Where Is AI/AR Glasses Funding Heading in 2026? Optical Waveguides and Microdisplays Draw Capital Faster
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In October 2026, OFweek Optics published an article reviewing funding across the AI/AR glasses industry chain in 2026. It noted that funding is shifting toward upstream optical waveguides and microdisplays, with investment logic turning to mass-production delivery capability and scarce capacity. According to incomplete statistics, as of October 2026, more than 37 financing rounds had been publicly disclosed across the domestic industry chain, with a total disclosed amount of about 9 billion yuan. Among them, Kunyou Photonics completed a C+ round of more than 1 billion yuan, and Weijiu Photonics completed a MicroLED Pre-A round of several hundred million yuan.
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- OFweek Optics Network · NewsPicksWhere Is AI/AR Glasses Funding Heading in 2026? Waveguides and Microdisplays Draw Capital Faster
In 2026, AI/AR glasses funding is tilting toward upstream waveguides and microdisplays, and the article argues that investment logic is shifting toward mass-production delivery and scarce capacity. According to incomplete statistics, as of October 2026 more than 37 funding rounds had been publicly disclosed across the domestic industry chain, with a total disclosed amount of about 9 billion yuan. Crystal Optech's C+ round exceeded 1 billion yuan, while MicroJewel Optoelectronics raised several hundred million yuan in a MicroLED Pre-A round.
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