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AAC TECH (02018.HK) SRG Diffractive Optical Waveguide Lenses for AI Glasses Achieve Mass Production Deployment
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AAC TECH (02018.HK) announced that its Surface Relief Grating (SRG) diffractive optical waveguide lens products have passed performance and reliability tests from multiple leading global terminal customers, officially securing mass production designation partnerships. Some projects have already entered the ramp-up phase for volume delivery. Based on customers’ demand forecasts, the company expects to enter a window period for large-scale mass production shipments starting from 2H26.

As a core optical component of AR glasses, the optical waveguide display module directly determines device form factor, visual functionality and wearing experience. It is a key bottleneck restricting large-scale industry adoption. As such, optical waveguide products have become a rigid-demand segment poised to benefit from an industry breakout in AR glasses. (gc/u)

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