智能眼镜纳入 2026 年国补 国产芯片推动 AI 眼镜走向消费级落地

Group 1 - The Ministry of Commerce and other five departments have included smart glasses as the only new category in the 2026 national subsidy policy for digital and smart products, signaling institutional support for the next generation of personal computing terminals following mobile phones and home appliances [1] - The support for smart glasses reflects recognition of their technological maturity, application potential, and industrial value, indicating a shift towards consumer-grade adoption as AI capabilities accelerate towards edge computing [1][2] - The policy is expected to further accelerate the transition of smart glasses from conceptual products to scalable consumer-grade terminals, enhancing their market presence [1] Group 2 - The implementation of the policy is not a standalone benefit but is synergistic with the improvement of domestic chip capabilities and the maturity of complete machine engineering [2] - Continuous breakthroughs in domestic SoC regarding computing power, power consumption control, and system integration are essential for the stable operation of AI functions in smart glasses while ensuring user experience [2] - The large-scale application of domestic chips is considered a crucial condition for the entry of AI glasses into the mainstream consumer market [2] Group 3 - DPVR has launched the DPVR AI glasses, one of the few AI glasses products based on domestic chips that have achieved mass production [3] - The product focuses on first-person perspective shooting, lightweight wearability, and basic AI interaction, positioning itself not as a smartphone replacement but as a long-term wearable smart terminal for various high-frequency scenarios [3] - The application of domestic chips enhances supply chain stability and lays the foundation for future large-scale adoption, aligning with the subsidy policy's focus on accessibility, sustainability, and industrial maturity [3]