India, Feb. 6 -- TrendForce's recent research on the near-eye display industry indicates that the growing convergence of AI and wearable devices has resulted in stronger-than-anticipated market response for Meta Ray-Ban Display Glasses. In the last six months, Meta has significantly increased orders for several key components. Driven by this strong backing from leading brands, TrendForce forecasts global AR glasses shipments will reach 950,000 units by 2026, a 53% YoY increase.

TrendForce's supply chain survey shows that Meta initially took a cautious approach to AR glasses demand, considering past VR sales and limitations in optical component supply. For instance, Lumus' geometric waveguide-manufactured through a complex and precise pro...