AI终端跟踪报告之三：国内首款量产AI眼镜“闪极拍拍镜”开售，开启眼镜产品密集发售序章

Investment Rating - The report maintains a "Buy" rating for the industry, indicating an expected investment return exceeding 15% over the next 6-12 months [10]. Core Insights - The AI glasses market is emerging as a significant opportunity, with the launch of the A1 model marking a pivotal moment in the sector. The A1 has already sold out its initial batch of 50,000 units, establishing itself as the second blockbuster product in the AI glasses category after Ray-Ban Meta [30][33]. - The report highlights the collaboration between various companies, including LOHO, Sony, and YunTianLiFei, to create a product that combines aesthetics, functionality, and advanced AI capabilities [30][33]. - The AI glasses are positioned to meet diverse user needs, featuring ergonomic designs and various fashionable lens options, catering to all-day and all-scenario wear [33]. Summary by Sections Industry Overview - The AI glasses market is gaining traction, with significant technological advancements and collaborations driving growth. The report emphasizes the potential for AI glasses to integrate into daily life, creating substantial market opportunities [25][30]. Company Analysis - Key players in the industry include GoerTek, Luxshare Precision, and Huqin Technology, which are expected to benefit from the growing demand for AI glasses and related technologies [25]. - The report identifies specific segments within the supply chain, such as ODM and component manufacturers, that are well-positioned to capitalize on the market's expansion [25]. Market Trends - The report notes that the CES 2025 will showcase various brands entering the AI glasses market, indicating a growing interest and investment in this technology [24]. - The introduction of the RUBIK AI Glass Lite version by Zhongke Chuangda is highlighted as a response to market demands for lightweight and fashionable AI glasses, with expected mass production in early 2025 [20][23].