Core Insights - The article discusses the increasing competition in the smart glasses market, particularly highlighted at the World Artificial Intelligence Conference (WAIC) 2025, with major Chinese companies showcasing their advancements in this technology [3][5]. Group 1: Industry Trends - The smart glasses sector is experiencing a surge in interest from large manufacturers, moving away from smaller niche players, with companies like Alibaba, ByteDance, and 360 entering the market [3]. - Emphasis is shifting towards the functionality and practicality of smart glasses, focusing on user interaction and real-world applications [3]. - A trend towards lighter designs is emerging, with companies promoting reduced weight as a key selling point for their products [3][19]. Group 2: Alibaba's Entry - Alibaba's new AI smart glasses, the "Wow Quark Glasses," are set to launch in October, featuring a design similar to traditional smart glasses but enhanced with AI capabilities [5][7]. - The glasses aim to address common issues in existing products, such as weak AI performance, short battery life, and poor user experience, through a complete hardware redesign [5]. - The glasses will support various applications, including navigation, payment, and travel reminders, leveraging Alibaba's AI and ecosystem [5][7]. Group 3: Competitors and Innovations - Rokid's smart glasses have gained significant attention, with a pre-order volume of 250,000 units, showcasing features like real-time translation and object recognition [11]. - XREAL's glasses offer a unique viewing experience with an internal screen, targeting entertainment and gaming markets [13][15]. - Competitors are focusing on lightweight designs, with Rokid's glasses weighing 49g and other brands like Li Weike and Halliday offering even lighter options, enhancing user comfort [19][21].

万亿AI眼镜市场，最近正在迎来一波密集发布期，今年的618大概率也会成为行业的第一次"检阅"。 作为大军中的一员，李未可在4月获得了数千万元战略融资，并在一个月的时间后连发三款新品，包括 两款AI音频眼镜以及一款AI拍摄眼镜，主打商旅场景，目前支持180多种语言。 "AI一定是未来十年人类最重要的驱动力量，所有的智能交互硬件都值得重做一遍，而AI的最佳载体是 眼镜。"李未可创始人兼CEO茹忆对作者说道，"我们今年也定了一个目标，那就是先做到10万台，希望 AI眼镜能变成用户日常佩戴的第一副眼镜。" 值得一提的是，相较于国内友商以及Meta都在积极布局带显示的光波导AI眼镜，此前推出过类似产品 的李未可，此次发布的新品矩阵中并未看到相关产品的迭代更新。对此，茹忆解释称，合格的AI眼镜 要做到长时陪伴，而带显示的产品目前在重量上还不能做到很好的权衡。 "我希望我们的每一款AI眼镜都低于40克，这是一条非常重要的线。" AI在前，眼镜在后 人类的发展史，某种意义上也是人类使用工具进行交流的历史。手机作为当下的超级终端，是连接全生 态链的核心。在AI时代到来后，大家都在寻找那个能颠覆手机的设备，而眼镜由于其自身的特性 ...