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COMPANY RESEARCH / 2018.HK

AAC Technologies

Camera, speaker and audio modules for glasses

Published by FyncaResearch checked How we research

Where it fits in smart glasses

Says its camera, speaker and audio-pickup solutions reached mass production in AR/AI glasses for leading global clients (CES 2025); showed a diffractive waveguide with Dispelix.

What the evidence establishes

Smart-glasses evidence

Disclosed: AAC’s CES 2025 release says its camera, speaker and audio-pickup solutions reached mass production in AR/AI glasses for leading global clients.

An explicit smart-glasses product, design-in, supply role, program, application page or partnership, including wrist or ring input sold with glasses. For a device maker, it means the company’s own glasses, not a supplier relationship. This does not establish revenue, market share, volumes or future sourcing.

Component roleCamera, speaker and audio modules for glasses
EvidenceDisclosed: AAC’s CES 2025 release says its camera, speaker and audio-pickup solutions reached mass production in AR/AI glasses for leading global clients.
How we knowDisclosed The company’s own filing, release, annual report, product page or investor record describes the smart-glasses role. Where customers are unnamed, the listing says so.
Primary sourceAAC Technologies — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

Clients are unnamed and the evidence dates from CES 2025. Reported waveguide nominations are not mapped, and its acquisition of Dispelix is not verified as complete.

Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. A smart-glasses product, design-in or partnership does not by itself establish material glasses revenue, market share, or future returns.

Connections to the assembly

These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.

Lens stack & barrel

A fixed-focus, multi-element wide-angle lens focuses the scene through an IR-cut filter onto the sensor.

Scope of the company links: Camera-module makers with disclosed smart-glasses imaging work: Sunny (smart-glasses imaging modules, 2025 annual results) and AAC (camera solutions in mass production for unnamed glasses clients, CES 2025). Lens-element makers (Largan, Genius) were excluded for lack of glasses evidence.

Camera flex & connector

A MIPI CSI flex carries image data to the logic board, looping through the hinge area. iFixit notes delicate camera ribbons in the Oakley Meta HSTN hinge.

Scope of the company links: Camera-module makers integrate the flex and connector; standalone flexible-circuit and connector suppliers are not identified.

Acoustic chamber & dual ports

The enclosure vents the front and back of the diaphragm through separate ports. Near the ear the two outputs add; farther away they partly cancel, limiting leakage to people nearby.

Scope of the company links: Acoustic-module integration, not standalone mesh or housing supply.

Micro-speaker driver

A small moving-coil driver plays sound in front of the ear without sealing the ear canal.

Scope of the company links: AAC and Goertek make micro-speakers and disclose AI/AR-glasses acoustic work; the speaker supplier in any Meta model is not established. Brilliant Labs Halo’s bone-conduction speakers come from Thor Innovation (private).

MEMS microphone array

Four to six MEMS mics around the frame allow beamforming toward the mouth and wind-noise rejection. Ray-Ban Meta uses five; Meta Ray-Ban Display uses six.

Scope of the company links: MEMS microphones supplied or marketed for glasses: TDK (dual T5838 in Brilliant Labs Halo; ICS-41351 in the sold-out Frame), MEMSensing (says it is the exclusive microphone supplier for Rokid Glasses; Rokid has not confirmed), AAC and Goertek (glasses audio-pickup and MEMS microphone modules), Infineon (IM65D130M announced for Q3 2026) and ST (MP23ABS1 on its Smart Glasses (AR) page). Knowles sold its consumer MEMS microphone business to Syntiant (private) in Dec 2024 and is not mapped.

Related research

Companies with overlapping sector exposure. Their products and evidence may differ; this is not a list of equivalent investments.

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