The company confirmed €805 million Q2 revenue and design wins that boost credibility. Could this be the moment consumer AR stops being a niche promise and starts showing up in stores? What today’s Ams OSRAM microLED milestone means for AR in 2026• Ams OSRAM completed key steps toward mass-production of microLED arrays, speeding AR optics development. • €805 million Q2 revenue reported, with 16.9% adjusted EBITDA margin; guidance affirmed. Hardware timelines could compress: component validation now puts consumer AR in clearer view for 2026-2027 launches.