Investment Rating - The report does not explicitly state an investment rating for the XR industry Core Insights - The XR industry is expected to enter a growth phase post-2025, following a period of adjustment from 2022 to 2024 [14] - The macro environment presents both opportunities and challenges, with technological innovation and regulatory frameworks being key factors [20][22] - The XR market is experiencing a significant divergence, with VR/MR device sales declining while AR devices show strong growth [54] Part 1: Industry Development Background and Macro Environment - The XR industry has undergone various phases, including a growth phase expected to start in 2025 [14] - The macroeconomic environment is complex, with factors such as economic recovery and technological integration influencing the industry [20][22] - Different countries are providing varying levels of support for XR technology, with the US leading in talent and technology support [25][30] Part 2: Market Size and Development Status - The global XR device shipment is projected to be 731 million units in 2024, a decrease of 10.3% year-on-year [52] - The XR market is showing a clear split: VR/MR devices are declining, while AR devices are expected to grow by 37% in 2024 [54] - In China, the XR market is also facing challenges, with a total sales volume of 53.6 million units in 2024, down 12.5% year-on-year [55] Part 3: Technology Development and Product Trends - Multiple technology routes are being explored in the XR market, with display technology being a critical focus [125] - Micro-OLED has emerged as the mainstream display technology for AR devices, with significant market share growth expected [137][140] - The XR market is characterized by a variety of product forms and functionalities, with a trend towards lightweight and user-friendly designs [141] Part 4: Operating Systems, Industry Applications, and Case Studies - Major XR operating systems are primarily based on Android, with companies like Meta and Apple leading the way in developing proprietary systems [152] - The XR ecosystem is evolving, with a focus on low-latency rendering and multi-modal interaction capabilities [152] - The report highlights the competitive landscape of XR operating systems, emphasizing the importance of ecosystem integration and developer engagement [159]

TCL电子 2024年全年业绩 = 플 LAI ● O O ( O INSPIRE GREATNESS le ■ バ O 2024年全年业绩亮点 全球规模高增且盈利翻倍 延续高派息政策回馈股东 ☏ 收入 993.2亿 港元 同比+25.7% ↑ 创新业务收入 270.1亿 港元 同比 +44.9% + 66 電気业务 大尺寸显示 TCL TV量额高增跑赢行业 Mini LED TV超预期同比增两倍 TCL Q10L Pro 极景 QD-Mini LED电视 66 95 TCL TV 全球出货量 2,900万台 同比 +14.8% ↑ 99 ✪ 经调整归母净利润' 16.1亿 港元 同比+100.1% ↑ © 2024年派息比率'达 50% l. 经调整归母净利润定义为归母净利润 经加回以下各项调整:(i)来自投资 司出售及清盘之(收益)/亏损净额:(iii)认购期权及认洁期权相关 产(收益)/亏损净额;及(v)所得税影响 2. 该比率以经调整归母净利润为分母计算 84.6亿港元 同比 +19.9% ↑ 平板收入 30.9亿港元 同比 +31.1% ↑ TCL Mini LED TV 全球出货量 170万台 同 ...

Air 3专注于用户的观影和游戏体验，打造影音AR眼镜的下一代天花板。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，雷鸟创新于10月28日正式推出了第三代口袋电视雷鸟Air 3和雷鸟Air 2三周年冠 军版，定价1699元和1399元。 雷鸟创新创始人兼CEO李宏伟表示 ， 希望 本次推出的产 品能够成为"年轻人的第一台AR眼镜"， 让每个人都能随时随地享受AR带来的大屏视觉乐趣。 值得注意的是， 雷鸟创新 俨然已成为2 024 年最活跃的消费级 AR 眼镜品牌之一 ——一方面，其 在 短 短 半 年 时 间 内 即 获 得 三 轮 超 5 亿 元 融 资 ； 另 一 方 面 ， 从 消 费 者 反 馈 来 看 ， 根 据 CINNO Research 的最新数据，雷鸟创新在今年上半年中国消费级 AR 眼镜市场份额为38%，为中国市场 第一。在此之前，雷鸟创新已经连续两年半领跑国产消费级 AR 市场。今年618，雷鸟创新获得了京 东天猫双平台 AR&VR 品类销量销额双第一。在北美、欧洲、东北亚等多个国际市场，雷鸟创新同 样取得了令人瞩目成绩，并 ...