With the explosive development of generative AI technology and the rapid development of MR technology, AI glasses have become an important application scenario. According to public data, Apple, Meta and other companies have all laid out AI glasses products. A list of concept stocks of AI glasses.
After the smart phone, many companies are searching for the opportunity to make the next generation computing platform. With the explosive development of generative AI technology and the rapid development of MR technology, AI glasses have become an important application scenario.
Recently, Meta CEO Zuckerberg predicted that smart glasses will be the "mobile version" of the new generation of computing platforms at the SIGGRAPH conference. Zuckerberg has previously stated that Meta will release AR smart glasses before the end of 2024.
Renowned technology journalist Mark Gurman revealed in his "Power On" column that Apple's Vision team, which focuses on AR technology, is constantly experimenting and developing multiple products, including AR glasses.
Currently, the AI glasses market is on the eve of explosive growth. According to authoritative institution IDC, the Chinese AI glasses market will see a 101% increase in shipments in 2024, which undoubtedly injects strong confidence and motivation into the entire industry.
Related component stock information:
Doctorglasses chain
Reasons for selection: The company has established stable cooperation relationships with leading smart glasses brands such as Thunderbird Innovation, ROKID and Meizu in the industry, providing customized services and online and offline linked after-sales services to provide comprehensive solutions for vision correction for smart glasses consumer groups.
Reasons for selection: Since 2015, the company has established Eyeworld Virtual, focused on the development and delivery of XR products for near-eye display, 3D space display and spatial computing, and it is a product, scheme, and technical provider that is more mature and has mass production capabilities in the XR industry. Digitization and AI intelligence of traditional eyeglasses are new product directions that Eyeworld is bullish on and actively promoting.
Reasons for selection: The smart glasses sasky sold on Tmall, JD.com and Xiaomi Youpin flagship stores can provide voice assistant functions, and can wake up SIRI, Xiaoai classmates, and have functions such as making and receiving calls, navigation, and music relaxation.
Reasons for selection: The company has reserved a number of core technologies represented by LE Audio application technology and spatial audio technology, and is actively developing sound, light and electricity combined products such as AR glasses. It has already shipped AR glasses products.
Reasons for selection: On April 18, 2023, the company signed a strategic cooperation framework agreement with Shenzhen Lingjing Optoelectronics Technology Co., Ltd. The two parties will carry out strategic cooperation based on the "AR glasses whole-machine production and manufacturing", give full play to the respective technological and resource advantages, and achieve win-win cooperation in the AR glasses whole-machine market for end customers
Reasons for selection: The company mainly provides precision structural components such as smart watch antennas, earphone casings, VR glasses barrels, and brackets in the wearable device field.
Reasons for selection: Leisure is actively developing sound, light, and electricity combined products such as AR glasses, and has already shipped AR glasses products.
Reasons for selection: The company indirectly holds a stake in Hangzhou Lingban Technology Co., Ltd. (Rokid AR Glasses), and the two parties jointly develop intelligent guidance for offline cultural tourism industry, AR digital content for multi-scenario interactive experience, and AR vocational education and AR beauty education in the cultural and education fields based on new scene requirements in the AR glasses industry.
Cosonic Intelligent Technologies
Reasons for selection: The company has established stable cooperation relationships with leading smart glasses brands such as Thunderbird Innovation, ROKID and Meizu in the industry, providing customized services and online and offline linked after-sales services to provide comprehensive solutions for vision correction for smart glasses consumer groups.
Industry
Ciwen Media Co.,Ltd.
Reasons for selection: The company indirectly holds a stake in Hangzhou Lingban Technology Co., Ltd. (Rokid AR Glasses), and the two parties jointly develop intelligent guidance for offline cultural tourism industry, AR digital content for multi-scenario interactive experience, and AR vocational education and AR beauty education in the cultural and education fields based on new scene requirements in the AR glasses industry.
Green Precision
Reason for selection: The precision structural components produced by the company have been applied to VR terminal products.
9) Guoguang Electric
Reason for selection: The company's acoustic products can be applied to multiple fields, such as VR/AR glasses and other smart products.
10) Tanac Automation
Reason for selection: The controlling shareholder holds 28% of the shares in Asia Vets, which is a company dedicated to the research and production of advanced optical modules. It has launched the core optical module "XR Light Machine" for metaverse core hardware such as VR glasses and AR glasses, and has built the first complete XR Light Machine automation production line in China.
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