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Ankernd bei 50 US-Dollar hat Lingxi Optics L2-S30 Wellenleiterlinsen veröffentlicht und das Problem der Massenproduktionskosten für konsumorientierte AR-Geräte gelöst.

时氪分享2025-09-26 14:05
Entwickeln Sie ein Branchenentwicklungssystem von L1 bis L4 und setzen Sie einen Standard für den Evolutionspfad von AR-Brillen von "Werkzeug" zu "Plattform".

Today, Lingxi Optics, a leading enterprise in the core technology of AR optics, successfully held the "Waveguide without Boundaries" new product launch event in Xiaoshan, Hangzhou. At the event, Zheng Yu, the founder of Lingxi Optics, officially launched the flagship product of the two - dimensional array waveguide, "L2 - S30". Through sessions such as government - enterprise dialogues, industry - academia - research signing ceremonies, and industry round - tables, the company clarified its core positioning of "benchmarking against international industries and leading domestic AR optics", injecting "Chinese technological strength" into the consumer - grade AR industry.

Build the L1 - L4 System to Draw a Clear Roadmap for Industry Evolution

Facing the diverse technological routes and product definitions in the consumer - grade AR market, Zheng Yu, the founder of Lingxi Optics, proposed a forward - looking industry framework at the launch event - the "Four - level Development System of Consumer - grade AR Glasses L1 - L4". This system uses technological maturity, user experience, and scenario adaptation as the core dimensions, outlining a clear evolutionary path for the industry from basic tools to spatial computing platforms:

  • L1 (Basic Perception): Mainly features no display or monochrome display, achieving basic functions such as photographing, recognition, and navigation. The representative product, Meta Ray - Ban, has sold over 4 million units globally, successfully completing market enlightenment.
  • L2 (Intelligent Assistant): Combined with AI Agents, it realizes full - color information display, schedule management, real - time transcription, and video calls. The year 2025 is regarded as the starting year of the L2 market, with great potential.
  • L3 (AR Collaboration): It has a field of view (FOV) of over 50 degrees and a resolution of over 1080P, supporting digital twins and virtual avatar collaboration, and moving towards three - dimensional spatial interaction.
  • L4 (Spatial Computing): It achieves an ultra - large FOV of over 70 degrees and a 2K - level resolution, delivering the ultimate experience of seamless integration of the real and virtual worlds.

The release of this system provides a key reference framework for the product planning and market strategies of terminal manufacturers, and is expected to guide the industry from disorderly competition to orderly collaborative development.

L2 - S30 Achieves the "Golden Triangle" and Breaks Through the Mass - production Cost with a Target Selling Price of $50

As the culmination of Lingxi Optics' decade - long array waveguide technology, L2 - S30 precisely targets the L2 - level intelligent assistant consumer - grade AR market. With triple breakthroughs in "image quality, architecture, and safety", it has become the benchmark product for domestic L2 - level AR optical solutions:

In terms of image quality performance, L2 - S30 adopts a self - developed two - dimensional array grating design. The field of view (FOV) that matches a 1:1 display source can reach up to 40 degrees, effectively avoiding the problem of "frequently moving the head due to a narrow field of view". At a high spatial frequency of 20PPD, its modulation transfer function (MTF) is still better than 0.4, with excellent detail resolution. Meanwhile, the color gamut coverage exceeds 95%, and the color reproduction is close to that of a mobile phone screen, solving the pain points of "color deviation and low saturation" in traditional AR displays and being suitable for high - frequency L2 - level scenarios such as photo preview and color marking.

In terms of architecture design, L2 - S30 meets the morphological requirements of L2 - level "being as thin and light as ordinary glasses". The waveguide sheet is only 0.8 - 1.2mm thick and weighs less than 4g, and can be easily integrated into the temples of ordinary glasses. Through the optimization of the optical path, it supports compact integration with microphones, sensors, and small batteries. Downstream manufacturers can install it without significantly adjusting the shape of the glasses, and the R & D cycle can be shortened by more than 30%. Moreover, it is compatible with various display sources such as LCoS and Micro - LED, and can be flexibly iterated with the upgrade of display technology, adapting to the "1 - 2 - year replacement cycle" rhythm of the L2 - level market.

In terms of aesthetics and safety, L2 - S30 innovatively uses a molecular bonding process instead of traditional optical glue bonding, controlling the visibility of the lens grating stripes to a barely visible level. From the front view, it is almost "invisible", and only slight patterns can be seen from specific side angles, solving the problem that AR devices "look too technological and are not suitable for daily wear". At the same time, it has passed the dual safety certifications of the EU CE and the US FCC, and the blue - light protection level reaches RG0 (no blue - light hazard), suitable for the usage frequency of "wearing 1 - 2 hours a day". The light transmittance of the lens reaches 92%, close to that of ordinary myopia lenses. When the display is not turned on, it can be used as ordinary glasses, realizing "two - in - one" functionality.

Most notably, Lingxi Optics announced that when L2 - S30 reaches a mass - production scale of KK level, the target selling price will be set at $50. This price brings the cost of high - performance array waveguides into the consumer electronics range, clearing the core obstacle for terminal brands to create thousand - yuan - level hit AR glasses, which is of epoch - making significance.

A Decade of Accumulation Supports the Mass - production Commitment, and Industry - Academia - Research Collaboration Builds a Technological Barrier

What supports this aggressive cost target is Lingxi Optics' solid industrialization process. The company revealed that its pilot line in Xiaoshan, Hangzhou, has been operating stably. In 2025, it successfully implemented the mass - producible solution for L2 - S30, and the yield rate of key processes has reached the leading level in the industry, laying a solid foundation for KK - level mass production.

Meanwhile, Lingxi Optics signed strategic cooperation agreements with top academic institutions such as Peking University and Xidian University on - site to jointly establish joint laboratories, reserving core momentum for the technological pre - research of future products such as L3 - S50, demonstrating its technological ambition to continue leading and its industrial ecosystem layout.

Conclusion

Lingxi Optics' launch event this time is far more than just the iteration of a single product. Through the triple combination of defining industry standards (L1 - L4 system), overcoming core bottlenecks ($50 cost), and demonstrating mass - production capabilities, the company clearly conveys its strategic positioning: It is no longer just a technology supplier, but also a builder and leader of the consumer - grade AR industrial ecosystem. The release of L2 - S30 indicates that the critical cost inflection point for the popularization of AR glasses is faintly visible, and a large - scale era of intelligent assistant AR is accelerating towards us.