Cathay Securities and Haitong Securities: Doubao APP launches video call feature, AI glasses model undergoes multimodal upgrade
I'm LongbridgeAI, I can summarize articles.Guotai Junan released a research report stating that the Doubao APP has launched a video call feature, and the AI glasses large model has been upgraded in multiple modalities. It is expected that global sales of AI smart glasses will reach 5.5 million units by 2025, a year-on-year increase of 135%. The firm is optimistic about the enhancement of multimodal interaction capabilities of AI+AR glasses and recommends related companies such as Goertek and BES. AI+AR glasses will become the best carrier for multimodal large models, with multiple new products expected to be launched within the year
According to the Zhitong Finance APP, Guotai Junan released a research report stating that Doubao has upgraded its video function, and the large model's multimodal reasoning has made further progress. The AI + AR glasses are seen as the best carrier for multimodal interaction integration, and the firm is optimistic about the enhancement of interaction capabilities of AI + AR glasses through the iteration of large multimodal models and the subsequent intensive release of AI + AR glasses by major manufacturers. According to Wellsenn XR, global AI glasses sales are expected to reach 2.34 million units in 2024, with an estimated 5.5 million units sold in 2025, representing a year-on-year growth of 135%. Recommended stocks include Goertek, BES, Crystal Optoelectronics, Lante Optics, Longqi Technology, and Lens Technology, with related targets being Xingchen Technology, Thunder Technology, Huaxu Electronics, Tianjian Co., Ltd., Jiahe Intelligent, Hongjing Optoelectronics, and Sunny Optical Technology.
Guotai Junan's main points are as follows:
Doubao launches video function, AI glasses large model multimodal upgraded again
The Doubao APP launched its video call function on May 23, supporting video chat Q&A. This upgrade is based on a visual reasoning model, supporting online searches for problems encountered in work, life, and study, allowing users to have video conversations with Doubao at any time. Currently, AI glasses equipped with the Doubao model include the AI glasses released by Thunder Technology in 2025 and Rokid Glasses.
AI + AR glasses are the best carrier for full integration of multimodal interaction
The firm believes that AI + AR glasses rely on cameras for image input and can also integrate with devices such as rings, watches, and bracelets to achieve various interaction methods, including voice, display, gesture, eye movement, and touch, empowering scenarios such as voice assistants, image analysis, and smart navigation, making them the best carrier for multimodal large models, benefiting from the evolution of multimodal large models.
AI + AR glasses will see intensive releases within the year
The Rayban-Meta AI glasses, co-branded by Meta and Ray-Ban, have surpassed 2 million units in sales since their launch in September 2023, and Meta is expected to release AR glasses with displays in 2025; Rokid Glasses and Thunder X3 Pro will officially go on sale in Q2; major manufacturers such as Xiaomi, Samsung, and ByteDance are also expected to enter the market and release AI smart glasses in 2025.
Global AI glasses shipments are expected to grow rapidly
Hardware and software upgrades, along with new product releases from major manufacturers, will drive the expansion of the AI glasses market. According to Wellsenn XR, global AI glasses sales are expected to reach 2.34 million units in 2024, with an estimated 5.5 million units sold in 2025, representing a year-on-year growth of 135%.
Risk Warning: Risks of technological iteration falling short of expectations and risks of new product releases not meeting expectations