JBD and Chinese companies unveil Micro-LED AR/AI glasses and optical solutions at CIOE 2025

Accelerating the Advancement of Chinese Companies’ Technology and Supply Chain in Micro-LED Displays and Optical Solutions for AR/AI Glasses

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The 26th China International Optoelectronic Expo (CIOE) was held at the Shenzhen International Convention Center on September 10, 2025. At this exhibition, new Micro-LED-based AR products from companies like JBD and Goeroptics were prominently unveiled.

JBD’s ‘Hummingbird II’ Micro-LED color light engine and AR glasses (Source: UBI Research)

JBD’s showcased ‘Hummingbird II’ color light engine and AR glasses (Source: UBI Research)

AR display image as seen through JBD’s ‘Hummingbird II’ light engine (Source: UBI Research)

AR display as viewed through the Hummingbird II light engine (Source: UBI Research)

JBD showcased its latest products, including the Micro-LED 0.1-inch micro display and the ‘Hummingbird II’ color light engine.  It achieved an ultra-compact size of 0.2cc and an ultra-lightweight of 0.5g through its X-Cube structure. Innovision exhibited a development sample with a 2.5 mm pixel size and 0.06-inch display. Micro-LED display sizes are progressively shrinking from 0.13 inches to 0.1 inches, and further to 0.06 inches. Resolve introduced a light engine equipped with a 0.13-inch PowerMatch1 full-color Micro-LED display. The engine’s volume is only 0.18cc, and its weight is just 0.5g, enabling lighter AR glasses.

Chinese companies also showcased advanced new products in AR glasses optical technology at this exhibition. Goeroptics unveiled new AR/VR optical products.  They drew significant attention with diverse products ranging from silicon carbide etched waveguides to ultra-compact optical modules for full-color AR glasses and monocular 4K VR/MR pancake solutions. Utilizing Micro-LED Full color (X-cube) and silicon carbide etched waveguide technology, they achieved a 30° field of view (FOV) and a weight of 4g (see photo below).

AR glasses with SiC waveguide exhibited by Goeroptics (Source: UBI Research)

Goeroptics’ exhibited AR glasses with SiC waveguide (Source: UBI Research)

Specifications of Goeroptics AR glasses with Micro-LED and waveguide (Source: UBI Research)

Specification sheet of Goeroptics exhibited AR glasses (Source: UBI Research)

In addition, numerous Chinese companies including Raypaitech (理湃光晶), SHOUJING Sci. & Tech (首镜 科技), and North Ocean Photonics (鲲游光电) showcased a large number of waveguide and smart glasses solution products. The Chinese industry has already established a smart glasses supply chain, encompassing not only micro-displays, waveguides, and optical engines, but also companies providing complete smart glasses solutions. This supply chain is accelerating its pace of development.

Namdeog Kim, Senior Analyst at UBI Research(ndkim@ubiresearch.com)

▶2025 Micro-LED Display Industry and Technology Trends Report