至格科技半年内再获亿元级融资，为清华孵化的AR眼镜光学厂商｜36氪首发

Core Insights - The article highlights the recent financing round of ZhiGe Technology, a manufacturer of optical components for AR glasses, which has completed its second round of financing in 2025, raising over 100 million yuan [1] - The funding will be used for capacity enhancement, team expansion, and product R&D iteration [1] - ZhiGe Technology, established in 2019, specializes in AR diffraction waveguides and micro-nano optics, and has a strong team with notable academic and industry backgrounds [1] Company Overview - ZhiGe Technology is recognized as a high-tech enterprise and has developed the first fully automated production line for diffraction waveguides in China, achieving a monthly production capacity of 100,000 units [2] - The company has mastered three core technologies: grating design, grating master processing, and nano-imprinting production, operating under an IDM model that allows for comprehensive design and manufacturing capabilities [2] - The CEO emphasizes the importance of customized optical products for different clients, which enhances flexibility and accelerates technology iteration [2] Product Development - ZhiGe Technology has developed patented technology to address the "rainbow pattern" issue that affects user experience in AR glasses, ensuring that users do not perceive this effect in 95% of scenarios [3] - The company's waveguide lenses achieve a light transmittance of over 98%, comparable to high-end eyewear, and are designed to be extremely lightweight, weighing less than 4 grams [3] - The company has also improved the optical performance of its products, achieving a luminous efficacy of 1000 nits/lm, which is considered industry-leading [4] Market Trends - The global smart glasses market is projected to reach 12.8 million units by 2025, with a year-on-year growth of 26%, while the Chinese market is expected to exceed 2.75 million units, growing by 107% [1] - Major tech companies, including Meta, Samsung, Apple, and others, are actively involved in the development of AI glasses, indicating a competitive and rapidly evolving market landscape [1]