摩根士丹利：亚太地区智能眼镜中的芯片 新 Oakley Meta 和小米人工智能眼镜的半导体内容分析
2025-07-02 15:49
June 30, 2025 09:31 PM GMT Greater China Semiconductors | Asia Pacific Chips in Glasses: Semi content analysis for the new Oakley Meta and Xiaomi AI glasses Tracking AI glasses chip industry developments: In our Insight report – Semiconductors: AI Glasses – Focusing on the Asia supply chain (8 May 2025) – we mentioned that given the success of Ray-Ban Meta glasses (EssilorLuxottica is covered by Grace Smalley, while Meta is covered by Brian Nowak), we turned more positive on the future of AI glasses. We thi ...