At the annual developer conference held in Menlo Park, California on September 25th, Meta's CEO Mark Zuckerberg showcased a prototype product of AR glasses named Orion. Orion is Meta's first "full-featured" prototype AR glasses, using a wristband component to receive users' neural signals, allowing them to control Orion with their brains, a technology stemming from the company's 2019 acquisition of CTRL-Labs.

AR glasses can provide large screen/multi-screen display functionality, as well as unique features such as first-person user perspective and hands-free operation, which can greatly replace smart phone functions and improve efficiency. CICC believes that AR glasses have the potential to become a new consumer electronics hardware product on the scale of 1 billion units. Looking ahead, leading manufacturers, product positioning, and hardware technology are all at turning points, and the AR glasses industry may be on the eve of transformation. West Securities believes that AR glasses are expected to be the optimal solution for edge AI deployment, and with the positive layout of the industry chain and the gradual maturity of the technological path, coupled with edge AI empowerment, the shipment of AR glasses is expected to accelerate.

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

Tianjian Co., Ltd. has mass-produced AR glasses products, and in the field of consumer electronics, the company's business mainly follows an OEM model.

Thunder Software Technology stated on the interactive platform that the company's AR glasses solutions integrate the company's deep accumulation in areas such as low power consumption, low memory usage, fast startup, and operating systems. The company already possesses related technologies, products, and solutions for AI glasses and AI headphones.