Cosonic(SZ:300793)2024-12-11 10:47Group 1: Company Overview and Market Position - Jiahe Intelligent is an early entrant in the AI/AR glasses market, collaborating with well-known brands like Anker and Tmall to mass-produce smart audio glasses and AR glasses, showcasing its strategic advantages in R&D and production [2] - The company has applied for 31 patents related to glasses, with 21 already granted, indicating a strong commitment to innovation in the AI/AR glasses sector [2] Group 2: Production and Supply Chain - Jiahe Intelligent has established a triad production layout in Dongguan, Vietnam, and Jiangxi, enhancing global supply chain flexibility and risk resistance, which helps in reducing operational costs [3] - The supply chain for AI glasses is straightforward, involving core components like SoC chips, storage chips, cameras, acoustic components, batteries, and PCBs, with no significant shortfalls identified in the supply chain [4] Group 3: AI Technology Integration - The integration of AI technology in consumer electronics enhances product intelligence and customization, leading to improved user experiences and increased consumer demand for replacements [5] - AI technology's application in consumer electronics is transforming the industry, necessitating manufacturers to consider the synergy between hardware design and software algorithms [5] Group 4: Future Development Plans - The company is optimistic about the future of its AI/AR glasses business, planning to increase R&D investment and enhance technological reserves in this field [2] - Future strategies include focusing on service platformization, product diversification, and intelligent interaction, aiming to become a comprehensive solution provider in hardware and software integration [2]