Apple(US:AAPL) Jin Rong Jie·2025-12-12 01:46Core Viewpoint - Apple's first smart glasses, AppleGlasses, are expected to be released in 2026, likely debuting at the Worldwide Developers Conference (WWDC), with mass production and market launch anticipated in 2027 [1] Industry Trends - The global AI glasses market is experiencing a surge, with various companies accelerating their developments in this sector [1] - Google announced plans to launch its first AI-driven smart glasses in 2026 [1] - In late November, Quark AI glasses featuring Alibaba's latest Qianwen AI assistant were officially released [1] - On December 3, Li Auto also launched its first AI glasses, named Livis [1] Market Outlook - According to CMB International Securities, the global technology industry is expected to see a dual trend of differentiated terminal demand and accelerated AI innovation by 2026 [1] - The rapid iteration of AI large models is driving sustained high demand in the computing power industry chain, leading to faster deployment of edge AI products such as AI smartphones, AI PCs, and AI glasses [1] - It is projected that global shipments of AI glasses will exceed 10 million units by 2026, positioning them as a core wearable category following TWS earbuds [1]