2 1 Shi Ji Jing Ji Bao Dao·2025-12-09 12:24Core Insights - Google is preparing to challenge Meta in the AI glasses market, aiming to take the lead in the next generation of computing platforms [1][5] - The company is set to launch its first AI glasses in 2026, focusing on two types: voice assistant glasses and display-enabled glasses [1][2] Group 1: Product Development - Google is collaborating with partners to develop AI glasses that integrate voice assistance and display capabilities, allowing users to interact without screens [1][2] - The "Project Aura" AI glasses, developed with Chinese AR company Xreal, will operate independently without a smartphone connection and feature advanced optical technology [3] - The Android XR platform will support diverse hardware forms, enhancing user experience through visual understanding and intelligent task execution [2][3] Group 2: Market Strategy - Google aims to differentiate itself from Meta by focusing on software platform empowerment rather than vertical integration of hardware and software [5] - The company is leveraging its Android XR platform and Gemini model to test market responses ahead of the AI glasses launch [5] - Google is forming partnerships with hardware manufacturers like Samsung and Qualcomm to build a competitive ecosystem against Meta [5] Group 3: Market Trends - The smart glasses market is expected to experience significant growth, with projections indicating that global shipments could exceed 23.68 million units by 2026 [7] - The Chinese smart glasses market is anticipated to reach over 4.91 million units in the same year, marking a critical turning point for large-scale growth [7] - Analysts believe that the evolution of AI capabilities will lead to unique applications in high-frequency scenarios, transforming smart glasses from novelty items to essential tools [8][9]