Xin Lang Cai Jing·2025-08-28 00:03Core Viewpoint - The upcoming Meta Connect conference, scheduled for September 17-18, is expected to showcase new AI glasses and software, highlighting the potential of augmented reality (AR) and artificial intelligence (AI) in the eyewear market [1] Group 1: Product Launches - Meta is anticipated to unveil the Celeste smart glasses, the third-generation RayBan-Meta glasses, and the Oakley sports glasses at the conference [1] - The event may also feature a new "metaverse software" that aims to redefine AI glasses from hardware, interaction, and software perspectives [1] Group 2: Industry Trends - Since the beginning of the year, domestic companies such as Xiaomi, Rokid, Thunderbird, and Xreal have launched AI/AR glasses, indicating a growing interest in this technology [1] - Major international companies like Google, Samsung, Apple, and Amazon are also clarifying their hardware and software plans for AI/AR glasses [1] Group 3: Market Outlook - The industry is viewed positively due to the enhancement of AI model capabilities, with glasses being seen as a long-term potential entry point for always-on interaction [1] - There is a recommendation to pay attention to the short-term catalysts that new product launches from leading companies may bring to the supply chain [1]