2 1 Shi Ji Jing Ji Bao Dao·2025-07-02 02:38Group 1 - Apple is developing at least seven types of head-mounted devices, with the first product expected to be smart glasses similar to Ray-Ban, projected to ship 3-5 million units by 2027 [1][2] - Apple will not launch new head-mounted devices in 2026, but multiple new products are anticipated starting in 2027, indicating a shift in focus towards smart glasses [1][2] - The AI glasses market is becoming increasingly competitive, with major players like Apple, Samsung, and Google racing to establish a presence against Meta, which currently dominates the market [1][3] Group 2 - Among the seven smart glasses being developed by Apple, three belong to the Vision series, which includes lighter and more affordable XR headsets, while four are smart glasses that may replace some TWS and smartphone camera functions [2] - The global shipment of smart glasses is expected to exceed 10 million units by 2027, with Apple focusing on self-developed core chips for these devices [3][2] - Meta has released the Oakley Meta, targeting the vertical sports market, with significant improvements in battery life and functionality, indicating a strategic move towards specialized applications [6][7] Group 3 - Meta's aggressive investment strategy aims to dominate the smart glasses market, with plans to release a high-end product named "Hypernova" in 2025, priced over $1,000 [7][9] - Meta's AI smart glasses sales surged by 216% year-on-year in Q1 2025, driven by the popularity of Ray-Ban Meta smart glasses, which accounted for a significant portion of the market [7][9] - Google is also entering the smart glasses market by collaborating with Samsung to launch an operating system for smart glasses, indicating a different approach compared to Meta's self-contained strategy [11][12] Group 4 - The domestic market is experiencing a "hundred glasses war," with emerging manufacturers facing challenges related to supply chain management and product quality [13][14] - The competition involves internet companies, smartphone manufacturers, and startups, each leveraging their unique advantages in software, hardware, and ecosystem development [14] - The success of companies in this competitive landscape will depend on their ability to integrate product design, software optimization, and systematic capabilities [14]