Jin Rong Jie·2025-10-24 02:38Core Insights - Alibaba's first self-developed AI glasses, Quark AI glasses, began pre-sale on the 24th at a price of 3,699 yuan for 88VIP members and 3,999 yuan for regular consumers [1] - The glasses are equipped with dual flagship chips, Qualcomm AR1 and Hengxuan BES2800, and feature advanced functionalities such as high-definition near-eye navigation, Alipay "Look and Pay" secure payment, Taobao price comparison, and Fliggy travel reminders [1] Industry Analysis - According to Guotai Junan Securities, AI glasses are set to reshape the smart glasses industry, potentially leading to an explosive growth phase, similar to the smartphone and traditional glasses markets, both of which have annual shipments in the tens of billions [1] - The global success of Meta has validated the feasibility of lightweight design, essential use cases, and consumer-level pricing, propelling the industry into a growth period [1] - Domestic manufacturers like Huawei, Rokid, and Xiaomi are leveraging the HarmonyOS ecosystem, waveguide technology, and supply chain cost reductions to lower hardware costs while expanding B/C-end scenarios [1] Market Projections - The Chinese market for AI glasses is expected to see a 188% increase in sales by 2025, driven by three main engines: ecosystem collaboration (cross-device connectivity), technological iteration, and cost optimization [1] - AI glasses are anticipated to evolve from single-function devices to platform-type terminals, potentially unlocking a market space worth hundreds of billions [1]