Vuzix

What Vuzix does

Vuzix Corporation (NASDAQ: VUZI) is a Rochester, NY-based supplier of waveguide-based augmented reality smart glasses founded in 1997. The company designs, manufactures, and sells both finished smart glasses (M400, M4000, Blade 2, LX1, Z100) and proprietary waveguide optical components from an ISO 9001:2015-certified, ISO 14644-1 Class 2 clean room facility in West Henrietta, NY with annual production capacity of several million waveguides. Underlying technology centers on patented waveguide optics (Micro-Touch imprinting, Incognito anti-light-leakage, LiteBank high-index substrates, Jumbo Format waveguides) and reference designs combining them with partner microdisplay engines (Qualcomm, Himax LCoS, Avegant LCoS, Saphlux and TCL CSOT microLED).

Vuzix operates a dual business model. Direct enterprise sales target healthcare, manufacturing, warehousing, and field service sectors with named customers including Amazon, FedEx Ground, Siemens, Fujitec, AcuraFlow, and Robert Schuman Hospitals, often via pre-configured solution bundles (Remote Assist Kit, Pick & Pack Kit) priced between $799-$2,499. An OEM/ODM motion supplies consumer tech firms, defense contractors, and eyewear brands with custom waveguides, the Ultralite OEM reference platform, and full manufacturing services — a path being scaled through a $20 million strategic investment from Quanta Computer. Defense expansion is anchored by a strategic collaboration with Collins Aerospace (RTX) for U.S. DoD head-mounted display programs targeted for 2026 deliveries, and microLED programs with Garmin.

The company has incurred significant net losses (FY2025 net loss of $32.3M, narrowed from $73.5M FY2024) on a small revenue base of $6.3M in FY2025, with no debt and $20.2M cash providing runway into 2027. Customer concentration is meaningful — Amazon, FedEx Ground, AcuraFlow (900+ deployed), and Collins Aerospace represent anchor accounts — while the OEM design-win approach seeks to scale volumes via third-party branded deployments.

Name

Vuzix

Legal name

Vuzix Corporation

Website

https://vuzix.com

Company type

Public

Founded year

1997

Operating status

Operating

Headcount range

101–250 employees

Short description

Vuzix is a U.S.-based, publicly traded (NASDAQ: VUZI) designer and manufacturer of waveguide-based augmented reality smart glasses, OEM waveguides, and ODM services serving enterprise (healthcare, manufacturing, warehousing, field service), defense, and consumer markets.

Ownership category

akta.pro rank

Product category

Augmented Reality Smart Glasses

NAICS

Optical Goods Retailers (456130), Optical Goods Retailers (45613)

SIC

Optical Instruments & Lenses (3827), Ophthalmic Goods (3851)

akta.pro primary industry

AR Smart Glasses (CRACAIAE)

akta.pro secondary industries

Wearable Computers (Industrial Smart Glasses/Wrist/Arm-Mount) (HDACALAH), Eyewear Manufacturing & OEM/ODM (Frames & Sunglasses) (CRAAAKAJ), Display & Illumination Components (MicroLED/OLED Drivers/Backlight Optics) (HDAHALAN), Optoelectronic Emitters (LED/Laser/VCSEL) (HDAHALAL), Optoelectronic / Photonics Foundries (Silicon Photonics/LED/Laser) (HDAHACAG)

Keywords

• Smart glasses
• Waveguide optics
• Augmented reality displays
• AR wearables
• OEM manufacturing services

Headquarters

HQ city

Rochester

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Hardware or Manufacturing

Cost components

Supply Chain, Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Hardware Sales - Enterprise Smart Glasses: Sale of branded enterprise smart glasses products including M400, M4000, LX1, and Blade 2 to enterprise customers across healthcare, manufacturing, warehousing, and field service sectors. Products are sold directly through enterprise sales as well as through channel partners.
2. OEM/ODM Manufacturing Services: End-to-end design, prototyping, and manufacturing services for custom smart glasses and waveguide solutions delivered to OEM partners including consumer electronics companies, defense contractors, and eyewear brands. Revenue generated through custom development fees, component supply agreements, and volume manufacturing contracts.
3. Waveguide Sales: Volume production and sale of custom waveguide optical components for integration into third-party AR devices and systems. Waveguides are produced at the company's New York State ISO 9001:2015 facility with annual production capacity of several million units.
4. Enterprise Software and Solutions Bundles: Pre-configured solution bundles including Remote Assist Kit and Pick & Pack Validation Program combining Vuzix hardware with pre-configured software platforms such as Microsoft Teams, Zoom, and Mobilium for specific use cases including remote support, warehousing, and logistics.
5. Software and Deployment Support: 12 months of software and deployment support included with solution bundles, with opportunities for extended support contracts.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels7 records

Core offering

Vuzix designs, manufactures, and sells waveguide-based augmented reality smart glasses (M400, M4000, Blade 2, LX1, Z100), standalone waveguide optical components, and the Ultralite OEM reference platform for consumer technology firms. The company also provides end-to-end ODM manufacturing services, including custom smart glasses design, prototyping, and volume production from its ISO 9001:2015-certified New York facility, supporting enterprise, defense, OEM, and consumer markets globally.

Product overview

Vuzix offers a portfolio of smart glasses products ranging from consumer-facing models to ruggedized enterprise devices, all powered by proprietary waveguide optical technology. The core hardware lineup consists of the M400, M4000, Blade 2, and LX1 smart glasses, which share common capabilities including voice control, barcode scanning, and heads-up AR displays but target different environments — M400/M4000 for medical and harsh industrial use, Blade 2 for safety-certified frontline work, and LX1 for extended-shift warehouse and logistics operations. Vuzix also serves OEM and consumer technology partners through its Ultralite OEM Platform, enabling third parties to build custom AR glasses using Vuzix's waveguide technology and manufacturing capabilities. The portfolio is complemented by waveguides sold as standalone optical components (C-40, CV-40, CI-30, MI-30 series) and supported by software including MDM integration, Mobilium warehouse workflow software, and Vuzix Solutions deployment kits (Remote Assist and Pick & Pack). The company also provides full-scale ODM/manufacturing services from its ISO 9001:2015-certified New York facility.

Differentiator

Problem solved

Functional benefit

Brands

• Vuzix Solutions: Enterprise smart glasses deployment kits combining Vuzix hardware with pre-configured software for accelerated hands-free productivity
• Vuzix Core Waveguides
• Vuzix Ultralite OEM Platform
• Vuzix Ultralite OEM Platform

Products and services

• Vuzix M400 Smart Glasses Enterprise-grade monocular smart glasses with 8-core Qualcomm XR1 processor, nHD OLED display, IP67 rating, 13-megapixel camera with 1080p/60fps video, 6GB RAM, 64GB storage, Android 13 OS, hot-swappable battery, and integrated barcode scanning. Designed for hands-free operations in logistics, field service, healthcare, and manufacturing environments.
• Vuzix M4000 Smart Glasses Enterprise AR smart glasses featuring ultra-bright see-through waveguide optics, DLP display, Android 11 OS, IEC 60601-1-2:2014 medical device certification, and IP67 rating. Supports HIPAA-compliant usage for medical and industrial use cases including emergency medical technician operations.
• Vuzix Blade 2 Smart Glasses Stylized smart glasses with ANSI Z87.1 safety certification, full UV protection lenses, waveguide-based full-color AR display, Android 11 OS, autofocus HD camera, integrated stereo speakers, and noise-cancelling microphones for frontline worker productivity.
• Vuzix LX1 Smart Glasses Ruggedized smart glasses with high-resolution OLED display, Android 15 OS, IP54 rating, -20°C operation, Qualcomm QCS4490 processor, and 7000mAh removable battery for all-shift performance in warehousing, field service, maintenance, and logistics operations.
• Vuzix Z100 Smart Glasses Consumer-facing smart glasses priced at $499.99, featuring waveguide projection display, speech captioning, language translation, turn-by-turn directions, and phone notifications. Marked the company's first push into mass-market consumer smart glasses.
• Vuzix Waveguides Ultra-thin, full-color transparent waveguide optical components serving as the core display technology for AR smart glasses. Includes Vuzix Core waveguides (C-40, CV-40, CI-30, MI-30), proprietary Incognito anti-light-leakage technology, Micro-Touch imprinting, LiteBank high-index substrate, and jumbo-format waveguides for helmet-mounted and large-display applications.
• Vuzix Ultralite OEM Platform Go-to-market-ready, turnkey OEM reference design platform weighing 38 grams with up to 48 hours of battery life, waveguide-based monocular display, and compatibility with Android and iOS. Designed for leading consumer technology firms to accelerate AR smart glasses deployment, with Amazon as a confirmed OEM customer.
• Vuzix Manufacturing Services Full-scale ODM manufacturing services including systems definition, rapid prototyping, solution architecture, volume manufacturing, and ongoing support. Located in a US-based ISO 9001:2015 facility with Class 6 and Class 7 clean rooms, supporting waveguide production capacity of several million units annually.
• Vuzix Remote Assist Kit Pre-configured enterprise deployment kit bundling Vuzix M400 or LX1 smart glasses with Microsoft Teams and Zoom integration for hands-free remote mentoring, equipment troubleshooting, and workforce training in field service and enterprise environments.
• Vuzix Pick & Pack Kit Pre-configured warehouse deployment kit bundling Vuzix M400 or LX1 smart glasses with Mobilium Edge software preloaded with five warehouse workflows (Pick Assist, Pack Assist, Goods Receiving, Pallet Build, Bin Audit) for hands-free vision+voice picking in warehousing and logistics operations.
• Vuzix Mobilium Enterprise software suite bridging smart glasses to ERP and warehouse management systems (Manhattan, Blue Yonder, SAP EWM, Oracle) via REST/JSON and MQ protocols. Enables rapid development of warehouse workflows, operational data capture, and digital transformation without custom coding.

Quantifiable outcome

• 42% reduction in operating time in healthcare settings
• +6 more outcomes

Named customers10 records

Segments7 records

Ideal customer profiles7 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

AI capability10 records

Feature6 records

Partnerships

Eight partnerships are on record, tiered minor, major and core.

• MovoraminorChannel Partner/ Reseller/ Distributor · 9 April 2026Vuzix signed reseller agreement with Movora to distribute Vuzix M400 smart glasses to veterinary professionals across North America for remote support, surgeries, and training via over-the-shoulder video capabilities. Initial smart glasses stocking order placed.
• SaphluxmajorTechnology or Integration · 7 April 2026Saphlux established co-development partnerships with Vuzix and Leyard for optical solutions and AR glasses products, utilizing Saphlux's NPQD (Nanopore Quantum Dot) full-color microLED technology. Plans to release new generation AR glasses featuring Saphlux's T3-0.13-inch full-color display by end of 2025. Saphlux raised $43.5 million Series C to accelerate R&D and scale mass production.
• Himax TechnologiescoreTechnology or Integration · 7 January 2026Joint development of optical component reference design for AR glasses at CES 2026, combining Himax HX7319FL LCoS microdisplay with Vuzix waveguide technology. The reference design enables lightweight, prescription-ready AR glasses with 30-degree field of view to over 1000 nits brightness. Evaluation units and full engineering documentation available to select OEM partners. Also includes joint showcase at Display Week 2025 of integrated AR display module for commercial release.
• Avegant Corp.coreTechnology or Integration · 6 January 2026Joint development of lightweight binocular AR smart glasses reference design integrating Avegant's AG-30L3 LCoS light engine with Vuzix waveguide optics, aimed at enabling OEMs to accelerate development of consumer and enterprise AR products. The reference design will be manufactured by Quanta Computer leveraging its large-scale electronics ODM capabilities to reduce system cost and time to market. Evaluation units and engineering documentation available to select OEM partners beginning Q1 2026.
• Collins Aerospace (RTX/Raytheon Technologies)coreStrategic or Co-development Partner · 19 December 2025Strategic collaboration between Vuzix and Collins Aerospace to develop and scale advanced waveguide-based AR display systems for U.S. Department of Defense programs. Vuzix developed waveguide-based display engine for Collins Aerospace wearable systems designed for soldiers and drone operations. Government-approved hardware deliveries scheduled to begin in early 2026 with full-scale production targeted for 2026. Joint teams nearing completion of process validation after several years of development.
• GarminmajorStrategic or Co-development Partner · 29 October 2025Vuzix announced a multi-phase contract with Garmin to develop microLED-based AR display systems. Vuzix also launched its Shield Smart Safety Glasses powered by microLED microdisplays targeting enterprise use.
• TCL CSOTmajorTechnology or Integration · 23 September 2025Expanded partnership with TCL CSOT to deliver a combined optical solution featuring advanced MicroLED and waveguide optics. Collaboration aims to provide total optical solutions to the market combining TCL CSOT's MicroLED technology with Vuzix's waveguide manufacturing capabilities.
• BarcotecminorChannel Partner/ Reseller/ DistributorBarcotec serves as a European distribution partner for Vuzix smart glasses, enabling wider market reach across European enterprise customers.

Scale indicators8 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Magic Leap: Magic Leap develops AR headsets and optical systems for enterprise and healthcare, overlapping with Vuzix in waveguide-based AR platforms and OEM/enterprise partnerships.
• RealWear: RealWear builds ruggedized enterprise smart glasses for industrial field service, manufacturing, and remote support, directly competing with Vuzix M400/LX1 in warehouse and field deployments.
• Lumus: Lumus manufactures reflective waveguide optical engines for AR smart glasses, directly competing with Vuzix Core waveguides as an OEM supplier of near-eye display optics.
• DigiLens: DigiLens produces holographic waveguide displays for enterprise and defense AR applications, competing head-to-head with Vuzix waveguides on performance, cost, and OEM platform wins.

Broad incumbents

• Epson (Moverio): Epson's Moverio line is an established enterprise AR smart glasses platform targeting industrial, drone, and medical use cases — competing with Vuzix's enterprise M-series in similar verticals.
• Microsoft (HoloLens / Mixed Reality): Microsoft's HoloLens and Azure Mixed Reality offerings anchor the enterprise AR market, overlapping with Vuzix in defense, manufacturing, and healthcare deployments and competing for the same OEM/ISV ecosystem.
• Google (AR/XR): Google Glass Enterprise Edition and Android XR initiatives (with Samsung and Xreal) make Google a broad incumbent in AR eyewear and OS-level AR partnerships.
• Meta (Ray-Ban Stories / Display): Meta's Ray-Ban smart glasses and Orion AR prototypes represent the largest consumer AR push, defining the price points and consumer expectations Vuzix Z100 must compete against.

Emerging players

• Dispelix: Dispelix designs and manufactures ultra-thin waveguides for consumer and enterprise AR glasses, emerging as a key competitor in OEM waveguide supply alongside Vuzix.
• Xreal: Xreal builds consumer and prosumer AR glasses (Xreal Air, Beam) and partners with Google for Android XR, competing with Vuzix's Ultralite OEM Platform as an OEM/consumer AR brand.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/Vuzix
• YouTubeyoutube.com/VuzixCorporation
• Facebookfacebook.com/info
• LinkedInlinkedin.com/company/vuzix
• Instagraminstagram.com/vuzixcorporation

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries1 record

Funding overview

Funding rounds10 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments3 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Vuzix