developer preview was released the same day, supporting tools including ARCore, Android Studio, Jetpack Compose, Unity and OpenXR. The first device is a headset from Samsung, codenamed Project Moohan, planned for launch next year.