中信建投 新品密集发布，关注 AIAR 眼镜产业链 20250625 摘要 AI AR 眼镜市场近期活跃，小米、Rokid、中国移动等纷纷入局，预示 2025 年或成爆发元年。Rokid 预计 2025 年订单超 25 万台，中国移动 给出至少 310 万台的乐观指引，生态系统逐步丰富。 智能眼镜与 VR/MR 眼镜定位不同。智能眼镜专注于语音交互、拍摄及 AR 显示，更适合日常佩戴，满足多样化需求。Meta 与雷朋合作的眼镜 已售超 200 万台，验证了智能眼镜的市场潜力。 显示功能在智能眼镜中至关重要，但光学和显示技术面临重量、彩色显 示、续航和散热等多重挑战。轻量化是关键，带显示功能的 AI AR 眼镜 重量需进一步降低。 AR 眼镜主流光学方案为衍射光波导和阵列光波导。衍射光波导在成本和 良率方面较平衡，但光效率较低；阵列光波导光效率较高，但工艺难度 大。未来，两种方案将持续竞争。 衍射光波导技术正向刻蚀工艺和碳化硅材料发展。刻蚀工艺更利于全彩 显示，碳化硅基底有助于轻薄化，但成本高昂。碳化硅镜片成本降至 1,000 元以下才具竞争力。 Q&A 鉴于大模型技术在听说读写画综合能力上的提升，以及眼镜作为 ...

Investor Presentation 2024 Disclaimers Note Regarding User Metrics and Other Data We define a Daily Active User, or DAU, as a registered and logged-in Snapchat user who visits Snapchat through our applications or websites at least once during a defined 24-hour period. We calculate average DAUs for a particular quarter by adding the number of DAUs on each day of that quarter and dividing that sum by the number of days in that quarter. DAUs are broken out by geography because markets have different characteri ...

Acquisition Details - Snap, Inc. has confirmed the acquisition of Saturn, a calendar app aimed at helping students organize and share their school schedules [1] - The terms of the acquisition were not disclosed, and Saturn will continue to operate as an independent app [1] - Nearly all of Saturn's team, consisting of just under 30 full-time employees, will join Snap as part of the deal [2] Future Plans - Snap has not provided specific details on future plans for Saturn, but intends to integrate Saturn's calendar features into Snapchat in innovative ways [2] Saturn's Features and Popularity - Launched in 2018, Saturn allows high school and college students to connect with classmates and view each other's class schedules, eliminating the need to exchange timetable photos [3] - The app enables users to share class schedules, practice plans, rehearsals, meetings, and games, providing a real-time view of friends' activities [4] - Saturn is widely used, with support in 80% of U.S. high schools, attributed to its engaging and interactive scheduling approach [4] Snap's Broader Initiatives - Snap plans to launch lightweight, immersive AR glasses called Specs in 2026, which will utilize advanced machine learning for various applications [5] - Currently, Snapchat users interact with AR Lenses 8 billion times daily, with over 400,000 developers creating more than 4 million Lenses using Snap's AR tools [5]

This is the XRL 1 Pro, a sleek step into the future of augmented reality. They look just like regular glasses, but plug them into your phone, laptop, or gaming console, and they become a highde virtual display. Unlike Apple's Vision Pro or Meta's Quest, these are not heavy headsets.The One Pro uses clear lenses, so you're actually seeing right through the lenses, looking at your digital content floating inside of it. But there are trade-offs. They're tethered.A USBC cable powers them directly from your devi ...

16 June 2025 | 8:17PM HKT GC Tech: AI / AR glasses: proliferating new products, increasing affordability, AI features; growing consumer appetite Consumer appetite for technology experience has expanded from smartphone to AI / AR glasses. We see increasing popularity of AI / AR glasses, driven by new products by Meta, Xreal, Rokid, RayNeo, Meizu, INMO, with Xiaomi and Apple also having products in their pipeline. Affordability, rising use cases and increasing integration of AI features have been supporting i ...

Coda Octopus Group (CODA) Q2 2025 Earnings Call June 16, 2025 10:00 AM ET Company Participants Geoff Turner - Investor RelationsAnnmarie Gayle - Chairman & CEOBlair Cunningham - President - Technology & Divisional CEO of Coda Octopus Products IncGayle Jardine - Interim CFOBrian Kinstlinger - MD, Director of Research & Head of Technology ResearchJohn Deysher - Portifolio Manager Operator Good morning, and welcome to Coda Octopus Group's Second Quarter Fiscal twenty twenty five Earnings Conference Call. My na ...

Core Insights - Vuzix Corporation has received a $5 million second tranche investment from Quanta Computer, increasing Quanta's total investment in Vuzix to $15 million out of an anticipated total of $20 million [1][2]. Company Overview - Vuzix is a leading designer, manufacturer, and marketer of AI-powered smart glasses, waveguides, and augmented reality technologies for various markets including enterprise, medical, defense, and consumer [3]. - The company holds over 425 patents and has received multiple awards for innovation at the Consumer Electronics Show from 2005 to 2024 [3]. - Vuzix was founded in 1997 and is publicly traded on NASDAQ under the ticker VUZI, with offices in Rochester, NY, and Japan [3]. Investment Impact - The recent investment is seen as a significant milestone in strengthening the partnership with Quanta and enhancing Vuzix's waveguide production capabilities [2]. - The funding aims to position Vuzix to deliver affordable, lightweight, and high-performance AI smart glasses for mass-market adoption [2].

AR/XR Technology & Market Trends - The AR/XR industry is experiencing rapid change with AI integration and evolving form factors like meta bands and XR glasses [2] - Snap is developing AR glasses for release next year, while Google's Android XR platform, incorporating Gemini AI, will debut with AI glasses through Warby Parker before expanding to full AR glasses [3] - Peripherals like rings and watches are being developed to enhance AR glass functionality, enabling hand gesture tracking and control even when hands are out of sight [3][4] - AR glasses are evolving for outdoor use and multi-user experiences, as demonstrated by Niantic Spatial's location-based AR experience using Snap Spectacles [5] - Companies are exploring the overlap of physical and virtual experiences in entertainment, such as Meowolf's collaboration with Niantic Spatial to integrate AR into physical installations, expected in 2026 [9] - Light field displays are being developed for mission-critical applications like defense and driving, offering greater depth and potential for windshield integration [10][11] Product Development & Future Outlook - New Meta glasses are anticipated by the end of the year, and Google's AI glasses are expected in 2026 [13] - Companies like XRL are pushing boundaries with devices like the XRL 1 Pro glasses and eye camera, offering six degrees of freedom tracking and potential for AI integration [13][14] - Haptic technology, such as haptic gloves, is being developed to enhance tactile interaction in VR/AR experiences [16] - Free Aim is launching motorized VR walking shoes via a Kickstarter campaign, with shipping expected 6-8 months after the campaign ends in July [17][18] - The future of AR/XR remains uncertain, with various form factors and AI integration strategies being explored [19]

The Zacks Retail-Home Furnishings industry is showing positive momentum in 2025, supported by stable mortgage rates, improved consumer confidence, and a rebound in housing activity. Digital platforms are driving growth with AR shopping tools, AI-powered personalization, and mobile-first strategies that appeal to Gen Z and millennials. Companies like The Home Depot, Inc. (HD) , Lowe's Companies (LOW) , Williams-Sonoma, Inc. (WSM) and The Lovesac Company (LOVE) have been leveraging product reinvention, effici ...

Core Insights - Sharecare has launched two innovative solutions, AR Wellness Lens and Condition Metamorphosis, aimed at enhancing patient engagement and education in the life sciences sector [1][2][3] Group 1: Product Innovations - AR Wellness Lens improves medication adherence by 33% and reduces anxiety by 30%, providing an immersive experience that visualizes chronic conditions on the user's body [4] - Condition Metamorphosis utilizes dynamic, time-based visualization to show the impact of treatment adherence on disease progression, improving adherence by up to 25% [5] Group 2: Market Impact - Sharecare's solutions align with life sciences brands' marketing campaigns, leveraging AI and AR to enhance understanding of disease impact and progression [6] - The company has demonstrated superior audience quality, achieving 2- to 3-times better results than data partners, with an 83% NPS lift in primary care and 990% in specialty care [7] Group 3: Company Overview - Sharecare is a digital healthcare company focused on improving care quality, outcomes, and reducing costs through technology-enabled services and data-driven insights [9]