Author |Zhao Ling, editor|Gu Jinfeng.
*: Jufeng Investment Advisory, good ** application.
l Media
On Monday, the related concepts of the media sector performed strongly, with multimodal AI and MR rising by more than 2%. * In terms of Century Tianhong, Insai Group, and Xuanya International, it rose by more than 10%, and Publishing Media, Shandong Publishing, Dragon Media, Guomai Culture, Cultural Investment Holdings, and Longyun shares rose by the limit.
On the news side, Apple will officially mass-produce the first-generation MR (mixed reality) product Vision Pro in December this year, with the first batch of about 400,000 units, which is expected to be officially launched at the beginning of next year. Zhu Keli, founding president of the National Research Institute of New Economy, believes that the mass production of Vision Pro will first bring growth opportunities for hardware equipment manufacturers, and secondly, with the expansion of MR equipment, it will also bring business opportunities for software development and content production companies.
In addition, on December 6, local time this week, Google officially released the native multimodal large model Gemini, which uses multimodal data for pre-training and fine-tuning, which can more efficiently understand, manipulate and combine various types of information including text, audio, images, etc.
Vision Pro is the first generation of mixed reality products released by Apple in June this year. As Apple's blockbuster product in the XR field, Vision Pro is regarded as a milestone in the development of consumer electronics. This time, Apple's MR headset has outstanding performance in interaction, device collaboration, and application, which is expected to promote the industry into a new round of upward cycle.
Southwest ** believes that after the release of Apple MR, its visual experience and augmented reality scene function improvement is expected to upgrade the positioning of XR equipment from game-based to office life-oriented, becoming a new generation of office and entertainment consumer electronic devices after PCs and mobile phones, and it is expected that by 2025, Apple's MR market space will reach 100 billion yuan.
In terms of specific investment opportunities, Minsheng ** mentioned that in the field of complete machine assembly, Lixun Precision and Goertek have strong technical strength and close cooperation with AppleIn terms of micro display, BOE A, SeeYA and Sony have already laid out or achieved large-scale mass production of micro OLED;In terms of optical devices, Sunny Optics, Crystal Optoelectronics, Suda Vig, etc. are fully deployed;In terms of perception and interaction, Zhaowei Electromechanical and Zhicube can provide relevant hardware and testing equipment;In terms of batteries, Desay Battery, Sunwoda and Zijian Electronics have mature technical strength.
It is recommended to focus on tracking: crystal optoelectronics, Zhaowei electromechanical
Crystal Optoelectronics (002273):The company grasps the wave of "new four modernizations" of automobiles, and actively deploys AR-HUD W-HUD, LIDAR windows, automotive optical components and other products in the field of automotive electronics. In the first three quarters, the company's automobile revenue increased by about 50% year-on-year, and through the introduction of the fist product HUD, it is expected to provide more abundant optical and optoelectronic products for the whole machine factory in the future. The company has successfully mass-produced miniature prism modules with high technical barriers and difficult mass production, and successfully introduced new models from major customers, which is expected to penetrate into more models in the next year. In the field of AR and metaverse, the company has worked closely with customers A and H, and cooperated with several giants at home and abroad to focus on the development of reflective optical waveguides, diffractive optical waveguides and other related products.
Zhaowei Electromechanical (003021):Apple released a new generation of terminal VisionPro for the first time, according to Weishen XR, Zhaowei Electromechanical is its **IPD electric adjustment module. The company has focused on the development of an automatic interpupillary distance adjustment system in the first generation of products for major customers, and the automatic refractive adjustment part may be developed after the second generation in 2025. It is expected that participating in the refractive adjustment system is expected to increase the value of the company's single machine by more than 5 times. The volume of MR II and the rapid increase in the value of a single machine will drive the explosive growth of Zhaowei's performance in 25 years. As Apple's VisionPro sales continue to grow, Zhaowei Electromechanical is expected to benefit in the long run. In addition, the company actively grasps the opportunity of the rapid development of its own automobile brand and the continuous improvement of the level of automotive electronics, and promotes products with high technical requirements such as central control screen deflection actuators, rear wing lifting actuators, hidden door handles, etc., accounting for 51% of the revenue of the automotive business in 2023H1, accounting for more than half of the automotive business for the first time since its listing.
Author: Zhao Ling, practicing certificate: a0680615040001).
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