当AI眼镜走向规模化，「广纳四维」是如何重构光学赛道

Core Insights - The AI glasses market is experiencing significant growth, with CES 2026 showcasing a surge in demand and innovation, marking a shift from niche products to mainstream consumer electronics [1][2] - The global smart glasses market is projected to exceed 23.687 million units by 2026, indicating a pivotal moment for industry scalability [1] - Companies are facing challenges in product innovation and capacity expansion, as competition intensifies not only at the consumer level but also in core upstream technologies [1][4] Industry Trends - The integration of AI and AR technologies is a key trend driving the development of smart glasses, with optical waveguide devices being crucial for product performance [4][12] - The industry is witnessing a "arms race" in core technology capabilities, where only companies with self-designed, self-researched equipment and materials can maintain competitive advantages [4][5] - The demand for rapid response to market needs is critical, as traditional R&D cycles can hinder timely product launches [5][6] Company Highlights - Guangna Siwei, a leading supplier of optical waveguide devices, has rapidly expanded its production capacity to nearly one million units annually and aims to exceed one million units by 2026 [2][5] - The company has achieved a 61.4% global market share in waveguide devices, with significant revenue growth over a short period [5][9] - Guangna Siwei's IDM (Integrated Device Manufacturing) model allows for complete control over the design, manufacturing, and testing processes, enabling faster product iterations and cost efficiencies [9][10] Technological Innovations - Guangna Siwei has developed advanced technologies, such as the SEEVerse optical design software, which enhances computational efficiency and reduces sample delivery times to 68 hours [9][10] - The company has introduced innovative nanoprinting techniques that significantly lower production costs while maintaining high optical performance, making advanced AR technology more accessible to consumers [13][15] - The C25C nanoprinting single-layer full-color waveguide has set industry records for thickness and weight, achieving superior optical clarity and performance [15][20] Future Directions - The industry is moving towards full-color displays as a necessary condition for making AI glasses "Always On" devices, which will enhance user experience and information accessibility [12][17] - The exploration of SiC (Silicon Carbide) materials is seen as a potential game-changer for achieving high-performance AR displays, although challenges in cost and processing remain [17][19] - Guangna Siwei's early investments in SiC technology and partnerships have positioned it as a leader in the development of next-generation AR optical solutions [18][20]