Core Insights - The main control SOC is identified as a critical component for AI smart glasses, accounting for over 30% of the BOM, which is essential for product differentiation [1] - High-performance ISP is crucial for the imaging quality of AI smart glasses, with AI-enabled ISP enhancing image quality through real-time optimization [3] - Qualcomm's Snapdragon AR1 GEN1 has become a mainstream choice for AI smart glasses, with various domestic chip products emerging and actively iterating to enrich the market [4] Group 1: SOC Solutions - There are three main SOC solutions catering to different market needs: 1. System-level SOC solutions, which are highly integrated and preferred for mid-to-high-end AI smart glasses due to their performance and functionality [2] 2. MCU-level SOC + ISP solutions, which are lower in integration and suitable for entry-level products, though they require further improvement [2] 3. SOC + MCU dual-chip solutions, balancing low power consumption and high performance, primarily used in flagship models [2] Group 2: ISP and Imaging Quality - High-performance ISP is essential for achieving high-quality imaging in AI smart glasses, processing raw image data through various correction techniques to enhance image quality [3] - AI-enabled ISP redefines visual clarity by integrating trained AI algorithms and dedicated processing units, allowing for adaptive optimization based on real-time conditions [3] Group 3: Market Trends and Product Development - Qualcomm launched the Snapdragon AR1 GEN1 platform in September 2023, designed for lightweight smart glasses, featuring advanced processing capabilities [4] - The upcoming Snapdragon AR1+GEN1 chip, set to release in June 2025, will support on-device AI processing, marking a shift from smart glasses as "mobile accessories" to "independent smart terminals" [4] - Numerous domestic chip products, such as Unisoc W517 and Hengxuan Technology BES 2700, are emerging with competitive advantages in size, performance, and power consumption [4]