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Taiwanese optical firms see growth surge in AI wearables, smart cars, and robots amid market challenges.
Taiwan's optical component makers, including Lens Technology, are seeing strong growth driven by demand in AI wearables, smart vehicles, and humanoid robots.
The market faces challenges from China but remains robust, with companies like Calin supplying Waymo.
The global market for smart lens devices is projected to reach $547 million by 2031.
HTC is set to manufacture Google's upcoming AI-powered glasses, a move seen to boost HTC's production capacity.
Humanoid robots are also gaining traction, with sales expected to exceed 10,000 units in 2025.
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Las firmas ópticas taiwanesas ven un aumento en el crecimiento de los wearables de IA, los automóviles inteligentes y los robots en medio de los desafíos del mercado.