DeepSeek accelerates AI glasses or becomes the next terminal with shipments of over 100 million yuan

① Institutional research reports pointed out that DeepSeek is accelerating the implementation of AI glasses applications.
② Huaxi Securities pointed out that AI glasses are blooming everywhere and have huge potential in the future market space. Pan-AI smart glasses (AI audio/video glasses +AR glasses) are expected to match mobile phone shipments in the long term.

Institutional research reports pointed out that DeepSeek is accelerating the implementation of AI glasses applications. Recently, DeepSeek has successively released a number of large open source models. Through technology cost reduction, its reasoning capabilities have officially reached the level of leading overseas models at extremely low cost. As of February 4, DeepSeek’s daily activity has exceeded 20 million; the “open source + low price + distillation” model is expected to promote the improvement of the AI ecosystem and the implementation of applications.

Media reports said that if the plans of various manufacturers advance as scheduled, consumers will see a batch of AI glasses launched in a concentrated manner in the first half of this year. Huaxi Securities pointed out that AI glasses are blooming everywhere and have huge potential in the future market space. Pan-AI smart glasses (AI audio/video glasses +AR glasses) are expected to match mobile phone shipments in the long term. Looking to the future, with the enrichment of product forms, the continuous downward exploration of costs, the iterative upgrading of optical display solutions, and the improvement of AI end-side computing power, AI glasses are expected to become the next consumer electronics terminal with shipments exceeding 100 million, and the potential market in the future is huge. It is recommended to focus on core links with a relatively high value.

According to the Cailian theme library, among the relevant listed companies:

ou feiguangComplete assembly and manufacturing services for VR/AR glasses and head-mounted equipment have been laid out.

guoguang electricPay attention to the field of AI hardware and have achieved mass production on AI slightly, AI smart screens, and AR/VR equipment. In the future, we will actively promote the delivery of samples of AI headphones and AI glasses.

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