未来AI眼镜最终形态可能为AI+AR的形态，即AR光学显示+AI服务。AR方面，在对华为AR眼镜的成本 拆解中，光学模组和屏幕的成本为最大项；AI方面，在对小米智能眼镜成本拆解中，芯片为成本最高 的部位，在小米智能镜各版本中占比均超过25%。因此，未来计算芯片，光学模组和屏幕显示可能是AI 眼镜三项最大的成本开支。 公司方面，据上市公司互动平台表示， 11月27日，在夸克AI眼镜新品发布会上，阿里巴巴发布其首款由自研千问大模型驱动的AI眼镜，正式 进军消费级AI可穿戴设备市场。 目前该眼镜已内置阿里巴巴最新发布的千问助手，售价为1899元，与支付宝、高德地图、淘宝、飞猪、 阿里商旅等阿里生态核心深度集成。 阿里巴巴集团副总裁吴嘉介绍，夸克AI眼镜让千问更充分地连接物理世界，千问将继续向更多智能终 端延展。"选择夸克AI眼镜，也就意味着选择千问，我们有信心这是目前市面上最好的AI眼镜。" 天风证券指出，庞大的全球眼镜用户基础为AI眼镜智能化升级提供了天然的存量市场，叠加当前极低 的AI渗透率，共同构成了AI眼镜市场广阔增长潜力的核心逻辑。据维深信息Wellsenn XR预测，至行业 成熟阶段，全球AI+AR智能 ...

Core Viewpoint - The company Nanxin Technology provides power chip solutions for Alibaba's "Quark AI Glasses," ensuring long battery life and system safety through innovative technology [2] Company Summary - Nanxin Technology has developed China's first battery balancing current limiting IC, which addresses the challenge of balancing dual batteries in the Quark AI Glasses [2] - The solution enables synchronized charging and discharging of the two batteries, supporting a stable power supply for 24-hour operation of the AI glasses [2] Industry Summary - The development focus of AI technology is shifting from computational infrastructure to end-user devices, with AI glasses emerging as a key application for AI technology [2] - AI glasses integrate essential human sensory interactions such as vision, hearing, and voice, indicating a broad industry outlook for this technology [2]

Core Viewpoint - Nanchip Technology provides power chip solutions for Alibaba's "Quark AI Glasses," ensuring long battery life and system safety [1] Group 1 - Nanchip Technology announced on November 27 that it supplies ultra-long battery life power chip solutions for Alibaba's "Quark AI Glasses" [1] - The company has launched the first domestic battery balancing current limiting IC, addressing the balancing issue of the dual battery system in the Quark AI Glasses [1] - This solution ensures synchronized charging and discharging of both batteries, providing a stable power foundation for the 24-hour long battery life of the AI glasses [1]

Core Viewpoint - The company Nanxin Technology has provided a power chip solution for Alibaba's "Quark AI Glasses," ensuring long battery life and stable power supply for the device [1] Group 1 - Nanxin Technology announced its role in supplying a power chip solution that enables extended battery life for the Quark AI Glasses [1] - The company introduced China's first battery balancing current limiting IC, which addresses the challenge of balancing dual batteries in the AI glasses [1] - This technology ensures that both batteries charge and discharge synchronously, providing a stable power foundation for 24-hour operation of the AI glasses [1]