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下一代“AI原生入口”之争 蚂蚁加码智能眼镜
Di Yi Cai Jing· 2025-09-12 09:53
Core Insights - The competition for the next generation of "AI-native entry points" is quietly underway, with Ant Group launching the gPass framework for smart glasses, aiming to position itself early in the smart glasses market [1] - The year 2025 is anticipated to be the "year of AI glasses," with a significant increase in sales in China, reaching 494,000 units in Q1 2023, a year-on-year growth of 116.1% [1] - The challenge remains in building a service ecosystem around AI glasses, as Ant Group and manufacturers accelerate their entry into this space [1] Group 1 - Ant Group's gPass framework focuses on secure, trusted, and instant information exchange between AI glasses and smart devices, integrating technologies for identity verification such as voiceprint, iris, and fingerprint recognition [1] - The technology aims to enhance the safety and efficiency of human-machine interactions, positioning Ant Group to capture market share in payment and healthcare sectors through smart glasses [1] Group 2 - The "Look and Pay" feature, developed in collaboration with Thunderbird, allows users to make payments simply by wearing glasses and confirming payment amounts without needing to use their phones [2] - Ant Group plans to expand collaborations with smart glasses manufacturers in various sectors, including tourism, transportation, and healthcare [2] - Industry experts believe that the current trend in AI glasses represents not just hardware upgrades but a fundamental reconfiguration of interaction paradigms, with the potential to evolve into a portable service entry point [2]