Vuzix and Himax to Introduce a Lightweight, Prescription-Ready Optical Component Reference Design for AR Glasses at CES 2026
Rhea-AI Summary
Vuzix (NASDAQ: VUZI) and Himax (NASDAQ: HIMX) announced an Optical Component Reference Design for lightweight, prescription-ready AR glasses, showcased at CES 2026.
Key specs: Himax HX7319FL 720×720 LCoS in a 0.34 c.c. projector weighing 0.79 g; supports >1000 nits brightness and configurable 30° FOV; Vuzix waveguide offers 0.35 mm plate, prescription-ready high-index glass support and scalable NIL manufacturing in glass and plastic.
The partners will provide evaluation units and engineering documentation to select OEMs and offer joint customization and integration support at CES booths.
Positive
- HX7319FL integrates 720×720 LCoS in 0.34 c.c.
- Projector module weight of 0.79 g enables lightweight designs
- Supports display brightness >1000 nits and configurable 30° FOV
- Waveguide 0.35 mm plate with prescription high-index glass support
- Provides production-ready optical platform and evaluation units for OEMs
Negative
- None.
News Market Reaction 11 Alerts
On the day this news was published, VUZI declined 7.98%, reflecting a notable negative market reaction. Argus tracked a trough of -2.7% from its starting point during tracking. Our momentum scanner triggered 11 alerts that day, indicating notable trading interest and price volatility. This price movement removed approximately $23M from the company's valuation, bringing the market cap to $265M at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
HIMX gained 1.9% while peers were mixed: NVTS +13.06%, MXL +7.23%, AOSL +5.07%, IMOS +1.29%, LASR -1.28%, pointing to a stock-specific response to the AR glasses design news.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jan 05 | CPO partnership update | Positive | -1.2% | Reaffirmed ongoing CPO collaboration with FOCI and 2026 mass production goal. |
| Jan 02 | CES product showcase | Positive | +4.2% | CES 2026 demos for ultralow-power AI, smart glasses, and automotive display portfolio. |
| Dec 30 | AR display partnership | Positive | +0.4% | Joint AUO front-lit LCoS microdisplay for AR glasses with high brightness and efficiency. |
| Dec 24 | Drone AI solution | Positive | +0.1% | Liqxtal and iCatch drone AI imaging solution with dual-spectrum optics and edge AI. |
| Dec 01 | Vision-care device | Positive | -0.5% | Liqxtal Pro-Eye monitor using WiseEye AI to address eye strain and myopia risk. |
Recent product and partnership announcements around CES have generally led to modest positive moves, with occasional divergences where upbeat technology updates coincided with small price declines.
Over the past months, Himax has focused on optical and AI-enabled products across multiple markets. Recent CES 2026 announcements highlighted ultralow-power AI, AR-focused LCoS microdisplays, and a drone AI imaging solution, while the FOCI CPO partnership targets AI data-center bandwidth with mass production readiness in 2026. Earlier, WiseEye-powered vision-care devices addressed eye health. Today’s Vuzix collaboration extends this AR optics roadmap into prescription-ready smart glasses.
Market Pulse Summary
The stock moved -8.0% in the session following this news. A negative reaction despite a constructive AR optics announcement would fit prior instances where upbeat technology news coincided with small declines. The Vuzix partnership builds on earlier LCoS and AI showcases but may arrive after a cluster of CES headlines, limiting incremental impact. With the stock at $8.59 and near its 200-day MA, some participants could have used the news to lock in recent gains.
Key Terms
waveguide technical
microdisplay technical
odm technical
AI-generated analysis. Not financial advice.
The reference design, being showcased at the 2026 Consumer Electronics Show (CES) in
"This reference design reflects our focus on delivering practical, manufacturable AR optics that can scale beyond prototypes," said Paul Travers, President and CEO of Vuzix. "By combining our prescription-ready waveguide technology with Himax Display's ultra-compact LCoS engine, we are enabling OEMs and eyewear partners to bring truly wearable AR glasses to market."
"Himax continues to advance ultra-small, low-power LCoS microdisplays for wearable applications," said Hsien Chang Tsai, Vice President of Himax. "Working with Vuzix allows us to demonstrate how the HX7319FL can be integrated into a complete optical solution that meets the performance and manufacturability requirements of next-generation AR eyewear."
CES 2026 — Live Demonstrations
Vuzix and Himax Display Inc. are showcasing the optical component reference design with live demonstrations at CES 2026:
- Vuzix — Booth #19340, Venetian Expo Palazzo Tower Suite
- Himax — Venetian Expo, Level 2 | Titian 2201A
Evaluation units and full engineering documentation will be available to select OEM partners, with customization and integration support provided jointly by Vuzix and Himax.
OEMs, eyewear makers, and partners are invited to meet with the teams during CES. DM to schedule an appointment.
About Vuzix Corporation
Vuzix is a leading designer, manufacturer and marketer of AI-powered Smart Glasses, Waveguides and Augmented Reality (AR) technologies, components and products for the enterprise, medical, defense and consumer markets. The Company's products include head-mounted smart personal display and wearable computing devices that offer users a portable high-quality viewing experience, provide solutions for mobility, wearable displays and augmented reality, as well OEM waveguide optical components and display engines. Vuzix holds more than 450 patents and patents pending and numerous IP licenses in the fields of optics, head-mounted displays, and the augmented reality wearables field. The Company has won Consumer Electronics Show (or CES) awards for innovation for the years 2005 to 2024 and several wireless technology innovation awards among others. Founded in 1997, Vuzix is a public company (NASDAQ: VUZI) with offices in:
About Himax Technologies, Inc
Himax Technologies, Inc. (NASDAQ: HIMX) is a leading global fabless semiconductor solution provider dedicated to display imaging processing technologies. The Company's display driver ICs and timing controllers have been adopted at scale across multiple industries worldwide including TVs, PC monitors, laptops, mobile phones, tablets, automotive, ePaper devices, industrial displays, among others. As the global market share leader in automotive display technology, the Company offers innovative and comprehensive automotive IC solutions, including traditional driver ICs, advanced in-cell Touch and Display Driver Integration (TDDI), local dimming timing controllers (Local Dimming Tcon), Large Touch and Display Driver Integration (LTDI) and OLED display technologies. Himax is also a pioneer in tinyML visual-AI and optical technology related fields. The Company's industry-leading WiseEyeTM Ultralow Power AI Sensing technology which incorporates Himax proprietary ultralow power AI processor, always-on CMOS image sensor, and CNN-based AI algorithm has been widely deployed in consumer electronics and AIoT related applications. Himax optics technologies, such as diffractive wafer level optics, LCoS microdisplays and 3D sensing solutions, are critical for facilitating emerging AR/VR/metaverse technologies. Additionally, Himax designs and provides touch controllers, OLED ICs, LED ICs, EPD ICs, power management ICs, and CMOS image sensors for diverse display application coverage. Founded in 2001 and headquartered in Tainan,
Forward-Looking Statements Disclaimer
Certain statements contained in this news release are "forward-looking statements" within the meaning of the Securities Litigation Reform Act of 1995 and applicable Canadian securities laws. Forward-looking statements contained in this release relate to Vuzix Smart Glasses, our business relationship and future business opportunities with Himax, the competitiveness and performance of developed solutions, any future ODM sales of developed solutions, and among other things the Company's leadership in the Smart Glasses and AR display industry. They are generally identified by words such as "believes," "may," "expects," "anticipates," "should" and similar expressions. Readers should not place undue reliance on such forward-looking statements, which are based upon the Company's beliefs and assumptions as of the date of this release. The Company's actual results could differ materially due to risk factors and other items described in more detail in the "Risk Factors" section of the Company's Annual Reports and MD&A filed with the United States Securities and Exchange Commission and applicable Canadian securities regulators (copies of which may be obtained at www.sedar.com or www.sec.gov). Subsequent events and developments may cause these forward-looking statements to change. The Company specifically disclaims any obligation or intention to update or revise these forward-looking statements as a result of changed events or circumstances that occur after the date of this release, except as required by applicable law.
Vuzix Media and Investor Relations Contact:
Ed McGregor, Director of Investor Relations,
Vuzix Corporation
ed_mcgregor@vuzix.com
Tel: (585) 359-5985
Vuzix Corporation, 25 Hendrix Road,
Investor Information – IR@vuzix.com www.vuzix.com
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SOURCE Vuzix Corporation