重点转向AI/AR？歌尔1亿美元支持收购境外显示厂商

Core Viewpoint - Goer Group (歌尔股份) is making strategic investments in the AI and AR sectors by providing a loan to Haylo Labs Limited to facilitate the acquisition of Plessey Semiconductors Limited, aiming to enhance its capabilities in the Micro-LED technology space and strengthen ties with key industry players [2][4][8]. Investment Details - Goer Group's subsidiary, Hong Kong Goer Tech, plans to provide a loan of up to $100 million to Haylo, which will be used to acquire 100% of Plessey and for capital expenditures [2]. - The loan includes a special profit-sharing clause, allowing Goer to receive 25% of the total transaction value or market value upon Haylo or Plessey's acquisition or IPO within five years [2]. Strategic Rationale - The investment aligns with Goer Group's focus on AI and AR technologies, particularly in the Micro-LED field, which is recognized as a competitive next-generation display technology [5][11]. - Plessey's collaboration with major tech companies like Meta enhances Goer's strategic positioning in the industry, as it aims to deepen relationships with key customers [7][8]. Market Context - Goer Group has shifted its focus towards VR/AR technologies, with a significant portion of its revenue coming from smart hardware, which accounted for 59.56% of its business by the end of 2023 [8]. - The company has been actively involved in the development of AI smart glasses and AR products, responding to market trends and competition from major players like Apple, Xiaomi, and Huawei [9][10]. Technological Advancements - Goer Group is not only investing in Micro-LED technology through Plessey but also holds stakes in leading Micro-OLED companies, ensuring a comprehensive coverage of current and future display technologies [11]. - The company has been proactive in patent applications related to smart glasses, indicating a strong commitment to innovation in this space [10].