- 1. Industry Macro & Market Data
- 2.Smart Glasses: New Product Launches & Technology Breakthroughs
- 3.Regulatory Watch: Tightening Full-Chain Measurement Supervision for Eyewear Fitting
- 4.Factory Direct · In-Stock Wholesale
1. Industry Macro & Market Data
Smart glasses sector continues to heat up with accelerating industrial investment:
The smart glasses space saw several major investment moves this week. Global optics giant ZEISS officially broke ground on the ZEISS Optical Town in Huangpu, Guangzhou, with Phase I covering over 25,000 square meters, focused on scaling production of AR, VR, MR, and XR core components and end products. Meanwhile, the Guangzhou AI Glasses Industrial Park unveiled its master plan, spanning approximately 2.1 square kilometers as the city’s only cluster dedicated to smart glasses as its leading industry. Huangpu district has already gathered 26 key enterprises across the smart glasses supply chain, with the district’s smart glasses industry scale reaching approximately RMB 3.8 billion in 2025, up 24.7% year-on-year.
Conant Optical renames subsidiary, XR business enters large-scale expansion:
On September 12, Conant Optical announced that its wholly-owned subsidiary has been officially renamed Jiangsu Conant Intelligent Technology Co., Ltd., with its business focus fully pivoting to the smart glasses sector. The company plans to build an annual production capacity of 3 to 5 million high-precision AR glasses lenses by 2028, with a dual-base manufacturing network spanning China and Thailand.
Industry competition landscape increasingly diverse:
According to incomplete statistics, nearly 70 companies have entered the AI glasses space over the past two years, with a new product launching approximately every nine days. The global smart glasses market grew 212% year-on-year in H1 2026. Analysts note that the industry remains in a rapid expansion phase, with clear divergence in product routes and a brand landscape still in dynamic evolution.
2.Smart Glasses: New Product Launches & Technology Breakthroughs
The smart glasses space saw a dense wave of new product and technology developments this week, with significant moves across the supply chain.
| Company / Product | News |
| RayNeo (RayNeo iO / RayNeo GT) | IFA 2026 debut continues to generate momentum |
| Sunny Optical / Sunwoda Technology | Releases lightweight smart glasses reference design |
| Qianwen AI Glasses + Alipay | Partners for iris recognition payment |
| GOSIGHT P1 | Launches first integrated binocular full-color AI+AR glasses |
| Crystal Optoelectronics + Lumus | Signs AR waveguide manufacturing agreement |
| Meta | Tightens AI glasses privacy LED and plans camera-free version |
RayNeo’s IFA debut continues to generate momentum:
RayNeo’s RayNeo iO all-day AI glasses and RayNeo GT series AR viewing glasses showcased at IFA 2026 have drawn widespread attention in overseas markets. The RayNeo iO integrates imperceptible display and all-day proactive AI into a daily eyewear form factor, and has already topped smart glasses category sales on JD, Tmall, and Douyin. RayNeo has held the No. 1 position in the global AR glasses market for five consecutive quarters, further consolidating Chinese brands’ leadership in global smart glasses competition.
Sunny Optical releases lightweight smart glasses reference design:
Sunwoda Technology officially released the Sunnyverse Glasses AI and AR reference designs during the Bund Conference. The AI version weighs just 30g and integrates first-person capture, real-time translation, navigation assistance, and AI agent applications, offering a rapidly deployable design solution for consumer smart glasses.
Qianwen AI glasses partner with Alipay for iris recognition payment:
Qianwen announced it will integrate Alipay’s “AI Pay” with iris recognition capability on its new AI glasses, which may become the first mass-produced AI glasses supporting iris recognition payment — marking a key step forward for smart glasses in payment scenarios.
GOSIGHT launches first integrated binocular full-color AI+AR glasses:
The GOSIGHT P1 features binocular full-color MicroOLED display technology, weighs 69g, and innovatively adopts a hot-swappable battery structure supporting battery replacement while powered on, effectively addressing the battery life challenges of full-color display and continuous AI operation.
Crystal Optoelectronics signs AR waveguide manufacturing agreement with Lumus:
Crystal Optoelectronics announced a manufacturing agreement with Lumus, a pioneer developer of reflective (geometric) waveguide technology for AR glasses. Crystal Optoelectronics becomes the third authorized manufacturer of Lumus reflective waveguides after Quanta Computer and SCHOTT, reflecting the accelerating expansion of the AR supply chain network.
Meta tightens AI glasses privacy LED and plans camera-free version:
Meta’s VP of AR announced a fix for a known loophole in its AI glasses’ privacy system, where users could previously begin recording and then cover the indicator light to continue covert recording. Meta is also reportedly planning to launch a camera-free AI glasses model codenamed “Luna”, further exploring lightweight AI glasses form factors.
3.Regulatory Watch: Tightening Full-Chain Measurement Supervision for Eyewear Fitting
SAMR full-chain measurement supervision policy continues to take effect:
In June 2026, the State Administration for Market Regulation issued the “Notice on Strengthening Full-Chain Measurement Supervision of Eyewear Fitting Establishments”, requiring strengthened measurement supervision across eyewear production, fitting, sales, and repair — focusing on five key areas including entity systems and personnel management, mandatory measuring instrument control, and production equipment and data management. Industry analysts note that the policy sends a clear signal: eyewear fitting must move toward standardized operations with precision measurement and professional services as baseline requirements. Even minor measurement errors in optometry equipment can cause serious vision damage, particularly to children and the elderly.
Multiple regions conduct back-to-school eyewear fitting inspections:
This week, market regulators in Lanzhou Anning District, Tianjin Heping District, and Anhui Panji District carried out concentrated inspections of eyewear fitting establishments, focusing on registration and periodic verification of mandatory measuring instruments such as optometers and lensmeters, and verifying business licenses and purchase inspection records for third-class medical devices including contact lenses and care solutions. Meanwhile, the Shanghai Municipal Market Supervision Bureau published the 2026 VR (AR) glasses quality supervision results, with all 10 batches inspected passing.
4.Factory Direct · In-Stock Wholesale
Deep-Rooted in the Industry, Integrated Manufacturing & Trading
We are a factory-based eyewear manufacturer and exporter specializing in clip-ons, flip-ups, and optical frames, supplying Southeast Asian wholesalers directly. With full in-house control — from tooling and mold development, injection molding, metal stamping, and surface finishing to final assembly — we ensure consistent quality and reliable delivery.
Three Core Product Lines — Meeting Diverse Wholesale Needs
Clip-on: We offer a full range of polarized and photochromic clip-ons, compatible with various optical frame sizes, suitable for driving, outdoor activities, and office use. Given the intense sunlight in Southeast Asian markets, polarized clip-ons maintain consistently high reorder rates, making them one of the steadiest volume-driving categories for wholesale clients. As the smart glasses market rapidly expands, the compatibility of clip-on accessories with smart eyewear is also worth watching.
Flip-up: Our flip-up lineup is anchored by reading glasses, while also supporting plano (non-prescription) and multifunctional custom options. The flip mechanism has undergone tens of thousands of open-close durability tests for smooth, reliable operation. This season we are featuring a lightweight TR-90 series, significantly enhancing all-day wearing comfort — particularly well-suited for middle-aged and senior consumers.
Optical frames: Our collection covers full-rim, semi-rimless, and rimless styles, available in materials including metal and TR-90, among others. We stay current with international design trends, incorporating vintage, minimalist, and geometric elements into our frame silhouettes — balancing aesthetics with functionality to meet end-consumer demand for “fashion + vision correction.”
Zero-Minimum, Mixed-Batch Flexibility
We understand the need for small trial orders and fast turnover — we keep ample stock year-round across our three core categories, covering the most popular styles and prescription ranges, with no MOQ and full support for mixed-batch ordering across categories, so you can start easily and minimize inventory risk. Custom logo printing on frames or packaging (screen printing, laser engraving, and other techniques available) is also offered to help you build your own brand and establish differentiated competitiveness in regional markets.
Transparent Factory Verification
Our own production floor and showroom are open for live video tours, production line walk-throughs, and product testing clips — including frame fatigue tests, lens impact tests, hinge durability tests, and more. You can verify our capabilities and quality control without travelling, making cooperation simple and trustworthy. Our products meet export quality standards and have been consistently supplied to multiple Southeast Asian markets, earning strong trust from wholesale clients.
This Week’s Feature — Flip-Up Reading Glasses
Continuing our weekly featured item, we present our seasonal bestseller — flip-up reading glasses. Precision-ground optics deliver clear, fatigue-free vision; the smooth and durable flip mechanism allows easy switching between near and far focus. Available in four classic frame colours — Black, Gunmetal, Gold, and Silver — lightweight and comfortable, these glasses directly address the daily needs of middle-aged and senior consumers, making them a steady high-volume category for the Southeast Asian retail market. This batch provides complete prescription coverage from +1.0D to +4.0D, accommodating the diverse needs of different customer segments.
