At the end of 2025, a policy that included smart glasses in the 2026 new purchase subsidy scope propelled AR glasses to become a market focus. LX AR achieved the ultimate miniaturization and lightweight design of AR optical modules by virtue of years of accumulated waveguide technology, and boasts stable mass production capacity to provide core optical support for downstream manufacturers. This policy may also herald the arrival of a revolution in the next generation of smart terminals.
At the end of 2025, the National Development and Reform Commission and the Ministry of Finance jointly issued the Notice on the Implementation of the Policy for Large-Scale Equipment Renovation and Consumer Product Trade-In in 2026, which officially included smart glasses in the scope of new purchase subsidies for digital and smart products. The policy offers a subsidy of 15% of the product's selling price, with a maximum of 500 yuan per unit—a boon that has not only hit the accelerator for the smart glasses industry but also made user-friendly, affordable AR glasses a market focus.
This policy trend aligns perfectly with the core of the industry's development. In LX AR's view, for AR glasses to truly enter people's daily lives, the key prerequisite is to break the stereotype of tech products, seamlessly embed smart functions into the form of ordinary glasses, and achieve the integration of technology and daily life in both virtual and physical aspects. This is by no means a mere accumulation of technical parameters, but a profound insight into and precise response to users' core needs.
And this core need is gradually becoming a reality relying on LX AR's decades of accumulated waveguide technology. Through nanoscale grating design and precise optical regulation, we compress the volume and weight of optical modules to the extreme while ensuring the accurate projection of image information onto the human eye. The final implemented solution is an ultra-thin and lightweight one that can be directly integrated into the temples of ordinary glasses, with almost no visual difference from ordinary glasses from the front and a wearing weight fully controlled within the comfortable range for daily wear.
Beyond technological breakthroughs, mass production capacity is the key strength to seize the policy dividends. Relying on a mature waveguide production line and an ultra-high yield control system, LX AR has developed stable mass production capacity and is able to provide cost-effective and highly reliable core optical support for downstream terminal manufacturers. This means manufacturers can quickly launch affordable products that meet the subsidy standards and firmly capitalize on the policy dividends.
To date, LX AR has established cooperation with multiple manufacturers, rolling out its latest thin and light optical solution in diverse scenarios such as consumer-grade AR glasses and industrial inspection equipment, allowing users in different fields to truly experience the practical value of AR glasses. The future trend of smart wearables has always been seamless integration into daily life. The adjustment of this national subsidy policy is actually an early reminder: the revolution of the next generation of smart terminals is already underway.
