Inside China Opto-electronics Expo: The XR Supply Chain, From Waveguides to MicroLED
Scobleizer · x · 2026-09-11
Shot on-site at the China Opto-electronics Expo, this video tours the upstream suppliers behind the XR industry, with timestamps for each:
- Sunny Optical (0:13): optical module capabilities
- Nika VHG waveguides (0:42): volume holographic grating waveguide solutions
- Innovision MicroLED (1:32), including a live MicroLED demo at 1:59
- Greatar SRG waveguides and electrochromic lenses (3:07-4:14)
- Compact pancake lenses and GravityXR (4:15-5:50)
It's a rare look at the domestic optics/display supply chain usually hidden behind consumer headset brands, useful for anyone tracking AI glasses and XR optical tech.
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