2026年，巨头疯抢这个赛道

Core Viewpoint - The AI hardware market is experiencing a competitive race, with major players like OpenAI, Google, Alibaba, and ByteDance entering the field, indicating a shift towards consumer-grade AI hardware by 2026 [5][6][7]. Group 1: AI Hardware Market Dynamics - OpenAI plans to launch its first hardware device in the second half of 2026, marking its entry into the AI hardware sector, which already has 810 million monthly active users [5][9]. - Google has restarted its AI glasses project, while Meta is updating multiple AI glasses products, showcasing a trend among foreign AI giants to focus on AI glasses [6][7]. - Domestic companies like ByteDance and Alibaba are diversifying their AI hardware offerings, including AI glasses and recording devices, indicating a more varied approach compared to their foreign counterparts [7][10]. Group 2: Product Launches and Market Trends - The frequency of AI glasses in the product lists of major AI companies highlights a consensus on this hardware type as a primary entry point into the market [11]. - Meta's Ray-Ban Meta smart glasses have sold over 2 million units, indicating strong market validation for AI glasses, with expectations of 35 million units shipped globally by 2028 [12][13]. - The AI recording device market is also gaining traction, with products like Plaud Note achieving significant sales, prompting domestic giants like DingTalk and Feishu to launch similar devices [18][20]. Group 3: Business Models and Strategies - AI hardware products are primarily sold through a buyout model combined with value-added services, with DingTalk and Feishu offering competitive pricing and subscription models [19][20]. - The entry of AI giants into hardware is driven by the need to expand beyond saturated AI applications and leverage established supply chains for quicker product launches [26][29]. - Companies are adopting a "soft-hard integration" strategy, aiming to create a cohesive ecosystem that combines AI capabilities with hardware offerings [30][31]. Group 4: Competitive Landscape and Future Outlook - The competition between domestic giants like ByteDance and Alibaba centers on who can establish a hardware entry point first, while foreign companies face different challenges [35][36]. - Meta's strong market presence in AI glasses is partly a strategy to compensate for its shortcomings in AI model performance compared to competitors [37][38]. - The future of AI hardware as a new universal entry point remains uncertain, with challenges in user adoption and market demand for products like AI glasses and phones [48][50].