万亿级蓝图激活传统产业，深圳冲刺“全球AI眼镜第一城”

Core Viewpoint - Shenzhen aims to become the "global AI glasses capital" with the establishment of the AI Glasses Industry Alliance, marking a new phase of collaborative innovation and ecosystem development in the industry [1][2]. Group 1: Industry Development - The AI Glasses Industry Alliance consists of 8 founding members, including major companies like Honor and Lixun Precision, and over 60 member organizations from the supply chain [1]. - Shenzhen has been recognized as a global hub for AI glasses innovation, with a goal to reach an industry scale of over 800 billion yuan by 2026, striving for a trillion-yuan market [1]. - The action plan released by the Shenzhen Municipal Bureau of Industry and Information Technology focuses on nine product categories, including AI glasses, smart watches, and AR/VR devices, aiming to launch benchmark AI wearable products [1]. Group 2: Competitive Landscape - Shenzhen's Longgang district hosts over 1,500 eyewear companies, accounting for 80% of the city's eyewear industry, with an annual production of 125 million pairs of glasses, capturing over 50% of the global high-end market [2]. - The city has developed a complete ecosystem covering chip research, optical design, assembly, and application scenarios, enhancing its competitive edge in the AI glasses sector [2]. - The Guangdong-Hong Kong-Macao Greater Bay Area is working on establishing industry standards and promoting the development of an open-source AI glasses operating system to strengthen international competitiveness [2]. Group 3: Industry Insights - Industry experts suggest that the AI glasses sector should move beyond traditional manufacturing to enhance value across the supply chain, thereby increasing growth potential [3]. - Recommendations include fostering collaboration across the industry chain to avoid homogenization and enhance market presence both domestically and internationally [3]. - The establishment of special funds and promotional events is encouraged to attract capital and support the growth of the AI glasses industry in Shenzhen [2][3].