That combination of engineering progress and steady revenue suggests supply risks are easing, but competition and pricing remain open questions. Will this speed AR glasses into your daily tech rotation? What this Aug 4, 2026 AR chip breakthrough means for buyers and makers• ams OSRAM completed key steps toward mass production on Aug 4, 2026; impact: faster scale-up. • Q2 revenue rose to €805 million, showing business resilience amid chip demand shifts. • Company expects Q3 revenue €770-870 million, signalling steadier supply for smart-glasses makers.