By the end of the year, major electronic brands will launch their own new products, and AR glasses, known as the entrance of “meta universe”, will also be listed.
On December 25, rokid joined hands with Doctorglasses Chain Co.Ltd(300622) to hold the offline launch ceremony of rokid air, its first AR glasses product for C-end users, in Hangzhou and Shenzhen. Doctorglasses Chain Co.Ltd(300622) is the first listed company in China’s glasses retail industry, providing convenient offline glasses services for a large number of consumers, including myopic people.
It is reported that rokid air ar smart glasses adopt the turn back optical scheme to realize a 43 degree super large FOV and provide a 120 inch virtual screen. Like other ar glasses, rokid air ar smart glasses can also be connected to smart phones. Users can use applications, play games and watch movies on a large virtual screen. One of its more unique features is the adjustable focal length, which allows short-sighted users (with myopia of -5.00 D or lower) to use the head display without glasses or contact lenses.
According to insiders, rokid and Doctorglasses Chain Co.Ltd(300622) work together to directly hit the pain points of myopic users. “Ar glasses, as a new kind of things, began to enter ordinary consumers. The first experience of consumers is very important. There are a large number of myopic users, so we can’t ignore their needs. Ar glasses are first a kind of glasses, and then an electronic device, which superimposes various intelligent capabilities such as AR and AI on the carrier of glasses, but we can’t ignore the natural attribute of glasses and the visual correction function. ”At the same time, AR glasses will become more and more “glasses” with the development of technology. The AR glasses recently launched by oppo have adopted the solution of integration with traditional frame glasses. In the future, AR glasses must be a combination of the two to realize AR function and visual correction function under the same lens: AR glasses must be a customized frame intelligent glasses that can meet daily wear.
“Matching glasses is a craft. Ar glasses manufacturers can’t do it by themselves. Cooperation with mature glasses retail enterprises such as Doctorglasses Chain Co.Ltd(300622) is the best choice.” Industry insiders said, “at the same time, glasses stores can also undertake channel functions. The stores of Doctorglasses Chain Co.Ltd(300622) are mainly directly operated, mainly distributed in major shopping malls across the country, and have stable cooperative relations with large commercial institutions such as China Resources and Tianhong. Now shopping malls are the main offline traffic gathering place. This also highlights the difference between Doctorglasses Chain Co.Ltd(300622) and other glasses store channels.”
According to the previous research report of the World Health Organization, the number of myopia patients in China is as high as 600 million, and the rate of juvenile myopia ranks first in the world. China has become the world’s largest country. The results of the national survey on myopia among children and adolescents show that the overall myopia rate among children and adolescents in 2018 was 53.6% and that in 2019 was 50.2%. Offline service is essential to realize the optometry correction function of AR glasses. In recent years, with the continuous development of science and technology, myopia users still can’t match glasses online. They can only go to offline stores to provide professional and customized services.
“Rokid is a product-oriented company and also pursues the ultimate user experience. As far as AR glasses are concerned, we have a strong technical team to provide standardized solutions for the non visual function part. For the visual function part, we need other professional institutions to help us make up this link.” Rokid related staff said.
In the view of insiders, there is no “once and for all” solution for AR glasses to match myopia users, and choosing to cooperate with professional optometry companies has become its first choice. Huawei launched its third-generation smart glasses at the press conference on December 23 and also chose to cooperate with Doctorglasses Chain Co.Ltd(300622) . Consumers can enjoy online glasses matching services by providing optometry sheets. At the same time, relevant products will also be sold in Doctorglasses Chain Co.Ltd(300622) stores. The fitting function of traditional glasses stores carries the function of completing the “last mile” of AR glasses or smart glasses sales. At the same time, these stores have also become an important sales channel of such products.
As one of the earliest enterprises specializing in AR glasses in China, rokid has completed the B + round of financing led by Temasek and IDG before 2018. In 2021, rokid will complete the financing of hundreds of millions of yuan, and the investors are Haitong Securities Company Limited(600837) and several industrial investors.
Zhao Xiaoguang, vice president and director of the Research Institute, said recently: “yuanuniverse is similar to the new energy vehicles we talked about five years ago and the mobile Internet we talked about 10 years ago. They are not just a concept, but an era that will really change our production and life, all walks of life and our C-end clothing, food, housing and transportation, eating, drinking and having fun.” He believes that China is a global leader in the development of metauniverse. We can see that 80% of VR / AR products in the world are produced by Chinese enterprises in terms of hardware, software and applications. Two of the world’s top five VR enterprises are Chinese enterprises, ranking third and fourth respectively (HTC and DPVR). He believes that there will be better and more enterprises to grow in the future.
Traditional offline glasses stores, especially professional institutions such as Doctorglasses Chain Co.Ltd(300622) , may be able to take advantage of the east wind of the “meta universe” to radiate new vitality in the field of AR smart glasses and show its three core capabilities: glasses, channels, and the integration of AR capabilities and visual functions.
(Shanghai Securities News · China Securities Network)
