AI眼镜“百镜大战”正酣 产业链博弈加剧

Core Insights - The AI glasses market is experiencing renewed attention as major tech companies enter the space, with Alibaba launching Quark AI glasses and other companies like Li Auto and Meta also making significant moves [1][2] - The industry is on the brink of scaling, with IDC predicting that by 2026, global shipments of smart glasses will exceed 23.687 million units, with China alone accounting for over 4.915 million units [3][4] Industry Trends - The competition among tech giants is leading to a unique market segmentation, with low-cost "white label" AI glasses priced around 100 yuan and premium products priced above 2000 yuan, targeting different consumer segments [3][4] - The transition of AI glasses from niche products to mainstream consumer electronics is imminent, driven by technological breakthroughs and the emergence of "killer applications" that enhance user experience [4] Supply Chain Dynamics - The maturity of the supply chain is rapidly increasing, with the core driver being the practical implementation of "AI + imaging" capabilities, supported by specialized SoC chips [5][6] - Qualcomm dominates the high-end SoC market with its Snapdragon AR1/AR1+ platform, while companies like Allwinner Technology are gaining traction in the mid-to-low-end market [5][6] Competitive Landscape - Over 80% of global smart glasses supply chain manufacturers are based in China, holding over 50% market share in critical areas such as camera modules and optical coatings [6] - For domestic manufacturers to penetrate the high-end market, they need to achieve breakthroughs in technology, legal frameworks, and commercial ecosystems [6]