成立深圳首个AI智能眼镜产业联盟 宝安加速抢滩万亿新赛道

Core Insights - The recent launch of smart glasses by Huawei has garnered significant market attention, with the upcoming 2025 Shenzhen International Optical Expo focusing on the integration of traditional eyewear and smart wearables [2] - The year 2025 is anticipated to be a breakthrough year for smart glasses, with major tech companies like Apple, Facebook, and Google entering the market alongside domestic giants such as Huawei, Xiaomi, ByteDance, and Alibaba [2] - Shenzhen is emerging as a competitive hub for the smart glasses industry, with a growing number of companies and a robust industrial ecosystem, indicating the potential for a trillion-dollar new industry [2][4] Industry Developments - The concept of AI glasses is evolving, with advancements in VR, AR, and AI technologies leading to more intelligent and lightweight products [3] - Shenzhen's action plan for 2025-2026 aims to promote AI wearable devices, including smart glasses, smartwatches, and AR/VR equipment, focusing on high-cost performance for specific market demands [3] - The establishment of the AI Smart Glasses Industry Alliance in Bao'an district aims to integrate resources across the industry chain, fostering collaboration among companies [6] Competitive Landscape - Bao'an district is rapidly becoming a key player in the smart glasses industry, benefiting from a strong industrial foundation and policy support, with a complete supply chain from components to manufacturing [5][7] - Companies like Xianshun Technology and Yijing Virtual are making significant strides, with Xianshun developing the world's smallest near-eye display optical system and Yijing Virtual creating a commercial development board for smart glasses [5][7] - The smart glasses market is expected to see a surge in product launches this year, with various types of glasses, including audio glasses and multifunctional smart glasses, anticipated to enter the market [8] Future Outlook - The smart glasses industry in Shenzhen is projected to experience rapid growth, positioning the region as a global leader in smart wearable devices [4] - Bao'an district aims to cultivate 3-5 industry-leading companies and exceed 600 AI enterprises by 2026, with a target of achieving a scale of 55 billion yuan in the AI industry [7][8] - Predictions suggest that smart glasses could become an essential part of daily life and potentially replace smartphones by 2035 [8]