① AR glasses manufacturer XREAL unveiled its new product, the Air 2 Ultra, on the eve of CES in the US. The product sells for $699 and is expected to begin shipping in March. ② According to the Guotai Junan Research Report, major domestic and foreign manufacturers are deploying AR/MR at the same time, and its ecosystem is expected to achieve symbiosis and sharing in the future. Based on this, it is recommended to actively pay attention to the development of the XR ecosystem.
AR glasses manufacturer XREAL unveiled its new product, the Air 2 Ultra, on the eve of CES in the US. The product costs 699 US dollars (about 5,000 yuan) and is expected to begin shipping in March. The product provides complete 6-degree-of-freedom (6DOF) position tracking. A 3D camera has been added to each side of the glasses to enable hand tracking, etc., and also supports the iPhone 15Pro's new spatial video format. This new product will compete with Meta Quest 3 and Apple Vision Pro.
According to the Guotai Junan Research Report, 2023 is a big year for AR products. Among the 30 AR devices released, the most obvious technological advance is the implementation and commercial use of lightweight consumer-grade all-in-one AR devices. At the same time, MR is expected to accelerate development based on the AR ecosystem. Currently, AR glasses also partially or fully incorporate the functions of VR devices, and similar trends will also occur in the process of AR to MR development. Major domestic and foreign manufacturers are deploying AR/MR at the same time, and its ecosystem is expected to achieve symbiosis and sharing in the future. In 2024, we will see the AR ecosystem becoming more mature, which also means the beginning of the MR ecosystem. Based on this, it is recommended to actively pay attention to the development of the XR ecosystem.
According to the Finance Federation's theme library, among the relevant listed companies:
Fengyuzhu will carry out small model R&D training and capability integration for vertical application scenarios based on the big general model of artificial intelligence. At the same time, the company will actively integrate AI with VR/AR/MR technology to explore the application of AIGC in the field of 3D digital content generation.
Tianyu Mathematics pays close attention to the latest industrial layout and developments in AR/VR/MR/XR fields such as Apple, PICO, etc., follows various technical routes, rapidly expands AI digital people to different industries and scenarios, and actively lays out virtual/mixed reality content businesses.