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【国信电子胡剑团队】康冠科技:发布AI眼镜、AI智能一体机等产品,自有品牌海外市场拓展顺利

Core Viewpoint - On August 18, the company launched its own brand KTC, introducing AI glasses, AI smart all-in-one machines, and gaming monitors, further enriching its display product matrix [1][2]. Group 1: Product Launch and Market Position - The launch of AI glasses, AI smart all-in-one machines, and gaming monitors enhances the company's display product offerings, with a focus on AI integration through collaboration with Doubao's large model [2][4]. - KTC's gaming monitors ranked third in online retail sales of gaming monitors in China (excluding Hong Kong and Macau) for 2024, while KTC's mobile smart screens ranked first globally in terms of shipment volume among manufacturing suppliers [3][4]. Group 2: AI Integration and Features - KTC's AI glasses feature a lightweight design (39g), equipped with a Qualcomm Snapdragon AR1 chip and a 12MP Sony IMX681 camera, enabling functionalities such as live streaming, voice navigation, and music playback [4]. - The AI glasses have a battery capacity of 173mAh, providing 4 hours of usage and 38 hours of standby time, and utilize Doubao's large model for advanced AI interactions, including AI note-taking, image recognition, and translation [4]. Group 3: Global Market Expansion and Growth Drivers - The company's self-owned brand KTC has shown strong performance in overseas markets, with a 381% year-on-year increase in sales during the 2025 Prime Day and a 348% increase in GMV, particularly excelling in the gaming and mobile smart screen segments on Amazon in Japan and the United States [3][4]. - The combination of "new consumption + globalization" is driving innovative display products to become a new growth engine for the company [2][3].