With the “AlphaGo shock” casting a doubt about future growth engine, a report advocated that Korean industry should pay more attention to augmented reality (AR) technology rather than artificial intelligence (AI).
Hong Sung-bae, analyst at NH Investment & Securities said on March 15, “Given the level of current technological development, I expect AR to be popularized earlier than AI.”
He added that investors should pay attention to stocks related with dual cameras which play a key role in AR.
AR is a technology that adds virtual information like 3D image to the real world. Dual camera is one of essential components for AR since it allows the collection of 3D data by using the phase difference between the images taken by two different modules from different angles.
Hong said, “The global AR market size is forecast to jump to US$120 billion in 2020 from $1 billion this year. Dual camera-related stocks would benefit from the expansion of the AR market.”
Domestic dual-camera stocks include LG Innotek, Samsung Electro-Mechanics, Partron, and Jahwa Electronics.
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