Recently, Zhuhai Mojie Technology Co., Ltd. (hereinafter referred to as "Mojie Technology") successfully concluded an integrated Series A and A+ funding round, raising a substantial total of 600 million yuan. The investors include top-tier venture capital firms such as Legend Capital, Addor Capital, DT Capital, CMB International, and Changshi Capital, as well as state-owned industrial platforms from Wuhu and Zhuhai.

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At a time when consumer-grade AI+AR glasses have not yet truly gained widespread popularity, why has Mojie Technology managed to secure such significant funding? What are its background and strengths?

Mojie Technology stands out as one of the few optical technology companies globally capable of providing end-to-end solutions, covering everything from "basic optical materials—wafers—waveguides/light engines—front frame systems—to complete devices." In the core optical segments, Mojie Technology has achieved full-chain autonomous control over four essential modules: formula-grade resin materials, 8-inch and 12-inch wafers, waveguide and light engine devices, and front frame optical systems.

To date, resin wafers have undergone 10 iterations, achieving a refractive index of 1.74. Resin diffractive waveguides have seen over 60 iterations, and MicroLED light engines have reached the 8th generation. The breakthroughs in technical indicators are even more remarkable. Its pioneering fully laminated resin waveguide process reduces thickness by over 40% compared to traditional solutions, boosts light transmittance to 98%, and simultaneously resolves the long-standing back-reflection issue in diffractive waveguides.

Building on this technological foundation, Mojie Technology has reduced the total weight of its lightweight reference design to under 25 grams, approaching the comfort level of ordinary everyday glasses. This marks a crucial milestone for AR glasses to transition from professional equipment to mass consumer adoption.

In addition to deepening its in-house technological research, Mojie Technology has also been actively involved in industry influence and global expansion.

On July 1, under the guidance of the Bureau of Information and Communications of the Ministry of Industry and Information Technology, the "AI Glasses Trusted Vision Self-Regulatory Pact" was officially released in Shenzhen. Mojie Technology, as a core initiating enterprise, signed the pact alongside leading industry players such as ZTE, Thunderbird Innovation, Luxshare Precision, and Rokid. Being among the first to initiate this industry self-regulatory pact highlights its benchmark position in China's AI+AR hardware sector.

At the international cooperation level, Mojie recently forged a comprehensive strategic partnership with South Korea's KUKJE International Gallery to jointly develop a full-link AI+AR art solution system. Simultaneously, it established a deep strategic collaboration with BASF to conduct joint research and development on new engineering materials for AR glasses.

From shaping industry standards to expanding cross-border ecosystems, Mojie's recent activities reflect its far-reaching considerations for industrial chain integration and have laid an important foundation for the international export of its technological solutions.

The value of in-house technological research ultimately needs to be validated through commercialization, and Mojie Technology has accumulated a relatively solid case library in customer implementation. It is understood that the company has completed 13 iterations of lightweight AI+AR glasses, including "9 generations of monochrome + 4 generations of color," making it the most experienced technology provider in complete device R&D globally for this sector.

At the customer level, Mojie has collaborated with leading domestic enterprises such as OPPO, Lenovo, ZTE, Transsion Holdings, and iFLYTEK, as well as overseas clients including ThinkAR under Japan's SoftBank Group, Japan's Otsuka Chamber of Commerce, and North American hearing-impaired AR brand Captify to launch multiple consumer-grade products.

Over the past three years, Mojie Technology has won the CES Global Innovation Award three times, and its solutions have helped client products achieve the highest score in SGS Wearing Comfort Certification and the iF Design Award. These dual recognitions from end-user brands and international authoritative awards demonstrate that its full-chain model has been transformed into a mature, mass-producible, and deliverable solution.

Currently, AR glasses are on the verge of a market explosion. Data from CINNO Research shows that domestic consumer-grade AI/AR device sales surged by 108% year-on-year in the first quarter of 2026, with standalone AR glasses growing by an astonishing 506%.

Against this backdrop, the allocation of Mojie Technology's 600 million yuan funding is quite clear: expanding high-precision resin diffractive waveguide production lines, accelerating the iteration of next-generation lightweight AI+AR complete device solutions, and further expanding overseas customer delivery capabilities.

From an industrial evolution perspective, the AR waveguide sector has formed a competitive landscape with multiple technological routes running in parallel, including geometric waveguides, glass diffractive waveguides, and volume holographic waveguides. Most manufacturers focus on a single segment within waveguides or light engines, whereas Mojie Technology has established a full process from material formulation to complete device ODM.

This approach of delivering multi-generation-verified complete device reference solutions directly to end brands significantly shortens customers' development cycles and reduces mass production adaptation costs, giving it a first-mover advantage in the upcoming scale-up competition.

As AR glasses transition from concept to consumer scenarios, success is no longer determined by breakthroughs in a single technology but by full-chain engineering capabilities from materials to mass production. Mojie Technology's 600 million yuan funding and recent intensive strategic moves are positioning it ahead of time for this imminent boom.

Whether the synergy between capital and industry can ultimately give rise to true blockbuster products remains to be tested by the market. OFweek Optics will continue to provide follow-up coverage.