消息面上,瑞声科技继收购全球光波导领军企业Dispelix后,下一代 AR 产品即将量产落地,预计2026年实现大规模交付。其高价值核心部件(尤其是光波导、光引擎、声学等)通过深度卡位谷歌 /META供应链,有望打开全球高端市场的价值增长空间。
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