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THE COMPANY DIRECTORY

Smart glasses stocks, part by part

stock3d maps 54 public companies to the parts of an illustrative pair of AI display glasses, from device makers and eyewear companies such as EssilorLuxottica to the makers of waveguides, microdisplays and chips. Each listing shows the evidence, how we know it and what it does not establish. It is a curated research universe, not a ranking or a list of recommendations.

Published by FyncaResearch checked How we research

36 trade in the US (24 NYSE/Nasdaq, 12 OTC ADRs) · Interactive 3D model →

43 Smart-glasses evidence5 XR products0 Adjacent technology6 Upstream enabler

Ordered by evidence category, then company name. This is a curated component universe, not a ranking by market share, financial quality, or expected returns. Selection methodology

Device makers & platforms

Device makers are listed for their own glasses, not as suppliers of the parts inside. This group has no 3D part to inspect.

NOT PUBLICLY LISTED

Private companies that matter

Named for their roles. They have no ticker, quote or company page, and they are not counted among the 54 public companies.

  • Lumus Not publicly listed

    Israeli designer of the geometric (reflective) waveguide in Meta Ray-Ban Display. Quanta Computer and Crystal-Optech are licensed manufacturers and investors; their own roles are documented, and Lumus’s economics are not theirs.

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  • SCHOTT AG Not publicly listed

    Manufactures Lumus waveguides alongside Quanta and Crystal-Optech; its role in Meta Ray-Ban Display is reported. SCHOTT AG is owned by the Carl Zeiss Foundation, and the listed SCHOTT Pharma is a separate business.

    Source

  • JBD Not publicly listed

    Jade Bird Display makes monochrome and full-color microLED microdisplays that partners name in RayNeo X3 Pro, Rokid Glasses, Even Realities G1 and Vuzix Z100. Reported investors are not a route to its economics.

    Source

  • Syntiant Not publicly listed

    Its bone-conduction voice pickup is teardown-identified in Meta Ray-Ban Display (TechInsights). It also owns Knowles’ former consumer MEMS microphone business; the sale closed on Dec 30, 2024.

    Source

  • Dispelix Not publicly listed

    Finnish diffractive waveguide maker that showed a waveguide with AAC Technologies (CES 2025) and collaborates with Mitsui Chemicals. AAC agreed to acquire it in Nov 2025; completion is not verified.

    Source

  • DigiLens Not publicly listed

    US maker of holographic (diffractive) waveguides for AR glasses.

    Source

  • Magic Leap Not publicly listed

    Supplies waveguides and optics for Google’s display-glasses reference design. Alphabet is a partner, not the owner.

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  • Goertek Optical Not publicly listed

    Waveguides and AR/MR optical modules, and the owner of Shanghai Aolai since Dec 2025. Goertek holds 38.34% as an equity-method associate after deconsolidating it in Dec 2025.

    Source

  • Porotech Not publicly listed

    UK GaN microLED developer in a partnership with Foxconn to enter the AR-glasses market; production of the planned Taichung line is not confirmed.

    Source

  • Bosch Sensortec Not publicly listed

    IMU maker owned by the private Robert Bosch GmbH; which IMU a given glasses product uses is not verified.

    Source

  • Alif Semiconductor Not publicly listed

    Its chip is the main processor in Brilliant Labs Halo, per the device’s open hardware documentation.

    Source

  • Thor Innovation Not publicly listed

    Supplies the bone-conduction speakers in Brilliant Labs Halo, per the device’s open hardware documentation.

    Source

  • Grepow Not publicly listed

    Supplies the cells in Brilliant Labs Halo, per the device’s open hardware documentation.

    Source

  • Gentle Monster Not publicly listed

    South Korean eyewear brand designing Android XR frames with Google and Samsung.

    Source

  • Carl Zeiss AG Not publicly listed

    Supplies the lenses of HTC VIVE Eagle. Owned by the Carl Zeiss Foundation; the listed Carl Zeiss Meditec is a separate business.

    Source

  • XREAL IPO application filed · not listed

    Birdbath (X-Prism) display glasses and Project Aura for Android XR. It filed a Hong Kong listing application on Apr 1, 2026 and is not listed; applications lapse after six months unless renewed. XRG.AX is unrelated.

    Source

  • Rokid Not publicly listed

    Binocular microLED AI glasses; its own releases name NXP’s i.MX RT600 in Rokid Ai Glasses Style. Reported to be preparing a Hong Kong listing.

    Source

  • RayNeo Not publicly listed

    Full-color microLED AR glasses (X3 Pro) and Air-series micro-OLED video glasses. TCL Electronics is a minority investor with 10.10% (FVOCI; TCL Electronics 2025 annual report), not the parent.

    Source

  • Even Realities Not publicly listed

    Display glasses with monochrome green microLED panels and prescription lenses bonded to a diffractive waveguide (G1, G2); the G2 has no camera.

    Source

  • Brilliant Labs Not publicly listed

    Open-hardware AI glasses (Frame, now sold out, and Halo) whose published hardware documents name Nordic, Lattice, Analog Devices, TDK and Texas Instruments parts.

    Source
54 of 54 companies

Guides and component studies