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研报掘金丨中邮证券:予全志科技“买入”评级,AI眼镜SOC开始规模销售
Ge Long Hui A P P· 2026-01-09 06:37
Core Viewpoint - Zhongyou Securities report indicates that Allwinner Technology's AI glasses SOC has begun large-scale sales, with the next-generation product expected to ship in Q1 of this year [1] Group 1: Product Development - The company is seizing the opportunity in AI glasses, with the AI glasses based on the V821 Huayan solution having completed customer launch and officially started large-scale sales [1] - The V821 has already achieved mass production of nearly 1 million units [1] - The upcoming V881, an iterative model for AI glasses, is expected to ship in Q1 of this year, with future models like V883 planned to provide advanced features [1] Group 2: Software and Technology - The company has developed a complete solution by integrating algorithms and SDKs, enabling functionalities from target detection to image enhancement [1] - The solution can recognize various targets, including humans, vehicles, pets, and packages [1] - It also incorporates AI-MEMC, wide dynamic range, intelligent dehazing, and image enhancement processing capabilities, continuously empowering visual products on the edge and endpoint [1] Group 3: Investment Rating - The report gives a "buy" rating for the company [1]