The Automotive AR Glass in NEVs Drive Soaring Application Boom
Jun 12, 2026
For NEV intelligence wave, automotive anti reflection(AR) glass is seeing explosive growth. According to Gaogong Intelligent Vehicle Research Institue, AR-HUD standard deliveries in China reached 348,100 unit in H1 2024 - a year over year surge over 500%.
Technical Advantages:
Nano scale optical coatings can reduce sueface reflectivity from 8%(normal glass) to <1% but transmittance increase to >98%.
What's the applications: AR-HUD windshields, center console displays, door glass displays.
Industry forcast: 3 key drivers
| Dimension | Core Trends |
|---|---|
| Technology | Diffractive & geometric waveguides coexist; glass OLED reaches 3,000 PPI |
| Industry Landscape | SCHOTT expands in China; domestic players break through semiconductor-grade glass wafer bottlenecks |
| Applications | Expanding from smart glasses to automotive AR-HUD, with the latter growing fastest |
The forecast shipment of smart glass will exceed 23 million units in 2026, with China leading growth. As AR glass advances in optical performance, cost, and scale, the industry is moving from "commercial deployment" toward a "consumer explosion."
