五矿证券：AR眼镜光学方案逐步聚焦光波导演进、材料革新与微显示升级

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智通财经APP获悉，五矿证券发布研报称，光波导凭借轻薄、高透光成为AR眼镜终极路线，表面浮雕光波导（SRG）成为当前主流技术方向，但存在彩虹纹等瓶颈。碳化硅（SiC）凭借超高折射率与热导率，可突破视场角与散热难题。微显示方面，Micro-LED亮度、体积、寿命全面领先，与SiC光波导匹配度最高，是下一代标配，但全彩巨量转移良率待突破。五矿证券主要观点如下：AR眼镜光学方案逐步聚焦，光波导被行业视为...

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五矿证券：AR眼镜光学方案逐步聚焦 光波导演进、材料革新与微显示升级

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五矿证券：AR眼镜光学方案逐步聚焦光波导演进、材料革新与微显示升级