In September 2025, the AI glasses sector is heating up—Meta’s Orion 2 and Apple’s Vision Pro 2 have officially announced the integration of 12GB LPDDR5X and Micro-OLED optics, supporting on-device 7B parameter large models. Domestic companies like Starry Meizu and Rokid have also released consumer-grade AI glasses, clearly defining the three essential components: “display + storage + computing power”.
AI glasses demand low power consumption, high bandwidth, and compact packaging for storage, driving a new wave of growth in HBM, LPDDR, and NOR Flash. WSTS predicts that the AI terminal storage market will reach $12.6 billion in 2025, a year-on-year increase of 58%. The funding rush for the “AI glasses + storage chips” dual-driven model has led to synchronized fluctuations in orders and stock prices for related companies.
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This article outlines eight core companies deeply engaged in the fields of AI glasses and storage chips for collective research.
1. Lanqi Technology (Shanghai, Private)
Hot News: On September 20, released DDR5-6400 interface chips specifically for AI glasses, samples have been sent to Starry Meizu.
Segment: Memory interface chips
Main Business: High-speed interconnect chips, capacity chips
Analysis: Only domestic supplier of memory interfaces for AI glasses, with order visibility extending to 2026.
2. BOE Technology Group (Beijing, State-owned)
Hot News: On September 19, Micro-OLED + NOR Flash integrated module passed Apple Vision Pro 2 certification.
Segment: Micro-OLED display + storage packaging
Main Business: Display panels, sensor devices
Analysis: Integrated shipments of display + storage break overseas monopolies.
3. Gigadevice Semiconductor (Beijing, Private)
Hot News: On September 18, 512Mb NOR Flash entered Rokid and Meizu AI glasses, with mass production in September.
Segment: NOR Flash
Main Business: NOR/NAND Flash, MCU
Analysis: Small capacity storage is a necessity for AI glasses, with Gigadevice holding the largest market share in China.
4. Jiangbolong (Shenzhen, Private)
Hot News: On September 17, released AI glasses dedicated LPDDR5X + UFS3.1 integrated packaging, already received orders from five domestic brands.
Segment: Storage modules
Main Business: Embedded storage, enterprise SSDs
Analysis: Compact packaging + high bandwidth makes it the first choice for AI glasses storage modules.
5. Biwei Storage (Shenzhen, Private)
Hot News: On September 16, LPDDR5 + UFS multi-chip packaging passed Qualcomm XR2 Gen2 platform certification.
Segment: Storage packaging
Main Business: Storage chip packaging, modules
Analysis: Multi-chip packaging meets the demand for lightweight AI glasses.
6. Crystal Optoelectronics (Zhejiang Taizhou, Private)
Hot News: On September 15, AR waveguide + NOR Flash driver chip integrated solution delivered to Meizu.
Segment: AR optics + storage support
Main Business: Precision optoelectronic components
Analysis: Bundled shipments of optics + storage significantly enhance ASP.
7. GoerTek (Shandong Weifang, Private)
Hot News: On September 14, exclusively supplied AI glasses acoustic + storage modules, supporting on-device large model voice wake-up.
Segment: Acoustic + storage modules
Main Business: Acoustic devices, XR OEM
Analysis: Integrated manufacturing + storage modules enhance customer stickiness.
8. Hongxin Electronics (Fujian Xiamen, Private)
Hot News: On September 13, AI glasses FPC soft board equipped with HBM3E memory, has passed Meta Orion 2 certification.
Segment: FPC + storage packaging
Main Business: Flexible circuit boards, backlight modules
Analysis: Soft board + storage packaging benefits from lightweight core.
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In summary, the eight companies mentioned above cover the entire chain from interfaces, Flash, modules, packaging, to optics, with synchronized fluctuations in orders and stock prices, enjoying the dividends of the “new species” of AI terminals.
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