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Huatai Securities: Focus on the accuracy and efficiency of nanoimprint equipment
Release time:
2024-04-12
On April 12, Huatai Securities Research Report said that AR uses OST to directly superimpose data on the real world, making interaction and integration more natural. The micro-display and optical solutions of AR glasses are the key to the development of the current industrial chain. In the optical scheme, the optical waveguide is the current mainstream, the surface relief grating diffraction optical waveguide relies on micro-nano manufacturing, we think that the grating design/grating master processing/nano-imprinting three technologies determine the waveguide performance, pay attention to the accuracy and efficiency of nano-imprinting equipment. In the display scheme, Micro LED has the advantages of low power consumption, high brightness and other advantages to adapt to the optical waveguide scheme, which is expected to become the best choice for AR glasses microdisplay. Micro LED currently needs to overcome the two major problems of huge transfer and full-color display, and follow-up attention to the application of laser huge transfer equipment in the huge transfer of Micro LED chips and the commercial progress of optical lens synthesis design to achieve full-color display.
On April 12, Huatai Securities Research Report said that AR uses OST to directly superimpose data on the real world, making interaction and integration more natural. The micro-display and optical solutions of AR glasses are the key to the development of the current industrial chain. In the optical scheme, the optical waveguide is the current mainstream, the surface relief grating diffraction optical waveguide relies on micro-nano manufacturing, we think that the grating design/grating master processing/nano-imprinting three technologies determine the waveguide performance, pay attention to the accuracy and efficiency of nano-imprinting equipment. In the display scheme, Micro LED has the advantages of low power consumption, high brightness and other advantages to adapt to the optical waveguide scheme, which is expected to become the best choice for AR glasses microdisplay. Micro LED currently needs to overcome the two major problems of huge transfer and full-color display, and follow-up attention to the application of laser huge transfer equipment in the huge transfer of Micro LED chips and the commercial progress of optical lens synthesis design to achieve full-color display.
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