Supply two foreign giants and two domestic giants.
Guoguang Electric: In the fruit chain, the company has always been the main supplier, which is the same as the head-mounted display technology. The company is expected to follow the popularity of Apple's head-mounted display devices and bring about a substantial increase in performance. On the interactive platform, the company also explained that it will develop acoustic modules for pico and plan to put them into production in the second half of 2022, and develop acoustic modules and complete machine production business for Adventure (Q customer). In fact, according to the minutes, the company has hinted at the business layout. It is emphasized that the company's VR acoustic module will achieve rapid growth in 2 1 and will maintain a high growth trend in 22 years. Guoguang Electric itself is on the high-speed car track. This time, through the catalysis of Apple's head-mounted display equipment to global VR/MR, the businesses of M customers, domestic P customers and Q customers that have been laid out are expected to explode in an all-round way. And the company introduced a state-owned capital platform. Can you highlight the "light of domestic products"? Hardware field
1, 5YW055Ge56eR5oqA: It mainly provides VR supporting products for the top ten customers in the global intelligent terminal industry, mainly for export.
2. Zhuo Yi Science and Technology: The company independently developed AR glasses.
3. Lingda Co., Ltd.: The company's naked-eye 3D medical display is in the trial production stage, supporting mixed reality applications.
4. Su Dawei: The company has overcome the key technology of "nano-waveguide light field lens" in batches. The design and manufacture of waveguide lens is one of the core technologies of AR helmet and the main source of cost.
5. Gao Xinxing: The company has AR products, which are software system products used in two major application scenarios of public security and traffic police.
6. Yinjiang shares: invested 5 million US dollars in Magic Leap, a world-renowned AR technology company.
7. Lianchuang Electronics: The company is an internationally renowned MR company. Projection lens and binocular vision lens have been used in 102.42MR and VR systems respectively, and lenses in MR field have been produced and shipped.
8. Crystal Photoelectricity: The company has AR terminal supporting projection optical components.
9. Goer shares: The company participated in the whole machine manufacturing of Microsoft's new generation MR, and the products have been put on the market, and the copyright of the mixed reality medical teaching simulation system software V 1.0 has been used.
10, BOE A: The company launched a 5.7-inch UHD VR all-in-one machine and AR smart glasses, and also invested 5 million US dollars in AR smart glasses Meta Company.
1 1, Guoguang Electrical Appliances OEM the acoustic module in VR equipment for F customers of the top international platform company, which can be applied to various types of VR equipment. VR products are a kind of products with explosive growth of the company. In the future, the company will seize the opportunity to acquire more VR products and AR products.
Software field
1, Shang Yi Convention and Exhibition: The company is mainly engaged in exhibition services (AR shopping), and the virtual exhibition business will use mixed reality Mr, three-dimensional digitalization and other technologies that can be applied in Mr.
2. Hengxin Oriental: The company has technical reserves in mixed reality, and some film works won the Jin Duo Prize in the 3rd China VR/AR/MR Creation Competition.
3. Nengke Co., Ltd.: The mature VR/AR/MR technology in the industry is adopted to support the realization of manufacturing business scenarios, and the technology application level is at the same level as the industry.
4. Bao Tong Science and Technology: The holding company mainly aims to expand new business in the field of VR/AR/MR, innovate new game business models in combination with cloud computing, and promote the landing of technology in game scenes.
5. Jebsen Co., Ltd.: The technical team of the company has guaranteed the MR mixed reality packaging of the main scene of CCTV Spring Festival Evening 20 19.
6. Wang Shun Technology: The company has developed a mixed reality platform project based on blockchain technology to support digital assets.
7. Digital China: The company has accumulated public cloud solutions with mixed reality and independent property rights.
8. Shaanxi Drum Power: The company completed the intelligent overall planning of the process and realized the MR mixed reality display.
9. Liard: The company is a provider of VR/AR open interactive platforms and solutions, and has jointly established the "Robots for VR" project laboratory with iQiyi.
10, Donghua Software: The company became the first multi-camera remote surgical live broadcast based on 5G+VR+MR in China, and launched the 5G+VR medical guidance and education platform.
Content domain
1, Lingnan shares: The subsidiary is mainly engaged in large-scale immersive VR and MR projects in theme parks.
2. Fighting God Education: The diversified Chinese teaching project of the company will use interactive technologies such as MR as auxiliary tools to develop and design innovative educational experiences.
3. Huace Film and Television: The company holds 6.4% shares in Beijing Lanting, an AR/VR digital multimedia product production company, and shares in Magic Leap, a leading AR company.
4. Jinke Culture: The company has early childhood education ARcards, such as Tom Cat AR learning English.
Other stocks:
Huaxing Yuanchuang: The company has related cooperation with Apple MR glasses.
Chang Ying Precision: The company has obtained the global supplier qualification of Apple, and the products have been supplied in batches.
Wu Fang Optoelectronics: The infrared cut-off filter and biometric filter of the company's products are one of the necessary components of the camera module.
United Optoelectronic: Based on Fresnel lens technology and other optical element technologies required by VR/AR, a VR/AR all-in-one machine has been successfully developed.