全球大厂正加速布局AI眼镜，行业迎来“量产大年”

Industry Insights - The AI glasses market is experiencing rapid growth, with major tech companies like Google, Apple, and Meta accelerating their investments [1] - Global AI glasses shipment is projected to reach 4.065 million units in the first half of 2025, representing a year-on-year increase of 64.2% [1] - By 2029, the global AI glasses market is expected to surpass 40 million units in shipments [1] - The period from the second half of 2025 to 2027 is anticipated to be a "mass production year" for the industry, with new product lines from companies like Meta, Apple, Xiaomi, ByteDance, and Alibaba [1] - Core components such as waveguides and main control SOCs are critical for the development and differentiation of AI glasses [1] Company Developments - Hengxuan Technology provides main control chips for smart glasses, with Xiaomi's AI glasses set to use the company's 2700 series chips and Alibaba's Quark AI glasses utilizing the BES2800 chip [2] - Hongsoft Technology specializes in visual AI and has signed contracts with 5-6 AI glasses brands, assisting several companies in launching their first products by the third quarter of 2025 [2]