瑞声科技(2018.HK):多维感知技术 驱动“AI+终端”进程
Ge Long Hui·2025-12-09 21:51

Group 1 - The company has signed a final agreement to acquire Finnish AR diffraction waveguide technology leader Dispelix Oy, aiming to accelerate the commercialization of AR waveguide technology in consumer and enterprise wearable devices [1] - The acquisition is expected to be completed in the first half of 2026, with Dispelix becoming a wholly-owned subsidiary, enhancing the company's capabilities in optical, precision manufacturing, and system-level integration [1] - The collaboration with Dispelix, established since 2022, aims to leverage both parties' strengths to develop next-generation AR devices and support global commercialization efforts [1] Group 2 - The company has partnered with ZTE to launch the "Doubao AI Phone," which features advanced voice interaction capabilities, marking a shift from a "tool" to an "intelligent agent" [2] - The Doubao AI Phone utilizes self-developed high-performance X-axis linear motors and dual speaker systems to enhance user interaction experiences [2] - The company is also collaborating with leading firms to provide diverse perception solutions for next-generation AI phones and wearable devices, focusing on "AI + perception" innovations [2] Group 3 - The company has co-created a high-precision pickup system for Alibaba's Quark AI glasses S1, featuring a 5-microphone array and bone conduction technology to improve voice interaction [2] - The Quark AI glasses S1 are designed to offer a lightweight experience and advanced features, enhancing user interaction in various environments [2] - The innovative audio solution reduces size by 25% and power consumption by 50%, ensuring clear communication even in noisy settings [2] Group 4 - The company projects revenues of 32.2 billion, 36 billion, and 40 billion yuan for 2025, 2026, and 2027, respectively, with net profits of 2.5 billion, 3 billion, and 3.3 billion yuan for the same years [2]