端侧AI行业跟踪：重磅玩家入局AI眼镜行业，产业热度提升

Investment Rating - The industry investment rating is "Outperform" [9] Core Insights - The AI glasses industry is gaining momentum with major players entering the market, indicating a significant growth potential [1][2] - Recent advancements in both hardware and software for AI glasses are accelerating, with notable product launches expected in 2025 [1][2] - The introduction of AI glasses is seen as a new hardware terminal that could transition from "0 to 1," with 2025 being a pivotal year for product releases [2] Summary by Sections AI Glasses Market Developments - Baidu has launched the Xiaodu AI glasses, featuring a 16MP ultra-wide camera, four microphones, and various AI functionalities, set to be released in the first half of 2025 [2] - Samsung is expected to release its first AI glasses in Q3 2025, equipped with a Qualcomm AR1 chip and various recognition features, with an initial sales target of 500,000 units [2] - Apple's iOS 18.2 update introduces the Visual Intelligence feature, which could enhance the functionality of AI glasses by leveraging smartphone capabilities [2] Investment Recommendations - Companies entering the AI glasses market possess strong hardware and software capabilities, which will likely accelerate the industry's development [2] - Recommended stocks include GoerTek, Luxshare Precision, Longqi Technology, Hengxuan Technology, Juchip Technology, and Sitaiwei, with additional companies to watch being Tianjian Co., Jiahe Intelligent, Rockchip, Guoguang Electric, and Doctor Glasses [2]