In 2024, the big model continues to open the new world of AI, Vision Pro to lead the spatial computing …… technology circle wave is still running non-stop.
Meta’s (META) announcement that its core advertising business is showing strong growth momentum has reassured investors about its plans to invest in artificial intelligence, driving its shares sharply higher.
AR smart glasses
CEO Zuckerberg, showed analysts on the earnings call the progress the company has made in the field of artificial intelligence, including cases such as improvements in its recommendation engine. In addition, he recently conducted a campaign to make the company a leader in artificial intelligence and a developer of AR smart glasses, which he believes will replace mobile devices as the next computing platform.
Earlier, according to foreign media sources, Meta AI glasses Ray-Ban Meta has sold more than 1 million units, and the glasses are selling faster than they are being produced. And, Meta is also expected to launch its first AI+AR smart glasses at this year’s Meta Connect 2024, further enhancing its product integration capabilities.
On Meta’s side, analysts at Bloomberg have pointed out that by taking a stake in EssilorLuxottica, it will further accelerate its layout and deepening in the AR and smart glasses field. Compared with VR products, the number of AR products shipped is still minimal, but the growth rate will be much faster, mainly with the development of generative AI and virtual assistant functions, smart glasses as an interface device have considerable potential.
Today, Ray-Ban Meta smart glasses sales results are also encouraging. According to people familiar with the matter, Meta wants to get more explosive products with EssilorLuxottica by acquiring a stake in the company, and at the same time continue to hold on to Ray-Ban, a big brand that consumers love.
If successful, their partnership will undoubtedly move to a whole new level. In other words, in the next three years, Meta may usher in a hardware explosion at the XR level, with new products such as smart glasses, AR glasses, and the Quest headset coming out.
On the other hand, according to IDC’s latest Quarterly Tracking Report on AR/VR Headset Market, China shipped 107,000 AR/VR headsets in the first quarter of 2024, with AR shipments rising 119.2% year-on-year.
It’s worth mentioning that as the extended reality ecosystem continues to grow, more and more industries and users are laying claim to XR technology, thus permanently changing the way people work and play. This includes Google (GOOG) and Microsoft (MSFT), among many others, who have resumed research into AR headsets that allow consumers to play games and retail employees to collaborate within immersive 3D models of stores.
WiMi
In addition, it is understood that WiMi Hologram Cloud (NASDAQ: WIMI), an XR mixed reality technology company, after continuous innovation and iteration of the technology, service customers have covered the application scenarios of education, enterprise, culture and tourism, marketing, and government affairs in multiple XR digital industries. Currently, WiMiXR is strategically positioned not only as a productivity tool, but also as an entertainment device terminal, with efficient and accurate office scenarios, entertainment scenarios and home scenarios, which can cover a variety of digital experiences such as 3D movies, telecommuting, playing games, and even chatting with family and friends.
In addition, WiMi grasps the XR opportunity, and under the promotion of the innovation-driven platform, it constantly strengthens the basic innovation capability, vigorously promotes the transformation of scientific and technological achievements, creates technological innovation support for scientific and technological enterprises to carry out scientific and technological innovation activities and high-quality development, and accelerates the creation of XR content, with nearly 5,000 pieces of IP of virtual digital images, covering multiple scene libraries, virtual digital person production, meta-universe scene production, and with a High-level capability to nurture and grow several leading industrial innovation clusters.
Conclusion
In the past two years, the XR equipment industry has been caught in a tough price war, for which most XR equipment manufacturers have slowed down their development. And META will brace the XR industry to survive again this time. Not only that, Apple has also entered the game, in terms of product, but also in terms of interaction, content and other aspects to provide a certain amount of ideas that can be drawn on. In short, looking to the future of XR, the industry is optimistic about the prospects of XR devices, that 2024 will be the peak year of growth of VR and AR devices, and the next 2-5 years will be a period of sustained growth.
