Micron Adds AR Glasses to Annual Report as Smart Eyewear Demand Driver

Micron’s annual report for the fiscal year ending September 3, filed on October 9, explicitly lists smart glasses and AR glasses as emerging consumer products driving demand for low-power memory. This marks a change from the previous year’s filing, which contained no references to glasses. The company states that on-device AI features and cameras in wearables require memory fitting tight power constraints, expecting content per device to rise with adoption. However, Micron disclosed no specific revenue figures, customer names, or unit sales for glasses. The relevant Automotive and Embedded Business Unit reported $15.89 billion in revenue, a 234% increase attributed primarily to higher average selling prices and bit shipments rather than new categories. Overall DRAM and NAND prices rose approximately 180% and 200% respectively.