AI glasses are rapidly driving new demand in the wearable market. Major international companies like Meta and Apple are accelerating their product launches, and several startups in China are also entering the fray. The supply chain for AI glasses, including sensing and lens modules, is generating new momentum and benefiting HDI, flexible circuit board, rigid-flex board, and substrate manufacturers, making AI glasses a focal point in the wearable device sector.
Huatong currently focuses on mid to high-end HDI boards for AI glasses applications and is simultaneously developing flexible and rigid-flex boards, creating a complete product lineup. Although current shipments have not significantly contributed to revenue, growth is evident, and the company has entered stable mass production. Clients include several international brands like Meta, and many startups in China are actively developing AI glasses. The lightweight and compact nature of AI glasses increases the demand for high-end printed circuit boards, which is advantageous for the company to expand its share of high-end applications.
Zhen Ding is one of the earliest PCB manufacturers to enter the smart glasses field, now offering a complete product line that includes flexible boards, SiP modules, and rigid boards. Zhen Ding reports that its global market share for printed circuit boards used in smart glasses has reached 30-50%. Although this year's shipments have not peaked, the scale has grown several times compared to last year. With high technical barriers and premium pricing, the gross margin for this business is already above the company’s overall average and is expected to continue improving profitability.
Taiwan's Jeng Yi has been actively entering the wearable device market in recent years, and its new generation of products for AI glasses has completed mass production introduction, with initial results gradually emerging. The company estimates that shipments will grow significantly in 2026, further boosting operational momentum.
In upstream materials, PI manufacturer Damao is targeting Meta glasses with transparent PI. Damao provides films, while its subsidiary Bo Mi Lan specializes in fine circuits, enabling smart glasses to achieve eye-tracking functionality. The company plans to continue its strategic positioning in the AI glasses market.
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Source: Money DJ
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