First, Meizu released fashion items to open a new era of AR
On November 30, Meizu held the 2023 Autumn Unbounded Ecological Conference, and released two all-weather fashion Micro LED AR smart glasses - flagship product MYVU Discovery and lightweight AR glasses MYVU, with product prices of 9999 yuan and 2499 yuan respectively.
In terms of optical display, MYVU Discovery is equipped with the world's smallest Micro LED full-color light engine, with a size of only 0.4cm³. The light engine has a pixel density of 6000+ PPI, an eye-catching brightness of 1100nits, a contrast ratio of 100,000:1, a color display of 16.77 million, and a power consumption of 300mW. MYVU Discovery also uses the world's first mass-produced plastic waveguide lens, the double-layer waveguide lens weighs only 7g, and each layer has a light transmittance of 80%+;
On the other hand, MYVU is equipped with a 0.3cm³ Micro LED single green light engine with a peak brightness of 2000nits, and is equipped with a 1.9mm single-layer optical waveguide resin lens with a light transmittance of 90%+.
In terms of product weight and shape, MYVU weighs only 43g, which is known as the world's lightest smart glasses, while MYVU Discovery uses aviation-grade magnesium and aluminum alloy materials to cover more than 50% of the lens body, hollow design and up to 139 lightweight parts, achieving a product weight of 71g.
MYVU AR smart glasses are powered by the smart and lightweight Flyme AR operating system. As the first AR operating system for mobile phone-level interactive experience, Flyme AR migrates high-frequency mobile phone applications to glasses, realizing hands-free instant messaging, faster AI intelligent assistants, smooth fragmented entertainment experience, continuous navigation of multiple travel modes, and instant translation support for multiple Chinese, so as to make your life more efficient and calm.
Silky Flyme Link technology is also newly introduced on the MYVU AR smart glasses. Through Flyme Link, MYVU AR smart glasses can be seamlessly interconnected with Meizu mobile phones, using mobile computing power to empower AR smart glasses, enjoy the integrated experience of unbounded circulation of multiple terminal devices, improve the comprehensive performance of smart glasses, and truly bring users an all-weather experience.
In terms of sound quality, the MYVU AR smart glasses use ultra-thin high-amplitude speakers to provide excellent audio performance, and have passed the QQ Music "Best Certification" and the China Electronic Audio Industry Association's "Golden Ear Choice" certification, bringing users an immersive audio experience.
Second, win awards constantly
On December 8, the 2023 Future Business Ecological Link Conference and the 8th Golden Gyro Award Ceremony "FBEC2023" hosted by Gyro Technology was officially held. The latest MYVU AR smart glasses released by Meizu Group stood out among the entries and won the Outstanding AR Consumer Hardware of the Year Award.
On December 5th, MYVU AR smart glasses officially went on sale, and on the day of the first sale, it achieved the results of TOP 1 on JD's XR device hot sales list and TOP 3 on Tmall XR device hot sales list.
Third, the large model optimizes the voice interaction experience, which is expected to drive further growth of downstream shipments
As the first AR operating system for mobile-level interactive experience, Flyme AR can migrate high-frequency applications from mobile phones to glasses. In addition, the system can work with the Flyme AI large model to deeply integrate the large model with traditional speech capabilities, and support functions such as text processing, intelligent question answering, and semantic understanding, which is expected to optimize the user experience.
According to Wellsenn XR, global AR shipments are expected to reach about 500,000 units in 2023 and about 10 million units in 2027. Looking ahead, we believe that AI+AR is expected to strengthen the intelligence and interactivity of terminal interaction, and we are optimistic that AR terminals will achieve a better user experience with the blessing of AI, driving the rapid growth of shipments.
Fourth, Hengxuan Technology: a leading manufacturer of AIoT platform-based main control chips that are scarce in A-shares
MYVU AR glasses are equipped with Hengxuan Technology's smart wearable main control chip.
Since its establishment, the company has provided low-power edge intelligent master control platform chips for AIoT products for a long time, and the product line has expanded from smart headphones to smart watches, and has established a solid supplier position among brand customers such as HOMVS with the advantages of low power consumption + high integration.
In the future, with the indentation of the chip iterative manufacturing process, the company is expected to further expand the gap with other manufacturers under the brand customer strategy, and develop new categories such as AR glasses around the needs of high-quality customers.
Based on the company's technology accumulation, the company has achieved a number of industry firsts: the industry's first integrated hybrid noise cancellation TWS SoC, the first single-chip smart speaker SoC (RTOS), the first single-chip sports watch SoC (RTOS), the first 12nm process sports watch SoC (RTOS), and the world's first TWS main control chip Android brand market share. In the context of the implementation of large models, we are optimistic that the company will benefit from the upgrade of AIoT products to smart 2.0, and new AIoT categories such as AR glasses are expected to become new growth poles for the company in the future.
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