From Vision Pro to Ray-Ban Meta: What's Next for AI+AR Adoption? Micro-LED Holds the Key

December 15, 2025

Shenzhen, December 5, 2025 – The Future Business Ecosystem Conference & 10th Golden Gyro Awards (FBEC 2025) successfully convened in Shenzhen. 

Dr. Eddie Chong, Founder and CEO of Raysolve, was invited to deliver a keynote speech at the main forum, "The Future in Sight: 2025 Global AI Glasses Technology & Industry Trends Forum." His presentation, titled "0.18cc Full-color Micro-LED Light Engine Powered by QDPR Technology," outlined the company's pioneering path in micro-display technology. Concurrently, the conference announced the winners of the 10th Golden Gyro Awards, where Raysolve's PowerMatch® 1 Full-Color Micro-LED Micro-display clinched the "Annual Outstanding VR/AR Optical Display Solution" award.

In his address, Dr. Chong asserted that Micro-LED is the only display technology capable of a perfect synergy with optical waveguides. He further positioned Raysolve's monolithic full-color solution, powered by quantum dot photolithography (QDPR) technology, as the optimal path toward manufacturable, cost-effective, and lightweight AR glasses.



Below is an adapted summary of his keynote insights.

Good afternoon, and thank you to the organizers for the invitation. I am Eddie Chong from Raysolve. Today, I will share our core focus: monolithic full-color Micro-LED micro-display technology. We are convinced that achieving full color on a single Micro-LED chip represents the most promising mainstream direction, offering a truly viable path to mass production with compelling cost-performance.

1. Industry Evolution: From Vision Pro to AI Glasses

Looking at the AR/VR/MR landscape, the launch of Apple's Vision Pro last year was undoubtedly a landmark. Initially hailed as a potential catalyst for the industry's explosive growth, it ultimately brought two critical pain points to the fore: weight and price. As an MR headset, it delivers an exceptional visual experience and FOV, but its form factor and cost present significant barriers to prolonged, everyday use. While MR headsets have their niche, the imperative is clear: they must become lighter, more compact, and more affordable.In contrast, we believe the AR glasses segment holds far greater potential for widespread adoption.

Many current devices marketed as "AR glasses" rely on Birdbath optics paired with Micro-OLED displays. These products function more as portable private viewers than true see-through glasses, typically featuring dark lenses that obstruct the user's view of the real world. Primarily positioned as mobile screen replacements for media consumption, their audience remains limited.

A pivotal shift occurred with the introduction of the Ray-Ban Meta AI glasses. Meta's strategy was astute: start with a "display-less" AI glasses form factor. Simultaneously overcoming the challenges of waveguide optics and high-performance displays at a consumer-friendly price point is exceedingly difficult today. By leading with AI functionality, they are acclimating the market to the smart glasses form factor—a crucial first step for ecosystem growth. Display capabilities can follow.

Meta's next logical step is "AI + Display," as seen in prototypes like this year's Meta Ray-Ban Display, which utilizes an LCoS display paired with a waveguide. While reflective waveguides can improve efficiency for LCoS, the current module size remains relatively large, indicating room for optimization before reaching an ideal consumer product.

2. Why Micro-LED is the "Ideal Solution" for AR Glasses

For true smart glasses, the "glasses form factor" is non-negotiable. The product must first be lightweight, aesthetically pleasing, and comfortable. Only then can AI and display functionalities be successfully added.

This leads to the core optical component: the waveguide. It is essential for achieving a slim, glasses-like profile, but it comes with a fundamental limitation: very low optical efficiency. Traditional micro-display technologies like LCoS and Micro-OLED, constrained by their limited brightness, struggle to deliver a compelling visual experience through waveguides.


 
Micro-LED stands alone as the display technology perfectly matched for waveguides. Its inherent material properties deliver ultra-high brightness and extreme pixel density, enabling it to overcome the waveguide's efficiency loss. This makes it the indispensable choice for enabling a true, high-quality AR experience.

Currently, many startups are entering the market with monochrome (primarily green) Micro-LEDs for applications like notifications, navigation, and translation—a relatively mature approach. However, major industry players and future ecosystem platforms aim for full-color displays from the outset. Full color is the foundation for a rich AR application ecosystem, representing the significant market opportunity for Micro-LED.

3. The Raysolve Path: Quantum Dot Photolithography (QDPR)

Since our founding, and tracing back to our research group established at the Hong Kong University of Science and Technology in 2004, Raysolve has been dedicated to Micro-LED micro-display technology.

Three primary paths exist to achieve full-color Micro-LEDs. We explored them all, from a "three-color cube" projection system in 2013 to quantum dot inkjet printing in 2014. Ultimately, in 2019, we introduced our monolithic full-color solution based on Quantum Dot Photolithography (QDPR), which we firmly believe is the most suitable for mass production with optimal overall performance.

Quantum dot materials offer two fundamental advantages. First, they are grounded in Nobel Prize-recognized science, providing a robust technical foundation. Second, they offer exceptional performance and stability. By precisely controlling particle size, emission wavelength can be tuned with a very narrow full-width at half-maximum (<25 nm), ensuring high color purity. Their luminescence is also remarkably stable and unaffected by temperature. In contrast, traditional AlGaInP red-emitting materials suffer from drastically reduced efficiency at micro-scale sizes and significant brightness degradation with rising temperature—issues entirely avoided by our QDPR approach.

Raysolve's proprietary QDPR technology ingeniously merges the high luminous efficiency of quantum dots with the high resolution of photolithography, enabling precise sub-pixel definition via standard semiconductor processes. Our core fabrication process involves large-scale, wafer-level bonding. An 8-inch silicon-based GaN epiwafer is transferred and bonded to an 8-inch silicon CMOS backplane. Following the definition of a blue Micro-LED array aligned to the CMOS circuitry, high-efficiency, high-resolution red and green quantum dot photoresists are patterned with photolithographic precision. The final structure utilizes blue Micro-LEDs to excite the adjacent red and green quantum dots, achieving high-brightness, wide-gamut full-color display.
 


From a technical standpoint, our QDPR-based monolithic approach is grounded in first principles. It leverages a full-flow, wafer-level standardized process to achieve integrated RGB fabrication, sidestepping the process complexity and yield challenges associated with multi-chip alignment and non-standard assembly. It represents the optimal balance of performance and cost.

4. Product Breakthrough: The World's Smallest 0.18cc Full-Color Light Engine

This technology has enabled a series of groundbreaking achievements:



The 0.13-inch PowerMatch® 1 Full-Color Micro-LED Micro-display: Featuring a 4μm pixel pitch and a remarkable Micro-LED pixel density of 6350 PPI, this display achieves a full-color resolution of 320x240 (with a native Micro-LED resolution of 640x480). It delivers a peak full-color brightness of 700,000 nits, surpasses 100% of the DCI-P3 color gamut with high color purity, and offers color performance far exceeding that of LCoS technology.

The 0.18cc PowerMatch® 1 Full-Color Micro-LED Light Engine: Currently the world's smallest full-color Micro-LED light engine, comparable in size to a mung bean. It provides a 0.7 lm light output supporting a 30°+ FOV. In collaboration with waveguide partners, we have developed the world's first AR glasses prototype integrating an SRG diffraction waveguide with a monolithic full-color Micro-LED micro-display.

Ultra-High-Brightness Monochrome Red Chip: Addressing specific market needs, our QDPR-based red chip has steadily achieved brightness levels exceeding 2 million nits, significantly outperforming traditional red-emitting materials.

Looking ahead, we are strategically expanding into the high-value segment. We plan to introduce a new ultra-micro display with a fully in-house designed driver backplane, supporting QSPI interface and various drive algorithms. By Q1 next year, we aim to provide customers with complete monochrome and full-color solutions, lowering the barrier to entry for AR glasses and unlocking broader consumer market opportunities.

Raysolve's technology leadership has been consistently recognized, with numerous awards at premier international displays conferences like SID Display Week. We are confident that as monolithic full-color Micro-LED technology matures for mass production, its superior performance and cost advantages will establish it as the defining core display solution for the next generation of AR glasses.
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