国泰海通｜电子：AI眼镜跟踪：大厂新品陆续发布，政策支持技术创新

Core Viewpoint - The article highlights the launch of Alibaba's "Quark AI Glasses," which deeply integrates with Alibaba and Alipay ecosystems, and discusses the supportive policies from Shanghai for AI glasses innovation [1][2]. Group 1: Product Launch and Features - Alibaba's self-developed "Quark AI Glasses" was officially unveiled during the WAIC 2025, with an expected release within the year. The glasses will have both display and non-display versions, utilizing dual Micro-LED and diffraction waveguide technology [2]. - The Quark glasses will feature advanced AI interaction capabilities, including AR navigation, payment options through Alipay, price comparison via Taobao, and travel reminders through Fliggy, marking a new paradigm in AI+AR interaction [2]. Group 2: Market Growth and Trends - Major tech companies like Xiaomi and Alibaba are set to enter the AI smart glasses market by 2025, with a significant increase in global AI glasses shipments anticipated. Meta's collaboration with Ray-Ban has already seen over 2 million units sold since its launch in September 2023 [3]. - According to Wellsenn XR, global AI glasses sales are projected to reach 2.34 million units in 2024 and 5.5 million units in 2025, representing a year-on-year growth of 135% [3]. Group 3: Policy Support - The "Next Generation Display Industry High-Quality Development Action Plan" issued by Shanghai emphasizes the development of AI+AR and AI+MR glasses, focusing on lightweight, low power consumption, high resolution, and wide field of view technologies [3]. - The plan encourages innovation in key components such as display devices, waveguide lenses, and core chips, aiming to enhance product performance and accelerate the development of portable smart glasses [3].