LetinAR Is Building the Optics Powering AI Glasses
South Korea’s LetinAR is the optics company quietly supplying the AI glasses hardware race from the inside. While Meta, Samsung, and Apple fight for consumer attention, LetinAR is selling shovels. The waveguide optics market is projected to hit $8.7 billion by 2029, and most investors haven’t noticed yet.
LetinAR Is the Hidden Bet Behind the AI Glasses Boom
South Korea’s LetinAR makes the waveguide lenses that go inside AI glasses, and the $97 billion AR market is about to make that a very valuable business. Most investors are still focused on the platforms. The supply chain play is sitting right in front of them.