Where it fits in smart glasses
Signed a manufacturing agreement with Lumus (Sept 9, 2026) to make its geometric (reflective) waveguides, joining Quanta and SCHOTT; a Lumus investor and its manufacturing partner since 2011; thin-film optics and coating.
What the evidence establishes
Smart-glasses evidencePartner-disclosed: Lumus’s release names Crystal-Optech as a manufacturer of its geometric waveguides, joining Quanta and SCHOTT; Crystal-Optech is also a Lumus investor.
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 role | Lumus reflective waveguide manufacturing |
|---|---|
| Evidence | Partner-disclosed: Lumus’s release names Crystal-Optech as a manufacturer of its geometric waveguides, joining Quanta and SCHOTT; Crystal-Optech is also a Lumus investor. |
| How we know | Partner/OEM-disclosed A named partner, licensor or device maker’s document names the company. The scope is that document’s product or program, not a general supply relationship. |
| Primary source | Zhejiang Crystal-Optech — 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 customer program or volumes are disclosed. Lumus is private, and its economics are not Crystal-Optech’s.
Specialist 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
This company is mapped at sector level. The reviewed evidence does not establish a direct match to a specific illustrated part. Explore waveguides & lenses for the broader relationship.
Related research
Companies with overlapping sector exposure. Their products and evidence may differ; this is not a list of equivalent investments.
- AM
Applied Materials
AMAT · NASDAQEtched diffractive waveguides
Smart-glasses evidence - AUO
AUO
2409.TW · TaiwanNanoimprint waveguides for AR glasses
Smart-glasses evidence - EL
EssilorLuxottica
EL.PA · ParisRay-Ban Meta and Oakley Meta frames and lenses
Smart-glasses evidence - QC
Quanta Computer
2382.TW · TaiwanLicensed Lumus waveguide manufacturing
Smart-glasses evidence - V
Vuzix
VUZI · NASDAQWaveguides and OEM smart glasses
Smart-glasses evidence