SiC waveguides enter AR glasses: 100 tons of SiC ≈ 1.9M eight-inch wafers
chrisgrayson · x · 2026-10-29
- The AR glasses community is weighing the industrial outlook for silicon carbide (SiC) waveguides. One estimate: 100 tons of SiC corresponds to roughly 1.9 million eight-inch wafers, while the 2026 forecast for AR glasses shipments is about 1.31 million units — supply and demand are in the same ballpark.
- Moldnano-Westlake has demonstrated a corrective-lens SiC waveguide and holds related IP; Fanke Technology, associated with Shanghai Fanchuangwei, is also working in this direction.
- Based on Yuval Ofir's LinkedIn analysis, shared with context on SiC as an optical waveguide material for AR glasses.
Related event: Westlake University Slashes SiC Waveguide Cost to About $100(2 posts)→
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