The First Year of Mass Production for AI Glasses, Lens Technology's Optical Capabilities Overflowing
On the evening of August 25, Lens Technology (300433.SZ$Lens(6613.HK)) released its semi-annual report. The report showed that revenue from smart headsets and wearables reached 1.647 billion yuan, with gross margin increasing by 9.7 percentage points to 23.27%; the yield rate of optical waveguide lenses exceeded 90%, achieving large-scale delivery to domestic AI glasses leaders and extending to multiple international brands. IDC predicts that global shipments of AI glasses will exceed 10 million units by 2025, and Lens Technology's optical components will enter an exponential growth phase along with the industry.
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