WAIC最火终端！AI眼镜迎来“百镜争鸣”

Group 1 - The core focus of the 2025 World Artificial Intelligence Conference (WAIC) was on AI glasses, showcasing their transition from concept to reality as the next generation of smart wearable devices [1] - Rokid demonstrated a real-life usage scenario of their AI glasses in a coffee shop, enabling seamless cross-language communication between a foreign barista and Chinese-speaking customers [1] - Major companies like Alibaba are entering the AI glasses market, with Alibaba unveiling its self-developed Quark AI glasses that integrate various AI capabilities and practical functions such as navigation and payment [1] - The market demand for AI glasses is rapidly increasing, with IDC predicting that China's smart glasses shipment will reach approximately 2.9 million units by 2025, representing a year-on-year growth of over 120% [1] - The entry of industry giants like Xiaomi and Alibaba is expected to enhance industry attention and significantly expand the potential user base for AI glasses [1] Group 2 - The development of AR glasses is anticipated to become more personalized and diversified, contrasting with the highly concentrated smartphone market [2] - Manufacturers in the glasses sector can find their niche by excelling in their respective verticals, as the expanding market will allow for multiple players to succeed [2] - The competition in the industry will intensify as more participants enter the market, with success dependent on each company's ability to capture a significant share of the growing market [2]