The game kills and falls, virtual reality brings it down, and AR hardware kills and falls is a typical panic
On Friday, the five seats of the leading Emblem rushed to the 10 billion mark, and they were brought down by the game.
Whenever the market pulls back, take a look at JD Tmall. Jiahe has now rushed to the second place in wireless AR glasses in China, higher than Rokid. Why choose the keyword wireless AR glasses, because Apple's first generation MR sells 30,000, it is necessary to connect to the power cord, and the battery life is only three hours away from the power cord, and the second-generation downgraded product must be wireless AR, so the film is in the domestic card position wireless AR category at the beginning, if the follow-up grabs the white label market share, the domestic film has the opportunity to surpass the Thunderbird to become the first, because the first single product of the Thunderbird is the previous generation.
Friday Emdoor information has hit 10 billion market value, the current market value of Jiahe intelligent 6.5 billion is the smallest AR machine target in the whole market, according to the market share of Rokid and film, Jiahe has enough expectations.
2.22 Apple issued a patent for gesture recognition. The product power of Yingmu is 1:1 to copy Apple's MR, and localization has natural advantages.
The overall experience of the film and eyeAR effect exceeds my expectations,The functions are relatively complete,A bit like Apple's system,Each app in it is more complete,It's a bit like the reduced version of Apple's vision pro with various hardware
Apple's VisionPro headset released a new patent for gesture interaction, and the agency said that AR glasses interaction is expected to further develop in the direction of this technology, and the company's technology can be used in various adapted downstream application scenarios.
Yingmu AIR has realized gesture interaction and other functions, and localization has natural advantages
The INMO Air is also equipped with a quad-core processor, a 500W pixel HD camera set on the frame, capable of taking photos and 720p/30 fps video shooting, built-in touch, gyroscope and other sensors, supporting touch, gesture, head movement and voice control of multiple interaction methods.
3. The catalytic node is approaching, and the peak season of new spring products in consumer electronics is coming
In the last week of December, Xiaomi & Huawei New Product Week,
January 9th CES Consumer Electronics Show in the United States. Skyworth Digital, Rokid, and Yingmu Technology (Jiahe) participated in the exhibition
In mid-to-late January, Apple's MR was launched in the United States.
In March, MR was launched in the United States.
Meta's Quest3 is launched
Microsoft &openAI's smart glasses are launched. Next year, AR is where the global consumer electronics hardware 0-1 outbreak will be
3. Micron, as the upstream storage of consumer electronics, has seen a sharp rise in its Q1 performance guidance, and the recovery of consumer electronics hardware is confirmed
Micron Technology released its Q1 financial report, with revenue of $4.726 billion in the first quarter of fiscal year 2024, compared with $4.085 billion in the same period last year, a year-on-year increase of 15.69%.
Micron Technology Inc. and its consolidated subsidiaries are industry leaders in innovative memory and storage solutions. The company's memory and storage solutions enable disruptive trends in key market segments such as mobile, data center, client, consumer, industrial, graphics, automotive, and networking, including artificial intelligence, 5G, machine Xi, and autonomous vehicles.
4 AI headsets
The AI headset is Microsoft's Bill Gates' hand-picked AI entrance. Jiahe's 23-year-old Bluetooth headset shipments are the second in the country, the AI headset equipped with a large model is the first, and the large model translation headset is only two in the country, iFLYTEK and Jiahe. The Edifier is not connected to the large model,Guoguang's AI is a speaker,The whole is a good direction。
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