康耐特光學簽約全球AI眼鏡龍頭，獲核心供應商資格

上海康耐特光學科技集團股份有限公司於4月22日晚間發布自願性業務公告，宣布在智能眼鏡光學賽道取得重大進展。公告顯示，康耐特已與一家全球頂尖的智能眼鏡行業領導企業簽署具法律約束力的量產合作備忘錄，並被明確指定為該企業主力智能眼鏡產品的核心鏡片供應商。雖然公告未透露具體名稱，但「全球智能眼鏡龍頭」的表述在業內已指向清晰。

該備忘錄涵蓋多年期量產計劃，包括產能規劃、產量目標、供應週期、設備投入清單、優先供應條款及客戶明確的訂單承諾。康耐特需提前投入資金購置設備鎖定產能，客戶也以採購承諾回應，雙方形成深度長期戰略綁定。

公告披露，過去三年康耐特與數十家國內外頭部科技及消費電子企業合作，完成超過40個聯合研發項目，技術範圍覆蓋AI智能眼鏡、AR光波導眼鏡等前沿方向。當前AR眼鏡規模化量產的瓶頸正向光學鏡片環節轉移，其中光波導鏡片的良率與成本成為關鍵。康耐特的突破顯示中國企業已具備與國際一流供應商同台競技的實力，AR供應鏈國產化正穩步深化。

Conant Optical Signs Agreement with Global AI Glasses Leader, Secures Core Supplier Status
On April 22, Shanghai Conant Optical Technology Group issued a voluntary business announcement, revealing a major milestone in the smart glasses optics赛道. The company signed a legally binding mass production memorandum of understanding with a globally leading smart glasses technology company, and was explicitly designated as the core lens supplier for the client’s flagship smart glasses. Although the announcement did not name the specific company, the description “global smart glasses leader” clearly points to an industry giant.

The MOU covers multi-year mass production plans, including capacity planning, volume targets, supply schedules, equipment investment lists, priority supply terms, and firm purchase commitments. Conant will invest in equipment to secure capacity, and the client responds with procurement commitments, forming a deep, long-term strategic partnership.

The announcement also revealed that over the past three years, Conant has collaborated with dozens of leading domestic and international tech and consumer electronics companies on more than 40 joint R&D projects, covering AI smart glasses and AR waveguide glasses. As the bottleneck for mass production of AR glasses shifts from display modules to optical lenses (especially waveguide lens yield and cost), Conant’s breakthrough demonstrates that Chinese companies can now compete with top-tier global suppliers. The localization of the AR supply chain is steadily advancing.

Summary:
Conant Optical becomes core lens supplier to a global AI glasses leader under a multi-year mass production MOU. This deep strategic partnership highlights Chinese optical firms’ competitiveness in the AR supply chain.