Shanghai Fanchuangwei Technology's high-transparency optical AR glasses lens project has settled in Huangyan, Taizhou, to be carried out by Fanke Technology (Taizhou) in two phases, with a total investment of about 550 million yuan. Phase one, at about 150 million yuan, plans to complete an innovation center and pilot production line by 2027; phase two, at about 400 million yuan, targets annual production of 100 tons of high-purity silicon carbide optical material by 2028. The project targets AI glasses and AR terminals, covering the full chain from optical materials and etching processes to optical devices.
Why we recommend it: The original article gives the investment figures for the two phases, production line timelines, and a target of 100 tons of silicon carbide optical material per year, useful for gauging the pace of silicon carbide optical waveguide industrialization.
Vuzix has launched the configurable Shrike waveguide display platform for defense, security and emergency response applications, with the first samples already shipped to customers.
Why we recommend it: The source article gives a concrete product bringing waveguide displays into the defense market, helping to illustrate non-consumer markets for AR waveguides
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At the 27th CIOE and SIVA 2026, the key themes for VR/AR optics centered on mass production, slim 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 we recommend it: The original article surveys the directions of multiple AR optics makers at CIOE, offering a cross-sectional view of the AR optics supply chain