苹果或于2026年底入局智能眼镜市场，光学供应链加速布局

Group 1 - Apple plans to officially launch smart glasses by the end of 2026, which may reshape the global AR/VR device supply chain [1][3] - The entry of Apple is expected to be a key catalyst for the large-scale commercialization of smart glasses, driving the industry into a phase of explosive growth [1][3] - Core suppliers in the optical industry are increasing capital expenditures and shifting R&D focus towards key AR technologies, driven by potential demand from Apple [3] Group 2 - Kinko Optical has invested approximately $5.6 million to establish an AR/VR/MR research center, focusing on core technologies such as nano-imprint waveguides and optical engines [3] - Kinko Optical plans to initiate joint development projects with clients in 2026, aligning with the rumored launch of Apple's new product [3] - Other companies like Asia Optical, Young Optics, and Aiimax Innovation are also adjusting strategies to seize opportunities in the smart glasses market through expansion, acquisitions, or technological collaborations [3] Group 3 - Despite Apple not officially confirming the smart glasses project, supply chain dynamics indicate its strategic intentions [3] - Competitors like Meta and Snap have launched smart glasses with some sales success, but have not triggered a consumer explosion due to limitations in technology maturity and ecosystem integration [3] - Apple's advantages in chips, operating systems, and ecosystem synergy are seen as crucial to breaking the current stagnation in the market [3]