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in the past two years, with the help ofapplewith the boost of the industry chain and technological progress, the ar industry has entered a rapid development stage. according to data released by luotu technology, in the first half of this year, the sales volume of ar in the chinese market increased by 49% year-on-year. it is worth mentioning that the growth of the terminal market is also driving upstream supply chain companies to accelerate their investment in ar.

titanium media app exclusively learned from industry chain insiders thatreleased last yearqualcommthe ar1 chip will undergo an iterative update next year, and the new version of the ar1 gen2 process will be upgraded from 4nm to 3nm.in addition to ar, qualcomm is also increasing its investment in xr.qualcomm has developed a new ai architecture to further promote the integration of mobile phones and glasses.qualcommwe will also jointly release a new operating system related to xr with google.”

it should be pointed out that unlike the annual iteration of mobile phone chips, the iteration speed of chips in the ar and even the entire xr market is very slow, and before last year, few manufacturers paid attention to this market, and the related chips launched were also modified versions of mobile phone chips with half the performance. "chips like vr can only consume the exhaust gas of mobile phones." a vr enthusiast told titanium media app.

however, with the entry of apple, the entire market has ended its previous dull atmosphere, especially the ar market has become lively. according to idc data, global ar devices will increase by 63.5% year-on-year to 500,000 units in 2023, and the total shipments of ar headsets are expected to reach 845,000 units in 2024, a year-on-year increase of 85.6%, far exceeding the growth rate of other xr products.

in september last year, qualcomm launched the xr2 gen 2 chip and the ar1 gen1 chip, and the overall xr chip layout was initially formed. among them, xr2 gen 2 and ar2 gen1 released in 2022 are positioned in the flagship market with higher-level features. xr2 gen1, xr2+ gen1 and ar1 gen1 are positioned in the high-end market, providing a more complete experience for mainstream users.

among them, ar1 gen1 is specially designed for lightweightsmart glassesthe platform designed by qualcomm and the terminal ai capabilities provide a better experience for personal assistants. currently, products equipped with ar1 gen1 chips have been launched, such as the glasses jointly launched by meta and ray-ban. however, unlike the annual update of mobile phone chips, the above-mentioned industry chain personnel pointed out that its iteration speed will be slightly slower, which is also related to the characteristics of the market, but qualcomm is definitely increasing its investment in this area.

"for such a large industry, everyone generally agrees that it is the general computing platform of the future, and everyone is waiting for a critical moment. just like electric cars, everyone is optimistic about its future, but no one has made it have a range of more than 400 kilometers, so there will be some fluctuations in investment."

the latest research report of bank of china international pointed out that the mass production problem and insufficient user demand of ar glasses are gradually being solved. it is expected that the market size of ar glasses will reach 1 billion units in the future and grow into the next generation of computing terminals. in addition to qualcomm, there are also reports that mediatek is also promoting the research and development of ar chips.