2024-08-16
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Visitors experience AR glasses at the XREAL booth at the 2024 World Artificial Intelligence Conference. Photo courtesy of Visual China
Recently, the concept of AI glasses has attracted much attention in the capital market. Apple, Google, Huawei and other domestic and foreign giants are also accelerating their layout in the AR field. The market's attention and expectations for AI glasses have soared instantly. Analysts believe that AR glasses are expected to become an ideal carrier for the implementation of AI. Will AI glasses be a "killer" application of artificial intelligence?
Major manufacturers are accelerating the layout of AR glasses
Yesterday, the concept of AI glasses continued to be strong, with Boshi Glasses rising 20CM for four consecutive days, Zowee Technology and Yingtong Communication rising for two consecutive days, and Asia Optoelectronics and Shuobei Technology following suit. On the news front, Apple, Google, Huawei and other domestic and foreign giants are accelerating their layout in the AR field.
Apple officially released its first head-mounted display device, VisionPro, in June last year, positioning it as a "spatial computing" display device. At the end of June this year, the Chinese version of Apple VisionPro was officially released, triggering a wave of VR craze at home and abroad. According to foreign media reports, Meta is expected to launch new AR glasses 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, the Xiaomi MIJIA smart audio glasses Yuexiang version was officially released; at the same time, Rokid also released a new generation of ARLite spatial computing kit. In addition, Thunderbird, Yingmu Technology, Meizu and other manufacturers are expected to release AR glasses products in 2024. Against the background of accelerated layout by major manufacturers at home and abroad, the market's attention and expectations for AI glasses have soared instantly. CITIC Securities released a research report 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 year of development of AI glasses.
Low-cost, high-efficiency AI glasses have great potential
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.
A Baoming Technology employee responded on the platform that the company's LED backlight and MiniLED backlight products have been supplied for AI glasses. A Skyworth Digital employee revealed that the company's XR team is continuing to develop thinner, lighter, and better-display optical waveguide AR glasses. A Wanxiang Technology employee said 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.
The industry also has a clear judgment on the development trend of the AI glasses industry. The development rhythm will be spatial projection AR (geek product) → AI glasses (wearable device) → AR (computer). As a wearable device, AI smart glasses will bring epoch-making high efficiency to consumers at a 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 Research Report pointed out that with the gradual maturity of relevant technical paths and the addition of end-side AI empowerment, the shipment of AR glasses is expected to accelerate, and it is expected to become the next innovative terminal product with sales of over 100 million in the future.
AI+AR promotes new development in the field
Huafu Securities Research Report pointed out that with the addition of display units to AI smart glasses, the continuous iteration of model capabilities, and the continuous exploration of AI+AR glasses scenarios by various manufacturers, AI+AR glasses are expected to run through efficiency improvement scenarios in the future and move towards consumer-level sales. AI+AR glasses are expected to achieve a shipment volume of millions in the short term and tens of millions in the medium term.
Huaxin Securities released a research report that believes that from AIPC to AI mobile phones, from AIPin to AI glasses, AI empowers new media. As one of the better solutions for the implementation of edge AI, AI glasses will be thinner and lighter with the miniaturization of hardware and improved computing power. It is expected to deeply integrate AI algorithms to achieve better human-computer interaction and situational awareness. Every iteration and innovation on the hardware side is expected to promote new growth in the media application side. The development boundaries of AR glasses and AI glasses are expected to merge; using glasses as a medium, along with the development of AI, the application side is expected to boost the efficiency of sports viewing, real-time translation, and new developments in health testing, traffic navigation, music entertainment and other fields.
Text/Reporter Zhu Kaiyun
The three major indexes rebounded
Yesterday, the three major indexes rebounded in volatility. As of closing, the Shanghai Composite Index rose 0.94%, the Shenzhen Component Index rose 0.71%, the ChiNext Index rose 0.53%, and the Science and Technology Innovation 50 Index rose 0.94%. More than 3,700 stocks in the two markets rose, and the daily turnover of the Shanghai and Shenzhen stock markets was 591.5 billion yuan.
In terms of sectors, gaming stocks strengthened, with Fuchun Shares, Tianzhou Culture, Dasheng Culture, Mingchen Health, and Kaiser Culture hitting their daily limit. From the news perspective, the gaming sector has been continuously positive recently, with 15 imported game licenses issued in August. It is expected that with the improvement of the new game release window, the release of A-share gaming companies' pipelines will accelerate. In addition, on August 13, the PC version of Black Myth: Wukong was officially opened for download on the Steam platform for performance testing tools, and pre-sales were extremely popular, with sales exceeding 100 million yuan.
The research report of Capital Securities believes that the normalization of the issuance of game licenses has been further confirmed, and the supply side has continued to improve. In addition, on August 3, the State Council issued the "Opinions on Promoting the High-quality Development of Service Consumption", which clearly mentioned: improving the quality of online literature, online performances, online games, radio and television, and online audio-visual, further dispelling the market's concerns about the policy side. It is expected that with the arrival of the new game cycle, high-quality leading manufacturers will usher in a new round of prosperity cycle.
The real estate sector also remained active, with Gemdale Group, Savills, Wanye Enterprises, Financial Street, and Vanke A all rising. Data shows that since the "May 17 New Policy", the second-hand housing market in key cities has continued to trade price for volume, and the transaction volume has maintained a certain scale.