2026-01-14 17:25:08

Meta announces plans to double the production capacity of Ray-Ban AI glasses to 20 million units by 2026, a signal that directly ignited the A-share technology supply chain sector.

Let's look at the hardware segment. Changying Precision and Longli Technology are responsible for the structural components of the glasses, essentially building the skeleton of the entire product. Yutong Optical specializes in glass and optical lenses, while Crystal-Optech's holographic waveguide sheets are key components of the optical module. Regarding electronic components, Shangluo Electronics supplies sensors, Awei Electronics' heat dissipation chips ensure devices do not overheat, and Desay Battery handles power modules—these companies together form the entire technological framework of the product.

Additionally, Sanfu Outdoor undertakes OEM manufacturing, Guoguang Electric has expertise in acoustic components, and Beiwei Storage's storage solutions are integrated into Meta's smart devices.

Meta's capacity expansion is not just about increased orders. New technologies like Micro LED and light guides are finding real application scenarios, and the segmented tracks within the tech growth sector are accelerating their implementation. These companies in the supply chain may be at a critical stage of technological upgrading and performance release.

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MEVEye

· 01-17 02:23

Oh no, now the supply chain brothers are about to take off, doubling production capacity... Quickly pull out these tickets and take a look, Changying, Yutong, Crystal-Optech... feels like it's time to move. Meta's recent move is really helping A-shares find a treasure trove, it's not just about having orders.

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GmGnSleeper

· 01-16 20:40

20 million items? The supply chain companies are probably going to be overwhelmed. Changying Precision and Longli Technology, these two guys, will have to work overtime until the end of time.

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SignatureLiquidator

· 01-14 22:30

20 million units? Meta is really throwing money this time. Can these supply chain stocks not rise? Changying Precision and Longli Technology are smiling; finally, big orders are coming to infuse blood. The holographic waveguide chips are indeed a bottleneck; Crystal-Optech needs to step up. I'm just worried that production capacity can't keep up, and it will turn into paper orders again. Is Micro LED truly going commercial, or is it just another concept to cut leeks? This time is different; there are real application scenarios supporting it. For cooling chips, I favor Awei Electronics. They've always been reliable in smart hardware. It feels like the small enterprises in the supply chain are the real money-makers; OEMs are just making noise. Who is most bottlenecked: waveguide chips or sensors? These two seem most likely to hit bottlenecks. Can Desay Battery's power solutions handle the 20 million unit orders? I'm a bit worried. But on the other hand, whether these A-share companies can truly deliver is still uncertain.

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MissingSats

· 01-14 17:54

Now AI glasses are really coming, and these supply chain companies are probably about to take off. Changying Precision, Crystal-Optech, these need to be carefully watched. It feels like the opportunity has arrived. 20 million units of capacity... Just thinking about it is exciting. These supporting companies domestically are truly a community of shared destiny. Wait, can these companies really handle such large orders? Or is this just another hype? Meta is serious, and our supply chain must also get serious, or we will be swept away. All kinds of new technologies finally have a place to showcase their worth. Can Micro LED turn things around this time?

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4am_degen

· 01-14 17:52

Wow, 20 million items? The supply chain folks are really about to take off. The optics part is definitely the highlight.

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DefiSecurityGuard

· 01-14 17:46

ngl, saw this supply chain breakdown and immediately started checking audit reports on these vendors... 🚩 nobody's talking about the actual exploit vectors here. like, who's vetting the firmware on those thermal management chips from 艾为? DYOR before you fomo into this. not financial advice obvs.

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HalfBuddhaMoney

· 01-14 17:38

Haha, now the supply chain buddies are about to take off. Meta is really betting on AI glasses. But speaking of which, with so many companies involved, can they all really get a share? Or are the top few still the main profit makers? Doubling production capacity sounds great, but we'll have to wait for Q3 and Q4 financial reports to see if it's real. I need to take another look at Changying Precision and Crystal-Optech. The competition in the waveguide chip sector also seems quite fierce. Wait, is this logical chain being exaggerated? I feel like the article has a bit of a "buy buy buy" vibe. Ray-Ban glasses are indeed popular, but can 20 million units really be absorbed? Is the market demand really that big? The key still depends on gross profit margin. Having many orders doesn't necessarily mean making money, everyone.

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notSatoshi1971

· 01-14 17:35

Wow, Meta's move directly pulled the entire supply chain together. This is true industry chain synergy.

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