Recently, AR investment in the capital market has been again, and several listed companies and technology giants have announced their latest progress in the AR industry. AR and virtual reality (VR) have become high-frequency words on the investor interactive platform.
First, Alibaba (BABA) invested in two AR hardware companies in a row, and then the intensive financing events pushed the heat of the AR industry to a recent high. In the current trend, it may be AR (augmented reality), AI (artificial intelligence), and other tuyere technology. AR, which has been expected to be the unknown track, may have come to the potential of the singularity.
The trend is clear and the future can be expected
Data show that as of June 2023, the number of investments in China’s VR / AR industry has reached 65 cases, with an investment amount of 6.456 billion yuan. Research firm CINNO Research just released a report this month that China’s 12 AR consumer market sold 52,000 units in the second quarter of 2023, up 251% year on year and 19% quarter on quarter. It is expected to continue to grow in the third quarter.
For a long time, AR glasses have been seen as the key to open the virtual world. In the first half of this year alone, there are constantly “new players” entering the AR field, from listed companies to start-ups. In addition, with the increasing maturity of hardware and software technology, the function and application scenarios of AR glasses are also increasing.
As the world’s largest tech giant by market capitalization, AAPL.US (AAPL) officially entered the XR market in early June with Vision Pro, a hybrid reality headset. CEO Tim Cook said that the era of mobile computing is over, and now it is the era of spatial computing. The release of Apple Vision Pro, for the AR industry, Apple’s entry has brought growth opportunities for the whole industry, proving the correctness of the AR track.
And before Apple officially enters the market, AR glasses may become the next trillion-level market after smartphones in the future, which is the consensus of many people in the industry. Luo Yonghao also took the same path before. His AR company Fine Red Line was established in 2022, which may not be recognized by most people at that time, but now it seems that Luo chose to bet on AR because of the huge potential of the track.
It is expected that in a long time in the future, the AR market and development space will explode, such as content and application, in the office, entertainment, and other fields. According to the Foresight Industry Research Institute, with the increase of AR products and rich content, AR will maintain a rapid development state. The layout of listed companies related to the industry is also in the accelerated stage, and some industrial chains are gradually mass-produced or waiting to be started. The industrial prospect is still broad, which will be a track of 100 billion yuan.
WiMi Hologram Cloud takes “AI + AR” as the core
With the development of cutting-edge technologies such as AR, the Internet, technology and other industries have ushered in a critical transformation, according to the current development plan of WiMi Hologram Cloud(NASDAQ: WIMI), it is bound to take the “east wind” of technology. It is reported that the management of WiMi Hologram Cloud is very optimistic about the development of holographic AR. At present, it has a mature technology layout in 5G + AR / VR, AI, naked eye 3D, digital twin, light field vision, and other related technologies, and the company has sufficient industry experience.
WiMi Hologram Cloud is one of the first companies in the industry to commercialize AR technology in its own business. At present, WiMi Hologram Cloud has launched a holographic AR cloud platform, intending to further combine and promote AR and advertising marketing, and further combine with the daily life of the public in the application fields such as live shopping and digital marketing. Data show that AR shopping has become a new online shopping trend, and with the development of technology in this field, it is bound to become one of the mainstream shopping means in the future. The AR track is big enough, which may be why WiMi Hologram Cloud chose to invest deeply.
In 2023, the AI model makes the global Internet excited, and all walks of life also take the introduction of various AI technologies as a new growth point to enable efficiency and improve competitiveness. In the AR industry, AI is also gradually being embedded to form various applications. WiMi Hologram Cloud The deep integration of AI + AR driven by the independently developed platform will completely change the ways people create, navigate, and entertainment so that the digital world and the physical world will appear in front of consumers at the same time, bringing more intelligent and broader use scenarios, and bringing unparalleled visual experience to users.
To sum up
The AR track has experienced a stage of heating up, cooling down, and then reaching explosive growth. At present, the consumer market is gradually opening up. As Apple believes, AR development should further strengthen this ability to create a three-dimensional experience in the real world, and better drive the transformation of the real world and scene innovation. Driven by consumer electronics giants such as Apple, AR has become an important focus of capital. For ordinary consumers, AR technology can give full play to its unique advantages and bring convenience to daily life and learning. However, with the increasing number of entrants, it is not easy to become the “leader” in the industry under fierce competition.
