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ams OSRAM

IR LEDs and optical sensors for glasses

Published by FyncaResearch checked How we research

Where it fits in smart glasses

Says its components are "already in models on the market today" in AI/AR smart glasses, with design wins in customer mass production (Q1 2026 results deck; customers unnamed); FIREFLY SFH 4030B/4060B IR LEDs for smart-glasses eye tracking (Nov 20, 2025); TMD2636 VCSEL proximity module; Mira global-shutter sensors.

What the evidence establishes

Smart-glasses evidence

Disclosed: ams OSRAM’s Q1 2026 results deck says its components are in AI/AR smart glasses on the market, with design wins in customer mass production; customers unnamed.

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 roleIR LEDs and optical sensors for glasses
EvidenceDisclosed: ams OSRAM’s Q1 2026 results deck says its components are in AI/AR smart glasses on the market, with design wins in customer mass production; customers unnamed.
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 sourceams OSRAM — 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

No design win is named, and the disclosure does not tie the wins to eye tracking. Its wear-detection wording is headset-level.

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.

Eye-tracking camera & IR LEDs

Premium AR designs such as Meta Orion add small inward-facing IR cameras and near-infrared LEDs for gaze input. Ray-Ban Meta-class glasses do not have them. Infrared is invisible, so the model shows it in magenta.

Scope of the company links: Eye-tracking sensors, IR illuminators and platforms marketed for smart glasses (OmniVision OG0TC, ams OSRAM FIREFLY IR LEDs, Tobii’s glasses platform, TDK AIsight), with no named mass-market design win. Ray-Ban Meta-class glasses have no eye tracking. Himax’s WiseEye glasses customer and its function are undisclosed, so Himax stays at sector level.

Wear sensor

An IR proximity or capacitive sensor on the inner face detects when the glasses are worn, so they can wake, pause or lock.

Scope of the company links: TDK markets ultrasonic ToF (ICU-30201/ICU-20201) for wear detection in smart glasses; ST lists VL53 ToF sensors on its Smart Glasses (AR) page without stating the use; ams OSRAM’s wear-detection wording is headset-level (its AR/VR page).

Related research

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

Suggest a correction · Research and market-data disclosures