机构：智能眼镜有望成为端侧AI落地最佳场景之一

Core Insights - The global smart glasses market is expected to see a 110% year-on-year growth in shipment volume in the first half of 2025 [1] Group 1: Industry Trends - Smart glasses are anticipated to become one of the best scenarios for the implementation of edge AI, defined as integrating multimodal AI functions into regular glasses or sunglasses [1] - The combination of AI and AR glasses is viewed as the next development trend in the industry, with major players actively positioning themselves; AI-enabled AR glasses can significantly enhance interaction capabilities and expand application scenarios [1] Group 2: Market Dynamics - AI glasses are currently in a rapid growth phase, with multiple manufacturers entering the market, resulting in a rich product matrix and diverse price ranges; the progress of model integration and AI function upgrades is promising [1] - As model upgrades and user functional demands expand, the multimodal demand for AI glasses is expected to accelerate, gradually becoming a versatile AI assistant for various scenarios [1] - The trend in the AI glasses industry is clear, with new product launches in 2025 expected to catalyze ongoing developments; attention is recommended on the AI glasses-related industrial chain [1]