近日，ink-id="link-1787031744179-0.015052405155996817" style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgb(87, 107, 149); cursor: default; box-sizing: border-box !important; overflow-wrap: break-word !important;">富采光电发布2026年第二季度财报，本季营收同比增长20%；公司当期产生营业亏损，但依靠资产出售实现净利润为正。富采表示，行业竞争白热化、整体产能过剩是造成营业亏损的核心原因。
对于后市发展，富采称，受欧美客户对AR、VR微型显示器件需求激增带动，预计 2026 年 Micro LED显示业务营收将较2025年实现数倍增长。目前富采Micro LED板块营收基数仍处于较低水平。同时公司也看好透明Micro LED显示屏的销量提升空间。
公开消息，2026年上半年，富采光电持续推进Micro LED全链条技术布局，对外达成多项关键战略合作，为AR微显示商业化铺路。1月，富采与德国ink-id="link-1787031744184-0.7855912881732812" style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgb(87, 107, 149); cursor: default; box-sizing: border-box !important; overflow-wrap: break-word !important;">ALLOS合作开发8英寸硅基氮化镓外延片，解决ARLEDoS芯片大尺寸量产难题；6月再度牵手赛富乐斯，联合开发半极性MicroLED，改善微型芯片发光效率短板，瞄准AR近眼显示与AI光通信两大赛道。
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另一方面，单色AR MicroLED模组上半年实现小批量样品交付，全彩模组研发稳步推进；同时完成ink-id="link-1787031744185-0.8738493125682604" style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgb(87, 107, 149); cursor: default; box-sizing: border-box !important; overflow-wrap: break-word !important;">InGaN红光MicroLED技术开发，微小像素下外部量子效率突破8%，缓解红光效率衰减痛点。上半年行业LED产能过剩压制盈利表现，但高附加值Mini/MicroLED业务营收占比持续抬升。公司规划MicroLED产线设备将于2026年底完成搭建，下半年产能释放，为2027年规模量产做好供应链准备，MicroLED业务收入有望较上半年成倍提升。
