Lumus expands partnership with Quanta

Lumus announced an expanded partnership with Quanta Computer Inc. (TWSE: 2382.TW), a global technology manufacturing leader, and long-time Lumus supply chain partner for its optical engines. The collaboration strengthens Lumus’ supply chain infrastructure and affirms the company’s readiness to deliver mass-manufactured waveguide-based optical engines to support the growing AR market.

As part of the expansion, Quanta has invested in dedicated production lines tailored to Lumus’ waveguide technology and transitioned to an automated manufacturing approach. These advances have enabled higher-yield, cost-effective production of thinner, more compact waveguides – laying the groundwork for future generations of high-performance, consumer-ready AR glasses.

“One of the most persistent misconceptions about geometric (reflective) waveguides is that they are inherently difficult to manufacture at scale,” said Ari Grobman, CEO of Lumus. “Our work with Quanta over the past several years proves otherwise. Through sustained investment in automation, process optimization, and dedicated infrastructure, we’ve established a clear, scalable path to volume production.”

To date, more than 55,000 Lumus waveguides have been shipped to customers, with the vast majority produced by global partners, such as Quanta, over the past five years. Because Lumus waveguides are designed to be manufactured on a unified infrastructure, all field-of-view variants, from low to high fields of view, are produced using the same streamlined process.

This shared platform approach ensures consistency in output while reducing complexity and cost for OEMs. It also accelerates the development of next-generation products, as new waveguides can be brought to market using existing infrastructure without retooling or process changes.

“Our goal has always been to align best-in-class optical performance with manufacturability,” added Grobman. “This partnership extension reinforces that commitment and positions us – and our partner – to meet demand as AR transitions from early adoption to scale.”

“We are proud to expand our partnership with Lumus and support the next phase of consumer AR innovation,” said C.C. Leung, Vice Chairman and President of Quanta Computer Inc. “Our investment in automation and dedicated optical engine lines reflects our confidence in the scalability of geometric waveguides and the strength of Lumus’ technology. Together, we are building a high-efficiency manufacturing model that is both future-ready and production-proven.”