With the continued help of the Metaverse concept, 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. On the international front, Microsoft signed a $480 million contract with the U.S. Army (100,000 AR glasses) and launched the application RemoteAssist. At the same time, Apple has successively acquired AR/VR related companies and announced that it will launch consumer-grade headsets. The gap between Chinese AR-related companies and international AR technology companies is not large, and some companies are even already in an international leading position in certain technologies.
The current AR-related listed companies in the domestic market are still in the exploratory research and development stage in their AR business, and have not made large-scale investments. On the contrary, some start-up companies have achieved leading positions in technological inventions. . Current AR technology and end products are mostly used in industry and commerce. With the advancement of technology, more and more companies are beginning to focus on the future, increasing investment in consumer-grade AR glasses and component technology, and achieving phased breakthroughs. Therefore, we have selected 50 representative companies in the AR industry chain and will analyze core competitiveness and future trends from the perspective of the entire industry chain. The details will be reflected in the complete industry analysis report. AR terminal
Nreal
Nreal was founded by Xu Chi in 2017. It launched the consumer-oriented AR glasses NrealLight for the first time in early 2019. In February 2022, NrealAir was released and won the German T_V Rheinland Hardware-level low blue light and flicker-free dual certification certificate issued by the group. Nreal has established partnerships with more than 10 well-known global operators.
In March 2022, Nreal completed a US$60 million Series C financing, led by Alibaba. In September 2021, Nreal received more than US$100 million in Series C financing, co-led by Weilai Capital, Yunfeng Fund, and Hongtai Fund.
Rokid
Rokid was founded in 2014 by Zhu Mingming, the former founder of Mammoth Technology. In 2018, it was rated as a national high-tech enterprise. Rokid is committed to the research and development of software and hardware products such as AR glasses and the construction of an ecosystem based on the YodaOS operating system. In September 2021, Rokid released consumer-grade AR smart glasses Rokid Air.
In March 2022, Rokid received 700 million yuan in Series C financing. This round of financing was mainly used for technology research and development, marketing and ecological construction. Rokid has previously received investment from a number of top institutions including Temasek, IDG Capital, Credit Suisse, Haitong Securities, and Yuan Capital.
Liangliang Vision
Liangliang Vision was founded in 2014 by Wu Fei and is committed to providing AR AI industry solutions to enterprise customers. In 2017, it launched a new generation of AR glasses and independently developed a neural network reasoning framework based on end computing. At the end of 2020, AR glasses LeionPro were launched to realize three-dimensional interaction methods such as voice, gestures and even head movements.
In November 2021, Liangliang Vision completed the C1 round of strategic financing of 100 million yuan, jointly invested by Yizhuang Science and Technology, UMC Fund, and Essence Securities, with ScalePartners Capital serving as the exclusive capital consultant.
Yingmu Technology
Yingmu Technology was founded in 2020 by Lu Yifei. Its main business is research and development, equipment and solution design in the field of smart glasses. In July 2020, xView, the first all-in-one thin and light AR glasses, was released. The first 5GAR glasses INMOX will be released in May 2022, and consumer-grade AR smart glasses INMOAir will be released in July.
In May 2022, Yingmu Technology completed nearly US$10 million in Series A financing. This round of financing was exclusively invested by Zhiwen Group, with Mumian Capital serving as the exclusive financial advisor. Previously, Yingmu Technology has received a total investment of over 100 million yuan from Matrix Partners, Eagle Fund, 37 Interactive Entertainment and other institutions.
Huawei
Huawei was founded by Ren Zhengfei in 1987 and has become the world's leading provider of ICT (information and communications) infrastructure and smart terminals. In April 2016, Huawei released its first VR glasses, HUAWEI VR; in 2017, it released the VR2 head display; in 2019, it launched the short-focus version of the VR head display VRGlass; in November 2021, VRGlass was upgraded to the 6DoF version.
Since February 2022, Huawei has published more than 6 VR/AR-related patents, involving VR head-mounted devices, AR glasses, VR application design methods and systems, storage media, etc. In April 2022, Huawei's foldable AR glasses patent was authorized.
OPPO
OPPO was founded in 2004 by Chen Mingyong. It is a well-known electronic equipment and intelligent terminal manufacturing company in China. In March 2022, OPPO will officially launch AR glasses OPPO AirGlass. In April 2022, OPPO published a patent for "wearable electronic equipment". The patent summary shows that this equipment includes contact lenses and display devices.
In addition to deploying AR patented technology, OPPO also actively participates in investing in upstream startups in the industry. In February 2022, OPPO participated in Chenjing Technology’s Series A financing. In addition, OPPO also participated in investing in the integrated visual sensing chip company Ruisi Intelligent Chip.
vivo
Vivo was founded in 2011 by Shen Wei. It mainly produces consumer electronics products such as smartphones. In 2016, vivo released its first VR glasses with a built-in sensor with a sampling rate of up to 1000hz, which provides precise position feedback and motion detection. It further improves the real-time response through an independent data transmission channel, and is equipped with a simultaneous screen swiping mechanism for both eyes.
In 2019, vivo released its first AR glasses, linking 5G to enter the AR market. The list of IPRdaily, a comprehensive intellectual property information service provider, shows that from January 2020 to December 2021, vivo has published 1,114 patent applications in the VR/AR field.
Yingchuang Technology
Yingchuang Technology was founded by Sun Li in August 2014 and specializes in the overall software and hardware development of smart glasses. Yingchuang established a quantum machine learning laboratory in 2016, mainly engaged in the research of artificial intelligence technology. In 2020, it established an optical chip joint research center with the School of Microelectronics of Fudan University to jointly develop domestic optical chip EDA software.
Currently, 6DoFMR glasses Honghu, ACTIONOneProMR smart glasses and JIMO have been launched. In April 2017, Shadow Innovation completed nearly 100 million yuan in Series A financing, led by Dachen Venture Capital. In 2019, it received tens of millions of yuan in Series B investment from Huaying Capital.
Chuanglong Zhixin
Chuanglong Zhixin was established in 2015. It is a Sino-foreign joint venture technology company engaged in the research and development of high-end technology software and hardware. Since 2015, Chuanglong has launched two monocular smart glasses, MADGazeAres and MADGazeX5. In August 2021, it launched its first binocular smart glasses, MADGazeVader.
MADGaze has an AR ecosystem: APP mall_MADStore, fully automatic ARAPP generation platform_ARCloud and developer platform_DeveloperConsole. In January 2020, Chuanglong received 130 million yuan in Series A financing from DNS and Black30Venture.
Light Particle Technology
Light Particle Technology was founded in 2017 by Zhang Zhuopeng. It focuses on consumer AR products. Its core technologies include optical display, optical waveguide, optical materials, light field engine, etc. . In September 2021, the AR holographic smart swimming goggles Holoswim was released. In January 2022, the binocular full-color diffractive light waveguide AR smart glasses LightinMe and the matching interactive ring HandPlus were released.
At the end of 2021, Light Particle Technology announced the completion of Series A financing of over 100 million yuan. This round of financing was completed in two stages, A 1 and A 2.
Phase A 2 was led by Fenghe Capital, followed by Songyang Industrial Fund.
0glass
Shenzhen Augmented Reality Technology Co., Ltd. (0glasses) focuses on the research and development of industrial AR smart glasses hardware and XR service engines, and applies them to industry, cultural tourism, exhibitions, and marketing Artificial intelligence companies in , 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 deep integration with smart devices, the Internet of Things and cloud computing, we will create platform-based augmented reality products and services that combine software and hardware. Optical Module
Lingxi Micro-Light
Lingxi Micro-Light was established at the end of 2014. It focuses on the research and development, mass production and full solution supply of AR optical waveguide technology, focusing on core device optical engines. , the first in the world to achieve low-cost mass production of optical waveguide AR lenses.
In March 2022, Lingxi Micro-Light announced the completion of a 100 million yuan Series B financing, with investors including SDIC Meiya Fund, FIH Kang, Medicay, Beijing Tianhe Venture Capital and Shenzhen Wudao Investment.
Neidejia
Neidejia was established in 2015 and is mainly engaged in the design, research and development, production and production of augmented reality (AR) and virtual reality (VR) smart glasses optical modules. Technical support, currently has two core optical technology underlying platforms: free-form surface (geometric optics) and micro-nano optics (diffractive optics).
In the second half of 2021, Neidejia will launch the production expansion and transformation project of Dejia Intelligence. The production capacity of free-form optical lenses has been increased from 1.4 million pieces/year to 2.6 million pieces/year. In May 2022, the B+ round of financing jointly participated by industrial capital and industry capital was completed.
Gudong Technology Co., Ltd.
Gudong Technology was established in 2017. It is deeply involved in the digital twin and digital interaction of AI AR. It has independently developed AR optical modules, AR smart wearables and Intelligent AI algorithm platform. In July 2021, the self-designed array optical waveguide module M2031 was launched and mass produced.
In December 2020, Gudong Technology announced that it had received another tens of millions of yuan in strategic financing, led by Guangzhou Chengtou Kaide Capital, and followed by many institutions.
Long_Optoelectronics
Long_Optoelectronics was established in 2014 and is committed to becoming a leading AR near-eye display optical module supplier. As the first mainland Chinese company to join the LaSAR Alliance, Long_Optoelectronics released diffractive waveguide modules and prototype glasses based on LBS technology in 2022.
In December 2021, Long_Optoelectronics announced the completion of Series C financing of over 100 million yuan, led by Huaqiang Capital, followed by Langmax Venture Capital, Haojun Capital, Guiquan Evergreen and other institutions.
Sanji Optoelectronics
Sanji Optoelectronics was established in 2016 and focuses on the research, development and manufacturing of holographic diffraction optical waveguides. It has successfully developed monochromatic one-dimensional waveguides and two-dimensional pupil expansion. Holographic waveguide, full-color holographic waveguide, large-area ARHUD holographic diffraction optical waveguide.
In 2022, Augmented Reality China ARC released the 2021 China AR Annual Honor List "Annual Outstanding AR Device Modules" Top 10 List. Sanji Optoelectronics relies on 40° volume holography based on 1.52 low refractive index ordinary glass substrate. Diffractive optical waveguide devices are on the list.
Hangzhou Lili Information Technology Co., Ltd.
Lili Technology was established in 2018, focusing on augmented reality (AR) smart glasses, optical waveguide-based micro-optical projection modules, and artificial intelligence-based R&D and sales of human-computer interaction and other technologies.
The AR optical modules ZX-20 and ZX-R18 have been put into mass production, independently developed based on array optical waveguide and free-form surface technology respectively, and have outstanding performance in technical fields such as brightness, power consumption, weight, and volume.
Huiniu Technology
Huiniu Technology was founded in early 2017 by three optical Ph.D.s. It focuses on VRCOG (glass-based) that can achieve full gray-scale Gamma curves under AM driving mode. Perfect fit.
TCL
TCL has been laying out AR core technology since 2018, and will launch XR glasses TCLNXTWEARG in 2021. 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 light waveguide AR glasses TCLLEINIAOAR.
In April 2022, TCL’s patent application for “a VR optical system” was announced. The abstract shows that the VR optical system includes a light path folding module and a first light-emitting component and a second light-emitting component disposed around the light path folding module.
Konka
Konka Group (000016.SZ) has now built a full-process MicroLED R&D production line, and its self-developed hybrid mass transfer technology has greatly improved transfer efficiency and yield. , and successfully transferred large quantities of wearable displays; the MicroLED chips and MiniLED chips it developed have completed small and medium batch trial production.
Leyard
Leyard Optoelectronics Group (300296.SH) has been awarded: National Technology Innovation Demonstration Enterprise, China Electronic Information Top 100 Enterprises (Top 10 in Beijing) and many other honors.
In 2020, Leyard and Epistar Optoelectronics jointly established Epistar Microelectronics to build the world's first MicroLED mass production base in Wuxi, and the orders are currently full. At the beginning of this year, Lijing Microelectronics National Energy Group's production and operation collaborative dispatching information system project (also known as the cornerstone project) was officially put into use.
Sanan Optoelectronics
The leader in chip epitaxial wafers in the domestic LED industry, has invested heavily in MiniLED & MicroLED. In 2019, the company plans to invest 12 billion yuan to build a MiniLED and MicroLED industrial park in Gedian, Hubei. According to the company's 2020 announcement, the Hubei industrial park has completed infrastructure construction and equipment has gradually come into the site, which is expected to gradually release production capacity. The company continues to maintain in-depth cooperation with Samsung and cooperates with Huaxing to establish a MicroLED laboratory. Chip
Unisoc
Unisoc (Shanghai) Technology Co., Ltd. is a leading integrated circuit design company in China. At the same time, it is one of the few companies in the world that fully masters all-scenario communication technologies such as 2G/3G/4G/5G, Wi-Fi, Bluetooth, TV FM, and satellite communications, and has rare large-scale chip integration and chip stacking capabilities.
Currently, UNISOC’s T770 chip is being used in INMOX, a subsidiary of Yingmu Technology. However, compared with XR2, there is a big gap in terms of process, video and display capabilities, graphics rendering, artificial intelligence, etc.
VeriSilicon Microelectronics
VeriSilicon Microelectronics (Shanghai) Co., Ltd. (VeriSilicon, 688521.SH) is a company that relies on independent semiconductor IP to provide customers with platform-based, A company that provides all-round, one-stop chip customization services and semiconductor IP licensing services.
The company is currently cooperating with Internet companies to customize an AR chip containing CoreSource’s core IP.
Anmou Technology
Anmou Technology (China) Co., Ltd. ("Anmou Technology") is an independently operated, Chinese-controlled joint venture and the largest chip IP in China Design and service providers. Arm Technology has more than 300 authorized customers in China, and its cumulative chip shipments have exceeded 25 billion pieces, stimulating a downstream technology industry ecosystem with an annual output value exceeding one trillion yuan.
According to the company, Arm Technology is cooperating with Rokid to develop a highly integrated, small package, and high-performance heterogeneous design solution for AR. Platform
RealMax
RealMax is a global leader in AR augmented reality technology. It was founded in 2003 and is headquartered in Shanghai, China. Its Chinese name is Tapu Yihai (Shanghai) Intelligent Technology Co., Ltd. company.
In 2015, the company acquired four leading international technology companies, respectively 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 that combines well-known development tools like "Unity".
Xijian Technology
Xijian Technology was established in 2016 and focuses on the research of AR smart glasses and related facial recognition, image processing, computer vision and human-computer interaction technologies. . EoniMap has a national market share of 70% and will cover 300 cities and 100,000 landmarks. Its XR platform provides one-stop intelligent solutions for AR development and operations personnel.
In August 2018, it was announced that it had completed the A1/A2 round of financing of 120 million yuan consecutively, led by Lenovo Star, Jinke Junchuang, Guyin Fund, Baidu founder Seven Musketeers Lei Ming, former Xiaomi executives, Amazon executives and industry funds jointly invested.
Visual AR
Visual AR was established in 2012 and currently has two major businesses. The first is the AR open platform, which consists of the EasyAR development tool platform and the visual AR content platform. The second is the AR solutions for various industries, including a 3D rendering engine, script engine, cloud recognition and other components based on its own AR content format. EasyAR is an AR cloud service provider. It has launched an open platform and enterprise-level solutions integrating ARSDK, AR content creation tools, AR cloud recognition services, and AR operating systems.
In August 2017, AR received nearly 100 million yuan in Series A financing, led by Autohome.
EZXR
EZXR was incubated in NetEase’s Artificial Intelligence Division, which was established in NetEase’s Hangzhou Research Institute in 2011 and focuses on the research and development of AR and AI underlying technologies. The group provides full-stack AI technology application and exploration, reaching nearly 3.3 billion registered users.
In 2015, the team entered the field of augmented reality (AR). Many research results were published at top international academic conferences such as ISMAR and IPIN, and won the ISMAR2018 Best Poster Award.
Mizhi Technology
Mizhi Technology is an AI platform company in the AR vertical field, focusing on the two key sectors of artificial intelligence and augmented reality (AR) in the digital economy, and An AR algorithm engine and a 3D rendering engine have been developed for the two ecosystems of mini programs and web.
KIVICUBE, its first domestic WebXR online production platform, helps users create interactive and rich AR business scenes with zero basics through visual editing, and publish them to mini programs, public accounts, Weibo, etc. with one click Multiple platforms.
Qimen AR
Qimen AR is independently developed by Ant Agent based on years of experience in AR marketing services. It can be configured with one click, takes effect immediately, is efficient and convenient, and supports multiple platforms. The multi-ecological AR interactive marketing SAAS service platform has a complete back-end editing system such as content management, user management, and data management to realize the interoperability of online and offline traffic, thereby creating a closed loop of intelligent marketing.
JD Tiangong AR
In early 2016, JD officially established an AR/VR team. After several years of development, the AR/VR team has been upgraded to the AR/VR Technology Department, which is affiliated to JD. Retail-technology and data center. JD Tiangong AR Open Platform aims to build the most influential domestic ARVR platform in the consumer field and provide one-stop solutions for AR technology, products and services.
The platform relies on JD.com’s deep underlying technology accumulation, strong content ecology, and rich application scenarios in the consumer field to allow AR content to reach a wide range of users through platformization and promote the application of the AR industry in various consumption scenarios. .
Liangfengtai
Liangfengtai was established in November 2012. It independently develops AR terminals and AR clouds, and has built an AR platform with AR cloud as the digital hub and a combination of devices and clouds. HiARSpace.
At the same time, the company's AR collaboration platform HiLeia has excellent performance in SaaS applications and platform capability PaaS services.
In September 2021, Liangfengtai announced the completion of 270 million yuan in Series C financing. This round of financing was led by CPE Yuanfeng, with participation from Jingkai Capital, Yuanhui Capital, Daguan Capital, Qingkong Ginkgo, and Puchao Capital. The company’s cumulative financing amount has reached nearly 800 million yuan.
Hikvision
Hikvision (002415.SH) was founded in 2001 and has been working in the fields of security and intelligent IoT for more than 20 years. It will release AR maps in 2020 The application system "digital intelligence 'living map' hyper-converged command platform" uses high-altitude live video as a map, superimposes resources and data information to promote augmented reality applications.
Hikvision’s AR real-life application platform is based on Gaodian video, with augmented reality technology (AR) as the core and real-life map engine as the pillar. It combines front-end IoT sensing equipment and business system data to Detailed information such as objects and events within the high-point video range is superimposed on the real-time video in the form of point, line, and surface tags for linkage, providing a new three-dimensional management model for users to grasp the macro situation and grasp real-time details. Conclusion
The new era means new opportunities. With the arrival of a small explosion point in the AR industry, competition within the industry has become increasingly fierce. Only by mastering the core technologies in the industry and industrial chain and possessing strong strength can enterprises become leaders in the new era. Successful companies need to make accurate judgments on the core factors of the macro industry chain and future trends of the industry. Therefore, EqualOcean will use its professional knowledge and capabilities to research and analyze the entire industry chain of China's AR industry to help Chinese companies develop rapidly and catch up with international pace.