In the first half of 2026, the AR glasses industry entered a stage of accelerated commercialization. The integration of AI foundation models and near-eye display technologies has gathered momentum, with global tech giants and domestic innovators launching new products in quick succession. Capital continues to flow into core components, including optical engines and waveguides, driving the transition of AR glasses from “technical exploration” to “market cultivation”. According to TrendForce, global AR glasses shipments are projected to surpass 1 millio…