Mei Ri Jing Ji Xin Wen·2026-01-21 00:55Core Viewpoint - The report from CITIC Securities indicates that the AI glasses market is set to enter a product explosion phase by 2025, with Meta leading the way in September 2023, and other companies like Google expected to launch their products between 2026 and 2027 [1] Industry Insights - The AI glasses currently face a "trilemma" involving trade-offs among cost, weight, performance, and battery life [1] - AI audio glasses and AI camera glasses are already relatively mature, while AI+AR glasses with displays are still in the development stage [1] - The optical display system is identified as a critical component, with waveguide technology expected to become the mainstream solution in the future [1] Market Dynamics - By 2026, AI glasses are anticipated to be included in national subsidies, which is likely to further boost consumer demand [1] - Lens manufacturers are currently focusing on sales channels and custom lens areas to enhance average transaction value [1] - In the future, these manufacturers may leverage their expertise in resin materials and optics to penetrate deeper into the supply chain, including areas like waveguides, electrochromic components, and eye-tracking technologies, thereby capturing more value from the industry chain [1]