12月4日，宏禧科技宣布，公司位于安徽滁州的12英寸硅基OLED（ OLEDoS ）项目正式封顶。 据悉，该项目投资20亿元，达产后可年产12英寸晶圆7.2万片，实现年产值30亿元。今年4月，项 目正式开工建设。 图片来源：宏禧科技 宏禧科技专注于OLEDoS微型显示器及模组的研发、设计与制造。公司已建成一条12英寸硅基 OLEDoS 生产线，已推出0.6英寸、0.7英寸、1.33英寸产品，并在开发1.4英寸（4K×4K）新型 号。 融资方面，今年2月， 宏禧科技成功完成近5亿元 的 A轮融资 。 值得注意的是，今年以来，国产 OLEDoS 企业不断推进扩产进度。就在11月底，熙泰科技在四川 举行全球IC研发中心、显示模组扩产及终端产品OEM项目签约仪式。项目总投资16亿元，将建设 IC研发与测试中心、显示模组扩产项目及终端产品OEM产线。全部建成后，设计年产能约为1300 万块微显示模组和300万台XR整机。 从项目内容来看，国产企业正积极推进12英寸OLEDoS产品量产， 推动 OLEDoS 生产成本下降 。 TrendForce集邦咨询分析师 此前 指出，除了日系厂商索尼以及中国的京东方（BOE）、视涯 ...

Group 1: Industry Overview - The global consumer electronics industry is experiencing a multi-dimensional recovery driven by the AI hardware revolution, with VR/MR headset shipments expected to reach 9.6 million units in 2024, a year-on-year increase of 8.8% [1] - The integration of AI large models with display technologies like waveguides and MicroLED is accelerating the evolution of smart glasses from entertainment tools to productivity tools, marking the beginning of a "battle of hundreds of glasses" [1] - The smartphone remains a crucial hardware product for AI technology implementation, with global smartphone shipments projected to reach 1.26 billion units in 2025, reflecting a 2.3% year-on-year growth [1] Group 2: AI and Metaverse Synergy - The collaborative evolution of AI and the metaverse has created a symbiotic relationship, where generative AI supports digital identity creation and virtual environment construction [2] - AI is expanding the boundaries of the metaverse, exemplified by AI agents like Luna, which autonomously operate multiple social media accounts and evolve through social interactions [2] - The metaverse provides a dynamic ecosystem for AI growth, offering a rich training sample library through user behavior data and interaction information [3] Group 3: Market Dynamics and Competition - Traditional smartphone manufacturers, internet giants, VR/AR companies, AI startups, and cross-industry players are competing in the "battle of hundreds of glasses" [4] - Major companies like Huawei, Xiaomi, and ByteDance are entering the AI glasses market, with Xiaomi targeting a production of 300,000 units by Q2 2025 [4] - The competition is expected to mature by 2025, with mainstream manufacturers completing product scenario validation and entering a phase of scaled production [4] Group 4: Company Spotlight - GoerTek - GoerTek is positioned as a key player in the AI and metaverse industry, providing essential technical and ecological support for the development and application of AI glasses and VR/AR technologies [5][8] - GoerTek holds a 70% market share in the high-end VR headset segment, serving as the exclusive manufacturer for top products like Meta Quest Pro and Sony PS VR2 [5] - The company is collaborating with major manufacturers like Xiaomi to develop AI glasses, with internal sales expectations set at 300,000 units [5] Group 5: Technological Advancements - GoerTek is building a strong technological moat through advancements in SiP packaging, acoustic technology, optical micro-displays, and smart sensing technologies [8][9] - The SiP module technology allows for the integration of high-performance processors and sensors in limited spaces, crucial for VR/AR devices [9] - GoerTek's acoustic technology enhances immersive experiences in the metaverse, while its optical micro-display innovations support lightweight and high-performance VR/AR devices [9][10] Group 6: Financial Performance - GoerTek reported a revenue of 100.95 billion yuan in 2024, a year-on-year increase of 2.41%, with a net profit of 2.665 billion yuan, reflecting a significant growth of 144.93% [11] - The company is expected to reach a critical point in its technology compounding curve, leveraging its technological reserves and ecological partnerships for future growth [11] - The ongoing advancements in AI and the metaverse are anticipated to provide GoerTek with new growth opportunities and potential valuation reassessment [11]