Group 1 - Meta and EssilorLuxottica are set to launch AI-powered smart glasses under the Oakley and Prada brands, marking a significant expansion of Meta's wearable technology into the fashion sector [1][2] - The new Oakley smart glasses are targeted at active consumers, with a price point around $360, and will feature technology similar to the recently released Ray-Ban Meta glasses [1][2] - Since the launch of the second-generation Ray-Ban Meta glasses in 2023, 2 million units have been sold, with a goal to increase annual production to 10 million units by the end of 2026 [3] Group 2 - The partnership with Prada follows a 10-year licensing agreement signed in December 2022, which includes the development and global distribution of eyewear for the Prada brands [2] - The collaboration is expected to leverage Prada's thicker frame designs, which can accommodate more components necessary for smart glasses [2] - The smart glasses market is becoming increasingly competitive, with Alphabet announcing a $150 million partnership with Warby Parker to develop glasses featuring Google Gemini AI, and Snap planning to release a new generation of smart glasses by 2026 [4]

Core Insights - 雷神科技 is actively expanding its presence in the smart glasses market, showcasing innovative products like the 雷神AURA AR smart glasses and 雷神AURA AI smart shooting glasses at the 2025 Volcano Engine Power Conference [1] - The company has signed a strategic cooperation agreement with 博士眼镜 and 汇鼎光学 to jointly explore the smart glasses market, indicating a strong commitment to building an ecosystem in this sector [1] - The global smart glasses market is projected to experience explosive growth, with IDC forecasting shipments to reach 12.8 million units by 2025, a 26% year-on-year increase [6] Company Developments - 雷神科技 has launched three different technology routes for smart glasses at CES 2025, marking a significant milestone in the industry [3] - The 雷神AURA AI smart shooting glasses feature advanced specifications, including a 12-megapixel camera and a lightweight design, aimed at providing a revolutionary user experience [3] - The company is integrating its products with the Volcano Engine smart glasses solution, enhancing capabilities such as intelligent interaction and visual recognition [3] Market Trends - The Chinese market is expected to see a remarkable growth rate of 107%, with shipments projected to reach 2.75 million units by 2025, positioning it as a key growth engine in the global smart glasses market [6] - The smart glasses industry is currently characterized by a diverse landscape, presenting numerous opportunities for innovation despite the lack of unified standards [6] - 雷神科技 is establishing a comprehensive product ecosystem centered around AIPC, AI smart glasses, and 雷神AI smart body, promoting a "hardware interconnection + software empowerment + scene penetration" strategy [6][4] Future Outlook - As technology continues to evolve and product prices become more accessible, smart glasses are transitioning from novelty items to practical productivity tools [7] - The competitive landscape is intensifying, with 雷神科技 positioning itself as a key player in the smart visual revolution, aiming to capitalize on the emerging trillion-dollar market [7]

Core Viewpoint - Rokid and Alipay have launched an innovative smart glasses payment solution called "Look and Pay," marking the world's first smart glasses with payment capabilities [2][3]. Group 1: Product Features - Rokid Glasses are designed for all-day wear and are the first smart glasses to incorporate payment functionality [3]. - The payment process with Rokid Glasses is completed in three steps: 1) User wears the glasses and says, "Loki, pay 10 yuan"; 2) The glasses recognize the Alipay payment code; 3) User confirms payment by saying, "Confirm payment," with payment information displayed on the glasses [5]. - The lightweight and comfortable design of Rokid Glasses makes them ideal for daily activities, allowing users to enjoy convenient payments while shopping, dining, or traveling [5]. Group 2: Security and User Experience - Rokid Glasses utilize Alipay's multi-dimensional risk control system to ensure transaction security, promising device safety and user payment security, with a "theft compensation" guarantee [6]. - The "Look and Pay" feature enhances the payment experience, allowing users to query payment records and obtain transaction details through voice commands, facilitating seamless payment integration [5]. Group 3: Industry Impact and Future Prospects - This collaboration signifies a transformation in payment mediums and a reconfiguration of human-computer interaction logic [7]. - The CEO of Rokid stated that the payment capability of Rokid Glasses enhances user experience and sets a new industry benchmark, with plans for further collaboration with Alipay to explore new user experiences [8]. - Future expansions may include quick payments for parking, voice-activated utility bill payments, and other daily services, indicating a broader application of smart glasses in everyday life [8]. - Both Rokid and Alipay view smart glasses payments as just the beginning of a new smart payment ecosystem, with the potential for smart glasses to become ubiquitous payment terminals as technology advances [9].

Core Insights - Meta is set to officially launch a new smart glasses product in collaboration with Oakley on June 20, 2023, as indicated by the new Instagram account @oakleymeta and a teaser video [1] - The collaboration has been promoted across various social media platforms, including endorsements from Meta CEO Mark Zuckerberg, highlighting its significance [1] - The design of the Oakley Meta smart glasses is based on the Oakley Sphaera frame, with a central camera placement, differing from the side-mounted camera of the Ray-Ban Meta smart glasses [1] Product Positioning - The new smart glasses are primarily targeted at cycling enthusiasts and other sports groups, aiming to compete in the action camera market against established brands like GoPro [2] - Meta's strategy of collaborating with different eyewear brands is intended to expand its market coverage in the smart glasses product line [2] - Both Oakley and Ray-Ban are under the EssilorLuxottica group, facilitating Meta's multi-brand strategy in the smart glasses sector [2] - The upcoming launch of Oakley Meta smart glasses will further enhance Meta's positioning in the wearable device market [2]

Core Insights - Qualcomm is increasing its focus on the smart glasses market by developing low-power components capable of running AI software [1] - The company showcased a new pair of smart glasses powered by the Snapdragon AR1+ Gen 1 processor, designed to operate independently without needing a smartphone or internet connection [1] - Qualcomm aims to position smart glasses as standalone devices, moving away from their current perception as smartphone accessories [1] Group 1 - Qualcomm's new smart glasses can run a fully functional AI assistant based on the Llama 1B model without relying on external devices [1] - The company has developed smaller and more energy-efficient components to overcome previous limitations related to high power consumption and battery life [1] - Qualcomm's chips are already powering devices from Meta Platforms, including Ray-Ban smart glasses and Quest headsets, as part of its strategy to mainstream smart glasses [1][2] Group 2 - Qualcomm plans to supply components for a range of head-mounted devices, including VR glasses and smart glasses that resemble regular eyewear [2] - The company collaborates with various manufacturers, including Lenovo, Sony, Microsoft, and HTC, to integrate its chips into their products [2] - Apple is also exploring the smart glasses market, having launched the Vision Pro headset, which has not yet achieved commercial success [2][3] Group 3 - Qualcomm seeks to support the development of the smart glasses category before Apple potentially disrupts the market [3]

Core Insights - The rise of smart glasses is driven by advancements in AI technology, fashion consumption, and increased focus on eye health management, transforming glasses from functional items to complex, intelligent, and personalized consumer products [1][2] - Shenzhen is emerging as a hub for innovation in the eyewear industry, leveraging policy support and service integration to promote multi-industry collaboration and enhance the industry's development [1][6] Smart Glasses Emergence - The AI smart glasses "Paipai Jing" by Leju Tianxia Technology allow users to perform various functions such as making calls, listening to music, and voice translation through camera and voice interaction, and are available in eight major cities [1][2] - The development trend of smart glasses is towards lighter, thinner, and more intelligent designs with longer battery life, supported by collaboration with over 50 suppliers and a focus on reducing energy consumption [2][6] Health Management Features - The "Li Bai" children's glasses from Shenzhen Huiming Eyewear incorporate a digital myopia management system that tracks user behavior and provides personalized eye care plans through an app [3][4] - The integration of AI technology in eyewear is enhancing eye health management, making it more visual and intelligent, with a focus on monitoring user habits and providing real-time feedback [3][4] Industry Collaboration and Innovation - Shenzhen's eyewear industry benefits from a complete supply chain, with over 1,500 eyewear companies producing 125 million pairs annually, capturing over 50% of the global mid-to-high-end eyewear market [6][7] - The local government is actively supporting the eyewear industry through initiatives like the establishment of an AI industry fund and various collaborative platforms to enhance technological integration and innovation [7][8] Market Trends and Consumer Behavior - Over 60% of young consumers own at least three pairs of glasses, indicating a trend towards diversified and personalized eyewear choices, leading to the concept of an "eyewear wardrobe" [5][6] - The emergence of original design teams in the eyewear sector is promoting innovative designs and enhancing the global presence of Chinese eyewear brands [5][6]

Core Insights - Apple has made progress in the development of a dedicated chip for smart glasses, indicating an acceleration in the device's development to compete with Meta Platforms' popular Ray-Ban smart glasses [1] - The new processor is based on the low-power chip architecture of the Apple Watch, featuring lower energy consumption compared to existing components in iPhone, iPad, and Mac [1] - The chip has been customized to enhance energy efficiency by removing certain components and is designed with a multi-camera control system to accommodate the imaging modules of the glasses [1] - Apple plans to begin mass production of the processor by the end of 2026 or in 2027, suggesting that if development proceeds smoothly, the smart glasses could be launched within the next two years [1]

来源 | 新智元 曾被寄予厚望的苹果AI，似乎已被这个飞速迭代的时代淘汰了。 Siri，作为曾经的语音助手先驱，光环逐渐暗淡。苹果AI的努力在谷歌OpenAI等巨头夹击之下，又显得力不从心。 如今，苹果正通过拆分AI团队，试图重塑组织架构，在这场鏖战中扳回一局。 苹 果 A I 六 年 沉 浮 2018年之前，苹果AI工作分散在公司各个部门。 Siri团队，以及其他与苹果iOS操作系统相关的AI小组，隶属于「软件工程部门」。 硬件团队有自己的AI成员，专注于研发苹果处理器神经引擎等组件。自动驾驶汽车项目，则由一些硬件高管负责。 此外，服务和运营部门也有一些AI相关的团队。 这里，没有专门的iPhone、iPad或Mac团队，这些产品均由产品硬件、软件、服务部门共同开发。 虽看似不合理，但这种按职能，而非业务单元组织的模式，是苹果一直以来的传统。 随着AI在消费设备中的重要性日渐凸显，分散的团队结构逐渐开始拖后腿。Siri从开创性产品逐渐被淘汰，远远落后于亚马逊的Alexa和谷歌助 手。 当时，苹果高管认为，「AI团队组织分散，对公司来说弊大于利」。 为了扭转局面，苹果于2018年从谷歌挖来了AI大咖John ...

Group 1: Future Growth Drivers - The main drivers for future profit growth are the increasing vision problems among the elderly and children, with a focus on the aging population and the rising myopia rates among youth [2][3] - As of 2023, the overall myopia rate among children and adolescents in China is 52.7%, with rates of 35.6% for elementary school students, 71.1% for middle school students, and 80.5% for high school students [2][3] Group 2: Financial Performance - For the fiscal year 2024, the company achieved a revenue of 1,202.82 million yuan, representing a year-on-year growth of 2.29% [5] - The net profit attributable to shareholders was 103.63 million yuan, reflecting a decrease of 19.08% compared to the previous year [5] Group 3: Market Outlook - The global eyewear market is projected to grow from 104.08 billion USD in 2024 to 131.34 billion USD by 2029, with a compound annual growth rate (CAGR) of 4.8% [6] - The Chinese eyewear retail market is expected to expand from approximately 97.86 billion yuan in 2024 to 116.29 billion yuan by 2029, with an estimated CAGR of 3.5% [6] Group 4: Store Expansion and Brand Development - As of December 31, 2024, the company operates 557 stores, including 510 direct-operated and 47 traditional franchise stores [7] - In 2024, the company opened 78 new stores and closed 36, resulting in a net increase of 42 stores [7] - The company has developed 13 proprietary eyewear brands and 4 lens brands, with proprietary lens sales accounting for 58.65% of total lens sales and proprietary frame sales accounting for 65.40% of total frame sales in 2024 [7] Group 5: Smart Glasses Initiative - The company is actively integrating smart technology into its offerings, establishing partnerships with leading smart eyewear brands and enhancing in-store experiences with dedicated smart eyewear sections [4] - A joint venture with Thunder Innovation was established to co-develop smart eyewear products, with the first product launched on January 7, 2025 [4]

AI 眼镜行业 20250412 摘要 Q&A 智能眼镜行业的现状及未来发展趋势如何？ 智能眼镜行业正在经历一系列积极变化，并加速进入大众消费时代。谷歌和苹 果早期的探索虽然未能完全打开市场，但 Meta 与 Ray-Ban 合作推出的 Ray-Ban Stories 解决了许多功能性和重量问题，成为划时代产品。国内市场在最近两 年也呈现出百花齐放的竞争格局。技术创新成果催生代表性作品，继而成为爆 品，推动市场规模快速增长。随着 AI 模型的发展、光学显示技术迭代以及近视 • 博士眼镜自 2019 年起与华为、Rocket、雷鸟创新等智能眼镜品牌合作，截 至 2024 年半年度拥有 530 家门店，计划通过可转债扩展至 700 家以上，主 要布局华南和江西地区，直营店为主，毛利率超 60%，净利率约 10%。 • 明月镜片作为国产镜片龙头，国内市场份额第三，销售量占比 12.4%，销 售额占比 8.9%。过去五年收入 CAGR 为 7.9%，规模净利 CAGR 为 22.5%，毛 利率从 50%升至 60%，净利率从 15%升至 25%，并积极关注智能眼镜前沿技 术。 • 康耐特光学主要面向海外市场，海外收入 ...