Touch Taiwan 2026 focuses on three main topics: Micro LED optical communications, Micro LED interactive / transparent displays, and Mini LED-backlight displays. Ennostar Ennostar is proactively implementing its dual value-added engine strategy, driving progress in scenario-based and solution-based developments. To strengthen its competitive edge in the optical semiconductor industry, “3+1” high value-added applications are highlighted, including automotive LED, advanced displays, smart sensing, and optical communications. Ennostar is accelerating its ...

Vuzix® Corporation, a leading supplier of AI-powered smart glasses, waveguides and augmented reality (AR) technologies, today announced the launch of its Pick & Pack Validation Program, a kit-based hardware and software solution designed to accelerate deployment of smart glasses in warehouse and distribution environments. Building on recent successful enterprise deployments and expanding customer adoption, the program provides a streamlined path for organizations to validate and scale hands-free workflows using smart glasses, without complex integration or extended pilot c...

As AI and wearables advance toward deeper integration, coupled with momentum driven by major market players, TrendForce estimates that global AR glasses shipments will surge to 950,000 units in 2026, a whopping increase of 53% year over year. Weight plays a crucial role in shaping the user experience of AR glasses, making lightweight design a key driver for the AR industry to enter the mass market and achieve large-scale deployment. Recently, TrendForce spoke with Huang Weizheng, Marketing Director at Meta-Bounds, to gain insights into the company’s latest produ...

AR glasses have become a fundamental gateway to AI deployment and phygital interactions. Businesses are all racing to gain a strong foothold in this AR wave. Chinese brands are raising entry barriers through local digital ecosystems and market segmentation, while overseas tech giants such as Meta and Google are leveraging strategic partnerships, as well as autonomous large models and platforms to strengthen software-hardware integration and customer stickiness, thereby expanding their market share. Chinese brands are rapidly building competitive moats with mature supply chain ca...

Established in 2016, Cellid is a Tokyo-based waveguide design house with additional offices in California, USA, and Taoyuan, Taiwan. The company focuses on the R&D, production, and sales of waveguide technologies and SLAM (simultaneous localization and mapping) solutions, with its waveguides primarily manufactured by GIS. TrendForce recently had the opportunity to interview Cellid’s Head of R&D HW Department, Takeshi Kawahara to discuss their latest waveguide innovations and the company's future roadmap.

AR glasses are increasingly recognized as the next-generation compute platform, attracting investment from multiple international tech giants in related product development over recent years. However, as AR display technologies advance toward commercialization, the inefficiency of red Micro LEDs has become a critical bottleneck for the industry’s development. In AR near-eye display structures, display panels are required to deliver high resolution and brightness within an extremely small size. Micro LEDs, characterized by their high brightness, efficiency, and produc...

As AI becomes more integrated with wearables, alongside increasing momentum powered by major suppliers, TrendForce estimates that global AR glasses shipments will accelerate to 950,000 units in 2026, representing an increase of 53% compared to a year earlier. Display panels, as a key component with a high proportion of total device costs, will play a pivotal role in pushing the industry toward scalable and widespread adoption through lower costs and improved performance. Recently, TrendForce had an opportunity to speak with Chao Pen, Marketing Director at Rayvision Techno...

Rokid, a global pioneer in AI-powered smart eyewear and human–computer interaction, has released a significant software update for the international version of its Rokid Glasses, becoming the world's first manufacturer to natively support Google's Gemini on the device. The update integrates four leading large language models—Gemini, OpenAI's ChatGPT, DeepSeek, and Alibaba's Qwen—into a unified platform. This software rollout comes as Rokid maintains its strong sales momentum. According to data from Shangpu Group tracking AI gl...

TrendForce forecasts that global AR glasses shipments will surge to 950,000 units in 2026, representing a 53% YoY growth. On top of that, as initial interest in these new products fades, consumers are expected to increasingly scrutinize the practical value and AI-enabled experience of these devices. With deeper integration of AI technology with wearable devices, alongside ongoing deployments by leading tech players, brands are required to define specific scenarios, improve user experience feedback loops, and advance AI ecosystem development. These efforts are essential to meet...

Varjo, a global technology leader in mission-ready virtual and mixed reality, today expanded its 2026 product offering with the launch of Integrated XR Systems – complete, ready-to-run XR hardware solutions designed to simplify deployment and deliver assured performance from day one in air-gapped environments. With Integrated XR Systems, Varjo expands its product portfolio beyond industry-leading headsets to deliver fully validated XR solutions, combining Varjo XR-4 Series headsets (2026 edition) with premium workstations, pre-installed software, bundled licens...

Near-eye display (NED) devices are primarily developed for two application domains: VR and AR, and OLEDoS technology is advancing its use cases in both. In the VR market, OLEDoS and LCD can be seen as rivals with comparable performance. LCD technology leverages its relatively mature supply chain and cost structure, currently represented as a cost-effective solution. OLEDoS, on the other hand, offers an advanced and superior technology pathway for VR glasses, featuring high resolution and lightweight design. It is now expected to gain increasing penetrati...

Ahead of Valentine's Day, LLVision's Leion Hey2 AR Translation Glasses gained widespread national exposure across more than 15 television and radio programs throughout the United States, becoming one of the most recommended gifts for cross-cultural couples and multilingual families. The national broadcast momentum follows Leion Hey2's debut at CES 2026, where the device drew attention from multiple technology media outlets as the world's first AI-powered professional AR translation glasses designed to make conversations feel more natural rather than ...

As large multimodal models (LMM) approach maturity, AR glasses have evolved from simple display devices to sensory interfaces for AI. This brings on-screen interactions into physical reality, transforms search tools into personal life assistants, and bridges the gap in real-world AI deployment. Companies are shifting their focus from competing on hardware specifications to securing positions within ecosystem frameworks. Amid this shift, Chinese brands are extending their influence while rapidly staking their claims. This transformation has not only prompted software giants ...

15x30 µm² 6V FlexiNOVA microLEDs assembled on a 400 µm pitch backplane Aledia, a pioneer in next-generation microLED technology, announced today the commercial availability of FlexiNova, its patented high-voltage microLED platform designed to unlock scalable, energy-efficient Direct-View microLED displays for global markets. This product release marks a world-first industrial milestone: the successful manufacturing of 3D Nanowire based microLEDs operating at 6V, with an ultra-compact 15 µm × 30 µm single body chip size, m...

Vuzix® Corporation, a leading supplier of AI-powered smart glasses, waveguides and Augmented Reality (AR) technologies, today announced that its LX1 smart glasses have received FCC and CE certifications for market access in the United States, Canada, European Union, United Kingdom, and Japan and commenced commercial shipments. Vuzix LX1 smart glasses are a ruggedized solution for hands-free work including maintenance, field service and warehousing, where all-day battery life is critical. Receiving FCC and CE certification marks a significant milestone...

Established in January 2008, Pegatron Corporation leverages years of product development expertise and vertically integrated manufacturing capabilities to provide a seamless one-stop service, spanning from creative design to systematic production. By combining EMS and ODM business models, Pegatron has established itself as a premier global DMS (design, manufacturing, and service) company. Recently, the company has actively invested in the near-eye display sector, aiming to offer clients comprehensive solutions through complete upstream and downstream vertical integration. Tr...

SPIE Photonics West 2026, the world’s largest annual event for the optics and photonics industry, took place from 17-22 January in San Francisco. The exhibition features a wide array of topics, including BiOS, LASE, OPTO, Quantum West, AR | VR | MR. Advanced technologies and applications, such as lasers, biomedical optics, quantum technology, and AR / VR / MR, were demonstrated. Topic One: UV LED vs. SWIR LED Violumas The market demand for UV LEDs is growing steadily across various applications, including curing, solar sim...

TrendForce’s recent research on the near-eye display industry indicates that the growing convergence of AI and wearable devices has resulted in stronger-than-anticipated market response for Meta Ray-Ban Display Glasses. In the last six months, Meta has significantly increased orders for several key components. Driven by this strong backing from leading brands, TrendForce forecasts global AR glasses shipments will reach 950,000 units by 2026, a 53% YoY increase. TrendForce’s supply chain survey shows that Meta initially took a cautious approach to AR glas...

Goeroptics, a world's leading AR&MR solution provider, unveiled a suite of advanced XR optical solutions at SPIE AR|VR|MR 2026. The company debut its latest AR flagship product, the F50Se — a 50° FoV full-color silicon carbide (SiC) etched optical module designed for seamless AR experiences. Demonstrating its advanced XR optics technology, Goeroptics also showcased full-color AR optical modules F15Pi (polymer) and F25Ge (glass), as well as a range of ultra-compact MR pancake modules at the exhibition. Large-FoV SiC Module En...

Avegant, a venture-backed technology company, is developing next-generation display technology to bring augmented reality (AR) to life, transforming the way we play, learn, work, and interact with each other. Currently, Avegant is partnering with multiple waveguide manufacturers to promote its proprietary non-PBS LCoS technology. TrendForce recently had the opportunity to interview Avegant CEO & Founder Edward Tang, who shared valuable insights into the competitive landscape between LEDoS and LCoS light engines, as well as the company's latest advancements....

Vuzix® Corporation, ("Vuzix" or, the "Company"), a leading supplier of AI-powered smart glasses, waveguides and Augmented Reality (AR) technologies, today highlighted a series of strategic actions underscoring its growing momentum in the security and defense markets. These initiatives reinforce Vuzix' role as an optics OEM supplying high-performance, scalable waveguide solutions to defense integrators and U.S. Department of Defense programs. Building on the momentum and interest at CES 2026, where Vuzix demonstrated a fully functional mil...

Is VR losing momentum? According to CNBC, Meta is scaling back its focus on virtual reality as it pivots toward AI and smart glasses, a shift that has cooled the broader VR industry and raised questions about its outlook. As the report indicates, Meta has cut around 10% of staff within its Reality Labs unit, with layoffs largely concentrated on VR-related initiatives such as the Quest headsets. Teams behind Horizon Worlds were among the hardest hit, and several internal studios were shut down. In total, roughly 1,000 roles were eliminated. The shift is part of ...

AAC Technologies, a global leader in advanced consumer electronics components and modules, and Eulitha AG, a pioneer in high-throughput optical lithography, today announced at the SPIE AR/VR Conference that AAC will begin utilizing Eulitha’s lithography technology for the volume production of Augmented Reality (AR) waveguides. This represents a significant milestone in the industry’s pursuit of scalable and affordable AR waveguide manufacturing. AR devices are widely expected to become a primary interface for ubiquitous access to information thr...

We start 2026 with exciting innovations in optical metrology and a strong presence at key international industry events. In January, we introduce LumiTop X30 AR, our latest camera system for the precise characterization of near-eye displays used in AR glasses. The system will be presented for the first time at SPIE AR/VR/MR 2026 in San Francisco. LumiTop X30 AR combines high spatial resolution with spectroradiometer-based color calibration to deliver highly accurate luminance and color measurements. In addition, it provides detailed analysis of virtual imag...

Appotronics, the inventor of ALPD® laser technology, today unveiled the world's first Laser+LCOS optical engine prototype for Augmented Reality (AR) glasses at the AR | VR | MR Exhibition of SPIE Photonics West 2026. This demonstration signifies the first successful convergence of laser display technology with the AR glasses form factor, establishing a critical milestone toward consumer-grade, all-day wearable AR devices. Held from January 20 to 22 in San Francisco, SPIE Photonics West is the premier global event for lasers, biomedical opt...

OPTIX will showcase its latest reflective AR waveguide and VR pancake optical technologies at SPIE Photonics West 2026, presenting a unified optics platform designed to address core XR hardware challenges including brightness, field of view, image clarity, and manufacturability. At Booth #6327, the company will debut its latest EPIC-50 reflective waveguide delivering up to 6,000 nits and a 50° field of view for next-generation AR glasses, alongside a compact, high-resolution VR pancake optical module engineered for premium headsets. OPTIX, a full-sta...

Vitrealab GmbH, a developer of Photonic Integrated Circuits (PICs) for laser–LCoS-based AR light engines, announced today the successful closing of a Series A financing. With a volume of US$ 11 million, the round was significantly oversubscribed. The strong investor interest was driven by an industry-wide inflection in Augmented Reality and Vitrealab’s technology’s strong fit with the performance, efficiency and form-factor demands of next generation AR devices.The investment was led by LIFTT Italian Venture Capital and LIFTT EuroI...

ALLOS Semiconductors of Germany and Ennostar Corporation of Taiwan today announced a strategic partnership to bring 200 mm GaN-on-Si (gallium nitride on silicon) LED epiwafers for microLED applications into volume production. This collaboration represents a key milestone in establishing a silicon fab-compatible supply chain for microLED products. ALLOS Semiconductors and Ennostar announce strategic partnership for 200 mm GaN-on-Si epiwafers Through this partnership, ALLOS will be able to deliver its industry-leading GaN-on-Si epiwafers at the v...

Instrument Systems presents its new camera system LumiTop X30 AR and a broad range of advanced optical measurement solutions at SPIE AR|VR|MR 2026 and SPIE Photonics West 2026 in San Francisco, USA. At SPIE AR/VR/MR and Photonics West from 17–22 January 2026 in San Francisco, Instrument Systems will showcase its latest high-accuracy measurement systems in optical metrology. A key highlight will be the launch of the new LumiTop X30 AR – an advanced camera system for precise characterization of near-eye displays used in AR glas...

Any gamer can benefit from extra display space, but not everyone has the physical space to make it happen — especially if they’re gaming on the go. With the ROG XREAL R1 gaming glasses, these concerns become a thing of the past. Just put these glasses on and you’ll see the gaming display of your dreams. Whether you need a big-screen virtual display for on-the-go ROG Xbox Ally gaming or want an extra monitor for your battlestation that takes up no space, the ROG XREAL R1 Glasses are the solution. These gaming glasses give you a featherweigh...