Appo(SH:688007) Xin Lang Zheng Quan·2025-09-11 03:59Core Viewpoint - The collaboration between Guangfeng Technology and Gudong Intelligent has led to the launch of an innovative "LCoS + PVG waveguide" AR glasses optical solution, which is expected to significantly enhance user experience and reduce product prices to the range of 1500-2000 yuan, facilitating mass production in the industry [1][2]. Group 1: Technological Breakthroughs - The new solution features a "single optical engine driving dual display" architecture, allowing one optical engine to independently deliver images to both lenses, overcoming the traditional high-cost barrier in AR glasses [3]. - The introduction of two LCoS AR optical engines, Dragonfly G1 and Rainbow C1, enhances display quality and user experience [5]. - The Dragonfly G1 optical engine has a single-eye resolution of 640x200, a field of view of approximately 25°, and a power consumption of about 100mW for dual-eye use, improving comfort and portability [7]. - The Rainbow C1 optical engine supports both single and dual AR display solutions with resolutions of 640x480 or 960x720, and a field of view of about 30°, suitable for various applications [8]. Group 2: User Experience Enhancements - The solution addresses multiple industry challenges by optimizing design, display, and wearability, including a lightweight design that alleviates discomfort during prolonged use [12]. - Improvements in optical and grating design eliminate issues like rainbow effects and light leakage, enhancing image clarity and contrast [15]. Group 3: Cost Advantages - The LCoS + PVG waveguide combination significantly reduces costs compared to traditional Micro LED + diffraction waveguide solutions, making AR glasses more affordable [16]. - The optical display system accounts for about 40% of AR glasses' costs, and the new "one-to-two" approach reduces the number of optical engines needed, cutting material costs [16]. - The cost of the self-developed GDPA3 optical material is only 1/10 of imported products, and the production efficiency has improved by 100 times, reducing the cost of waveguides to 10-30 USD [16]. Group 4: Production Capacity - Guangfeng Technology has established a production line capable of supplying 500,000 LCoS AR optical engines, while Gudong Intelligent has built a complete supply chain for optical materials and modules, ensuring robust production capabilities [17].