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Recently, AI concept stocks have taken turns to lead the A-share market. The AI glasses sector became the market leader today, with many stocks rising sharply. It is said that 2025 is considered the "first year of explosion" of AI glasses, and global shipments are expected to reach 4 million pairs, and the market penetration rate is expected to exceed 60%.

Different from VR glasses, AI glasses focus more on intelligent applications rather than immersive visual experience, and their application scenarios cover multiple fields such as daily life, office, and travel. The core functions of AI glasses include navigation, message reminders, remote meetings, intelligent translation, etc., which are gradually replacing some mobile phone functions, so this field is considered to have broad development prospects. What are the development trends of listed companies in this industry? Panorama selects the most authentic voices from listed companies for you. (The following content is excerpted from Shenzhen Stock Exchange Interactive Easy, SSE e-Interactive, listed company announcements, etc.).

The company and Lin Dong are super optimistic about AI glasses, and at the same time, the company is also carrying out large-scale R&D and major layout, how does the breakthrough of DA and other large models promote the progress of the company's AI glasses project? How the company seized the opportunity to create a new big product.

Crystal Optoelectronics [002273]: On smart glasses (not equipped with near-eye display) products, the company's optical components can be used for matching cameras and sensor modules. In addition, the company has focused on the layout of the metaverse business for many years, and has a technical research and development layout in display elements (reflected light waveguides, diffractive light waveguides, etc.), projection elements (optical machines) and other optical components that can be used in AR glasses.

Dr. Glasses has joined hands with the mysterious big names in the smart glasses industry to make a big deal. Who is the mystery celebrity? On January 7th, Dr. AI Intelligent Shooting Glasses and New Technology Conference, what is the new technology? What are the highlights and advantages?

Bose Glasses [300622]: Thunderbird Innovation announced the Thunderbird V3 AI shooting glasses jointly developed with the company on January 7. At present, the revenue related to the smart glasses business accounts for a relatively small amount, please be aware of the investment risk.

2025 is known as the first year of AI, what are the main revenue growth points of your company in AI-related fields in the future? Are AI glasses included?

Yutong Optics [300790]: The company's aspherical glass lenses are used in a small amount of AI glasses, the proportion of revenue in 2024 is small, the business is in the climbing stage, and there is uncertainty about the future development of related businesses.

What kind of customers does your AI glasses work with?

Emdoor Information [001314]: The company is a provider of intelligent products and solutions with R&D as the core, because the company has signed cooperation agreements with a number of domestic and foreign brand glasses customers in the category of AI glasses, and the specific details are subject to the customer's voluntary disclosure. At present, the company's AI smart glasses have completed the research and development stage, and now enter the stage of mold opening and in-depth optimization, the product has not yet entered the mass production stage, the relevant market is also in the early stage of industry development, consumption habits need to be cultivated, and there are still uncertainties in market expansion.

Does your company have a product application in AI glasses? Can you elaborate on that?

Runbei Aerocom[001316]: The company actively promotes the localization strategy and the construction of smart civil aviation, and its wholly-owned subsidiary, AeroComm, has launched its own brand (AeroComm) AI aerial inspection glasses and solutions, which have passed the national compulsory product certification (CCC certification), radio transmission equipment type approval and SGS related tests. The AI aerial inspection ophthalmoscope launched by the company can assist the staff to complete the inspection comprehensively and efficiently and record the archive through voice guidance with the assistance of laser indicator lights, infrared thermometers and other equipment. At present, the company's AI aerial ophthalmoscope has been promoted in some civil aviation customers. In the future, the company will continue to uphold the spirit of innovation and continue to explore to bring more advanced solutions to the aviation field.

With the explosion of DeepSeek, the AI glasses market has also set off a heat, and Xiaomi and Xingchen Technology have both announced that they will release AI glasses. Has your company developed a miniature battery for AI glasses? Do you have any contracts with the above two customers to have AI glasses business?

Sunwoda [300207]: The company has battery products suitable for AI glasses.

Which companies do you supply AI glasses precision parts to? Is there a supply for Xiaomi Smart Glasses?

Green Precision [300968]: The precision structural parts of smart glasses produced by the company are mainly provided to internationally renowned brands, and there is currently no supply to the above-mentioned brand products.

What are the important partners of your company's smart glasses testing and assembly equipment in China? What is the direction of your company's subsequent M&A? Your company is already deeply involved in AI applications, are you considering acquiring related assets in this area?

Rongqi Technology [301360]: The company's main customers in the field of smart glasses are Apple, Meta and Amazon. AI-related assets will be one of the directions considered by the company, and the company will fulfill its information disclosure obligations in a timely manner if it has an M&A plan.

With the continuous emergence of new AI consumer electronics products, have the company's products been applied or can be applied to Apple headsets for end brand customers? AIPC？ AI phones? AI glasses? AI headsets? AI speakers? AI home products?

Insite[301622]: The company's products can be applied to consumer electronics and smart home related terminal products equipped with artificial intelligence and AI, including AIPC, AI mobile phones, AI glasses, AI headphones and AI speakers.

Does the company have any new products unveiled at CES 2025?

Guoguang Electric [002045]: The company took the opportunity of the CES exhibition to introduce products including AI speakers, AI smart screens, AR/VR equipment, AI headsets, AI glasses, Bluetooth speakers and other products to customers, showing the company's technology accumulation and innovative solutions in the field of acoustics over the years.

Do you currently have any products that can enter the AI market? Is it possible for the AI market to become a growth curve for your company?

Zhuosheng Micro [300782]: The company pays attention to the market opportunities and development trends brought by artificial intelligence, and will develop corresponding technologies and products according to customer needs and market changes in combination with the company's technical reserves. At present, the company's RF front-end chips and modules, WiFi connection modules, Bluetooth front-end modules and other products can be applied to AI glasses and other smart wearables, smart homes, Bluetooth headsets, VR/AR equipment and other fields. In terms of strategic layout, the company still has a large space for development in the field of mobile phones, and will give priority to the layout of the mobile intelligent terminal market in the short and medium term. In the future, the company will further enhance its brand influence and market penetration through the layout and promotion of high-end modules.

Can the autofocus and optical image stabilization chips be used in AI products? Such as AI mobile phones, AI glasses and other electronic products?

Xi Di Wei [688173]: The autofocus and optical image stabilization technology of the company's voice coil motor driver chip product line belong to the core technology of the camera module, mainly by realizing automatic focus and optical image stabilization, so as to meet the high-definition imaging needs of electronic devices. Since AI mobile phones, AI glasses and other smart electronic products are usually equipped with camera modules to achieve image functions, the company's autofocus and optical image stabilization chips can be applied to the AI side, including AI mobile phones, AI glasses, and camera modules of AR/VR and other intelligent electronic devices. Up to now, the company's product line is mainly used in a variety of mid-to-high-end flagship models of vivo, Honor, Transsion, OPPO, Xiaomi, Lenovo and other brand customers.

What is the company's current layout in the AI industry chain, and have the products been mass-produced and sold?

San'an Optoelectronics [600703]: The company's Micro LED products work closely with terminal manufacturers in the field of AR glasses and AI glasses at home and abroad. The company's optical technology products can be applied to the AI field, 400G optical chip products are in the promotion stage, and 800G optical chip products are in the research and development stage.

In addition to Thunderbird's use of ArcSoft technology, are there any other important brands that use ArcSoft vision algorithms?

ArcSoft Technology [688088]: The company can provide AI glasses with computer vision-related algorithm functions, such as: HDR, night scene, video stabilization, multi-frame noise reduction and other functions. The launch of consumer-grade AI glasses on the market is a positive sign for the company's business.

Do you have any cooperation or discussion with Xiaomi on AI glasses?

Guangfeng Technology [688007]: With the participation of more and more giants, the certainty of the AR/AI glasses track is getting stronger and stronger. The company previously released the world's first self-developed AR optical module with a PPI of more than 10,000 yuan, which can solve the industry's pain points of lightweight and adaptable to daily wear and insufficient display, and meet the brightness needs of indoor and outdoor multi-applicable scenarios. In addition, the company has initially provided small batches of module prototypes to upstream and downstream companies in the AR industry chain such as Huaqin Technology, an A-share listed company, and Sunny Optical Group, a Hong Kong-listed company, for project pre-research and product pre-development. Based on the continuous investment in the field of AR glasses, the company has sufficient technical reserves, design and development capabilities. In terms of optical combiners, the company has mastered the ability of independent design and small batch sample supply around optical waveguide technology; At the opto-mechanical level, the company has reserved a variety of technical routes such as LCOS, DLP, Microled, laser scanning, etc., which can be used to develop products at any time to meet the needs of machine manufacturers, and the company will actively cooperate with large manufacturers in the field of AI and AR.

The company provides ROM+RAM memory chips for Meta's latest AI smart glasses Ray-Ban Meta, and the Ray-Ban Meta smart glasses series is equipped with Qualcomm's first-generation Snapdragon AR1 platform, which is specially designed and optimized for heat dissipation in terms of power consumption to create lightweight smart glasses.

BIWIN Storage[688525]: According to the company's publicly disclosed "2024 Annual Performance Forecast", the company has been deeply engaged in the field of smart wearables for many years and has built a differentiated competitive advantage. Meta, Rokid, Thunderbird Innovation, Shanji and other well-known AI/AR glasses manufacturers at home and abroad, Google, Little Genius, The supply chain system of well-known smart wearable manufacturers at home and abroad such as Xiaomi. In 2024, the revenue of smart wearable storage products will be about 800 million yuan, a significant year-on-year increase. In 2025, with the increase in the volume of AI glasses, the company's cooperation with key customers such as Meta will continue to deepen, which will promote the continuous growth of the company's smart wearable storage business.

What are the AI glasses manufacturers that cooperate with the company? Are the products equipped with the company's latest products on the market?

Torch Core Technology [688049]: The company's smart wearable chips ATS3085 installed in the first generation of INMO GO smart glasses products and have been mass-produced and marketed. Other AI glasses customer products based on the company's chips will be mass-produced and launched soon.

Does the company have AI glasses and AR glasses products?

Hisense Video [600060]: AI glasses is one of the important carriers of AI smart wearable, the company has been developing AI smart camera glasses products for overseas markets for external customers, the product has the characteristics of light weight and low power consumption. In the first half of 2024, the company launched the MR Glasses V3 Pro, which adds color video perspective and supports dynamic gesture interaction, with a wide range of application scenarios, not only for entertainment and gaming, but also for education, medical and industrial industries, and other industries, to meet the needs of different users.

The MACD golden cross signal is formed, and these stocks are on a good rally!