
According to Goldman Sachs, after three consecutive years as the favorite stock of hedge fund managers, Apple is no longer popular, and the technology stock that replaced Apple is Google. All indications are that marketers and investors are optimistic about the future of Google Glass, and continue to raise the value of the investment behind the product and its industrial chain.
With the official launch of Google Glasses, the smart eyewear industry chain will also be launched. After the “restâ€, Google Glass’s concept stocks are expected to make a comeback.
“Smart glasses integrates functions such as voice photography, chat and online sharing, and even translation, and is the product with the highest technological content and the most powerful features in the field of optical spectacles. The future development prospects are very good and contain huge business opportunities. "Industry sources pointed out. Some analysts believe that it will lead to a very long industrial chain, involving more listed companies.
“The smart glasses market is expected to usher in explosive growth under the leadership of Google Glass.†According to the Guotai Junan research report, smart glasses have the functions of smart phones, but also have the killer function to meet consumer portability and large screen video experience requirements. This is exactly the biggest bottleneck encountered in the current development of smart phones.
Some brokerage analysts pointed out that the micro-projector, camera, bone conduction microphone, battery, antenna, and WiFi module, etc. are necessary parts from the structure of Google glasses, and in domestic micro-projectors, cameras, batteries, antennas and Leading manufacturers with certain technological monopoly advantages in areas such as WiFi modules are expected to benefit in the future.
Huatai Securities (601688) stated that with reference to the market interpretation of the Apple industry chain, Apple's core component companies such as domestic OEM touch screens benefited a lot. From the perspective of Google Glass technology, micro projectors, miniature cameras, audio bone conduction, and bone conduction microphones are the core components. The corresponding A-share listed companies such as Crystal Optoelectronics, Central Asahi Electronics, and Goerre Acoustics can benefit from it.
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