Zhong Guo Ji Jin Bao·2025-07-23 08:01Group 1 - Alibaba is set to launch its first self-developed AI glasses this week, entering the competitive "hundred glasses war" [1][2] - The AI glasses will feature a voice assistant, music playback, phone calls, real-time translation, and meeting minutes, integrating functions from Alibaba's ecosystem such as maps, payments, and shopping [2][3] - Two versions of the product will be released: non-display AI smart glasses and AI+AR smart glasses, with the latter being prioritized [2][3] Group 2 - The development of these AI glasses is an extension of Alibaba's AI to consumer strategy, completed by the Tmall Genie hardware team and Quark AI research team [3] - The AI glasses project was officially initiated in April, with the team actively expanding [3] - The glasses will utilize a dual-chip architecture, featuring Qualcomm Snapdragon AR1 and Hengxuan BES2800 chips, and will include a Sony IMX681 image sensor with 12 million pixels [2][3] Group 3 - Other major tech companies in China are also advancing their AI glasses development, indicating a growing market [4][6] - Baidu's CEO announced the launch of the world's first native AI glasses equipped with a Chinese large model, while Xiaomi introduced its AI glasses, priced from 1999 yuan, directly competing with Meta's Ray-Ban [5][6] - The AI glasses market is expected to expand rapidly as more players enter, with a busy product release and mass production period anticipated in the second half of the year [6]