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Vuzix and TCL CSOT Expand Partnership to Deliver a Total Optical Solution Featuring Advanced, Compact, High-Brightness MicroLED and Production-Ready Waveguide Optics

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Vuzix (NASDAQ: VUZI) and TCL CSOT have announced a strategic long-term partnership to integrate microLED displays with waveguide optics for smart glasses applications. The collaboration has already yielded successful integration of mono-green microLED engines with Vuzix waveguides, which was demonstrated at the China International Optoelectronic Exposition (CIOE).

The partnership aims to deliver a complete modular solution featuring Vuzix's high-transparency waveguides and TCL CSOT's microLED technology. A full-color microLED and waveguide optical solution is planned for release in early 2026. The integrated solution is designed to be ultra-compact, bright, and cost-effective, targeting both consumer and enterprise AR applications.

["Strategic partnership with leading display manufacturer TCL CSOT", "Successful integration of mono-green microLED engines with waveguides already achieved", "Full-color microLED solution planned for early 2026", "Solution designed to be scalable and cost-effective for mass production"]

Vuzix (NASDAQ: VUZI) e TCL CSOT hanno annunciato una partnership strategica a lungo termine per integrare display microLED con ottiche a waveguide per occhiali intelligenti. È stato già raggiunto un primo successo: integrazione di unità mono-verdi microLED con le waveguide di Vuzix, dimostrato al CIOE.
La collaborazione punta a offrire una soluzione modulare completa con le waveguide ad alta trasparenza di Vuzix e la tecnologia microLED di TCL CSOT; una soluzione completa di microLED a colori e waveguide è prevista per l'inizio del 2026. La soluzione integrata sarà ultra-compatta, luminosa ed economica, mirata ad applicazioni AR sia consumer sia enterprise.

Vuzix (NASDAQ: VUZI) y TCL CSOT han anunciado una asociación estratégica a largo plazo para integrar pantallas microLED con ópticas de guía de ondas para gafas inteligentes. Ya se ha logrado la integración de motores microLED mono-verdes con guías de Vuzix, demostrado en la China International Optoelectronic Exposition (CIOE). La alianza busca ofrecer una solución modular completa con las guías de alta transparencia de Vuzix y la tecnología microLED de TCL CSOT; se espera lanzar una solución óptica de microLED y guía de ondas en principios de 2026. La solución integrada será ultracompacta, brillante y rentable, dirigida a aplicaciones AR para consumo y empresarial.

Vuzix (NASDAQ: VUZI)TCL CSOT은 스마트 글래스용 마이크로 LED 디스플레이와 파동가이드 광학을 통합하기 위한 전략적 장기 파트너십을 발표했다. 협력은 이미 Vuzix의 파동가이드와 단일 녹색 마이크로 LED 엔진의 성공적 통합을 달성했으며, 이는 CIOE에서 시연되었다. 파트너십은 Vuzix의 고투명도 파동가이드TCL CSOT의 마이크로LED 기술을 갖춘 완전한 모듈식 솔루션을 제공하는 것을 목표로 한다. 전체 컬러 마이크로LED 및 파동가이드 광학 솔루션은 2026년 초에 출시될 예정이며, 이 솔루션은 초소형, 밝고 비용 효과적이어서 소비자 및 기업용 AR 애플리케이션을 겨냥한다.

Vuzix (NASDAQ: VUZI) et TCL CSOT ont annoncé un partenariat stratégique à long terme pour intégrer des affichages microLED avec des optiques en guides d’ondes pour les lunettes intelligentes. La collaboration a déjà abouti à l’intégration réussie de moteurs microLED mono-verts avec les guides d’ondes de Vuzix, démontrée au China International Optoelectronic Exposition (CIOE). Le partenariat vise à proposer une solution modulaire complète comportant les guides d’ondes à haute transparence de Vuzix et la technologie microLED de TCL CSOT. Une solution microLED et guide d’ondes en couleur complète est prévue pour être lancée au début de 2026. La solution intégrée sera ultra-compacte, lumineuse et rentable, destinée aux applications AR grand public et professionnelles.

Vuzix (NASDAQ: VUZI) und TCL CSOT haben eine strategische langfristige Partnerschaft angekündigt, um MicroLED-Displays mit Waveguide-Optik für Smart-Glasses-Anwendungen zu integrieren. Die Zusammenarbeit hat bereits zur erfolgreichen Integration von mono-grünen MicroLED-Antrieben mit Vuzix-Waveguides geführt und wurde auf der China International Optoelectronic Exposition (CIOE) demonstriert. Die Partnerschaft zielt darauf ab, eine komplette modulare Lösung mit Vuzix' hochtransparenten Waveguides und TCL CSOTs MicroLED-Technologie zu liefern. Eine farbige MicroLED- und Waveguide-Optik-Lösung ist für die Veröffentlichung in früh 2026 geplant. Die integrierte Lösung soll ultrakompakt, hell und kosteneffizient sein und richtet sich sowohl an Verbraucher- als auch an Unternehmens-AR-Anwendungen.

أعلنت Vuzix (NASDAQ: VUZI) وTCL CSOT عن شراكة استراتيجية طويلة الأجل لدمج شاشات microLED مع عدسات موجية بصرية لتطبيقات النظارات الذكية. لقد حققت الشراكة بالفعل اندماجاً ناجحاً لمحركات microLED أحادية اللون الأخضر مع موجّهات Vuzix، كما عُرض في معرض الصين الدولي للبصريات والإلكترونيات البصرية (CIOE). تهدف الشراكة إلى تقديم حل modulare كامل يجمع موجّهات Vuzix عالية الشفافية وتكنولوجيا microLED من TCL CSOT. من المخطط إطلاق حل microLED وموجّه ضوئي ملون في أوائل عام 2026. الحل المتكامل مصمم ليكون مدمجاً للغاية، ساطعاً، وبتكلفة فعالة، موجه إلى تطبيقات AR للمستهلكين والشركات.

Vuzix (NASDAQ: VUZI)TCL CSOT 宣布建立长期战略伙伴关系,将微LED显示与波导光学整合,用于智能眼镜应用。该合作已经实现了单色绿色微LED发动机与 Vuzix 波导的成功集成,并在 中国国际光电博览会(CIOE)上展示。伙伴关系旨在提供一个完整的模块化解决方案,结合 Vuzix 的高透明度波导与 TCL CSOT 的微LED技术。预计在 2026 年初推出全彩色微LED与波导光学解决方案。该集成解决方案设计为超紧凑、亮度高、成本效益高,面向消费及企业 AR 应用。

Positive
  • None.
Negative
  • Full-color solution not available until 2026
  • Currently limited to mono-green display capability

Insights

Vuzix-TCL partnership creates market-ready microLED/waveguide solution for AR glasses, positioning both companies advantageously in the evolving XR market.

The partnership between Vuzix and TCL CSOT represents a significant technical advancement in the AR optical components space. By combining Vuzix's waveguide technology with TCL's microLED displays, they're addressing two critical barriers to mainstream AR adoption: form factor and brightness.

The successful integration of mono-green microLED engines with Vuzix waveguides is noteworthy because it demonstrates production readiness. This means OEMs can potentially incorporate these components without extensive customization, accelerating time-to-market for new AR products. The planned full-color version targeted for early 2026 suggests the technology has matured beyond the prototype phase.

From a competitive standpoint, this positions Vuzix strategically in the AR supply chain. Rather than just selling complete devices, they're becoming a critical component supplier in the broader ecosystem. The partnership with TCL CSOT—a major display manufacturer—gives Vuzix access to volume manufacturing capabilities essential for consumer-scale deployment.

The emphasis on "integration-friendly, scalable, and cost-effective" solutions addresses the exact pain points preventing wider AR adoption. MicroLED technology offers advantages over competing display technologies (like OLED) including higher brightness, better power efficiency, and longer lifespan—critical for wearable devices.

This modular approach also aligns with market trends where consumer electronics brands may want to enter the AR market without developing core optical technology in-house. By offering ready-made optical modules, Vuzix expands its potential customer base beyond direct consumers to include major consumer electronics manufacturers looking to enter the AR space.

ROCHESTER, N.Y., Sept. 23, 2025 /PRNewswire/ -- Vuzix® Corporation (NASDAQ: VUZI), ("Vuzix" or, the "Company"), a leading supplier of AI-powered smart glasses, waveguides and Augmented Reality (AR) technologies, and TCL China Star Optoelectronics Technology ("TCL CSOT"), a leading display panel manufacturer specializing in advanced display technologies, today announced a long-term partnership to jointly propel the integration of microLED displays and waveguide optics. This partnership aims to deliver integration-friendly, scalable, and cost-effective optical solutions for the smart glasses industry.

Vuzix waveguides combine high transparency with minimal forward light leakage, delivering superior image quality and a rainbow-free viewing experience. This integrated optical solution is engineered to be ultra-compact, bright, and cost-effective, and is powered by TCL CSOT's industry-leading microLED microdisplay technology. Together, the two companies are delivering a complete modular solution to accelerate adoption by smart glasses OEMs and consumer brands.

The companies successfully integrated mono-green microLED engines with Vuzix waveguides, which were recently showcased at the China International Optoelectronic Exposition (CIOE). This initial configuration has been validated as a rapid, off-the-shelf optical solution for ODM/OEM customers. In addition, Vuzix and TCL CSOT are actively co-developing a full-color microLED and waveguide optical solution, with a planned release in early 2026, marking a significant milestone toward high-volume adoption of consumer and enterprise AR applications.

"We are excited to enter into this collaboration with TCL CSOT. The combination of microLEDs and waveguide optics is a key enabler for the next generation of smart glasses," said Paul Travers, President and CEO of Vuzix. "This partnership represents not only a near-term opportunity but also a long-term product and market roadmap."

The joint solution debuted at the China International Optoelectronic Exposition (CIOE) in Shenzhen from September 10–12, 2025. Industrial OEM/ODM leaders had the opportunity to experience the combined capabilities of Vuzix waveguides and TCL CSOT microLED engines first-hand, highlighting the performance and production readiness of this next-generation AR optical solution.

About TCL CSOT

TCL CSOT (TCL China Star Optoelectronics Technology), established in 2009, is a company committed to developing new technologies and innovations in semiconductor display industry. As one of the world's leading semiconductor display companies, TCL CSOT has 9 panel production lines and 5 module bases located in Shenzhen, Wuhan, Huizhou, Suzhou, Guangzhou and India, total investment exceeds 260 billion RMB. TCL CSOT focused on promoting the development of next-generation display technologies such as Mini LED, Micro LED, OLED, and inkjet-printed OLED to lead the future technology trend. The company business includes large area display, small medium display and touch modules, interactive white board, video wall, automotive displays, and gaming monitors, which contributes to the core competence of TCL CSOT in the global panel industry. In the future, TCL CSOT will keep devoting to technology innovation and providing high-end products for customers and focusing on enhancing company competitiveness and leadership in the semiconductor display industry. For more information, visit the TCL CSOT website.

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: Rochester, NY; and Kyoto and Okayama, Japan.  For more information, visit the Vuzix website, X and Facebook pages.

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 TCL CSOT, the competitiveness and performance of the demonstrator units, any future OEM sales of the developed AR display modules, 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, West Henrietta, NY 14586 USA,
Investor Information – IR@vuzix.com  www.vuzix.com

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SOURCE Vuzix Corporation

FAQ

What is the partnership between Vuzix and TCL CSOT for smart glasses technology?

Vuzix and TCL CSOT have partnered to integrate microLED displays with waveguide optics, creating an ultra-compact, bright, and cost-effective solution for smart glasses manufacturers.

When will Vuzix and TCL CSOT release their full-color microLED solution?

The companies plan to release their full-color microLED and waveguide optical solution in early 2026.

What are the current capabilities of Vuzix and TCL CSOT's integrated solution?

The current solution features successful integration of mono-green microLED engines with Vuzix waveguides, demonstrated at CIOE 2025.

How does this partnership benefit smart glasses manufacturers?

The partnership provides OEM/ODM manufacturers with an integration-friendly, scalable, and cost-effective optical solution that combines TCL CSOT's microLED technology with Vuzix's high-transparency waveguides.

Where was the Vuzix-TCL CSOT joint solution first demonstrated?

The joint solution debuted at the China International Optoelectronic Exposition (CIOE) in Shenzhen from September 10-12, 2025.
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