AI眼镜进“国补”，从“尝鲜”到“常用”还有几步？

Core Insights - The article highlights the rising popularity of AI glasses as a new consumer trend during the upcoming Spring Festival, alongside traditional goods, driven by technological advancements and government subsidies [1][3]. Group 1: Market Dynamics - The new "national subsidy" policy, effective January 2026, includes smart glasses in the trade-in subsidy list, offering a 15% subsidy with a maximum of 500 yuan per item, which is expected to stimulate demand [3][5]. - The initial month of the subsidy saw a significant increase in inquiries and sales for AI glasses, with prices dropping to around 85% of the original price, making them more affordable [5][7]. - Despite the growing interest, the AI glasses market remains small, with approximately 1.78 million units shipped in the first three quarters of 2025, compared to smartphones which see shipments in the hundreds of millions [7][9]. Group 2: Product Features and Categories - AI glasses integrate various technologies, including chips, audio units, sensors, and AI capabilities, offering functionalities like audio playback, voice calls, and real-time translation [7][9]. - The market features three main categories of AI glasses: AI audio glasses for auditory enhancement, AI camera glasses for first-person recording, and AI+AR glasses for immersive experiences [10][12]. Group 3: Industry Trends and Innovations - The global AI glasses market is expected to grow significantly, with shipments projected to rise from 340,000 units in 2023 to 26 million units by 2028, particularly in China [12][14]. - Chinese companies dominate the AI glasses exhibition space, accounting for over 60% of participants, showcasing a full industry chain from components to finished products [12][14]. - Recent investments from Chinese telecom operators into the AI glasses sector indicate a shift towards independent AI devices, enhancing the market's potential [14][16]. Group 4: Challenges and Recommendations - The industry faces challenges in achieving mass adoption, requiring a breakthrough product that combines innovative technology with practical applications [16][19]. - Key recommendations for the industry include enhancing technological innovation, improving user experience, and fostering collaboration across the supply chain [20][22].