消息称苹果2026年入场智能眼镜市场，台光学产业供应链掀起投资竞赛

Core Viewpoint - Apple is expected to enter the smart glasses market by the end of 2026, which is anticipated to have a significant impact on the global AR optical supply chain and act as a catalyst for the large-scale commercialization of smart glasses [1][3] Group 1: Industry Impact - The entry of Apple into the smart glasses market is viewed as a major catalyst for the commercialization of smart glasses on a large scale [1] - The global AR optical supply chain is expected to undergo profound changes due to Apple's involvement [1] Group 2: Company Actions - In response to the market opportunity and to secure a place in Apple's supply chain, several optical manufacturers in Taiwan are increasing their capital expenditures [3] - Companies like Jinguang Optical are investing in the establishment of AR/VR/MR research and development centers, while others like Asia Optical are accelerating their technological transformation to seize market opportunities [3]