光大证券：AI眼镜有望迎来破圈时刻

Core Viewpoint - AI glasses are expected to reach a breakthrough moment, with significant growth projected in sales and market penetration in the coming years [1] Industry Summary - According to Wellsenn XR data and forecasts, starting in 2025, AI smart glasses are anticipated to rapidly penetrate the traditional eyewear market while maintaining stable growth in traditional eyewear sales [1] - By 2029, annual sales of AI smart glasses are expected to reach 55 million units, and by 2035, sales could potentially reach 1.4 billion units [1] - The wave of AI technology is accelerating the penetration of AI smart hardware, including AI glasses, AI headphones, AI toys, and AI speakers, which will enhance the demand for edge computing capabilities in a vast number of IoT devices [1]