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On August 15, the concept of AI glasses continued to be strong, with Zowee Technology (002369.SZ) and Yingtong Communications (002861.SZ) rising for two consecutive days, and stocks such as Asia Optoelectronics and Micro-Better following suit.

According to news reports, Apple, Google, Huawei and other domestic and foreign giants are accelerating their layout in the AR field. According to foreign media reports, Meta is expected to launch new AR glasses in September.

Large factories at home and abroad are intensively deployed

According to foreign media reports, Apple's Vision team, which focuses on AR technology, is continuing to experiment and develop a number of products, including an AR glasses, an "affordable version of Vision Pro" planned to be launched next year, and a second-generation Vision Pro with more complete functions but an unknown release date.

In addition to Apple, Meta and other overseas manufacturers are also quietly making plans. According to reports, Meta plans to release "real AR glasses" at the "Connect Conference" in September.

At the same time, this year's domestic smart glasses have also entered a period of intensive new product releases. Recently, Huawei launched the Huawei Smart Glasses 2 square-frame sunglasses; in mid-April, Xiaomi MIJIA smart audio glasses Yuexiang version was officially released; at the same time, Rokid also released a new generation of AR Lite spatial computing kit. In addition, manufacturers such as Thunderbird, Yingmu Technology, and Meizu are expected to release AR glasses products in 2024.

As major manufacturers at home and abroad accelerate their layout, the market's attention and expectations for AI glasses have skyrocketed. CITIC Securities believes that AR glasses are expected to become an ideal carrier for the implementation of AI. Huaxin Securities even pointed out in its research report that 2024 will usher in the development year of AI glasses.

New concepts continue to gain attention

News that major companies such as Apple are about to launch new AR glasses has boosted bullish sentiment in sectors such as consumer electronics, and has also recently given rise to the new concept of AI glasses.

From the market performance, AI glasses concept stocks continued to strengthen. As of 11:00 on August 15, Dr. Glasses had achieved 4 consecutive 20CM daily limits, and Zowee Technology, Yingtong Communication, Rapoo Technology and other stocks also achieved 2 consecutive daily limits, showing that the market's attention to them continues to heat up.

On the interactive platforms of the Shanghai and Shenzhen Stock Exchanges, the number of questions about AI glasses has increased significantly. Investors are particularly concerned about whether a company's business involves AI glasses, and many companies have also responded on the interactive platform.

Yidao Information (001314.SZ) said on the interactive platform that its subsidiary Yijing Virtual focuses on the R&D and delivery services of XR products for near-eye display, three-dimensional space display and spatial computing. It is a product, solution and technology provider with relatively mature products and technologies in the XR industry and the ability to disclose production. AR glasses are an important branch of XR products. Yijing has served many well-known AR customers, and the company's new AI glasses, which it plans to launch this year, are also under steady development.

Baoming Technology (002992.SZ) stated that the company's LED backlight and MiniLED backlight products have been supplied for AI glasses.

Skyworth XR, a subsidiary of Skyworth Digital (000810.SZ), previously launched its first AR glasses Skyworth A1, which is currently mainly sold in overseas markets. Skyworth Digital revealed that the company's XR team is continuing to develop lighter and thinner optical waveguide AR glasses with better display effects, as well as AIglasses and other products.

Wanxiang Technology (301180.SZ) stated on the interactive platform that the company's digital electronic transmission and control integrated components and micro lithium-ion batteries can be used in small and micro smart terminals such as smart wearable devices, such as smart glasses, smart watches, TWS headphones, etc.

Dr. Eyewear said that the company is currently committed to the "last mile" fitting service of smart glasses, but has not yet been involved in the research and development of smart glasses.

Huge potential space

The industry has a clear judgment on the development trend of the AI ​​glasses industry. The development rhythm will be spatial projection AR (geek products) → AI glasses (wearable devices) → AR (computers). As wearable devices, AI smart glasses will bring epoch-making high efficiency to consumers at low cost. At the same time, the current AI smart glasses technology is gradually maturing, products are launched one after another, there are many players involved, and the potential space is huge.

Western Securities said that with the gradual maturity of relevant technical paths and the empowerment of edge AI, shipments of AR glasses are expected to accelerate and are expected to become the next innovative terminal product with sales exceeding 100 million in the future.

According to Wellsenn's forecast, global AR sales are expected to reach 650,000 units in 2024, a year-on-year increase of 27%, and are expected to increase to 5 million units in 2027.

Institutions suggest that investors can pay attention to companies that will benefit from subsequent launches of major AI smart glasses products, event-driven developments, theme fermentation, and other catalysis, as well as listed companies with higher performance certainty.