Core Insights - The article discusses the evolution of payment methods in the context of AI and AR glasses, highlighting a new feature called "Look and Pay" introduced by Thunder Innovation in collaboration with Ant Group [1][2] - The integration of payment functionality is seen as a crucial step in connecting various scenarios and making smart glasses more relevant in daily life, although it is not expected to lead to a significant sales increase on its own [1][2][5] Payment Functionality - Thunder Innovation's AI glasses, Thunder X3 Pro, are the first globally to support "Look and Pay" with Alipay, allowing users to complete payments by simply looking at a payment code [2][3] - The payment feature will be expanded to other models, including Thunder V3 and V3 Slim, aiming to enhance market penetration of AI and AR glasses [2] - Rokid has also launched a similar payment feature with its smart glasses, allowing users to make payments through voice commands, indicating a trend among various companies to adopt this functionality [3][5] Market Dynamics - The entry of major players like Apple, Xiaomi, and Alibaba into the AR space is viewed positively by companies like Rokid, as it helps in market education and user awareness [4] - Despite the competition, companies see collaboration with large firms as beneficial for overall market growth rather than direct competition [4] Consumer Adoption Challenges - The current offerings of AI glasses do not meet the broader needs of consumers, as payment functionality alone is not a decisive factor for purchase; overall user experience, comfort, and diverse applications are critical [5][6] - The payment feature is considered an enhancement rather than a core driver of consumer interest, with companies emphasizing the need for a comprehensive ecosystem of services [6][9] Future Outlook - AI glasses are seen as potential successors to smartphones, but they currently rely heavily on smartphone connectivity and functionality [7][8] - Companies believe that the unique advantages of AI glasses, such as integrated health monitoring and advanced AI capabilities, could eventually lead to a shift in consumer behavior, although this transition is not expected to happen quickly [9][10] - IDC forecasts that by 2025, the shipment of smart glasses in China will reach 2.75 million units, a significant increase but still a fraction of smartphone shipments, indicating a long road ahead for widespread adoption [10]

Core Viewpoint - Smart glasses are evolving towards potentially replacing smartphones, with the launch of the first smart glasses payment solution by Lingban Technology and Alipay, enhancing user convenience in payments [1][2]. Group 1: Product Features and Functionality - Rokid Glasses, developed by Lingban Technology, utilize waveguide technology and AI, featuring transparent lenses, a stylish appearance, and built-in display capabilities [1]. - The payment process with Rokid Glasses involves three steps: waking the device with a voice command, recognizing the payment QR code, and confirming the payment through voice recognition [1][2]. - The glasses are designed to maintain a Bluetooth connection with a paired smartphone for security, ensuring that data is cleared if the connection is broken [2]. Group 2: Security Measures - The payment system incorporates Alipay's multi-dimensional risk control system to ensure transaction security and offers a "theft compensation" guarantee [2]. - Rokid Glasses have directional sound pickup capabilities, allowing them to distinguish between the wearer's voice and others, enhancing security during payment transactions [2]. Group 3: Market Impact and Future Developments - The global order volume for Rokid Glasses has surpassed 250,000 units, with deliveries set to begin at the end of June [4]. - The integration of payment functionality significantly expands the use cases for smart glasses, marking a transition from mere viewing to practical usage [4]. - Future developments may include additional services such as quick payments for parking, voice-activated bill payments, and reminders for purchase needs, further embedding smart glasses into daily life [3][4].

Core Viewpoint - Alipay is continuously innovating payment methods, recently introducing "Look and Pay" through Rokid's smart glasses, enhancing convenience for users in various scenarios [1][2][3] Group 1: New Payment Methods - Alipay has expanded its payment options beyond QR code payments to include facial recognition, palm scanning, voice recognition, and now "Look and Pay" [2] - The "Look and Pay" feature allows users to make payments simply by speaking commands while wearing Rokid Glasses, eliminating the need to use a mobile phone [1][3] Group 2: Industry Trends - The smart glasses industry is trending towards scalability and portability, with predictions indicating a growing user base for wearable devices [2] - Alipay's integration of payment capabilities into smart glasses signifies a milestone in the industry, expanding the use cases for smart glasses from merely visual to functional [3] Group 3: Security Measures - Alipay employs a multi-layered risk control system to ensure transaction security during the payment process with smart glasses, covering various interaction stages [1][3] Group 4: Market Potential - Rokid Glasses has received over 250,000 global orders, with a target of 1 million units for the following year, indicating strong market demand [3] - The overall shipment of AI glasses in China is expected to exceed 500,000 units by the end of the year, reflecting a growing market for smart eyewear [3] Group 5: Future Developments - Future enhancements may include additional convenient services such as quick parking payments, voice-activated bill payments, and integration of user purchase reminders [4]

Core Insights - Rokid has launched the world's first payment-enabled smart glasses, Rokid Glasses, in collaboration with Alipay, introducing a new payment method called "look and pay" [2][4][5] - The payment process allows users to complete transactions hands-free by simply wearing the glasses and using voice commands, enhancing convenience in various daily scenarios [2][5] - The glasses incorporate Alipay's multi-dimensional risk control system to ensure transaction security, promising device safety and user protection [4][5] Product Features - Rokid Glasses enable users to make payments by saying, "Leqi, pay 10 yuan," followed by a confirmation command, with payment information displayed on the glasses [2] - The design focuses on all-day wearability, making it easier for users to pay without needing to handle their smartphones [2][5] - The glasses are positioned to address user pain points, such as making payments during busy times or while riding a bike [2] Market Impact - Rokid's CEO stated that the payment capability of Rokid Glasses sets a new standard in the smart glasses industry, leading it into the payment era [5] - Alipay's vice president emphasized the innovative user experience and the commitment to supporting emerging industries for greater user value [5] Future Developments - Both companies plan to expand the range of convenient life services, including quick payments for parking, utility bill payments, and other daily transactions through voice commands [5] - As of now, global orders for Rokid Glasses have exceeded 250,000 units, with deliveries set to begin at the end of June [6]

Core Insights - Rokid has launched the world's first smart glasses payment system in collaboration with Alipay, featuring the "Look to Pay" function integrated into Rokid Glasses [1] - The payment process is streamlined into three simple steps, with payment information displayed directly on the glasses' screen [1] - The integration of Alipay's multi-dimensional risk control system ensures the security of each transaction made through Rokid Glasses [1]

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Core Insights - Starry Meizu launched the world's first smart glasses with offline payment functionality on April 29 in Hong Kong [1] - This feature is a result of deep collaboration with Ant International's Alipay+ cross-border payment technology team [1] - The payment function will be first available on the StarV Air2 product and is expected to be rolled out across new products in Q3 of this year [1] - The payment can be completed through voice recognition without the need for a mobile phone, filling a gap in the smart glasses industry regarding payment capabilities [1]