据财联社主题库显示，相关上市公司中：On the evening of July 25th, Rokid AR Lite package officially went on sale, and within 12 hours, sales had topped ten thousand. The innovation of hardware such as MR and XR greatly enriches the landing scenes of 3D content. Global internet giants such as Apple, Qualcomm, Samsung, Meta have joined the fray, MR has entered a strong hardware cycle, and the content and applications are expected to prosper, which is expected to catalyze the demand for the conversion of 2D materials to 3D models.
On the evening of July 25th, Rokid held a live broadcast of the Rokid new product launch communication meeting. Founder and CEO Misa personally announced that Rokid AR Lite package had officially gone on sale, and within 12 hours, sales had topped ten thousand. This new product not only floats multiple screens in front of your eyes like Vision Pro, but also opens multiple applications, and can also open a huge screen to watch movies and play games.
In recent years, with the innovation of hardware such as MR and XR, the landing scenes of 3D content have been greatly enriched. The evolution of AI-generated 3D technology will continuously improve the production efficiency of creators, and both 3D content and market demand are exploding. Common application areas include game development (3D materials), film and animation production, architectural design, product design (including e-commerce product demonstration), virtual reality, medical research, and education. CEN Consulting predicts that the global 3D model platform market sales in 2023 will reach 10.6 billion yuan, and it is expected to reach 22.4 billion yuan by 2030, with a CAGR of 11.2% from 2024 to 2030. Sinolink Securities pointed out that from the core market perspective, China's 3D modeling market for games and animation accounts for approximately 10.37% of the global market share. The expected market size of 3D visual content has reached tens of billions, and currently with the continuous iteration and upgrading of infrastructure such as computing power and optical display, as well as the participation of global internet giants such as Apple, Qualcomm, Samsung, and Meta, MR has entered a strong hardware cycle. Content and applications are expected to prosper, which is expected to catalyze the demand for the conversion of 2D materials to 3D models.
According to the Financial Data Center, among related listed companies:
Unilumin Group has been laying out in the XR virtual shooting and naked-eye 3D fields for many years, accumulating development capabilities from high-end display hardware to software systems such as screen control, display control, rendering, and motion tracking.
Fantuo Shuchuang's 3D visualization products and services can be displayed on different devices according to customer needs, and 3D visualization content can also be produced according to different hardware devices to meet the needs of customers' different application scenarios.
