21世纪经济报道·2025-12-10 05:03Core Viewpoint - Google is re-entering the smart glasses market with a focus on AI integration, aiming to compete directly with Meta in the next-generation computing platform space [4][6]. Group 1: AI Glasses Development - Google announced its first AI glasses product will launch in 2026, featuring two types: a voice assistant model and a display model that provides information directly on the lenses [1][5]. - The AI glasses will leverage Google's Gemini AI model and the Android XR platform, enhancing user interaction and experience [5][6]. Group 2: Market Competition - Google aims to challenge Meta, which currently holds a significant market share of 73% in the smart glasses sector, by focusing on software platform empowerment rather than vertical integration [6][9]. - The company is collaborating with hardware partners like Samsung and Qualcomm to build an ecosystem that can rival Meta's offerings [6][11]. Group 3: Industry Outlook - The smart glasses market is expected to experience significant growth, with projections indicating global shipments could exceed 23.68 million units by 2026, including 4.91 million units in China [9][10]. - Analysts believe that advancements in AI and user experience will drive the transition of smart glasses from novelty items to essential tools in various high-frequency scenarios [10][11].