2026年春节AI眼镜销量爆发，行业有望加快发展

Industry Insights - During the 2026 Spring Festival, AI glasses sales experienced explosive growth, with sales in Shenzhen's Huaqiangbei increasing by 70% to 80% compared to regular days, and overall revenue from technology products rising by 35% year-on-year, making AI glasses one of the most popular "tech gifts" [1] - Galaxy Securities believes that AI glasses are evolving into the core medium for the next generation of human-computer interaction, marking a critical turning point for the industry in 2023 due to breakthroughs in several core technologies [1] - The maturity of multimodal large models and successful deployment through model compression technology to terminal devices enable lightweight devices to possess complex voice and environmental interaction capabilities [1] - The introduction of specialized low-power chips provides the hardware foundation for offline voice interaction and real-time translation, while multi-chip heterogeneous architecture and swappable battery design further optimize power consumption and battery life [1] - Technological advancements are driving AI glasses from being mere accessories to smartphones to independent smart devices that can provide value in multiple scenarios, establishing a large user base that may lead to AI glasses replacing smartphones as the new terminal [1] Company Developments - Lingyi iTech focuses on core components and assembly of smart wearable devices such as AR and AI glasses, providing soft functional components, wireless charging, and assembly services to leading domestic and international clients [2] - Chipone Technology offers chip customization and semiconductor IP licensing services, having provided one-stop chip customization services for AR glasses to a well-known international internet company [2]