Rockchip(SH:603893) Zheng Quan Shi Bao Wang·2025-04-30 07:12Group 1 - The AI glasses concept has seen a strong market performance, with companies like Lechuan Technology rising over 13%, and others like Rockchip and Zhongguang Optical hitting their daily limit [1] - Major manufacturers are accelerating the development of AI smart glasses, with expectations for more brand new products to be released in the second half of the year [1] - Xiaomi's AI glasses are set to compete directly with Meta's Ray-Ban, potentially utilizing Qualcomm's AR1 and Hengxuan 2700 chip solutions, featuring advanced functionalities such as smart vision and automatic restaurant recognition [1] Group 2 - Guojin Securities believes that AI smart glasses are gradually breaking through, with brands like Thunderbird and Rokid already launching products, and more new releases expected [2] - Wellsenn predicts that global sales of AI glasses could reach 5.5 million units by 2025, representing a 135% year-on-year growth [2] - The breakthrough in waveguide technology is expected to favor lightweight AR smart glasses, with global AR device shipments projected to be 500,000 units in 2024 and 1.5 million units by 2027 [2]