以下文章来源于爱范儿 ，作者发现明日产品的 爱范儿 . 关注明日产品的数字潮牌 两大王牌：生态+AI。 文 ｜ 苏伟鸿 来源｜ 爱范儿（ID：ifanr） 封面来源 ｜ 视频截图 2012年，Google推出了「Project Glass」智能眼镜原型机，可以录像，支持语音交互，镜片上一寸不到的LED屏幕还能显示一些应用的界面，完全如同科 幻电影走进现实。 最终，这款超前的设备由于隐私争议和技术限制等原因，只度过了短暂的一生，但也让世人瞥见了一种全新的智能设备形态。 13年后的2025年，智能眼镜成为新兴的硬件浪潮，Google作为这个品类曾经的先行者，带着Android XR和Gemini又杀了回来。 刚刚的Android Show活动只有半个小时，内容却干货满满，Google正式披露了他们眼中四种XR设备路线： XR头显设备 有线XR眼镜 无线XR眼镜 AI眼镜 Android XR：把蛋糕做大 Android XR这个系统于去年年底首次正式公布，顾名思义就是一个为XR设备开发的Android系统。 Google强调， 为Android开发，就是在为Android XR开发 ，后者可以直接兼容使用Goog ...

谷歌还将携手中国AR企业Xreal打造代号"Project Aura"的独立眼镜，运行同一套Android XR系统，无需 手机即可工作，但必须外挂电池。谷歌当天还公布了数项面向三星Galaxy XR头显的软件升级，包括一 项"旅行模式"，可让这款混合现实设备在汽车或飞机等移动环境中正常使用。 当地时间12月8日，谷歌宣布其正着手开发两种不同类别的AI眼镜：一类配备显示屏，另一类则主打音 频功能。谷歌表示，第一款合作开发的AI眼镜将于2026年某个时间点上市。三星电子、Warby Parker以 及Gentle Monster是其早期硬件合作伙伴，但相关公司尚未展示最终设计方案。 ...

Investment Rating - The industry rating is "Outperform the Market" [6][14] Core Insights - Samsung has officially launched its first native AI headset, the Galaxy XR, marking its entry into the extended reality (XR) field. This product is the first in the Android XR ecosystem and signifies a long-term collaboration between Samsung, Google, and Qualcomm, aiming to integrate AI technology into immersive computing [1] - Alibaba's Quark AI glasses have begun pre-sales, featuring a sleek black design and integration with various applications such as Amap, Alipay, Taobao, and Fliggy. Future plans include opening API interfaces to attract more developers [2] - Meta's smart glasses, Ray-Ban Display, have seen strong market demand, with nearly all retail locations sold out and trial appointments fully booked before November. Apple is reportedly developing competitive AI glasses, with plans to preview them in 2025 and release them in 2027, accelerating the timeline for a screen-equipped version originally set for 2028 [3] Summary by Sections - **Smart Glasses Market**: The report highlights the active participation of major players like Samsung, Alibaba, Meta, and Apple in the smart glasses market, indicating a growing trend and competition in this sector [1][2][3] - **Investment Opportunities**: The report suggests focusing on companies involved in smart glasses (e.g., Quick Smart, Deep Science, Rongqi Technology, Bozhong Precision), silicon-based OLED screens (e.g., Yirui Technology, Qingyue Technology), panel equipment (e.g., Liande Equipment), automation assembly equipment (e.g., Bozhong Precision), and 3D printing applications (e.g., Huashu High-Tech) [4]

Investment Rating - The industry rating is "Outperform the Market" [6][14] Core Insights - Samsung has officially launched its first native AI headset, the Galaxy XR, marking its entry into the extended reality (XR) field. This product is part of a long-term collaboration with Google and Qualcomm, aiming to integrate AI technology into immersive computing [1] - Alibaba's Quark AI glasses have begun pre-sales, featuring applications from various platforms and plans to open API interfaces for developers [2] - Meta's smart glasses have seen strong market demand, with nearly all retail locations sold out and trial appointments fully booked [3] - Apple is reportedly prioritizing the development of AI glasses to compete with Meta, with plans to preview the first model in 2025 and release it in 2027 [3] Summary by Sections - **Smart Glasses Market**: The report highlights the active participation of major players like Samsung, Alibaba, Meta, and Apple in the smart glasses market, indicating a growing trend and competition [1][2][3] - **Product Launches**: New products such as Samsung's Galaxy XR and Alibaba's Quark AI glasses are set to enhance the XR ecosystem and attract developer interest [1][2] - **Market Dynamics**: The report notes the competitive landscape, with significant advancements from companies like Meta and Apple, suggesting a robust future for the smart glasses segment [3] - **Investment Opportunities**: The report suggests focusing on companies involved in smart glasses, silicon-based OLED screens, panel equipment, automation assembly, and 3D printing applications [4]

Investment Rating - The industry rating is "Outperform the Market" [6][13] Core Insights - Samsung has officially launched its first native AI headset, the Galaxy XR, marking its entry into the extended reality (XR) field. This product is the first in the Android XR ecosystem and signifies a long-term collaboration between Samsung, Google, and Qualcomm, aiming to deeply integrate AI technology into immersive computing [1] - Alibaba's Quark AI glasses have begun pre-sales, featuring a sleek black design and integration with various applications such as Amap, Alipay, Taobao, and Fliggy. Future plans include opening API interfaces to attract more developers [2] - Meta's smart glasses, Ray-Ban Display, have seen strong market demand, with nearly all retail locations sold out and trial appointments fully booked before November [3] - Apple is reportedly prioritizing the development of AI glasses to compete with Meta, with plans to preview the first model in 2025 and release it in 2027, while an originally planned display version has been accelerated [3] Summary by Sections - **Smart Glasses Market**: The report highlights the active participation of major players like Samsung, Alibaba, Meta, and Apple in the smart glasses market, indicating a growing trend and competition in this sector [1][2][3] - **Product Launches**: New products such as Samsung's Galaxy XR and Alibaba's Quark AI glasses are set to enhance the XR ecosystem and attract consumer interest [1][2] - **Market Dynamics**: The report suggests a robust demand for smart glasses, with significant sales and pre-orders indicating a positive market outlook [3] - **Investment Opportunities**: The report recommends focusing on companies involved in smart glasses, silicon-based OLED screens, panel equipment, automation assembly, and 3D printing applications, suggesting potential investment opportunities in these areas [4]

Core Insights - Apple CEO Tim Cook stated that Apple Vision Pro aims to usher in the era of spatial computing, similar to how the iPhone revolutionized mobile computing, but it has not yet achieved the same level of impact as the iPhone [1] - Despite Apple Vision Pro's current status, the spatial computing market is gaining traction with multiple companies, including Samsung and Google, accelerating their investments in this area [1][2] Group 1: Product Comparisons - Samsung and Qualcomm, in collaboration with Google, have launched the Galaxy XR headset, which is the first to feature the Android XR operating system, positioning it as a lighter and more affordable alternative to Apple Vision Pro [2][4] - The Galaxy XR headset weighs 545g compared to Apple Vision Pro's 750-800g, and it features a Snapdragon XR2+ Gen 2 chip, 16GB RAM, and 256GB storage, with a battery life of 2.5 hours [7][14] - The Galaxy XR integrates AI capabilities and Google's Gemini system, allowing users to run all Android applications and utilize AI for enhanced functionality, which Apple Vision Pro currently lacks [8][14] Group 2: Market Dynamics - The launch of Android XR and the Galaxy XR headset marks a significant milestone in the spatial computing era, similar to the introduction of Android smartphones, as it opens the door for more developers to create XR content [15] - Despite the advancements, the XR market remains niche, requiring a larger user base and developer engagement to thrive, as highlighted by a developer's concerns about profitability and user adoption [18][21] - The competition between Apple and the Android XR ecosystem will hinge on the ability to integrate and iterate technology effectively, with Apple currently having an edge in resource mobilization and chip development [20][21]