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港股概念追踪|VITURE在美市场份额超越Apple AI眼镜市场受重视(附概念股)

Hong Kong stock Concept tracking | VITURE's market share in the US surpasses Apple's AI glasses, gaining attention (with related stocks)

Zhitong Finance ·  Dec 17 09:59

AI glasses company Viture surpasses Apple's market share in the US

AI glasses have become a popular application for large AI models. As an AR glasses developer, VITURE's market performance is heating up.

IDC released the ARVR US Market Q3 Report: Viture surpassed Apple and ranked third, first in the AR industry, leading the cliff-style, with a year-on-year increase of 462%, leading the growth rate.

According to reports, Viture was founded in 2021 and mainly provides AR glasses products with a stylish and high-performance technology experience for C-end users. Currently, the cumulative sales volume has exceeded 200 million yuan. According to IT Orange, the company just raised tens of millions of dollars in December. Investors include Wang Huiwen, Lanchi Venture Capital, and BAI Capital.

The 2024 “Report on the Work of the Government” proposed the launch of the “Artificial Intelligence AI+” initiative for the first time.

AI+ hardware is end-side AI, including: AI phones, AI PCs, AI glasses, AI toys, robots, intelligent driving, etc. Among them, AI smart glasses are the most promising AI+ application products to be launched 0-1 2025. AI glasses not only support voice, but also support image & video input and output from the user's first perspective.

The long-term wearing properties of glasses, combined with AI intelligence, have an innate advantage in becoming the first multi-modal entry point for AI. They are the best carrier for end-side AI deployment, and the AI transformation of glasses has become an industry consensus.

The Zhitong Finance App learned that currently, OPPO, Vivo, Huawei, Tencent, and ByteDance are all evaluating AI glasses projects.

According to the Wellsenn XR report, it is expected that after 2030, the AI+AR smart glasses industry will enter a period of rapid development; by 2035, AI+AR smart glasses will finally replace traditional smart glasses, and global AI+AR smart glasses sales will reach 1.4 billion units, which is comparable to the scale of smartphones, making them the next generation of general-purpose computing platforms and terminals.

Hong Kong stocks related to AI glasses:

Connett Optics (02276): Connett Optics (02276) announced that the company is progressing smoothly with various R&D projects of leading global technology and consumer electronics companies, including many leading US companies. According to signed purchase orders, the company has successively received payments including R&D expenses and small trial orders.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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