字节“撤回”了豆包眼镜，但市场已经准备好了

Core Viewpoint - ByteDance's "Doubao" AI glasses are set to enter the shipping phase, attracting significant attention despite the company stating there is no clear sales plan yet [1][3]. Company Summary - ByteDance is primarily responsible for the upper-level app development of the "Doubao" AI glasses, while Longqi Technology handles mass production and underlying UI development, reflecting a collaborative approach to mitigate risks associated with self-research [3]. - The AI glasses feature a self-developed spatial algorithm chip, weigh less than 50 grams, and require the Doubao app for operation, indicating ByteDance's cautious entry into the hardware market and exploration of AI monetization avenues [3][6]. - Longqi Technology has set a minimum order requirement of 1 million units for the AI glasses, showcasing ByteDance's confidence in the market and its commitment to the AI glasses sector [6]. Industry Summary - The recent policy announcement includes "smart glasses" in the subsidy range for digital and smart products, which is expected to stimulate market demand by lowering consumer costs [4][6]. - IDC forecasts that the global smart glasses market will exceed 23.687 million units shipped by 2026, with China expected to account for 45% of this market, indicating a significant growth opportunity [6][9]. - Major companies like Alibaba, Baidu, and China Telecom have already launched their smart glasses, with a notable increase in sales during the 2025 Double Eleven shopping festival, where AI glasses sales surged by 2500% year-on-year [7][9]. - Advances in optical technology and AI model evolution are enhancing the supply chain and user experience for smart glasses, while upcoming consumer subsidies are likely to further boost demand, leading to a competitive landscape referred to as the "hundred glasses war" [9][10].