新技术前瞻专题系列（五）：空中成像行业：风起于青萍之末

Industry Overview - Air imaging is an advanced optical imaging technology that forms real images without the need for a medium, utilizing principles such as inverse reflection, AI panels, light integration, and computational light fields [3][7] - The core product enabling air imaging is the flat lens, which can be made of glass or resin, with glass lenses offering superior imaging quality while resin lenses are more cost-effective [8][20] - Air imaging differs from holographic projection in application principles, medium requirements, and key technologies, with air imaging not requiring a medium and enabling human-machine interaction [12][13] Technical Advantages and Applications - Air imaging offers three main advantages: non-contact interaction, novelty, and privacy protection, with applications in home, exhibition, automotive, medical, public facilities, education, and government services [4][16] - The technology faces barriers in precision, particularly in lens processing and interactive accuracy, which are crucial for image clarity and user experience [16] - Specific applications include non-contact medical kiosks, air teleprompters, non-contact surgical image viewers, and high-repetition-rate nanosecond lasers [17] Industry Players and Market Dynamics - Key players in the air imaging industry include ASKA3D (Japan), Dongchao Technology, Prism Holography, Xianghang Technology, and Yanshi Technology, with ASKA3D being a global leader [4][19][21] - The smart cockpit market in China is expected to grow from 1127 billion yuan in 2022 to 2127 billion yuan by 2026, with a CAGR of 17%, driven by the adoption of air imaging technology in automotive applications [28][29] - Major automotive manufacturers such as Huawei, BMW, Toyota, and Geely have already adopted air imaging technology, with Huawei's next-generation AITO models set to feature this technology [28][30] Investment Recommendations - The air imaging industry is poised for growth, with the ecosystem gradually maturing through collaboration among content creators, equipment manufacturers, and technical support providers [5][33] - Recommended investment targets include Weishi Electronics, Yidao Information, Shikong Technology, Zhongguang Optics, and Kaisheng Technology, with Weishi Electronics being the top pick [5][33]