Hong Kong Stock Concept Tracking | VITURE's Market Share in the U.S. Surpasses Apple, AI Glasses Market Gains Attention (Including Concept Stocks)

Zhitong
2024.12.17 02:07
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VITURE's market share of AI glasses in the United States has surpassed Apple, ranking third overall and first in the AR industry, with an annual growth of 462%. VITURE was established in 2021 and focuses on high-performance AR glasses, with cumulative sales exceeding 200 million yuan. The 2024 government work report mentioned the "Artificial Intelligence AI+" initiative, with AI glasses seen as an important application for the future. It is expected that by 2030, the AI+AR smart glasses industry will enter a period of rapid development, with sales reaching 1.4 billion units. Related Hong Kong stocks include CONANT OPTICAL

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

IDC released the Q3 report on the ARVR market in the United States: VITURE surpassed Apple to rank third, first in the AR industry, with a dramatic lead and a year-on-year growth of 462%, the highest growth rate.

It is reported that Viture was established in 2021, primarily providing fashionable and high-performance technology experience AR glasses products for end users, with cumulative sales exceeding 200 million yuan. According to IT Juzi, the company just raised tens of millions of dollars in December, with investors including Wang Huiwen, BlueRun Ventures, and BAI Capital.

The 2024 "Government Work Report" proposed for the first time to carry out the "Artificial Intelligence AI+" initiative.

AI+ hardware refers to edge-side AI, including: AI smartphones, AI PCs, AI glasses, AI toys, robots, intelligent driving, etc., among which AI smart glasses are the most promising AI+ application products to land in 2025. AI glasses not only support voice but also support input and output of images & videos from the user's first-person perspective.

The long-wearing attribute of glasses, combined with AI intelligence, gives them an inherent advantage as the primary entry point for AI multimodal applications, making them the best carrier for edge-side AI deployment. The AI transformation of glasses has become an industry consensus.

According to Zhitong Finance APP, currently, OPPO, vivo, Huawei, Tencent, and ByteDance are all evaluating AI glasses projects.

According to a report by Wellsenn XR, 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 ultimately replace traditional smart glasses, with global sales of AI+AR smart glasses reaching 1.4 billion units, comparable to the scale of smartphones, becoming the next generation of general computing platforms and terminals.

AI glasses related Hong Kong stocks:

CONANT OPTICAL (02276): CONANT OPTICAL (02276) announced that the company is making good progress on multiple R&D projects with several leading global technology and consumer electronics companies, including several top companies in the United States. According to signed purchase orders, the company has gradually received payments, including R&D expenses and small trial orders

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