AI Smart Glasses Era Shifts OLEDoS Competitive Landscape: SeeYA Expands Mass Production, INT-Tech Unveils High-Brightness Native RGB Sample

The OLEDoS (OLED-on-Silicon, micro-OLED) market for XR (AR/VR/MR) devices is undergoing simultaneous realignment of its supply chain and technological competition as the year draws to a close. For XR OLEDoS, Sony’s W-OLEDoS (White OLED + color filter) technology and supply have long served as the ‘de facto benchmark’. However, the landscape is shifting towards a competitive multi-supplier structure as mass production supply from Chinese companies, including SeeYA, has already expanded.

SeeYA (视涯科技), considered one of China’s leading OLEDoS companies, passed the final review for listing on the Shanghai STAR Market on December 24 and is expected to list in Q1 2026. SeeYA plans to use approximately 2 billion yuan in raised funds to expand production capacity and strengthen R&D. OLEDoS production involves high process complexity and stringent quality requirements, making yield stability in 12-inch wafer-based mass production a key competitive factor. SeeYA’s IPO progress is interpreted as contributing to the long-term supply commitments, supply stability, and medium-to-long-term cost structure improvements demanded by XR customers.

SeeYA is currently executing a two-phase investment at its Hefei production base, with each phase reportedly possessing a monthly capacity of around 9K units. The Phase 1 line is already operating at full capacity, while Phase 2 setup is scheduled for completion by the end of January 2026, with full-scale operation commencing in February. Regarding customers, overseas efforts include pursuing cooperation with Apple and responding to Meta. Domestically in China, the supply portfolio is expanding to include Insta360 sports cameras, RayNeo AR glasses, DJI, and Xiaomi.

Meanwhile, Taiwan’s INT-Tech has drawn technical interest with its new OLEDoS (uNEEDXR) unveiled on December 22. INT-Tech presented high-performance metrics, including 100,000 nits ultra-high brightness, in its 0.39-inch XGA (1024×768) class product, directly targeting system brightness, power consumption, and thermal management issues—key constraints identified for AR adoption. Particularly, the performance enhancement of the Native RGB (side-by-side) method is seen as a catalyst shifting the nature of OLEDoS competition from a ‘display spec’ focus to one centered on ‘smart glasses’ user experience (UX) and AI functionality implementation. Smart glasses, as “always-worn” products featuring AI assistants, real-time translation, and situational awareness (e.g., navigation, notification summaries), must ensure sufficient readability in real-world environments while suppressing battery drain and heat generation. The development of high-brightness OLEDoS presents a competitive advantage over Micro LED and LCoS in the race for brightness, efficiency, and resolution demanded by AI-based smart glasses displays. However, since no lifespan data for uNEEDXR under ultra-high brightness conditions has been provided, additional verification of its stability is required for product application.

INT-Tech, a major shareholder of OLEDOS manufacturing company KT&T based in Taizhou City, Zhejiang Province, China, is pursuing market expansion by combining ‘INT-Tech’s technology and product roadmap’ with ‘KT&T’s China-based manufacturing and customer support system’.

According to UBI Research’s analysis, China’s expansion of OLEDoS production scale and new technology development are expected to be key variables for the XR OLEDoS market in 2026. First, as Chinese companies, including SeeYA, increase supply and capital investment, XR device makers are gaining broader options to select suppliers based on performance, price, and customization conditions. Second, the focus of technological competition is shifting beyond simple resolution comparisons. It is now centered on the ability to secure the capabilities required by AI-based smart glasses: ‘outdoor readability, low power consumption and low heat generation for extended wear, and system efficiency integrated with the optical system’.

As Chinese OLEDoS manufacturing companies accelerate mass production and enhance product performance, this is expected to directly impact XR brand companies’ supply chain strategies and product launch timings.

Changho Noh,  Senior Analyst at UBI Research (chnoh@ubiresearch.com)

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