Augmented and virtual reality stocks

EssilorLuxottica is identified as Meta's primary eyewear manufacturing and distribution partner, creating direct volume exposure.

Meta is reportedly looking to double production of its AI-enabled Ray-Ban smart glasses to 20 million units by 2026. As the primary manufacturing and distribution partner, EssilorLuxottica stands to gain significantly from increased product volumes and the upgrade cycle toward high-ASP (Average Selling Price) smart eyewear.

Goertek has vertically integrated waveguide, microdisplay, and final-assembly capabilities, providing direct exposure to smart-glasses production.

Goertek is exposed to higher smart-glasses production through vertically integrated optical, display, and assembly capabilities. If Muse increases demand across Meta's lineup, Goertek can capture additional component and final-assembly volume.

Kopin Corporation, together with its subsidiaries, develops, manufactures, and sells microdisplays, subassemblies, and related components for defense, enterprise, industrial, and consumer products in the United States, the Asia-Pacific, Europe, and internationally. It offers miniature active-matrix liquid crystal displays, ferroelectric liquid crystal on silicon displays, organic light emitting diode displays, MicroLED display technologies, application specific optical solutions, backlights, and optical lenses. The company’s products are used for soldier thermal weapon rifle sights, avionic fixed and rotary wing pilot helmets, armored vehicle targeting systems, and training and simulation headsets; industrial and medical headsets; 3D optical inspection systems; and consumer augmented reality and virtual reality wearable headsets systems. Kopin Corporation was incorporated in 1984 and is headquartered in Westborough, Massachusetts.

Vuzix Corporation designs, manufactures, and markets artificial intelligence (AI)-powered smart glasses, waveguides, and augmented reality (AR) technologies in North America, Europe, the Asia Pacific, and internationally. The company offers smart glasses that include M Series, Vuzix Blade, Vuzix Shield, and Vuzix Ultralite Z100; Mobilium logistics mobility software solution; waveguide optics; and display engines. It provides engineering services and original design manufacturers (ODM)/original equipment manufacturers (OEM) component solutions. The company sells its products through direct sales, value-added resellers, distributors, ODM and OEM partnerships, and online stores, as well as various Vuzix operated web stores in the United States, Europe, and Japan. It serves the enterprise, medical, defense, security, and consumer markets. The company was formerly known as Icuiti Corporation and changed its name to Vuzix Corporation in September 2007. Vuzix Corporation was incorporated in 1997 and is headquartered in West Henrietta, New York.

Jorjin Technologies Inc., established in 1997 and headquartered in New Taipei City, Taiwan, is a global provider specializing in the manufacture and sale of smart eyewear and Industrial Internet of Things (IIoT) solutions. Their extensive product portfolio includes various smart glasses, such as monocular devices, models with eye-tracking capabilities for metaverse applications, advanced tools for environmental understanding, and augmented vision for enriched data display. They also offer WiFi/Bluetooth-enabled and USB-C compatible smart glasses, as well as mixed reality (MR) binocular smart glasses and associated development tools. Beyond wearables, Jorjin supplies system-on-module products and a wide array of wireless connectivity solutions, encompassing LPWAN Sigfox, Bluetooth Low Energy wireless MCU modules, general wireless modules, WiFi for CPU integration, sensing components, and evaluation boards. The company further provides comprehensive design and manufacturing services. Jorjin's offerings are utilized in diverse applications, including wearable consumer electronics, automotive infotainment systems, cloud-connected devices, and industrial mobile computing products.

Snap has a developer-focused AR-glasses product stack, giving it some hardware and software exposure but less evidenced component capture than dedicated suppliers.

Develops proprietary AR hardware (Specs) but typically partners for underlying chipsets and components.

At $2,195, SPECS are priced as high-end computers, far beyond typical consumer wearable budgets.

Snap is the direct developer and seller of SPECS. The $2,195 price, refundable preorder deposit, standalone architecture, and substantial hardware-development requirements create material consumer-adoption, unit-volume, inventory, and R&D-recovery risk. The product may also generate platform revenue if applications and services scale, but the immediate launch information is more negative because the premium price sharply narrows the addressable consumer market.

Meta is the market leader in smart glasses, but hardware is still a fraction of its total ad-driven revenue.

Meta currently leads the XR market with its Quest line and Ray-Ban smart glasses.

Meta leads the tech development but currently relies on EssilorLuxottica for eyewear brands (Ray-Ban/Oakley).

Meta is the primary partner for EssilorLuxottica's smart glasses (Ray-Ban Meta). Improvements in waveguide technology and lens performance from this JV will directly enhance Meta's future hardware products, helping it maintain its dominant market share.

Meta relies on Qualcomm for its Quest headsets. The new platform enables Meta to significantly upgrade its future hardware capabilities (GenAI on-device), though it faces increased competition from the emerging Android XR ecosystem enabled by the same chips.

HTC is a listed VR hardware and ecosystem participant. If ENGAGE XR’s liquidation causes education and enterprise users to reassess their XR platform or headset stack, HTC could gain limited hardware or software-platform consideration from displaced demand. The source does not identify a specific replacement contract.

Established in 1997 and based in Taoyuan, Taiwan, HTC Corporation is a global enterprise specializing in the design, manufacturing, and distribution of intelligent mobile and virtual reality devices. The company extends its operations beyond hardware to encompass a range of services, including marketing, customer support, and after-sales care, alongside providing online media and human resources management. HTC also diversifies its portfolio through general investment activities, research and development in application software and graphics, and the creation and management of cloud synchronization solutions. It develops and sells digital education platforms, produces virtual reality content, and manages VR app stores that enable users to explore, create, connect, and experience digital environments. Additionally, HTC engages with advanced sectors such as medical and healthcare, 5G connectivity, and blockchain technologies. Its products are primarily available for purchase online. The company maintains an ongoing agreement with Fantasy 360 Technologies Inc.

Samsung Display supplies Micro-OLED panels to headset OEMs, creating near-eye display exposure without a disclosed direct Army program role.

Samsung acts as the lead hardware OEM and manufacturer bringing the physical smart glasses to market.

Samsung is a large technology-platform incumbent with a prospective smart-glasses ecosystem, giving it meaningful but competitive hardware exposure.

Samsung is the primary hardware engineering lead and OEM for the upcoming smart glasses. The new specifications and confirmed Fall 2026 release solidify Samsung's entry into the smart wearables space, allowing it to compete directly with Meta's dominance and expand its Galaxy device ecosystem.

Himax supplies microdisplays, lenses, and AI sensors used in smart-glasses architectures, providing direct component exposure.

Himax is a 'stealth' supplier of microdisplays (LCoS) and waveguide optics essential for smart glasses. The CEO has explicitly noted traction in smart glasses as a driver for sequential revenue growth.

Himax is a critical supplier in the spatial computing and smart glasses chain, specializing in microdisplays, lenses, and power-efficient AI sensors. The accelerating adoption of smart glasses and new platform entries expand Himax's high-value components market.

Himax Technologies, Inc. functions as a fabless semiconductor firm, delivering advanced display processing and imaging technologies across a global operational footprint that includes China, Taiwan, the Philippines, Korea, Japan, Europe, and the United States. The company's business activities are categorized into two main divisions: Driver Integrated Circuits (ICs) and Non-Driver offerings. Within its Driver IC segment, Himax engineers and supplies display driver ICs alongside their crucial timing controllers. These components are vital for a vast array of electronic displays, such as those found in televisions, personal computers (laptops and monitors), mobile communication devices (smartphones and tablets), automotive systems (for vehicles and navigation), digital cameras, virtual reality devices, and various other consumer electronics. Beyond its display driver solutions, Himax's Non-Driver Products portfolio presents a diverse range of technological innovations. This includes controller chips for touch-sensitive displays, comprehensive single-chip solutions integrating in-cell touch with display driver capabilities (TDDI), and ICs for managing light-emitting diodes and power. Furthermore, Himax develops liquid crystal on silicon (LCoS) microdisplays, which are fundamental for augmented reality (AR) applications and head-up display systems in the automotive sector. This non-driver division also provides sophisticated complementary metal-oxide-semiconductor (CMOS) image sensors and wafer-level optical components. These are essential for cutting-edge technologies like augmented reality, advanced 3D sensing, and ultra-low power artificial intelligence (AI) image sensing. Their broad utility extends to numerous applications, including smartphones, tablets, laptops, televisions, PC cameras, automobiles, security systems, medical devices, smart home appliances, and Internet of Things (IoT) devices. Himax markets its display drivers and related display products primarily to panel manufacturers, authorized agents or distributors, module assembly facilities, and integration houses. Conversely, its specialized non-driver products are supplied to producers of camera modules, optical engine developers, and television system manufacturers. Established in 2001, Himax Technologies, Inc. maintains its corporate headquarters in Tainan City, Taiwan.

Transitioning from traditional eyewear to intelligent computing; critical for future margins.

Global leader in lens technology and co-developer of the intelligent optical stack.

EssilorLuxottica strengthens its leadership in the eyewear industry by securing a high-tech partner to solve the engineering bottleneck of lightweight AR optics. This vertical integration helps it stay competitive against tech giants and lower-cost competitors.

Google is providing the software infrastructure (Android XR) and the underlying AI models (Gemini) for the glasses. This expands Google's AI ecosystem into ambient computing, though the financial impact is diluted by the company's massive total revenue.

Alphabet provides the foundational software backbone via Android XR and the intelligence layer via Gemini Live AI. The confirmed launch of these smart glasses helps Google scale its software ecosystem and capture ambient real-world user data to deepen integration across its consumer services.

Unity provides development tooling for AR and spatial-computing applications.

Unity Software Inc. provides a foundational platform for developing and operating interactive, real-time 3D content. This comprehensive platform offers robust software solutions that empower users to create, deploy, and monetize dynamic 2D and 3D content across a wide array of devices, including mobile phones, tablets, personal computers, gaming consoles, and augmented and virtual reality hardware. The company serves a diverse professional base, assisting content creators, software developers, artists, designers, engineers, and architects in bringing their interactive 2D and 3D visions to life. Unity's offerings are distributed globally through various channels, including its direct online store, dedicated field sales teams, and a network of independent distributors and resellers. This extensive international presence spans numerous countries such as the United States, Canada, China, Japan, Germany, France, the United Kingdom, and many others across Europe, Asia, and South America. Founded in 2004, Unity Software maintains its corporate headquarters in San Francisco, California.

PTC is listed as an immersive-training market participant with enterprise augmented-reality and software capabilities.

PTC provides industrial AR capabilities including remote guidance and virtual product visualization, overlapping with Vection’s industrial 3D and AR software route to market.

PTC is a potential immersive-software competitor. Its industrial AR offering includes remote guidance, virtual demonstrations and full-scale product visualization, which overlaps with the industrial visualization and 3D experience use cases that Retelit is now authorized to distribute. The agreement is non-exclusive and does not identify a customer switching from PTC, making the competitive effect indirect.

PTC’s ThingWorx and Vuforia businesses address industrial IoT, visualization, and augmented-reality workflows. The enlarged Virtualware-Virtalis group may compete for specialist industrial visualization and digital-twin deployments, creating a small negative competitive read-through without evidence of direct customer displacement.

Headquartered in Seoul, South Korea, Bitmax Co., Ltd, established in 2010, specializes in creating and advancing sophisticated augmented reality (AR) software. A core offering is the MAXST AR SDK, a versatile, cross-platform engine that empowers developers to build a wide array of AR applications. Furthermore, the company provides the MAXST Sensor Fusion SLAM solution, specifically engineered for integration into mobile devices, wearables, and robotic systems. Their portfolio also features MAXWORK 1.5, an industrial AR service meticulously optimized for advanced environments such as 5G, IoT, and smart factories. Previously known as MAXST Co., Ltd., the company is scheduled to officially adopt the name Bitmax Co., Ltd in February 2025.

zSpace, Inc. provides augmented and virtual reality educational technology solutions for K-12 schools, and career and technical education markets in the United States and internationally. The company provides hardware products to produce devices that deliver a 3D experience that includes Inspire, a current generation laptop product that delivers autostereoscopic 3D graphics which does not require any eyewear or headset; Imagine, a fourth-generation laptop product which delivers autostereoscopic 3D graphics not requiring any eyewear or headset and uses the zSpace hand-held stylus; and Tracked stylus which allows users to interact with the projection of the 3D information, as well as precise interaction with the virtual objects in open space. It also develops and delivers platform management software that enables the distribution, licensing, and management of web enabled applications; and end user applications. In addition, the company provides implementation and professional development services; and training services. Its platform offers a range of educational tools designed for K-12 science, technology, engineering, and math lessons, as well as training skilled trades in areas, such as health sciences, automotive engineering/repair, and software programming and advanced manufacturing. The company was formerly known as Infinite Z, Inc. and changed its name to zSpace, Inc. in February 2013. The company was incorporated in 2006 and is headquartered in San Jose, California.

XMReality AB (publ) innovates and markets augmented reality (AR) solutions globally, as well as domestically in Sweden, specifically designed for knowledge exchange. Central to their product portfolio is XMReality Remote Guidance, a sophisticated video collaboration platform. This AR-driven tool empowers the remote assistance of field personnel, enabling them to efficiently troubleshoot or avert operational issues. Beyond software, the company also furnishes smart glasses. XMReality caters to diverse industrial sectors, including manufacturing, energy, housing, food and beverage, defense, and packaging. Established in 2007, XMReality AB (publ) maintains its head office in Linköping, Sweden.

Viewtrix Technology Co., Ltd, through its subsidiaries, engages in the research, design, manufacturing, and sale of organic light-emitting diode (OLED) display driver chips and technical services in China and Hong Kong. The company offers products, such as AMOLED display driver chips for the smartphone market and Micro OLED silicon-based display driver backplane chips are designed for smart head-mounted devices used in VR/AR applications. The company was incorporated in 2012 and is based in Shenzhen, China.

SeeYA Technology Corp. is engaged in the manufacturing of computer, communication and other electronic equipment. Its products include wearable smart devices, electronic devices and OLEDoS display devices. The company was founded on October 13, 2016 and is headquartered in Hefei, China.

Crystal-Optech may benefit from increased demand for optical waveguides as Muse makes display-enabled smart glasses more valuable. The evidence identifies it as a potential supplier of Meta's geometric waveguide solutions, so the benefit is material but qualification and customer concentration remain uncertain.

Zhejiang Crystal-Optech Co., Ltd. is a Chinese enterprise specializing in the research, development, and sale of advanced optical and optoelectronic products. Its comprehensive product portfolio includes precision thin-film optical components, biometric identification solutions, cutting-edge display elements, specialized thin-film optical panels, and various reflective materials. These products are integral to a wide range of digital devices and applications, such as smartphones, digital cameras, tablet computers, wearable technology, notebook computers, security monitoring systems, automotive electronics, and protective equipment. The company's optical components segment features offerings like infrared cut filters (IRCF) and their assemblies, light-absorbing films, periscope lenses, optical low-pass filters, day-and-night switching devices, CMOS covers, spherical mirrors, miniature drive motors, and optical image stabilization (OIS) products. For biometric applications, it supplies fingerprint filters and their related assemblies, indium tin oxide (ITO) patterned components, and specialized 3D narrowband filters for proximity sensors. Its thin-film optical panels encompass covers for smartwatches, protective lens cover glasses, and gradient color films utilized on device back covers. Additionally, Zhejiang Crystal-Optech develops augmented reality (AR) new display solutions, which include high-refractive-index glass wafers, complete AR displays, AR optical waveguides, and 3D-printed optical engine modules. The company also contributes to vehicle electronics, provides reflective materials such as films and apparel, and manufactures LED semiconductor optics, including LED sapphire substrates. Founded in 2002, Zhejiang Crystal-Optech Co., Ltd. is headquartered in Taizhou, China.

Operating out of Taiwan, Young Optics Inc. specializes in the development, production, and distribution of a diverse array of optical components, engines, and integrated modules. Its comprehensive product portfolio includes various plastic injection molds and precision-machined metal elements like barrels, spacers, retainers, cam rings, and flanges. Furthermore, the company supplies essential optical components such as plastic and glass lenses (molded and ground), color wheels, glass light tunnels, reflective prisms, color filters, x-plates, mirrors, UVIR filters, and waveguide devices. The firm also manufactures DLP evaluation modules alongside DLP LED and UV light engines. Their lens offerings encompass a broad spectrum, including those for machine vision, projection, logo display, smart head applications, advanced driver-assistance systems (ADAS), lidar, and endoscopes, as well as fixed and varifocal models. Additionally, Young Optics produces monocular Head-Mounted Display (HMD) solutions. Established in 2002, Young Optics Inc. maintains its headquarters in Hsinchu, Taiwan.

LianChuang Electronic Technology Co., Ltd. is a global enterprise dedicated to the research, manufacturing, and commercialization of optical and optoelectronic goods. Its broad product range encompasses fundamental optical components, including plastic structural elements, various plastic and glass lenses (both aspherical molded and spherical), and high-precision optical molds. The company also supplies high-definition wide-angle lenses and modules, along with a comprehensive array of automotive camera lenses designed for specific uses such as blind spot surveillance, anti-collision warnings, driver fatigue monitoring, panoramic parking, reverse assistance, and driving recorders. Additionally, LianChuang develops mobile phone lenses and their corresponding imaging modules, augmented reality (AR) and virtual reality (VR) lenses, and an assortment of display solutions like touchscreens, display units, and integrated touchscreen assemblies. These innovative offerings are widely utilized in diverse applications, spanning smart terminals, intelligent vehicles, smart home systems, and smart city infrastructure. Founded in 2006, the company is headquartered in Nanchang, China.

Vactronics Technologies Inc. is dedicated to the creation, manufacturing, and distribution of sophisticated optical components. Their primary offerings include optical low-pass filters (OLPFs) and various types of specialized optical coatings. These advanced products are crucial across a multitude of high-tech applications, such as surface treatments for semiconductor wafers, integration into augmented and virtual reality (AR/VR) systems, the production of wafer-level glass, protective layers for camera modules, broader optical technology implementations, and specialized processed quartz products. The company was founded in 2003 and operates from its headquarters situated in Miaoli, Taiwan.

Hangzhou Mdk Opto Electronics Co.,Ltd. engages in the research, develops, manufactures, and sells acousto-optics, optoelectronics, semiconductor optics, semiconductor micro-nano circuit, and intelligent terminal products in China. The company offers optical sensor package substrates and carrier glass substrates, as well as ceramic substrate precision machining services; and biometric products, such as optical connectors for 3D structured light modules, biometric infrared bandpass optical filters, semiconductor wafer optical solutions, and optical filters for fingerprint recognition modules. It also provides image products, including smart phone and security camera filter assembly, infrared cutoff and optical low pass filters, ultra-low reflection optical lens, optical wavelength plates, and sapphire products; vehicle-mounted parts, such as pattern coating on glass wafer and absorption coated filters; and machine vision products, including colored glass optical coating film; as well as high-refractive index glass wafer precision engineering service for AR/MR parts. The company was founded in 2010 and is based in Jiaxing, China.

Guangdong Hongjing Optoelectronic Technology Inc. is a company dedicated to the complete lifecycle of advanced optical lenses and camera modules, from their initial research and conceptualization through design, development, production, and global sales. The company's diverse product portfolio primarily serves the smart vehicle and evolving consumer electronics industries. For the automotive sector, they supply a variety of lens and module solutions, including systems for rearview cameras, panoramic surround-view, front-facing perception, electronic rearview mirrors, and in-cabin monitoring. In the consumer market, their offerings extend to components for cutting-edge technologies such as VR/AR full-view cameras, smart home devices, wearable cameras, unmanned aerial vehicles (UAVs), scanning applications, and Time-of-Flight (TOF) systems. Additionally, Guangdong Hongjing provides integrated optical imaging solutions. Founded in 2012, the company is headquartered in Zhongshan, China.

Genius Electronic Optical Co., Ltd. is a Taiwan-based optical technology firm specializing in the design, development, and distribution of optical lenses. Its product portfolio encompasses lenses for mobile devices, as well as advanced optics tailored for virtual/augmented reality (VR/AR) and the automotive sector. Founded in 1989, the company's headquarters are located in Taichung, Taiwan.

Diversified semi-cap equipment company, but AR optics is a key new growth vertical.

As a direct party to the long-term joint development agreement, Applied Materials leverages its materials engineering expertise to enter the high-growth AR/smart eyewear market, creating a new scalable revenue stream for its waveguide and optics technologies.

Sony's image-sensor leadership provides component exposure to camera-enabled smart glasses, although no Meta sourcing relationship is disclosed.

Sony can benefit indirectly from higher smart-glasses adoption through demand for compact image sensors used for visual interpretation. Muse's broader deployment increases the importance of camera-enabled sensing, although the evidence does not identify Sony as a Meta supplier.

Sony holds a 57% market share in image sensors, which are critical for 'physical AI' applications like smart glasses that require visual interpretation of the real world. Increased adoption of AI wearables drives demand for specialized, miniaturized sensing components.

Primarily a traditional retailer; smart glasses are currently a niche expansion.

Warby Parker is a lead hardware design partner. Management has explicitly forecasted that the 'intelligent eyewear' launch will drive 10% to 12% revenue growth in 2026, transitioning the brand from a traditional retailer to a tech-enabled lifestyle company.

As a primary partner, Warby Parker is leveraging its fashion-forward designs and prescription data to enter the high-growth smart eyewear category. This partnership validates its brand as a tech-enabled lifestyle company and opens a new revenue stream beyond traditional frames.

Microsoft is a cloud and spatial-computing platform provider in the same ecosystem as the acquired software. A larger Virtalis customer and product footprint can modestly increase demand for cloud-connected digital-twin, collaboration, and enterprise XR infrastructure, although no Microsoft contract or integration is disclosed.

Ambarella, Inc. is a global semiconductor company specializing in advanced video processing technology. They develop chips that facilitate high-definition (HD) and ultra-HD (UHD) video compression, sophisticated image manipulation, and cutting-edge deep learning capabilities. Their core offering comprises highly integrated system-on-a-chip (SoC) designs. These single-chip solutions seamlessly combine HD video and image processing, artificial intelligence (AI) computer vision, audio processing, and various system functions, resulting in superior video and image clarity, distinct features, and efficient power usage. Ambarella's technology finds broad application across diverse markets. In the automotive sector, their chips power devices like vehicle dashcams, digital rearview mirrors, advanced driver-assistance systems (ADAS) cameras, interior and driver monitoring systems, and central domain controllers for self-driving vehicles. Beyond automotive, their solutions are crucial for professional and residential IP security cameras, various robotics and industrial applications (including identification, authentication, robotic products, and sensing), and a wide range of consumer products. The consumer segment encompasses wearable cameras, sports action cameras, social media devices, aerial drones, video conferencing equipment, and virtual reality systems. The company distributes its semiconductor solutions to original equipment manufacturers (OEMs) and original design manufacturers (ODMs) through a combination of its direct sales team and a network of distributors. Established in 2004, Ambarella, Inc. is headquartered in Santa Clara, California.

Enovix could benefit from greater demand for compact batteries in always-on wearables, but AR glasses are an indirect and unconfirmed commercialization pathway.

Enovix has an indirect battery opportunity because standalone AR glasses require compact, high-density power storage, but no SPECS relationship is disclosed.

Self-contained glasses place unusual constraints on battery capacity, weight, and thermal performance. Broader adoption of power-intensive AR wearables could expand the addressable market for high-density silicon-anode batteries, but the evidence does not identify Enovix as a SPECS supplier and commercialization remains uncertain.

Enovix provides high-density silicon batteries optimized for small form factors. The company identifies smart eyewear as a faster commercialization pathway than smartphones due to high power draw from 'always-on AI processing.' The expansion of the smart glasses market by major players increases the total addressable market (TAM) for their battery technology.

STM's new sensors are specifically engineered for the 'always-on vision' applications Apple is currently developing.

STMicroelectronics supplies semiconductor technology for microphones and audio-processing chips. If Meta’s clearance accelerates smart-glasses and wearable hearing functionality, STMicroelectronics could benefit from incremental sensor and signal-processing content, although no direct Meta sourcing relationship is disclosed.

BOE is identified as a producer of OLED and 3D display modules that could supply future DPT-related demand.

BOE produces OLED and 3D display modules, while DPT is being funded for commercialization and is compatible with multiple display architectures. BOE could benefit from future module demand if Realfiction achieves customer adoption and qualification, without a disclosed direct contract.

AU Optronics is described as a supplier of 3D display panels and TFT-LCD modules.

AU Optronics is described as a supplier of 3D display panels and modules, including TFT-LCD for 3D applications. DPT commercialization could expand demand for compatible panel modules, but the retrieved context does not establish a commercial agreement with Realfiction.

Innolux is identified as a manufacturer of LCD and 3D display panels. Realfiction’s DPT is designed to work with LCD panels, so successful commercialization could create a potential panel-volume or design-in opportunity, although no direct supply relationship is disclosed.

Semilux International Ltd. is an optical and 3D sensing technology company that is involved in the customization, design and supply of optical components and integrated chips for various industries including autonomous driving, intelligent lighting, as well as unmanned aerial vehicles. It designs and produces high-precision optics and fluorescent modules, and also engages in the sale of artificial intelligence related products. Applications for the company's products include automotive laser headlight systems, adaptive driving beams, and light detection and autonomous driving systems (LiDAR).