国泰海通｜中小与股权研究：大朋发布Vision Ray AI智能眼镜

Core Viewpoint - DPVR has officially launched its first AI smart glasses, Vision Ray, marking its entry into the wearable device market while leveraging its expertise in virtual reality technology [2][4]. Product Overview - Vision Ray integrates multiple innovative features aimed at enhancing user experience in outdoor photography, daily recording, and smart interaction [3]. - The glasses are equipped with the "Hey Sunny" AI assistant, developed on DPVR's proprietary DPAI model, supporting functions like smart translation, memo creation, meeting minutes, and AI visual recognition [3]. - The design is lightweight and stylish, weighing only 46g without lenses, making it comfortable for prolonged wear [3]. Features and Specifications - The core imaging system includes a 12MP Sony IMX681 sensor, F2.2 aperture, and 5P high-transmittance lens, capable of capturing photos at a resolution of 4032×3024 and recording videos at 1080p 30FPS [3]. - The audio system features directional spatial audio transmission technology and a three-microphone array for sound pickup [3]. - The device is powered by a Ziguang Zhanrui computing platform with 2GB RAM and 32GB storage, supporting Wi-Fi 5 and Bluetooth 5.1 connectivity [3]. - It has a 210mAh built-in battery with IPX4 waterproof rating, enhancing its durability for outdoor use [3]. Market Outlook - The AI glasses market is expected to accelerate growth in 2025, with global sales reaching 870,000 units in Q2 2025, representing a year-on-year increase of 222% [5]. - The launch of Vision Ray not only introduces a new smart interaction experience for consumers but also propels the development of the entire AI glasses industry [5]. - DPVR's investment in Vision Ray is aligned with the ongoing market expansion, focusing on optimizing and upgrading its supply chain to ensure stable product supply and quality control [5].