NVDA
NVIDIA
-- 140.140 TSLA
Tesla
-- 394.360 PLTR
Palantir
-- 69.990 AUR
Aurora Innovation
-- 8.390 FUBO
FuboTV
-- 5.460 NVIDIA also enters the fray! The overheating AI Smart Glasses market, with related stocks soaring up to 4.1 times in a month. Which stocks should we be looking at next?
What is the next new terminal field that rivals smartphones? The answer to this isAI Smart Glasses.There is a high possibility that it is.
With the rapid advancement of Artificial Intelligence (AI) technology, AI Smart Glasses have emerged as a new popular product in the forefront of the market for smart wearables.In the market, AI Smart Glasses are being viewed as promising next-gen smart devices.。
From the end of last year to the present, the most attention-grabbing consumer electronic product is AI Smart Glasses. In the past month, in the US stock market,AI Smart Glasses related stocks have surged.。
One of the world's largest suppliers of Smart Glasses. $Vuzix (VUZI.US)$Is,直近1カ月（30営業日）で310%の上昇を見せ、ホログラフィックARの先駆者である $WiMi Hologram Cloud (WIMI.US)$is110%以上上昇した。世界をリードする新型ウェアラブル技術およびモジュールの世界的な開発・供給業者である $Kopin (KOPN.US)$、レーザー走査・投影技術を手掛ける $Microvision (MVIS.US)$an IC design company $Himax Technologies (HIMX.US)$isachieved an increase of 45% to 74%。
"The emergence of Edge AI in glasses as a practical application is due to its unique hardware characteristics combined with multimodal AI features," the analyst pointed out. Current technology enables glasses to integrate multimodal AI functions such as visual, auditory, and tactile senses, realizing a more natural and intuitive interaction. Smart glasses capture images with cameras, recognize voices with microphones, and provide experiences where reality and virtuality intersect by combining AR technology, meeting the diverse needs of users. This could be considered an ideal form as a personal AI agent.
● "AI Smart Glasses" VS "AR Glasses"
Here, I will briefly explain the difference between AI smart glasses and AR glasses.
Hardware technology is complex, product costs are high, and challenges such as lack of application content/use scenarios, comfort when worn, etc., have impacted the limited market penetration of AR glasses and MR headsets. On the other hand, AI smart glasses, as a transitional product towards the evolution of AR glasses, have sparked the market in advance. By giving up the optical display module, AI smart glasses achieve lightweight, cost-effectiveness, and a more comfortable wearing experience, meeting users' basic needs and reducing the barrier to use.transitional productaspioneered。
AI smart glasses give up the optical display module to achieve lightweight, cost-effectiveness, and a more comfortable wearing experience, meeting users' basic needs and lowering the threshold for use.AI smart glasses are a transitional product towards the evolution of AR glasses and have led the market by being the first. By giving up the optical display module, they achieve lightweight, cost reduction, and a more comfortable wearing experience, meeting users' basic needs and lowering the entry barrier for usage.。
In other words, AI Smart Glasses consist of "glasses + earphones + camera + AI", while AR Glasses consist of "glasses + earphones + camera + AI + display".
- Meta's AI Smart Glasses trigger! Is the practical use of Edge AI certain?
In 2024, the AR Glasses industry reached a turning point.。 $Apple (AAPL.US)$After 8 years of development, they launched the AR Glasses 'VisionPro' in early last year,Sales figures were disappointing.Meanwhile, $Meta Platforms (META.US)$developed in collaboration with Ray-Ban, the smart glasses have gained high popularity as the number of downloads rapidly increased, triggering the arrival of the AI glasses boom led by Ray-Ban Meta.Reached an all-time high last week.
The smart glasses developed by Meta and Ray-Ban, released in September 2023, exceeded 1 million units in just over a year. By May 2024, the sales volume exceeded 1 million units, and the annual sales volume in 2024 is expected to exceed 2 million units. According to a research report, if Ray-Ban Meta's sales network is established on a global scale, the potential annual sales volume could soar to over 6 million units.
Goldman Sachs' analyst predicts that the number of downloads of Meta's smart glasses-related apps It is explosively increasing.pointed out. According to Sensor Tower's app download data, the number of downloads of the Meta View Companion app in October wasmore than 200% higher than the same period last year.This data indicates thatconsumers have a high interest in Meta's smart glasses.。
Advancements in AI technology are creating new growth opportunities, and the industry chain is transitioning from upstream to the application stage.The success of Ray-Ban Meta proves that smart glasses are promising as practical scenarios for edge AI, providing a significant demonstration and stimulus to the industry.。
AI Smart Glasses market intensifies competition.
AI Smart Glasses are emerging as a new platform for practical AI technology.Major companies are competing to enter.According to analysts, since Meta introduced AI Smart Glasses "Ray-Ban" in September 2023, $Apple (AAPL.US)$、 $Microsoft (MSFT.US)$、 $Alphabet-C (GOOG.US)$OpenAI, $Amazon (AMZN.US)$Major companies such as Xiaomi and Huaweiare proactively entering the AI smart glasses marketis in effect.
What to watch is that just before CES $NVIDIA (NVDA.US)$Sea has expected that a revolution will occur in the AR glasses sector with the announcement of a new patent for AR glasses, aiming to solve the long-standing issues of lightweighting and improved display performance for AR device developers. NVIDIA is working towards resolving these problems with its new patent.
At the same time, $Apple (AAPL.US)$Stem Inc has officially launched the project for AI smart glasses 'Atlas'. Earlier, Hon Hai Precision Industry, the world's largest electronic equipment contract manufacturer in Taiwan, announced a partnership with Porotech in 2024 to enter the market of ultra-thin AR glasses. Additionally, they will establish a Micro LED wafer production line in Taichung and begin mass production in the fourth quarter of 2025. This is seen as preparation for the deployment of AI smart glasses products for customers like Apple.
Recently, the U.S. Army has initiated the 'IVAS Next' (Next Generation Integrated Visual Augmentation System) program, aiming to develop the next generation of Augmented Reality Combat Systems (AR Glasses).
Will CES become a catalyst?
Furthermore, at the world's largest tech event "CES", which will open from January 7th to 10th local time, the advancement of AI applications continues, and AI glasses are expected to be a highlighted attraction. According to the list of exhibiting companies, more than 1300 companies from around the world are participating in this CES, out of whichRelated companies in "AR/VR/XR" have reached 312.。
2025 could be an important milestone for the popularization of AI Smart Glasses.According to the specialized research institution in the XR industry, wellsennXR, AI Smart Glasses are expected to rapidly penetrate the conventional glasses from 2025.2025年、AI+ARスマートグラスは飛躍の年となる？In 2029, the annual sales volume of AI Smart Glasses is expected to reach 55 million units, and it is predicted that the AI Smart Glasses industry will enter a high-growth period after 2030. By 2035, sales of AI Smart Glasses are expected to reach 1.4 billion units. Additionally, IDC has projected that the global adoption rate of AI Smart Glasses will reach 20% in 2030.
Furthermore,In 2025, major companies such as Xiaomi, Samsung, Meta, etc., are scheduled to announce new products in the "AI+AR" series.Therefore, The market expects further activation in the "AI+AR" Glasses sector.Market expectations are that.
Against this background, companies involved in contract manufacturing of products, manufacturing of glasses & lenses, and supply chain of components are expected to benefit.
● Equipment manufacturersIn addition to well-known high-tech giants, $Apple (AAPL.US)$、 $Meta Platforms (META.US)$、 $Alphabet-A (GOOGL.US)$the following companies are also included:
- Social media giant $Snap Inc (SNAP.US)$Reed's Inc announced the fifth generation smart glasses 'Spectacles' last year. This device integrates OpenAI's multimodal AI model, allowing users to use AI-generated images as AR filters, interact with Snap's AI chatbot 'MyAI', and obtain information about objects in their field of vision.
・ $Sony (SONY.US)$In a teaser video of CES 2025 released on YouTube, Smart Glasses and a Smart Pen for spatial drawing make an appearance, hinting at the possibility of announcing related new products during the CES period.
• AR Smart Glasses manufacturer $Vuzix (VUZI.US)$revealed that they will unveil the reference design of the latest generation Smart Glasses at CES.
• Leading the world in the development and supply of advanced wearable technology and modules, $Kopin (KOPN.US)$has been extensively expanding its business in the military AR/VR field. The company provides core display technology for key equipment such as the F35 fighter jet's helmet, gun sights, night vision devices, etc.
・ $WiMi Hologram Cloud (WIMI.US)$has been developing its own AI+AR holographic glasses and deploying multiple innovative products utilizing AI+AR technology.
● Solution ProviderFor $NVIDIA (NVDA.US)$、 $Himax Technologies (HIMX.US)$、 $Microvision (MVIS.US)$、 $zSpace (ZSPC.US)$Contains.
Software ProviderFor $Microsoft (MSFT.US)$、 $Autodesk (ADSK.US)$、 $Roblox (RBLX.US)$、 $PTC Inc (PTC.US)$、 $Ansys (ANSS.US)$、 $Unity Software (U.US)$、 $Etsy Inc (ETSY.US)$、 $The Glimpse (VRAR.US)$Contains.
Semiconductor manufacturerFor -, $Advanced Micro Devices (AMD.US)$、 $Qualcomm (QCOM.US)$、 $KLA Corp (KLAC.US)$Contains.
● Electronic ComponentsFor $Universal Display (OLED.US)$However, there is a possibility that the upward trend will continue until the end of the year due to expectations for the Trump administration.Development company for tactile technologyFor $Immersion (IMMR.US)$However, there is a possibility that the upward trend will continue until the end of the year due to expectations for the Trump administration.
● Related ETFs
In the U.S. stock market, there are related ETFs that $Roundhill Ball Metaverse ETF (METV.US)$、 $ISHARES FUTURE METAVERSE TECH AND COMMUNICATIONS ETF (IVRS.US)$、 $PROSHARES METAVERSE ETF (VERS.US)$、 $FIRST TRUST INDXX METAVERSE ETF (ARVR.US)$There are various options.
Source: MOOMOO, Stock Analysis
This article uses automatic translation in part.
- MOOMOO News by Sherry
This article uses automatic translation in part.
- MOOMOO News by Sherry
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
Read more
Comment
Sign in to post a comment