The AI glasses sector has seen significant growth this year. Compared to traditional glasses, AI glasses, as wearable devices integrating AI technology, offer advantages such as multifunctional integration, portability, and interactivity. The deep integration of AI technology with Micro LED high-definition display technology has further enhanced product performance and user experience.
Recently, BOE HC SemiTek, Leyard, and Longli Technology have disclosed their developments and strategies in the fields of AI glasses and Micro LED technology.
Leyard: Optical Motion Capture Technology for AI Glasses
Leyard has announced that its optical motion capture technology can be applied to AI glasses for precise positioning and 4D gesture tracking, among other evaluations. The company has already provided motion capture technology for several AR/VR eyewear manufacturers, both domestic and international.
Leyard emphasized that Micro LED, as a self-emitting technology, is primarily used in medium to large-size displays and serves the B2B and B2G markets. With technological breakthroughs and cost reductions, it is expected to gradually penetrate the B2C market, driving the widespread adoption of consumer products.
It is worth noting that Leyard’s AI and spatial computing business evolved from its virtual reality operations, with core technologies in optical motion capture, encompassing R&D, production, and sales of motion capture products. Leyard also provides AI and spatial computing solutions and develops LED display products related to the metaverse.
Recently, Leyard‘s fully self-developed high-end MIP production line entered mass production, with an initial capacity of 1,200KK per month. The second phase will increase the capacity to 2,400KK per month. This progress is expected to further reduce the cost of Micro LED display products, improve production efficiency, and accelerate the development of the P1.0 sub-1mm ultra-small pitch high-definition display market.
BOE HC SemiTek: Significant Advancements in Small-Sized Micro LED Chips
On December 19, BOE HC SemiTek disclosed an investor relations activity record, revealing that the company’s AI glasses clients include startups, consumer electronics companies, and internet companies, with the development and testing phase already underway.
Currently, various full-color technology paths have their pros and cons and require further refinement and validation in production. BOE HC SemiTek has made substantial technological investments in the application of Micro LED chips in small-size displays, including tri-color bonding stacking technology, QD phosphor material technology, and three monochromatic optical synthesis technology. Product collaborations continue to progress.
On November 6, BOE HC SemiTek’s Micro LED wafer manufacturing and packaging test base project began production in Zhuhai, marking the world’s first 6-inch Micro LED mass production line. The Micro LED wafers and pixel devices produced are primarily used in ultra-large and ultra-small size HD display scenarios, including large commercial displays, AR/VR devices, and wearable devices.
Once the project reaches full production capacity, the annual output of Micro LED wafers will reach 24,000 sets (6-inch wafers), and pixel devices will reach 45,000KK units, further consolidating the company’s technological and production capacity advantages in the Micro LED field.
Longli Technology: Micro LED as a Key Technology Path for AR Glasses
Longli Technology has stated that the company has invested in Micro LED technology and has reserved relevant patent technologies. Micro LED is seen as a crucial technology path for the future of AR glasses, and the company will plan and apply this technology according to market demand.
According to data, Longli Technology specializes in the R&D, production, and sales of backlight display modules, with primary products including LED and Mini LED backlight display modules, and Micro LED display products.
Longli Technology has already accumulated Mini LED, Micro LED, and other related technologies, capable of using various substrates, including glass substrates, and holds corresponding invention patents.
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