Apple(US:AAPL) Jing Ji Ri Bao·2025-06-15 22:48Core Insights - Apple is aggressively pursuing the AI glasses market, with a modular design that allows users to customize components such as batteries and frames, enhancing personalization and usability [1][2] - The anticipated launch of Apple's AI glasses is expected in 2026, with Foxconn and Quanta likely to secure manufacturing contracts, while TSMC is expected to produce key chips [1] - The introduction of AI glasses is expected to spark a new wave of market interest, benefiting various Taiwanese stocks associated with AI glasses [1] Modular Design Features - The patented modular design includes detachable support arms that can alleviate pressure on the nose and cheeks, enhancing comfort for users [2] - Users can replace components to improve fit, extend battery life, or personalize style, making the glasses adaptable for various head shapes and activities [2] - The support arms are embedded with essential electronic components, including processors, speakers, and batteries, allowing for a swappable battery feature [2] Technological Innovations - The AI glasses are expected to include a camera, microphone, and speaker, with built-in Siri support for functionalities like phone calls, music playback, instant translation, and navigation [3] - The design incorporates a "liquid glass" concept that creates a semi-transparent effect, allowing digital information to blend seamlessly into the user's view [3][4] - This innovative design aims to provide a more intuitive and natural interaction experience by merging digital content with the physical world [4]