Appo(SH:688007) Xin Lang Cai Jing·2025-11-18 07:38Core Insights - The Laser Illuminated Projector Association (LIPA) held its 2025 annual conference in New York, featuring key players like Texas Instruments, Barco, Epson, and Panasonic, with GuoFeng Technology as the only council member from China [1] - GuoFeng Technology's Senior Director, James Tian, presented on the accelerating shift of AR glasses from professional to consumer markets, driven by advancements in AI technology [1] - The LCoS lighting module, which includes both LED and laser sources, is highlighted for its superior optical performance, with laser sources offering better beam directionality, monochromaticity, and brightness compared to LED [1] Company Developments - GuoFeng Technology has leveraged over a decade of technological expertise to convert its advantages into competitive products, particularly in the AR glasses sector [1] - The company has optimized its production processes based on first principles, significantly improving yield rates and reducing manufacturing costs, which enhances the competitiveness of its AR glasses [1] Product Highlights - The Dragonfly G1 optical engine features a single-eye resolution of 640x200, a field of view (FOV) of approximately 25°, and a compact size of about 0.35cc, making it suitable for various eyewear designs [1] - The Rainbow C1 RGB full-color LCoS optical engine supports both single and dual AR display options, with resolutions of 640x480 or 960x720, and a FOV of around 30°, catering to applications like navigation and gaming [1] Market Trends - The consumer-grade AR glasses market is rapidly emerging, with optical technology choices being critical for industry breakthroughs [1] - GuoFeng Technology's advancements are expected to lead to lower prices and enhanced experiences for AR glasses, facilitating a shift from niche products to everyday essentials [1]