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COMPANY RESEARCH / 6762.T

TDK

InvenSense inertial & tactile sensing

Published by FyncaResearch checked How we research

HUMANOID ROBOT

Where it fits in the robot

TDK’s robotics portfolio explicitly includes multi-axis IMUs and pressure-based tactile sensing for humanoid balance, contact detection, and gripping.

What the evidence establishes

Humanoid evidence

TDK’s robotics page explicitly covers IMUs and pressure-based tactile sensing for humanoids. An IMU measures motion, not contact force.

An explicit humanoid product, development program, application, or partnership. This does not establish revenue, market share, or production volumes.

Component roleInvenSense inertial & tactile sensing
EvidenceTDK’s robotics page explicitly covers IMUs and pressure-based tactile sensing for humanoids. An IMU measures motion, not contact force.
Primary sourceTDK — 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

A broad electronic-components group. Partnerships and technical capability do not quantify commercial humanoid sales.

Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. A robotics product or development announcement does not by itself establish material humanoid 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.

Contact-force feedback

Feedback helps the controller limit grip force. Listed suppliers offer relevant force-sensing or signal-chain technology, not necessarily this fingertip design.

Scope of the company links: Tactile/contact-force sensors and supporting measurement electronics. Joint angle encoders and wrist torque sensors are different from fingertip touch.

SMART GLASSES

Where it fits in smart glasses

Dual T5838 MEMS microphones in Brilliant Labs Halo and an ICS-41351 mic in Brilliant Labs Frame (sold out) (OEM hardware docs); markets SmartMotion for Smart Glasses (custom ICM-45685 IMU), TMR hinge sensors, T5837/T5838/T5848 microphones, ultrasonic ToF wear detection, and TDK AIsight eye-intent DSP and eyeGenI sensors (no named customer).

What the evidence establishes

Smart-glasses evidence

Partner-disclosed: Brilliant Labs’ Halo hardware documents name dual TDK T5838 microphones. TDK also markets SmartMotion IMUs, hinge and wear sensors and eye-intent sensing for glasses.

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 roleMEMS microphones and glasses sensors
EvidencePartner-disclosed: Brilliant Labs’ Halo hardware documents name dual TDK T5838 microphones. TDK also markets SmartMotion IMUs, hinge and wear sensors and eye-intent sensing for glasses.
How we knowPartner/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 sourceTDK — 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

Its documented wins are niche Brilliant Labs products, with no named mass-market glasses customer. ATL battery supply to glasses is not mapped.

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.

6-axis IMU

An accelerometer and gyroscope track head motion for video stabilization, head gestures and anchoring the display. Which IMU a given product uses was not verified.

Scope of the company links: TDK (SmartMotion for Smart Glasses, custom ICM-45685) and ST (LSM6DSO, LSM6DSOX and LSM6DSV16X on its Smart Glasses (AR) page) market glasses IMUs; which IMU a given product uses is not verified. Bosch Sensortec belongs to private Robert Bosch GmbH.

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).

Hinge-state sensor

A Hall or TMR sensor and a small magnet detect when the temple folds, so the glasses can sleep.

Scope of the company links: TDK markets TMR sensors for glasses hinges (in use or closed); Awinic lists Hall switches and latches on its AI-glasses page. Magnet suppliers are not mapped.

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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