千亿赛道爆发前夜:瑞声科技AR进入量产,卡位谷歌/META供应链

潮电穿戴
Dec 18

Industry weatherman 产业气象员2025年下半年,XR赛道处于从概念探索迈向结构性增长的火爆阶段,不管是市场出货量、巨头动作,还是供应链表现,都凸显出行业的高热度,上游产业链也动作频频。据产业链消息,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 ...

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