Group 1 - The core viewpoint of the news is that 瑞声科技 (AAC Technologies) is successfully supplying core components for AR/AI glasses to major global clients like Google and Samsung, with the business entering the mass production phase [1][3] - The management revealed that the company has secured multiple overseas clients for light engine modules and waveguide projects, which could generate revenue of $100–200 per unit [1] - By 2026, the company aims to become the first global supplier to achieve mass production of SRG full-color waveguides for major clients, indicating a clear production and shipping window [1] Group 2 - Although specific details about clients and products were not disclosed, the company's developments align with Samsung's product plans for the Galaxy Glasses, which will feature AR waveguide displays [3] - AAC Technologies has successfully supplied various AI glasses in the acoustic, haptic, and structural components sectors, and is deeply involved in the development of next-generation XR reference design platforms with major tech giants [3] - At the SPIE AR|VR|MR conference, the company announced the first IDM model in the waveguide field, introducing a new generation of waveguide modules based on silicon carbide, achieving significant improvements in performance and weight [4] Group 3 - The production yield for full-color waveguides has stabilized at over 80%, with the current production line capable of delivering 1 million units annually, which will shorten the R&D cycle for end products [4] - According to TrendForce, global AR glasses shipments are expected to reach 32.11 million units by 2030, with a compound annual growth rate of over 140% from 2026 to 2030 [4] - The consumer AR glasses market is evolving towards lightweight, full-color, low-power, and high-integration designs, with spatial awareness and natural interaction becoming key competitive barriers in the industry [4]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表明概不會就本公告全部或任何部份內容而產生或因倚賴 該等內容而引致之任何損失承擔任何責任。 SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 舜 宇 光 學 科 技（ 集 團 ）有 限 公 司 （於開曼群島註冊成立的有限公司） （股份代號：2382.HK） 1 (1) 舜宇浙江光學； (2) 寧波奧來； (3) 上海奧來； (4) 歌爾股份；及 (5) 歌爾光學。 最終協議之主要條款 根據諒解備忘錄，訂約方同意進一步磋商，以就認購事項訂立最終協議，其主要 條款如下： 先決條件 內幕消息 諒解備忘錄 本公告乃由舜宇光學科技（集團）有限公司根據上市規則第13.09條及香港法例第 571章證券及期貨條例第XIVA部項下內幕消息條文（定義見上市規則）而作出。 諒解備忘錄 董事會欣然宣佈，於二零二五年八月二十一日（交易時段後），本集團若干成員公 司與歌爾股份及歌爾光學訂立諒解備忘錄。 諒解備忘錄 諒解備忘錄訂約方 諒解備忘錄項下擬進行之認購事項的完成，須待（ ...