After Hongmeng, Huawei AR is about to dazzle! What are the conceptual stocks?

Over the past two weeks, Huawei has been blowing a "Hongmeng whirlwind" in the market. Supporting and adapting to the Hongmeng OS has become a "trend", and the stock market related sectors have also risen to the forefront.

This week, Huawei will make a dazzling debut with AR! Will it blow up a new industrial whirlwind?

According to Huawei's official news, Huawei will hold a 5G+AR global online + offline summit on June 17th to unite global operators, regulators, partners, media, analysts, etc. to ****promote the prosperity of the 5G+AR ecosystem.

Cai Mengbo, Chief Marketing Officer of Huawei's Carrier BG, will release a white paper on AR Insights and Application Practices at the summit, and the Director of the Shenzhen Municipal Administration of Communications (SZAC) will deliver a speech on the theme of "Accelerating the Convergence and Development of 5G+AR and Creating the City of Dreams for Shenzhen 5G".

Huawei said that with the gradual maturation of the 5G ecosystem, the integration of augmented reality (AR) technology and industry applications is entering an explosive period.

With 5G networks, IoT systems, big data and other new "infrastructures" taking shape, the AR industry is growing rapidly and y penetrating core scenarios. The recent release of the Ministry of Industry and Information Technology's "5G+Industrial Internet" ten typical application scenarios and five key industry practices" depicts Haier's use of 5G, AR, AI and other technologies to realize the on-site assisted assembly of precision industrial equipment.

Huawei's layout in the field of VR/AR began as early as 2016, and in April 2016 Huawei released its first VR glasses "HUAWEI VR"; Huawei VR2 headset, which supports three platform terminals of cell phones, computers and Cloud V R, has also been listed in 2017. At the 2018 Huawei Developer Conference, Huawei released the universal AR engine "Huawei AR Engine".

"Huawei AR Engine" is open to all developers, and developers and third-party applications can access Huawei's VR system through the AR Engine API. Huawei also launched a complete development kit to promote developers and startups to build a new AR/VR ecosystem with it.

"The AR Engine is like a zipper that connects the digital and physical worlds, digitizes the objective world, and then connects it to people's bodies," said Huawei's Consumer BG AR/VR Product Technology Director at a recent technical seminar, noting that AR is geometric intelligence, a foundational capability for the future of society, and that future Huawei will work together with its partners to firmly promote the development of AR technology and ecology.

As of August 2020, Huawei AR Engine has covered 500 million Huawei cell phone terminal devices, and the number of Huawei AR apps on the shelves has reached 380, with 10,000 registered developer users.

Apple has also been steadily advancing its own AR technology applications, and in February of this year, it was revealed that Apple is actively working with TSMC to develop Micro OLED (silicon-based OLED) displays in preparation for the launch of its next-generation wearable device, Apple AR Glasses.

Silicon-based OLEDs are mainly used in near-eye microdisplays, including virtual reality (VR), augmented reality (AR), and mixed reality (MR). In recent years, there has been a wave of silicon-based OLED production line investment boom in China, and the scale of investment has exceeded tens of billions of dollars. BOE, VISION's Kunshan Mengxian and other enterprises have entered the game. China Electronic Information Industry Development Research Institute expects the 2023 silicon-based OLED market size is expected to reach 90 billion U.S. dollars.

SSE News combed through the investor interaction platform on the listed companies Q&A found that there has been a number of listed companies in the field of VR / AR layout:

BOE A

BOE's holding subsidiary, Yunnan Chuang Vision, announced in March that it is building a new 12-inch OLED microdisplay device, which will be used to create a new OLED display. inch OLED microdisplay device (silicon-based OLED) production line, the project's total investment of 3.4 billion yuan, the design annual capacity of 5.23 million pieces. The project will be implemented in three phases and is expected to be completed in January 2024. Yunnan Creative Vision Optoelectronics 8-inch silicon-based OLED microdisplay device production line has realized mass production in 2019, and is currently increasing production capacity.

Crystal Optoelectronics

AR glasses are intelligent linking devices between the virtual world and the real world. Lumus, an Israeli waveguide optics manufacturer in which Crystal Optoelectronics has a stake, showed the latest AR glasses prototype "Maximus", and the company currently has R&D layouts in diffractive waveguide, reflective waveguide, Birdbath, and other AR and VR display technologies.

Gore

The company has a corresponding layout in the field of AR-related core optical components such as optical lenses, optical waveguides, and optical modules, as well as advanced production process technologies such as nanoimprinting, and has a wealth of experience in designing, developing, and manufacturing AR devices.

Fujing Technology

The company has already provided AR/VR optical components to customers in small quantities.

Runjian Corporation

The company conducts in-depth research and forward-looking layout in the application of 5G technology in conjunction with the Internet of Things (IoT), Cloud Computing, Big Data, Artificial Intelligence (AI), Virtual Reality (VR) / Augmented Reality (AR), and other advanced technologies to provide one-stop intelligent information technology (IT) services.

Jiecheng

The company's shareholding company, Shiyou Technology, specializes in the research and application of fast animation technology, and owns a number of independent intellectual property rights and patented technologies in the fields of motion capture, expression capture, real-time animation generation, environment simulation and rendering, image processing, and AR&VR, etc.

The company's shareholding company, Shiyou Technology, specializes in the research and application of fast animation technology.

Dafu Technology

Shenzhen Dafu Network Technology Co., Ltd, the holding subsidiary of the company, has developed platforms such as Paracraft and NPLCAD based on its own intellectual property rights of the NPL language, which can be set up to cover VR, 3D design and printing, 3D movie production, work/product display and e-commerce. It can establish various 3D network platforms covering VR, 3D design and printing, 3D movie making, work/product display and e-commerce, trading, knowledge base, artificial intelligence and STEAM education.

Digital Vision

The company has a reserve of somatosensory and AR/VR related technologies, which are not yet commercially available.

Silk Road Vision

VR/AR business is the company's future focus on the development of the field, the company aims to VR/AR digital content creation as the core and entry point, to promote the company's VR/AR business with the education, training and the company's existing business and other areas of focus on the integration of development.