消费电子：Android XR发布，有望吸引多终端厂进入

Investment Rating - The industry investment rating is "In line with the market" [2][8] Core Viewpoints - The release of Android XR, designed specifically for XR headsets, is expected to attract more terminal manufacturers into the XR market. This system will first be applied in collaboration with Samsung on the "Project Moohan" headset, which will also feature Qualcomm chips [2][5] - Google and Qualcomm are forming a "Wintel" alliance to dominate the future XR market, leveraging Google's extensive experience in AI, AR, and VR technologies [2][5] - Android XR is built on the Android platform and is compatible with existing flat Android applications, providing access to a vast application library from the start [2][5] - The Android XR system aims to create a comprehensive spatial computing platform, competing with Meta and Apple in the XR field [2][5] Summary by Sections Investment Highlights - The launch of Android XR is anticipated to revolutionize the experience for head-mounted devices and smart glasses, encouraging domestic consumption in XR content development and terminal device manufacturers [5] - Key companies to watch include optical firms like Crystal Optoelectronics, GoerTek, and OFILM; ODMs such as GoerTek and Luxshare Precision; and various other suppliers across different components [5] Market Performance - The global smartphone OS market share for Q1 2024 is reported as Android at 77%, iOS at 19%, and HarmonyOS at 4%, indicating Android's dominant position [2][5] - The report highlights that the hardware configurations of AI glasses are becoming highly standardized, suggesting that future competition will focus more on ecosystem systems and AI models [2][5]