Appo(SH:688007) Xin Lang Zheng Quan·2025-09-11 08:55Core Viewpoint - The collaboration between Guangfeng Technology and Gudong Intelligent has led to the launch of an innovative "LCoS + PVG waveguide" AR optical solution, marking a significant advancement in the AR glasses industry and enabling mass production at a more accessible price point [1][2]. Group 1: Cost Advantages - The new solution addresses the high cost of traditional AR glasses by utilizing a single optical engine to drive dual displays, significantly reducing material costs and assembly complexity [3]. - The optical display system accounts for approximately 40% of the overall cost of AR glasses, and the new approach allows for a reduction in the end-user price to the range of 1500-2000 yuan, compared to the current average of over 3000 yuan [3][4]. Group 2: Product Launch - Guangfeng Technology introduced two LCoS AR optical engines, the Dragonfly G1 and Rainbow C1, which provide superior performance and support the new AR glasses solution [4]. Group 3: Performance Enhancements - The Dragonfly G1 features a resolution of 640x200, a field of view of approximately 25°, and a compact size of about 0.35cc, enhancing comfort and portability while maintaining low power consumption [5]. - The Rainbow C1 offers RGB full-color capabilities with resolutions of 640x480 or 960x720, a field of view of about 30°, and a compact design of approximately 0.8cc, suitable for various AR applications [7]. Group 4: User Experience Improvements - The new solution overcomes eight major industry challenges, enhancing design flexibility, display quality, and user comfort [8]. - The innovative design allows for a more ergonomic structure by relocating the optical engine to the center of the glasses, freeing up space for other components and improving aesthetics [9]. - The solution supports a curved lens design that better fits the natural contours of the human face, enhancing comfort and visual appeal [10]. Group 5: Efficiency and Production - The new optical design improves light coupling efficiency, reducing energy loss and ensuring better brightness and display quality [10][11]. - The compact design of the optical engine contributes to a lighter overall product, addressing the industry's demand for lightweight AR glasses [11]. - The assembly process is simplified, leading to higher production yields and the potential for cost reductions through the use of plastic frames instead of metal [14].