民生证券：SiC助力SRG波导破局助力AR眼镜成为主流可穿戴计算平台

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智通财经APP获悉，民生证券发布研报称，SiC助力SRG光波导技术突破，伴随碳化硅衬底SRG的持续降本，解决AR眼镜重量大、散热差和视野局限等痛点，助力AR眼镜逐步发展成为主流可穿戴计算平台。后续展望，行业上来看国内外相关原材料成本可进一步降低。建议关注：1)组装：歌尔股份(002241.SZ);2)SiC：天岳先进(688234.SH)、天科合达(未上市);3)光学：蓝特光学(688127.SH...

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民生证券：SiC助力SRG波导破局 助力AR眼镜成为主流可穿戴计算平台

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民生证券：SiC助力SRG波导破局助力AR眼镜成为主流可穿戴计算平台