Micro-LED technology is an important technology path for future AR glasses. Its high definition, high brightness and long life will bring unprecedented performance improvements to AR glasses. As a leading domestic backlight display module company, Longli Technology has formed significant technical advantages in Mini-LED, Micro-LED and other fields after years of technological accumulation, and has achieved remarkable results.
Data shows that Longli Technology’s Mini-LED technology has taken the lead in achieving technological breakthroughs in multiple application fields and has been successfully used in automotive displays, e-sports displays, VR and other fields, and the company’s products can be applied to VR glasses. Currently, VR products have been supplied in batches to terminal brands such as Varjo and meta. At the same time, Lonely Technology has successfully laid out the industry-leading Micro-LED technology and has stocked relevant patented technologies, which will provide strong technical support for the development of AR glasses in the future.
Looking back at the industry cycle, Minsheng Securities Analysis believes that the rise of the AI big model has once again set off a new wave of smart terminals, but whether it is AI glasses or AR glasses, the industry will benefit from the brand effect of terminals in the short term, driving product breakthroughs. In the long run, the parts supply chain will eventually benefit from rapid sales growth.
At present, the competitive landscape of the AI glasses market has not yet formed a stable head effect. Many companies are actively developing and promoting AI glasses products. The AI glasses industry chain covers optical, display, chip, sensor, foundry and other links. It is reasonable to speculate that Lonely Technology, with its deep heritage and technical advantages in the field of display modules, will fully benefit from the rapid development of the AI glasses market and achieve accelerated growth.
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