增强消费品供需适配性—— 新技术支撑智能终端加快普及

Group 1 - The Ministry of Industry and Information Technology proposed a plan to enhance the adaptability of consumer goods supply and demand, accelerating the development and application of technologies such as artificial intelligence terminals, ultra-high-definition video, and smart wearables [1] - The application of AI technology is expected to create new business models and industries, with over a hundred AI terminals like AI phones, AI computers, and AI glasses emerging as new growth points for economic development [1] - The domestic smart glasses market saw a shipment volume of 494,000 units in Q1 this year, representing a year-on-year growth of 116.1%, while the AR/VR market had a shipment volume of 135,000 units, growing by 25.2% [1][2] Group 2 - XREAL, a smart glasses brand, ranked among the top two in the global AR/VR industry, with the CEO stating that smart glasses are poised to become a key mobile terminal in the AI era [2] - The ultra-high-definition video industry in China is experiencing stable growth, with a well-established industry chain encompassing video production, network transmission, terminal presentation, and industry applications across various sectors [2][3] - By 2030, it is predicted that 80% of households in China will adopt ultra-high-definition entertainment scenarios, driving demand for technologies like 8K high refresh rates and wide color gamut displays [3]