South Korea’s LetinAR is building optics behind AI glasses

Its modules are already shipping. LetinAR counts Japan’s NTT QONOQ Devices and Dynabook, formerly known as Toshiba Client Solutions, among its customers, giving the company real manufacturing experience at scale. It is in talks with Big Tech companies on R&D of next-generation AI glasses, though it declined to name them.

One of LetinAR’s most demanding customers is Aegis Rider, a Swiss deep tech company spun out of ETH Zurich’s Computer Vision Lab. Aegis Rider is building an AI-powered AR helmet that displays navigation, speed, and safety alerts directly in a motorcycle rider’s field of vision, not floating on the visor but anchored to the road itself, as if the information is physically painted on the world ahead.

LetinAR’s module is inside the helmet. Aegis Rider is targeting the EU and Swiss markets in 2026.

The latest funding, which brings the total raised to $41.7 million, will go toward scale-up as the AI glasses market shifts from early adopters to mass production, said Kim, adding that hardware devices, such as AI glasses, are the next layer that will bring AI into everyday life.