从AI眼镜到脑机接口 智能终端升级大有可为

Core Insights - The news highlights the rapid development and investment in AI technologies, particularly in AI glasses, AI phones, and brain-computer interfaces, driven by policy support, technological breakthroughs, and market demand [1][2][4][6] AI Glasses - The 2026 International Consumer Electronics Show (CES) focuses on AI glasses, emphasizing lightweight design, strong interactivity, and full-scene applications as key trends [2] - Major companies are set to launch several AI glasses products in 2026, including Google's Project Aura and Apple's AI glasses, with IDC predicting a shipment volume of 4.508 million smart glasses in China, a 77.7% year-on-year increase [2] - The industry is witnessing increased orders, with companies like Visionary Technology and Huanxu Electronics ramping up production to meet rising demand for AI glasses [3] AI Phones - AI phones are expected to activate a new wave of device upgrades, with multiple Android manufacturers planning to release AI phones in early 2026 [4] - The evolution of AI phones is marked by a shift from mere computational upgrades to a fundamental restructuring of underlying systems, akin to past revolutions in computing and mobile operating systems [4] - The demand for AI phones is driving growth in the upstream supply chain, with companies like Bowei Alloy anticipating significant orders for components needed in high-end AI phone models [4] Brain-Computer Interfaces - The brain-computer interface sector is gaining momentum, with companies like Neuralink planning large-scale production starting in 2026 and Qiangnao Technology recently securing approximately 2 billion yuan in funding [6] - Government policies are increasingly supporting the development of brain-computer interfaces, with initiatives in cities like Beijing and Shanghai aimed at fostering innovation and establishing key enterprises in the sector [6] - Domestic companies are making significant technological advancements, such as Hanwei Technology's breakthroughs in non-invasive flexible brain-computer interface materials and collaborations with medical institutions [6]