Rokid Global@RokidGlobalOptics and AIAI score2424

Great to see our smart glasses helping bring on-device native VLMs into real industrial workflows. This is exactly the value an open ecosystem can unlock: models, chips and devices working together to create real-world value. 😎 https://twitter.com/STL_AI/status/2110219163767853414

Leqi second-generation AI glasses outlook: four optical challenges for diffractive waveguides

The article argues that AI capabilities can be upgraded over the air, but the optical experience of a diffractive waveguide is hard to fix once finalized. The development of Leqi's second-generation AI glasses focuses on four engineering challenges: hiding the grating, suppressing rainbow artifacts, thinning the lens, and reducing reflections while preserving brightness. These are also the issues consumer AI glasses must solve to look like ordinary eyewear.

AI Glasses Begin to Offer Proactive Services

An article by VR Tuoluo notes that some AI glasses can now record everyday conversations with user permission, organize key information into searchable long-term memory, and extract schedules from conversations to send proactive reminders. Brands including RayNeo have introduced such features.

Zuckerberg's net worth rises to fourth in the world as Meta smart glasses and AI business draw attention

On September 24, Zuckerberg's net worth reached about $266.4 billion, surpassing Michael Dell to become the world's fourth-richest person. Meta shares closed at $777.59 that day, up about 36% in September. The article argues that the AI agent Muse, launched on September 8, boosted market sentiment, and discusses Meta's smart glasses business.

Qwen N1 Pro and Wigain Flow Add Eye Sensing, as AI Glasses Fill the Personal Context Gap

A VR Tuoluo article notes that the Qwen AI Glasses N1 Pro, unveiled on September 22, adds high-precision eye tracking for visual question answering, object recognition and iris payment. The Wigain Flow full-color AI glasses from Qiuguo, planned for release later, also place an iris camera in the nose pads for identity verification. Eye data is emerging as a new data source for AI glasses to understand users.

The Price Dilemma of Micro-Optical Engines for AR Glasses, Seen Through the Supply Chain

The article argues that the core bottleneck keeping AR glasses from the mass market is not chips or software, but the micro-optical engine inside the temples. The micro-optical engine is the image-generation core of AR glasses, and its price remains high even after mass production, with most mass-produced models still selling for several thousand yuan or even more than 10,000 yuan.

The Other Side of the First Year of Waveguide Mass Production: Capacity Is in Place, but Is Yield Keeping Up?

The article argues that 2026 is the first year of optical waveguide mass production, with multiple production capacities of one million units coming online, but capacity expansion does not equal stable mass production. The core barrier has shifted from whether it can be done to whether it can be done consistently at high yield. The three major bottlenecks in materials, processes and inspection are interlinked, requiring end-to-end system capabilities.

Industry Analysis: Silicon Carbide Waveguides Shift from Performance Option to Mass Production Essential

An OFweek article analyzes how silicon carbide optical waveguides are moving from an alternative AR performance material to a core element of mass production, with materials, chips and modules all scaling up simultaneously. It cites actions including Aifalong's oversubscribed Series B round of more than 100 million yuan to build an 8-inch silicon carbide metasurface optical waveguide chip production line, Guangna Siwei's financing of nearly 200 million yuan, and Goertek Optics' F50Se module achieving a 50-degree field of view. The author believes cost, processing yield and supply chain maturity remain the three hurdles before large-scale deployment, with the current average price of a SiC waveguide chip at 250-350 US dollars.

Whose Golden Week Needs a Pair of AI Glasses Most?

The article looks at AI tour-guide glasses: tourists wearing the same AI glasses have appeared in Shanghai, hearing the story of the Huxinting Teahouse by the Nine-Turn Bridge and placing voice orders for xiaolongbao at Nanxiang Steamed Bun Restaurant. Earlier, iFlytek AI glasses gained popularity among outbound travelers with real-time cross-border translation.

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.

Why Are AI Glasses Dropping Cameras Again?

An article by VR Tuoluo uses Apple's iPhone Duo and its trade-offs in a foldable form factor as an example to analyze how AI glasses are shifting from adding features to subtraction: for hardware worn close to the body for long periods, removing cameras can deliver lighter weight and fewer privacy concerns.

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.

Optical Waveguide Capacity of 7 Million Units/Year: How Many AR Glasses Can Sell?

China's planned diffractive optical waveguide capacity is nearly 7 million units per year, while Runto data show that China sold 408,000 AR glasses in the first half of 2026, up 109.4% year on year, indicating a clear mismatch between capacity and demand.

RUNTO: AR Glasses Split into AI HUD and Cinema/Spatial Computing Camps

In the first half of 2026, China's smart glasses sold 909,000 units across all channels, up 85.5% year over year, with sales revenue of RMB 1.88 billion. AR glasses are splitting into lightweight AI HUD models and large-screen cinema/spatial computing models.

China Smart Glasses Online Sales Fall 15% in July, While AR Surges 70%

RUNTO data show that China's online smart glasses sales fell 15% year on year in July, the first decline, while AR glasses bucked the trend with a 70% surge.

Optics to Decide the XR Era

The article argues that optical technology is the core breakthrough for the XR industry, with wafer-level optics reaching million-unit volumes and major players entering the market simultaneously.

Array Waveguides Heat Up, SRG Capacity Expands, VHG Commercializes: Optical Waveguide Competition Enters a New Phase

VR Tuoluo reviews the 2026 optical waveguide landscape: array waveguides are heating up, SRG diffractive waveguide production is expanding, and VHG volume holographic gratings are being commercialized.

After AI Glasses Sell Out, Why Did EssilorLuxottica's Share Price Halve?

The article analyzes the eyewear giant's halved share price, exclusive agreements and succession issues amid strong AI glasses sales.