South Korean startup LetinAR, backed by LG Electronics and recently raising $18.5M, develops optical modules for AI smart glasses. Its proprietary PinTILT technology arranges tiny optical elements to direct light precisely into the user's eye, offering a thinner, lighter, and more power-efficient alternative to waveguide and birdbath optics. With AI glasses shipments surging 300%+ to 8.7M units in 2025 and projected to hit 15M in 2026, LetinAR is positioning itself as a key optical component supplier. Current customers include Japan's NTT QONOQ Devices, Dynabook, and Aegis Rider, a Swiss startup building AR motorcycle helmets. The company is targeting a 2027 IPO in South Korea.
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