中国基金报·2025-07-23 07:56Core Viewpoint - Alibaba is set to launch its first self-developed AI glasses this week, entering the competitive "Hundred Glasses War" in the AI glasses market [2]. Group 1: Product Features - The AI glasses will feature a voice assistant, music playback, phone calls, real-time translation, and meeting minutes, integrating functionalities from Alibaba's ecosystem such as maps, payments, and shopping [3]. - Two versions of the product will be available: a non-display AI smart glasses and a display-equipped AI+AR smart glasses, with the latter being prioritized [3]. - The hardware will utilize a dual-chip architecture, incorporating Qualcomm's Snapdragon AR1 and Hengxuan BES2800 chips [3]. Group 2: Development Background - This product is an extension of Alibaba's AI to C strategy, developed collaboratively by the Tmall Genie hardware team and the Quark AI R&D team [4]. - The project for AI smart glasses was officially initiated by Alibaba in April, with the team actively expanding [4]. - The imaging system will feature a Sony IMX681 image sensor with 12 million pixels [4]. Group 3: Market Landscape - Several major tech companies in China are aggressively advancing their AI glasses development, indicating a growing competitive landscape [5]. - Baidu's CEO announced the launch of the world's first native AI glasses equipped with a Chinese large model, set to release in November 2024 [6]. - Xiaomi also announced its first AI glasses during a recent event, directly competing with Meta's popular Ray-Ban, with a starting price of 1999 yuan [6]. - Xiaomi's AI glasses will also use the Qualcomm AR1 processor and feature a 12 million pixel IMX681 sensor [6]. - ByteDance has long been planning its own AI glasses [7]. Group 4: Market Outlook - According to Guojin Securities, the number of players entering the domestic AI glasses market is increasing, marking the beginning of the "Hundred Glasses War" [8]. - The second half of the year is expected to see a surge in product launches and mass production in the AI glasses sector, potentially leading to rapid market expansion [8].