On December 3, BOE HC SemiTek introduced the concept of “AI Glasses.”
According to data provided by Tonghuashun, the reason for the inclusion of BOE HC SemiTek is as follows: On April 17, 2024, the company disclosed on the Interactive Easy Platform that it is continuing its collaboration with well-known consumer and tech enterprises both domestically and internationally to promote the deployment of various end products. The performance and yield of large-size wafers continue to improve, and the company has gained certification from strategic clients. The Micro LED pixel devices have passed market application tests and are now entering small-scale mass production, with a plan to achieve large-scale sales in 2024. Additionally, micro-displays used for AR near-eye displays have achieved dynamic display of 3.75-micron pixels on a 0.12-inch screen, with plans for commercialization in 2024.

The Booming Market for AI Glasses
Since the beginning of this year, the AI glasses concept has repeatedly sparked market excitement. As wearable devices integrating AI technology, AI glasses offer distinct advantages over traditional eyewear in terms of multi-functional integration, portability, and interactivity.
For example, Chinese AR glasses company Rokid launched its Micro LED AR glasses, Rokid Glasses, on November 18, in collaboration with T-Rex. These glasses are equipped with Alibaba’s Tongyi Qianwen multimodal model, supporting features such as phone calls, AI Q&A, object recognition, photo-based question answering, multi-language translation, navigation, health reminders, and more. To ensure smooth operation of these AI features, Rokid Glasses use the Qualcomm Snapdragon AR platform, optimized for power consumption and heat dissipation, making it suitable for lightweight smart glasses.

In addition, in September this year, the American tech giant Meta and Chinese smart device company Xingji Meizu also released their own AI+AR glasses.
The first AR smart glasses, Orion, released by Meta, are equipped with the Meta AI assistant, capable of perceiving and understanding the wearer’s surroundings to provide real-time information and anticipate their needs. To visualize AI-generated information clearly, Orion uses silicon carbide lenses to eliminate optical artifacts and stray light while improving the refractive index. Furthermore, its optical display solution combines Micro LED and waveguide technology to achieve a 70° field of view, offering a broader visual experience.
The StarV Air2 AR smart glasses released by Xingji Meizu feature JBD Micro LED screens, providing an all-day AI experience. These glasses support real-time translation in 13 languages, quick AI assistant wake-up for note-taking, meeting assistance with speech-to-text, summary generation, intelligent prompting, and information reminders, as well as AR navigation.

Additionally, the Chinese startup Even Realities has introduced the lightweight and stylish AR glasses G1, which use dual JBD 0.13-inch VGA single green Micro LED micro-displays. These glasses support features like note-taking, translation, navigation, prompts, and notifications. Moreover, by connecting to third-party large models, G1 can execute simple AI Q&A tasks.

It is noteworthy that all of these AI glasses share a common feature: the combination of AI and Micro LED high-definition display technology. AR devices, due to their lightweight and compact nature, are seen as the ideal platform for AI. The characteristics of Micro LED light sources, such as high brightness, small size, and low power consumption, make it an essential technological asset for AR devices. If Micro LED full-color solutions can be realized through vertical stacking or color conversion methods, they are expected to become the optimal technological solution for future AR glasses.
Looking ahead, with breakthroughs in technical bottlenecks and the gradual maturation of full-color solutions for AR glasses and the specific demand for automotive display applications, it is expected that the Micro LED chip market will reach $489 million by 2028. In the future, the combination of AI and Micro LED is expected to drive a significant leap forward in display technology.
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