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Table_Main|2023 10 11 S0120523010001 xiely3 S0120523020003 hehp3 S0120523020001 dengying3 S0120523090003 songyt 1.23W40 2023.10.8 2.8 23W38 2023.9.24 3.8 23W37 2023.9.17 4.23H1 2023.9.11 5.8 23W36 2023.9.10 AR+Table_Summary AR VR VR 2016 2022 VR 180 1014 CAGR 33.4%VR Meta pico VR IDC 22 VR AR AR 2016 2022 AR 7 45 CAGR 36.5%22 AR 10 2022 Rokid Air Nreal Air Air OPPO Air AR 22 AR VR 26%AR 22Q4 32%Nreal Rokid 28%21%AR&AR VR 2022 AR 10 VR 9.3%AR AR AR 22 AR AR 22Q4 90%2020 AR AR 22 AR AR AR AR 43.4%AR AR 29.2%AR AR AR-7%-4%0%4%7%11%15%2022-10 2023-02 2023-06 300 2/20 1.AR.5 2.7 2.1.AR&.7 2.2.AR Google glass.9 2.3.22 AR.10 3.AR.13 4.AR.15 5.AR.17 6.19 XVAZvMtOmPoPqOoNrMpQmN8OaO6MnPmMpNmPeRmNnNjMrQrQ8OrQsRwMtOoOvPqRuN 3/20 1 VS.5 2 AR VR MR.6 3 VR/AR.6 4 VR/AR.7 5 22Q4 AR.7 6 22 VR.8 7 PICO 4pro VR.8 8 22 AR.8 9 AR VS Xreal Air AR.8 10 AR/VR.9 11 AR.9 12 Google Project Glass.9 13 Google Project Glass.9 14 Google glass.10 15 google glass.10 16 AR.11 17 XREAL Air.11 18 Rokid Max.11 19.12 20.13 21 XREAL Beam.13 22 Xreal AR.13 23 AR.13 24 AR.14 25 AR.14 26 AR.15 27 AR.15 28 AR.16 29 AR.16 30 AR.16 31 AR.16 32 AR.16 4/20 33 AR.17 34 AR.17 35 XREAL.17 36.18 37 Rokid.19 38 Rokid.19 5/20 1.AR VR AR MR XR VR Virtual Reality AR Augmented Reality MR Mixed Reality XR Extended Reality AR VR MR 1 VS AR VR C AR B 22 AR C 6/20 2 AR VR MR VR VR 2016 2022 VR 180 1014 CAGR 33.4%VR Meta pico VR IDC 22 VR AR AR 2016 2022 AR 7 45 CAGR 36.5%22 AR 10 2022 Rokid Air Nreal Air Air OPPO Air AR 22 AR VR 26%3 VR/AR VR A R（增 强现 实）V R(虚拟 现实)M R（混 合现 实）-100%0%100%200%300%400%500%600%020040060080010001200140016002016 2017 2018 2019 2020 2021 2022 2023E 2024EVR AR VR AR 7/20 4 VR/AR IDC AR 22Q4 32%Nreal Rokid 28%21%5 22Q4 AR 2.2.1.AR&AR VR 2022 AR 10 VR 9.3%AR IDC VR/AR standalone tethered VR 90%0%2%4%6%8%10%12%14%0510152025303522Q1 22Q2 22Q3 22Q4 23Q1AR VR AR 32%Nreal28%Rokid21%7%7%INMO5%8/20 6 22 VR 7 PICO 4pro VR IDC PICO XR AR AR 22 AR AR 22Q4 90%AR 90 8 22 AR 9 AR VS Xreal Air AR IDC Xreal AR AR 22Q4 AR/VR 83%AR AR 22 500 90%21Q4 1603 485 0510152025303522Q1 22Q2 22Q3 22Q4Standalone VR Tethered VR0.00.51.01.52.02.53.03.54.04.55.022Q1 22Q2 22Q3 22Q4Standalone AR Tethered AR 9/20 10 AR/VR 11 AR IDC IDC 2.2.AR Google glass AR 2012 AR 2015 2023 AR 2012 Project Glass AR 2014 Google Glass 1500 Google glass 12 Google Project Glass 13 Google Project Glass VR Google glass 1 1500 2 Google glass 36%43%55%63%75%81%83%0%10%20%30%40%50%60%70%80%90%100%21Q2 21Q3 21Q4 22Q1 22Q2 22Q3 22Q4 0200400600800100012001400160018000%10%20%30%40%50%60%70%80%90%100%21Q4 22Q1 22Q2 22Q3 22Q4$500$500 10/20 google glass 25 14 Google glass 15 google glass 3 2015 1 Google Glass Explorer 2019 5 Google Glass Enterprise Edition 2 AR MR 1500 999 2023 3 5 9 Google Glass 2.3.22 AR 2020 AR AR 22 2020 1 AR AR Rokid Glass 8 XREAL Light AR 21 10 AR 11/20 16 AR XREAL XREAL XR Rokid Rokid AR 100 100 17 XREAL Air 18 Rokid Max XREAL Rokid AR 1 2 3 4 2020 1 Rokid AR Rokid Glass Rokid 40 2021 9 Rokid Air 43 83g 60Hz 2023 3 Max 3840*1080 50 120Hz 2020M1 2020M8 2021M9 2021M10 2022M8 2022M10 2022M12 2023M1 2023M3 2023M5XREALXREALLightXREAL Air，XREAL XMicroLED AR Air 1S X2 AirPlusRokidRokidGlass2Rokid Air Rokid Air ProRokid MaxVisionGlass 12/20 2D 3D 2020 8 XREAL Light AR AR XREAL Light 52 3840 1080 XREAL Air 100000:1 60Hz 46 1080p TUV Eye comfort Air 1S Air Plus Air 1S 1920*1080 100000:1 45 Air Plus 49 120Hz 19 XREAL AR 2023 5 Air Plus 6 XREAL XREAL Beam Beam/2020H1 2020H8 2021H10 2022H8 2022H10 2022H12 2023H3 2023H5XREAL XREAL Light XREAL Air XREAL X499 2299 52 3840 x1080 100000:1 60Hz 46 1080p“”Air 1S Air Plus2499 2999 1920*1080 100000:1 45 49 120Hz Rokid Rokid Glass2 Rokid Air Pro Rokid Max 28000 1949 2999 AR 400:1 40 100000:1 43 1920*1080*2 83g 60Hz 0-500 3840*1080 50 120Hz 79g 0-600 2D 3D Vision Glass2999 1920*1080*2 60Hz 视 41 0-500 2D 3D 13/20 20 21 XREAL Beam XR XREAL 3.AR AR CPU Xreal AR 22 Xreal AR 23 AR AR 14/20 24 AR Birdbath Birdbath Birdbath Micro OLED 80%25 AR 15/20 4.AR AR AR 26 AR XR XREAL AR AR 43.4%AR AR 29.2%27 AR 44.4%43.4%42.0%29.2%24.2%12.6%0.4%0.0%5.0%10.0%15.0%20.0%25.0%30.0%35.0%40.0%45.0%50.0%16/20 AR AR AR 1001-2000 2001-3000 4000 28 AR 29 AR 30 AR AR AR 31 AR 32 AR 56.0%52.0%40.4%28.6%25.4%13.0%12.8%9.8%8.2%0 0.1 0.2 0.3 0.4 0.5 0.6 76.6%55.8%40.2%28.8%24.8%22.0%22.0%0 0.2 0.4 0.6 0.8 1 45.0%28.8%16.8%4.2%3.6%1.6%0 0.05 0.1 0.15 0.2 0.25 0.3 0.35 0.4 0.45 0.51001-2000 2001-3000 500-1000 3001-4000 4000500,75%,25%35.0%26.2%21.2%8.8%5.8%3.0%0.0%10.0%20.0%30.0%40.0%25-3018-2431-3536-4041-4546-50 17/20 33 AR 34 AR 5.AR XREAL XREAL NREAL 2023 5 NREAL XREAL 2017 Magic Leap Google AMD 81.7%XREAL XREAL AR AR AR XREAL 500 2.4 35 XREAL XREAL TCL TCL TCL 36.8%31.6%24.6%7.0%0.0%10.0%20.0%30.0%40.0%7501-10000 5001-7500 100003001-5000 41.2%25.4%25.2%6.2%2.0%0.0%10.0%20.0%30.0%40.0%50.0%18/20 36.88%22 TCL 14.99%Meta OPPO 2018 AR 100 60%2022 XR Air Air 1S 2022 AR 2022 2023 AR 36 XR XR Rokid Rokid 2014 2018 M Rokid IDG 19/20 37 Rokid wind Rokid Rokid AR YodaOS Al AR Al AR 38 Rokid Rokid 6.AR 姓名 职位 经历 持股比例 79.5%20/20 Table_RatingDescription 1.6 6 2.A 500 20%5%20%-5%+5%5%10%-10%10%10%
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