36氪·2025-11-28 11:13Core Insights - Google has initiated two AI glasses projects, currently in the POC (Proof of Concept) stage, with potential release as early as Q4 2026 [6][10] - The AI glasses will likely feature a waveguide optical solution and a camera, with hardware manufacturing by Foxconn and chip supply from Qualcomm [6][7] - Google aims to leverage its advanced Gemini AI model, which integrates natural language understanding and multimodal reasoning, as a core competitive advantage for its AI glasses [11][12] Group 1: Project Development - Google is working on two parallel AI glasses projects, distinct from the previously announced Project Aura, which was developed in collaboration with Chinese AR brand Xreal [6][10] - The AI glasses project is led by Michael Klug, a key figure from Google Labs and a former member of Magic Leap, indicating a strong expertise in the field [7][10] Group 2: Market Positioning - Google has a historical presence in the smart glasses industry, having launched Google Glass in 2012, which faced challenges due to privacy concerns [8][10] - After a cautious approach post-2015, Google shifted its focus from consumer-grade products to B2B applications in logistics, medical training, and remote device maintenance [10][12] - Despite trailing behind competitors like Meta's Ray-Ban, Google is strategically enhancing its infrastructure and ecosystem for AI glasses, including partnerships with Samsung and Qualcomm for an XR-specific operating system [10][12] Group 3: Competitive Landscape - The entry of Google into the AI glasses market introduces a formidable competitor, equipped with a comprehensive ecosystem that includes content, operating systems, and advanced AI capabilities [12][13] - Google's extensive experience in the eyewear industry positions it uniquely against other players in the AI glasses space, making it a well-rounded contender [12][13]