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With the constant help of the concept of meta-universe, the AR industry is about to usher in a small turning point in its development stage. As the next generation computing platform, AR-related fields have become the focus of technology giants. Internationally, Microsoft signed a contract worth 480 million US dollars (654.38 million +AR glasses) with the US Army, and launched the application of RemoteAssist. At the same time, Apple has successively acquired AR/VR related companies and announced that it will launch a consumer-grade head display. There is not a big gap between China AR-related enterprises and international AR technology enterprises, and even some enterprises are already in the international leading position in some technologies.

At present, the AR business layout of AR-related listed companies in the domestic market is still in the exploratory research and development stage, and no large-scale investment has been made. On the contrary, some start-ups have achieved a leading position in technological inventions. At present, AR technology and terminal products are mostly used in industry and commerce. With the progress of technology, more and more enterprises began to focus on the future, increased investment in consumer-grade AR glasses and parts technology, and made a phased breakthrough. Therefore, we have selected 50 representative companies in the AR industry chain, and will analyze their core competitiveness and future trends from the perspective of the whole industry chain. Details will be reflected in the complete industry analysis report.

AR terminal Nreal

Nreal was founded by Chi Xu on 20 17. At the beginning of 20 19, NrealLight launched AR glasses for consumers, and in February 2022, Nreal released them, and obtained the dual certification certificate of hardware-grade low blue light and strobe-free issued by T_V Rheinland Group of Germany. Nreal has established cooperative relations with more than 10 world-renowned operators.

In March 2022, Nreal completed a $60 million C+ round of financing, which was led by Alibaba. In September, 2002 1 year, Nreal received a series C financing of over1billion US dollars, which was jointly led by Weilai Capital, Yunfeng Fund and Hongtai Fund.

Rojid

Rokid was founded by Zhu Mingming, the original founder of Mammoth Technology, on 20 14, and was awarded as a national high-tech enterprise in 20 18. Rokid is committed to the research and development of hardware and software products such as AR glasses and the ecological construction based on YodaOS operating system. In September of 20021year, Rokid released RokidAir, a consumer-grade AR smart glasses.

In March 2022, Rokid received 700 million yuan in Series C financing, which was mainly used for technology research and development, marketing and ecological construction. Rokid has previously received investment from many top institutions, including Temasek, IDG Capital, Credit Suisse, Haitong Securities and Meta Capital.

Bright vision

Bright vision was founded by anne wu on 20 14, and is committed to providing AR+AI industry solutions for corporate customers. 20 17 introduced a new generation of AR glasses, and independently developed a neural network reasoning framework based on end computing. At the end of 2020, the AR glasses LeionPro was launched to realize three-dimensional interaction such as voice, gesture and even head movement.

202 1, 1, Guangming Vision completed1round of strategic financing, which was jointly invested by Yizhuang Kechuang, UMC Fund and Essence Securities, and ScalePartners used its capital advantage as the exclusive capital consultant.

Mu Ying technology

Mu Ying Technology was founded by Lu Yifei in 2020, and its main business is research and development, equipment and solution design in the field of smart glasses. In July 2020, the first integrated thin AR glasses xView was released. In May 2022, the first 5GAR glasses INMOX, 7 was released, and in July, the consumer-grade AR smart glasses INMOAir was released.

In May 2022, Mu Ying Science and Technology completed a round of financing of nearly10 million USD. This round of financing is exclusively invested by Wenzhi Group, with Kapok Capital as the exclusive financial advisor. Previously, Mu Ying Science and Technology has received over 100 million yuan investment from Jingwei Venture Capital, Eagle Fund and Sanqi Entertainment.

Huawei

Founded by Ren Yu 1987, Huawei has become the world's leading provider of ICT (information and communication) infrastructure and intelligent terminals. On April 20 16, Huawei released the first VR glasses HUAWEIVR；; 20 17 released VR2 head display; 20 19, VR wears a short-focus version of VRGlass; Be pushed out; 202 1 year 1 1 month VRGlass was upgraded to 6DoF version.

Since February 2022, Huawei has published more than six patents related to VR/AR, involving VR headsets, AR glasses, VR application design methods and systems, storage media and so on. In April 2022, Huawei obtained a patent for foldable AR glasses.

OPPO

OPPO, founded by Chen Mingyong in 2004, is a well-known electronic equipment and intelligent terminal manufacturing company in China. In March 2022, OPPO officially released AR glasses OPPOAirGlass. In April 2022, OPPO announced the patent of "wearable electronic equipment". The patent abstract shows that this kind of equipment includes contact lenses and display devices.

In addition to the layout of AR patented technology, OPPO also actively participates in upstream start-ups in the investment industry. In February 2022, OPPO participated in the A round of financing of Chen Jing Science and Technology. In addition, OPPO also participated in investing in a company that integrates visual sensing chips, Nishi Zhixin.

lively

Vivo was founded by Shen Weiyu on 20 1 1, mainly producing smart phones and other consumer electronic products. In 20 16, vivio released the first VR glasses with built-in sensors, with a sampling rate as high as 1000hz, providing accurate position feedback and motion detection, and further improving real-time response through independent data transmission channels, with a binocular synchronous screen-brushing mechanism.

In 20 19, vivo released the first AR glasses, and linked 5G to enter the AR market. According to the list of IPRdaily, an intellectual property comprehensive information service provider, from June 1 to February 1 in 2020, the number of patent applications of vivo in VR/AR was114.

Yingchuang technology

Yingchuang Technology was founded by Sun Li in August 20 14, specializing in the overall software and hardware development of smart glasses. On 20 16, yingchuang established a quantum machine learning laboratory, mainly engaged in the research of artificial intelligence technology. In 2020, a joint research center for optical chips was established with the School of Microelectronics of Fudan University to jointly develop domestic ed a software for optical chips.

At present, 6DoFMR glasses Honghu, ACTIONOneProMR smart glasses and JIMO have been launched. On April 20 17, Yingchuang completed a round of financing of nearly 100 million yuan, which was led by Chen Da Venture Capital. 20 19 received tens of millions of b rounds of investment from Huaying capital.

Chuang Long Zhixin

Chuanglong Zhixin, founded on 20 15, is a Sino-foreign joint venture technology company engaged in the research and development of high-end technology software and hardware. Since 20 15, Chuanglong has successively introduced two kinds of monocular smart glasses MADGazeAres and MADGazeX5, and in August 20021,it launched the first binocular smart glasses MADGazeVader.

MADGaze has an AR ecosystem: APP Mall _MADStore, fully automatic ARAPP generation platform _ ARCloud and developer platform _DeveloperConsole. In June 2020, 5438+ 10, Chuanglong obtained a series of financing of10.3 billion yuan, with DNS and Black30Venture as investors.

Guangli technology

Photoparticle technology was founded by Zhang Zhuopeng on 20 17, focusing on consumer-grade AR products. Its core technologies include optical display, optical waveguide, optical materials and light field engine. In September of 20021year, Holoswim, an AR holographic intelligent swimming goggles, was released. June, 5438+October, 20221October, released the binocular full-color diffractive optical waveguide ar smart glasses LightinMe and the matching interactive ring HandPlus.

At the end of 20021,Guangzi Technology announced that it had completed the A+ round of financing of over 100 million yuan, which was completed in two stages: A+ 1 and A+2. The A+2 stage is led by venture capital and capital, followed by Songyang Industrial Fund.

0 glass

Shenzhen Augmented Reality Technology Co., Ltd. (0glasses) focuses on the research and development of industrial AR smart glasses hardware and XR service engine, and is applied to artificial intelligence companies in industries, cultural tourism, exhibitions, marketing, education, smart cities and other fields. 0glasses has advanced technologies such as consumer-grade and enterprise-grade MR smart glasses, accurate image recognition and augmented reality with independent intellectual property rights. And through the deep integration with smart devices, Internet of Things and cloud computing, we will create platform-based augmented reality products and services that combine software and hardware.

Optical module Linxi LLL

Lingxi Microlight was established at the end of October/Kloc-April, focusing on R&D, mass production and complete solution supply of AR optical waveguide technology, focusing on the core device optical engine, and taking the lead in realizing low-cost mass production of optical waveguide AR lenses in the world.

In March, 2022, Lingxi Microlight announced the completion of 1 100 million Series B financing, which was invested by SDIC Meiya Fund, Fu Zhikang, Medikai, Beijing Tianhe Venture Capital and Shenzhen Wudao Investment.

Naidejia

Nedega was founded on 20 15, and mainly engaged in the design, research and development, production and technical support of optical modules for augmented reality (AR) and virtual reality (VR) smart glasses. At present, Nederga has two core optical technologies: free-form surface (geometric optics) and micro-nano optics (diffractive optics).

In the second half of 20021,Nederga started the intelligent expansion and reconstruction project of Germany and Canada. The production capacity of free-form optical lenses increased from 6.5438+0.4 million lenses/year to 2.6 million lenses/year. In May 2022, the b+ round of financing involving industrial capital and industrial capital was completed.

Azuma Tani technology co., ltd

Azuma Tani Science & Technology was established on 20 17, deeply cultivating digital pairing and digital interaction of AI+AR, and independently developed an AR optical module, an AR smart wear and an intelligent AI algorithm platform. In July, 20021,the self-designed array optical waveguide module M203 1 went on the market, realizing mass production.

From June 5438 to February 2020, Azuma Tani Science and Technology announced that it had obtained tens of millions of strategic financing, which was led by Guangzhou Chengtou Kaide Capital and followed by many institutions.

Long photoelectricity

Long _ Optoelectronic was founded on 20 14, and is committed to becoming a leading supplier of AR near-eye display optical modules. As the first mainland company in China to join the LaSAR Alliance, Long Optoelectronics released the diffractive waveguide module and prototype glasses based on LBS technology in 2022.

2002165438+February, Long _ Optoelectronic announced the completion of the C round of financing with over 100 million yuan, which was led by Huaqiang Capital, followed by institutions such as Langmafeng Venture Capital, Haojun Capital and Guiquan Changqing.

Tripole photoelectricity

Triode Optoelectronic was founded on 20 16, focusing on the research and manufacture of holographic diffractive optical waveguides, and has successfully developed monochromatic one-dimensional waveguide, two-dimensional pupil-expanding holographic waveguide, full-color holographic waveguide and large-area ARHUD holographic diffractive optical waveguide.

In 2022, augmented reality China ARC released the 20021China AR Annual Honor List "Excellent AR Device Module of the Year" 10 Top list, and triode optoelectronics was listed with 40 holographic diffractive optical waveguide devices based on 1.52 ordinary glass substrate.

Hangzhou Lili information technology co., ltd

Lili Technology was established on 20 18, focusing on the research and development and sales of AR smart glasses, low-light projection module based on optical waveguide, human-computer interaction based on artificial intelligence and other technologies.

AR optical modules ZX-20 and ZX-R 18 have been put into mass production, and they are independently developed based on array optical waveguide and free-form surface technology respectively, showing outstanding performance in technical fields such as brightness, power consumption, weight and volume.

Huiniu technology

Huiniu Technology was founded by three optical doctors at the beginning of 20 17, focusing on the perfect fitting of VRCOG (glass-based) to full gray-scale gamma curves in AM driving mode.

TCL group co., ltd. (abbreviation of TCL Corporation)

TCL laid out AR core technology from 20 18, and launched XR glasses TCLNXTWEARG from 202 1. At the 2022 International Consumer Electronics Show, TCL released two smart glasses products: consumer-grade XR glasses TCLNXTWEarAIR and the first binocular full-color MicroLED holographic optical waveguide AR glasses TCLLEINIAOAR.

In April 2022, the patent of "a VR optical system" applied by TCL was announced. It is shown that the VR optical system includes an optical path folding module, and a first light emitting part and a second light emitting part arranged around the optical path folding module.

Konka

Konka group (0000 16. SZ) built a full-process R&D production line for MicroLED, and the self-developed mixed mass transfer technology greatly improved the transfer efficiency and yield, and successfully transferred a large number of wearable display screens; The micro-LED chips and mini-LED chips developed by the company have been put into trial production in small and medium batches.

Rivers in western Canada

Liard photoelectric group (300296. SH) Because of its achievements and achievements in the field of scientific and technological innovation, it has been awarded many honors, such as National Technology Innovation Demonstration Enterprise and China Top 100 Electronic Information Enterprises (Beijing 10 Top).

In 2020, Liard and Jingyuan Optoelectronics jointly established Jingyuan Microelectronics to build the world's first MicroLED production base in Wuxi. The order is full at present. At the beginning of this year, Regent Microelectronics National Energy Group collaborative scheduling information system project (also known as the cornerstone project) was officially put into use.

sanan optoelectronics

Domestic LED industry leader in chip epitaxial wafer, spending huge sums of money on mini LED &；; Mini LED. In 2019 years, the company plans to invest1200 million yuan to build mini LED &；; MicroLED Industrial Park, according to the company's announcement in 2020, Hubei Industrial Park has completed infrastructure construction, and equipment has entered the market one after another, which is expected to gradually release production capacity. The company continued to maintain in-depth cooperation with Samsung, and cooperated with Huaxing to establish a MicroLED laboratory.

The chip is purple and sharp

Ziguang Zhanrui (Shanghai) Technology Co., Ltd. is a leading integrated circuit design enterprise in China. At the same time, it is also one of the few enterprises in the world that have fully mastered the full-scene communication technologies such as 2G/3G/4G/5G, Wi-Fi, Bluetooth, TV FM and satellite communication. , and has scarce large-scale chip integration and chip packaging capabilities.

At present, Ziguang Zhanrui T770 chip has been applied in INMOX. But compared with XR2, it has many advantages, such as technology, video, display ability,

There is a big gap between graphic rendering and artificial intelligence.

Xinyuan micro-electrons

Xinyuan microelectronics (Shanghai) co., ltd (Xinyuan, 68852 1. SH) is an enterprise that provides customers with platform-based, all-round and one-stop chip customization services and semiconductor ip authorization services.

The company is currently cooperating with Internet companies to customize an AR chip containing the core ip of the core source.

Anmou technology

Anmou Technology (China) Co., Ltd. (hereinafter referred to as "Anmou Technology") is an independent and wholly-owned Chinese joint venture company, and also the largest chip ip design and service provider in China. Anmou Technology has more than 300 authorized customers in China, and the cumulative chip shipment exceeds 25 billion pieces, which has stimulated the downstream technology industry ecology with an annual output value exceeding one trillion yuan.

According to the company, Anmou Technology is cooperating with Rokid to develop a heterogeneous design scheme with high integration, small package and high performance for AR.

Platform RealMax

RealMax is a global leader in AR augmented reality technology. Founded in 2003, the company is headquartered in Shanghai, China. Its Chinese name is Tapuyihai (Shanghai) Intelligent Technology Co., Ltd. in 20 15 years. The company has successively acquired four leading international technology companies, focusing on AR software algorithm research and development, AR hardware research and development, AR application platform research and development and AR content development.

RealMaxStudio is a completely web-based AR development platform, which combines well-known development tools like "Unity".

Xijian technology

Xijian Technology was established on 20 16, focusing on AR smart glasses and related technologies such as face recognition, image processing, computer vision and human-computer interaction. It is worth noting that EoniMap has a national market share of over 70%, and will cover 300+ cities and 65,438+million+landmarks. Its XR platform provides one-stop intelligent solutions for AR developers and operators.

2065438+In August 2008, it was announced that the 1/A2 round of financing was completed continuously, which was jointly invested by Lenovo Star, Jinke Junchuang, Gu Yin Fund, Seven Musketeers Lei Ming, former Xiaomi executives, Amazon executives and industrial funds.

Visual sense +AR

Vision +AR was founded on 20 12, and currently has two major businesses. One is AR open platform, which consists of EasyAR development tool platform and video +AR content platform. The other is an AR solution for various industries, including 3D rendering engine, script engine, cloud identification and other components based on its own AR content format. EasyAR is an AR cloud service provider, which has launched an open platform and enterprise-level solutions integrating ARSDK, AR content creation tools, AR cloud identification services and AR operating system.

In August, 20 17, Vision +AR received nearly 1 100 million A+ round of financing, with car home as the lead investor.

Easy EZXR

EZXR was hatched in Netease Artificial Intelligence Division, and 20 1 1 was established in Netease Hangzhou Research Institute, focusing on the research and development of AR and AI underlying technologies, providing full-stack AI technology application and exploration for Netease Group, with nearly 3.3 billion registered users.

In 20 15, the team entered the field of augmented reality (AR), and a number of research results were published at top international academic conferences such as ISMAR and IPIN, and won the ISMAR20 18BestPoster award.

Mizhi technology

Michi Technology is an AI platform company in the vertical field of AR, focusing on two key sectors of digital economy, artificial intelligence and augmented reality (AR), and has made an AR algorithm engine and a 3D rendering engine for two ecosystems, namely applet and Web.

KIVICUBE, the first online production platform of WebXR in China, helps users to create interactive AR business scenarios from scratch through visual editing, and publish them to applets, official WeChat accounts and Weibo with one click.

Qimen AR

Qimen AR is an interactive marketing SAAS service platform for AR, which can be configured with one button and take effect immediately. It is efficient and convenient, supports multi-platform and multi-ecology, and has a perfect background editing system such as content management, user management and data management to realize online and offline traffic interoperability and create an intelligent marketing closed loop.

JD.COM tiangong AR

At the beginning of 20 16, JD.COM formally established the AR/VR team. After several years of development, the AR/VR team has been upgraded to the AR/VR Technology Department, which belongs to JD.COM Retail Technology and Data Center. JD.COM Tiangong AR Open Platform aims to build the most influential ARVR platform in domestic consumption field and provide one-stop solutions for AR technology, products and services.

Rely on JD With the deep accumulation of underlying technology, strong content ecology and rich application scenarios in the consumer field, the platform enables AR content to reach a wide range of users in a platform-based way, and promotes the application of AR industry in various consumption scenarios.

Liangfengtai

The cool wind station was established in June, 20 12, 1 1. It independently developed the AR terminal and the AR cloud, and established the AR platform HiARSpace which combines the AR cloud as the digital hub and the end cloud. At the same time, HiLeia, the company's AR collaboration platform, has performed well in SaaS applications and platform capability PaaS services.

In September of 20021year, Liangfengtai announced that it had completed the C+ round of financing of 270 million yuan. This round of financing was led by CPE Yuanfeng, followed by Economic Development Capital, Hui Yuan Capital, Daguan Capital, Qingkong Ginkgo and Puchao Capital. The accumulated financing amount of the company is close to 800 million yuan.

Hikvision

Hikvision (0024 15. SH) was founded in 200 1 and has been working in the fields of security and intelligent things for more than 20 years. In 2020, the AR map application system "Digital Intelligent Live Map Hyper-converged Command Platform" was released, which used high-altitude live video as a map, superimposed resources and data information, and promoted the application of augmented reality.

Hikvision's AR real-life application platform is based on high-point video, with augmented reality (AR) as the core and real-life map engine as the pillar. Combined with the front-end IOT sensing equipment and business system data, the detailed information of objects and events in the high-point video is superimposed on the real-time video in the form of point, line and surface labels, which provides a brand-new three-dimensional management mode for users to grasp the macro situation and real-time details.

Conclusion The new era means new opportunities. With the arrival of the small explosion point in AR industry, the competition in the industry is becoming increasingly fierce. Only by mastering the core technologies in the industry and industrial chain and having excellent strength can an enterprise become a leader in the new era. Successful enterprises need to make an accurate judgment on the core factors of the macro-whole industrial chain and the future trend of the industry. Therefore, EqualOcean will use its professional knowledge and ability to study and analyze the whole industrial chain of AR industry in China, so as to help China enterprises develop rapidly and catch up with the international pace.