东吴证券：AR眼镜技术突破加速消费级市场落地 SiC衬底与光波导方案成核心

智通财经2025-04-28

智通财经APP获悉，东吴证券发布研报称，随着表面浮雕光栅波导(SRG)技术方案与碳化硅(SiC)材料工艺的突破，AR眼镜在光学性能、轻薄化及成本控制方面取得显著进展，消费级市场渗透有望加速。该机构建议重点关注AR产业链核心材料及设备供应商，推荐晶盛机电(300316.SZ)、天岳先进(688234.SH)，预计未来若AR眼镜出货量达1亿台，12寸碳化硅衬底需求将超1000万片。东吴证券主要观点如下...

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