Venture(US:VEMLY) 3 6 Ke·2025-12-02 07:04Core Insights - The global spatial computing industry is reaching a critical point of large-scale implementation, with Chinese chip company GravityXR making significant advancements [1][3] - GravityXR launched three self-developed spatial computing chips and a comprehensive "Extreme Domain" solution, marking a technological breakthrough in the next-generation computing platform [1][5] Company Overview - GravityXR focuses on designing next-generation spatial computing chips, providing a complete suite of technical services including chip platforms, hardware solutions, and software [3] - The company has raised nearly 2 billion yuan in funding from notable investors, positioning itself as a potential "unicorn" [3] Product Launch - The newly launched chips include the G-X100, a full-function MR chip, the G-VX100 for AI/AR applications, and the G-EB100 for real-time 3D rendering [1][8] - The G-X100 chip features a 5nm process, achieving global leadership in several key technical indicators, with a latency of less than 9ms [6][10] Technological Innovations - The G-X100 chip supports dual 8K/120Hz output and integrates advanced features such as eye and gesture tracking, and depth perception algorithms [6][9] - The G-VX100 chip is designed for low-power visual enhancement and can be integrated into lightweight smart devices [8] Industry Impact - GravityXR's "dedicated chip + full-stack platform" approach aims to resolve long-standing industry challenges, facilitating the transition from concept to large-scale industrialization [5][14] - The company's solutions are expected to accelerate the digital transformation across various sectors, including industrial manufacturing, healthcare, and education [15][16] Market Potential - The integration of spatial computing with AI is anticipated to create new market opportunities, enhancing the capabilities of AI models and enabling new applications [15][16] - WellsennXR predicts that global sales of AI smart glasses will reach 18 million units by 2027, indicating significant growth potential in the spatial computing market [16]