Appo(SH:688007) Ge Long Hui·2025-09-11 04:08Core Viewpoint - The launch of the "LCoS (Silicon-based Liquid Crystal) + PVG Waveguide" optical solution for AR glasses marks a significant milestone in the industry, breaking multiple technical bottlenecks and enhancing user experience, while potentially disrupting the current pricing structure of AR glasses, bringing the end product price down to the range of 1500-2000 yuan [2][13]. Group 1: Technological Breakthroughs - The solution features a "single optical engine driving dual display" architecture, utilizing one optical engine to independently deliver light to each eye, achieving independent dual-eye display [3]. - The collaboration between Guangfeng Technology and Gudong Intelligent has resulted in breakthroughs in optical performance, cost control, and power management, addressing the traditional dilemma of high performance equating to high costs in AR glasses [3][10]. Group 2: Product Launch - Guangfeng Technology introduced two LCoS AR optical engines, the Dragonfly G1 and Rainbow C1, which provide superior display effects and user experiences for AR glasses [5]. - The Dragonfly G1 features a single-eye resolution of 640x200, a field of view (FOV) of approximately 25°, and a compact size of about 0.35cc, enhancing comfort and portability [6]. - The Rainbow C1 offers RGB full-color capabilities with resolutions of 640x480 or 960x720, a FOV of about 30°, and a size of approximately 0.8cc, suitable for various AR applications [7]. Group 3: User Experience Enhancements - The new optical solution overcomes multiple industry challenges, improving design, display, and wearability aspects [10]. - The innovative "one-to-two" design places the optical engine centrally in the frame, allowing for a thinner design and functional expansion while optimizing the layout to eliminate discomfort during wear [10][12]. Group 4: Cost Advantages - The LCoS + PVG waveguide combination offers a lower-cost alternative to the expensive Micro LED + diffraction waveguide solutions, making AR glasses more accessible to consumers [13]. - The optical display system accounts for about 40% of AR glasses' costs, and the "one-to-two" solution significantly reduces material costs by halving the number of optical engines required [13]. - Gudong Intelligent's innovations in material and production processes have drastically reduced costs, with the waveguide's price dropping to 10-30 USD, representing a 60%-90% decrease compared to imported solutions [13]. Group 5: Production Capacity - Both companies have established a robust capacity assurance system to support large-scale production, with Guangfeng Technology's production line ready for 500,000 units of LCoS AR optical engines [14]. - Gudong Intelligent has developed a complete supply chain for optical materials and modules, creating the world's first 200,000-piece PVG waveguide production line, reducing reliance on foreign suppliers [14].