According to media reports, XR headset manufacturer PICO, owned by ByteDance, officially announced that it will hold the PICO 2024 new product communication meeting on August 20th at 14:00, and released the preheating poster and slogan "Stand Out, Step In". It is reported that the new product to be launched by PICO this time may be the PICO 4 Ultra MR all-in-one machine, which uses the Snapdragon XR2 Gen2 chip on the hardware core and supports MR function. In addition, the PICO 4 Ultra also introduces a no-loop handle design and supports wristband-type motion tracking.

In the long term, smart glasses are the ideal carrier for AI agents. Apple is expected to launch Ray-Ban Meta type products in the future, highlighting the importance of the AI glasses product line. In the future, as the display module continues to mature, the development of AI smart glasses will gradually iterate along the path of 'AI voice glasses → AI smart glasses (adding cameras) → AI+AR glasses'. In the future, AI+AR glasses are expected to improve efficiency in short-term scenarios, move towards consumer-level production, and achieve shipments of millions in the short term and tens of millions in the medium term.

According to the Financial Data Center, among related listed companies:

Skyworth Digital's VR product series is at the forefront in China, with a range of mature products such as all-in-one VR headsets and short-focus VR glasses, which have been successfully sold.

Ciwen Media Co.,Ltd. has invested in Lingban Technology (RokidAR glasses) to collaborate on intelligent guided tours and interactive experiences in multiple scenarios for the offline cultural and tourism industry.