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RT Ray Wang: Xiaomi AI Glasses may be equipped with Qualcomm Snapdragon AR1 Gen1 and Himax's BES270 (with 6nm FinFET) Himax BES270 is built on an adva...
What happened
Himax's BES270 chip, built on a 6nm FinFET process, is reportedly being adopted for Xiaomi's upcoming AI Glasses alongside Qualcomm's Snapdragon AR1 Gen1. Himax has secured early design wins in the AI glasses segment with customers including OPPO and Huawei. 利多: This signals potential future demand growth for Himax's advanced display and AI chips, but has no immediate impact on spot market pricing or supply.
Impact and signal
Low impactImpact score: 25/100
Affected components and suppliers
AR SoCAI Glasses Chip
Himax TechnologiesQualcomm
new-productdesign-winmarket-trend
Source and time
Source: Citrini Research (Supply Chain) · 6/5/2025 · View original source
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