Crystal Optoelectronics' main business is precision optical thin film component products and LED sapphire products. Its products have been supplied to Google Glass on a small scale. Kong Wenjun, secretary of the company's board of directors, confirmed, "Crystal Optoelectronics does supply Google Glass II, but the quantity is very small, mainly through chip manufacturers. Because Google Glass is not currently in mass production, there must be no mass supply yet. Now Crystal Optoelectronics is not a direct supplier, but an indirect supplier."
The data shows that Google Glass is an augmented reality (augmented reality technology, referred to as AR, is a technology that increases users' perception of the real world through information provided by computer systems) wearable smart glasses. These glasses combine smartphones, GPS, and cameras to display real-time information in front of the user. In the blink of an eye, you can take photos, upload, send and receive text messages, and check the weather and road conditions. Users can surf the web or process text messages and emails without having to do anything. At the same time, wearing these “extended reality” glasses, users can control their own voice to take photos, make video calls, and identify directions.
Analyst: Glass is still controversial
As for the news that Crystal Optoelectronics has clearly indicated that it has cut into Google's glasses supply chain, a brokerage analyst said, "This is certainly good news. After all, this is also a clear announcement of the first A-share company entering the Google glasses industry chain. We are particularly optimistic about smart glasses and even the smart wearable market, but so far, there have been no products in the smart wearable market that make people particularly desirable and particularly disruptive. The smart watch is better, but the smart watch has not been particularly large. Smart glasses are a good entrance, because this product liberates your hands, there will be a good prospect."
According to the data, on July 22, 2013, Google announced that it would acquire a 6.3% stake in HimaxDisplay, a subsidiary of Qijing Optoelectronics, which will be used to produce silicon chips and modules for devices such as Google glasses and head-mounted displays. The investment agreement also allows Google to increase its shareholding in Lijing Optoelectronics to 14.8% within one year. On the day of the announcement, the share price of Wonder Vision Optoelectronics rose by 32.5%, and in the whole year of 2013, Wonder Vision Optoelectronics broke out a strong increase of 512.92%.
According to the Wanlian Securities Research Report, according to BI's forecast, from 2014 to 2018, Google Glass sales will increase from 830,000 units to 21 million units, with a market size of about 21 billion US dollars.
However, the above-mentioned analysts reminded investors that "now Google Glass is also facing privacy and legal issues, and there is still controversy in the United States." But in the long run, the prospect of Google Glass is still optimistic, if the crystal photoelectric indirect supply of optical coating, it is likely to be cut into the camera module. "
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