How to treat the AR industry?

The United States is the largest source of AR technology in the world.

At present, the augmented reality (AR) industry in all countries in the world is in its infancy, so the development potential of AR industry in different countries and regions is analyzed from the perspective of patent technology. By the beginning of 2023, the largest technology source of global augmented reality (AR) is the United States, and the number of patent applications for augmented reality (AR) in the United States accounts for 38% of the total number of patent applications for global augmented reality (AR); Followed by Japan, the number of patent applications for augmented reality (AR) in Japan accounts for 20% of the total patent applications for augmented reality (AR) in the world; China ranks third, and the proportion of patent applications for augmented reality (AR) is 15%.

In 2022, the number of AR patent applications in China ranked first in the world.

From the trend point of view, the number of AR patent applications in the United States ranked first from 2010 to 2017, in which the number of Japanese AR patent applications was second only to the United States, but China began to catch up from 20 16, with 201. 202 1, 38,086 AR patent applications in the United States, 34,522 in China and 2962 in Japan. In 2022, the number of AR patent applications in China, the United States and Japan all dropped sharply, with 22,472 in China, ranking first; The United States 18 163, Japan 5274.

Nreal consumer-grade AR terminals have the largest market share in the world.

According to the data of Strategy Analytics, in 2020, Nreal's market share in global consumer-grade AR terminals is only 30%, while Lenovo's is 61%; In 20021yeAR, Nreal's global market share in consumer-grade ar terminals reached 75%, and other brands shared the remaining15%; In 2022, the global market share of H 1 Nreal consumer-grade AR terminals will reach 8 1%.

North America's consumer AR has the highest single customer value.

According to Statista's data, in 2022, the single customer value of consumer-grade AR in North America was the highest, reaching 108.5 USD/person; Followed by Asia, the single customer value of consumer-grade AR is 106.6 USD/person; Europe's lowest, consumer-grade AR has a single customer value of $95.85/person.

Comparison of representative products of global consumer AR enterprises

From the point of view of product unit price, the unit price of AR glasses of Microsoft, Magic Leap, ThirdEye of the United States and Toshiba of Japan are all relatively high, all close to or exceeding $2,000. The unit price of AR glasses products of Google in the United States is around $65,438+0,000; The unit price of AR glasses from Japan Epson, Israel Everysight and the United States Vuzix is 600-700 dollars; China is represented by Nreal and Lenovo, among which Nreal's AR glasses are leading in resolution, and the unit price is only $379. From the perspective parameters, the AR glasses of Merge Labs, Snapchat and Google in the United States performed well, with a viewing angle of over 80; From the point of view of battery life, the AR glasses of Google and ThirdEye in the United States and Everysight in Israel performed well, with a battery life of 8 hours.

The above data refer to the analysis report of China Augmented Reality (AR) Industry Development Prospect Forecast and Investment Strategic Planning by Forward-looking Industry Research Institute.