AR glasses continue to innovate, with two major blockbuster products expected to be launched in the second half of the year

1. Event: Meta Connect Conference

Mark Zuckerberg previously announced that Meta Connect 2024 will be held in the United States from September 25th to 26th local time.

According to Business Insider, Meta plans to showcase its first AR smart glasses at the conference. The new product will differentiate itself from the smart glasses Ray-Ban Meta and VR headsets Quest series, integrating the two product lines and further innovating in display technology. However, according to The Verge, the AR glasses released for employee testing this fall are expected to be officially launched in 2027.

In September 2023, Meta launched the smart glasses Ray-Ban Meta and updated the AI features in April 2024 with Meta Llama 3 empowering Ray-Ban Meta with excellent interactive capabilities and multimodal performance. In terms of reputation, about 85% of Ray-Ban Meta users rated it 4 stars or above, with a product recommendation rate of 94%.

In terms of sales, according to The Verge data, as of May 2024, global sales of Ray-Ban Meta may have exceeded 1 million units; while wellsenn XR predicts that the sales of this product in 2024 will approach close to 2 million units.

Additionally, there are reports that Quest 3S is also expected to be released at the conference. According to current information, Quest 3S is priced lower and is expected to be sold in the Chinese market in cooperation with Tencent. CICC Securities stated that the shipment volume of Quest 3S in the first quarter is expected to surpass that of last year's Quest 3.

Samsung XR headset also expected to be released in the second half of the year

CICC Securities stated that in July, TM Roh, President of Samsung's mobile division, announced at the Galaxy new product launch event in Paris that "a brand new XR platform will be released later this year." It is expected to be the first XR headset with Android XR operating system jointly developed by Samsung, Google, and Qualcomm.

2. Performance of Historical Leaders

On August 13th, according to tech journalist Mark Gurman's latest issue of "Power On," the Apple team continues to experiment and develop multiple smart glasses products, including the affordable Vision Pro expected to be launched next year Dr. Longtou's glasses saw a weak-to-strong turn in the intraday auction and successfully achieved a 20cm 4-board streak.

III. Related Concept Stocks

According to West Securities, the AR glasses industry chain and companies include:

1. Computing unit: Hengxuan Technology; Xingchen Technology, Qualcomm, MediaTek, Juxin Technology, Ruixin Micro;

2. OEM: Luxshare Precision; GoerTek, Huaying Technology, Longqi Technology, Jiahe Intelligent, Yidao Information;

3. Optics: Crystal Optoelectronics, Shunyu Optical Technology, Lante Optics, Huacan Optoelectronics, Sanan Optoelectronics, Weier Shares, Medikai, Tengjing Technology;

4. Others: Yiwei Lithium Energy, Xinwanda, Zhuhai Guanyu, Zijian Electronics, Desai Battery, Ruisheng Technology