每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 截至13:38，上证科创板半导体材料设备主题指数强势上涨2.22%，成分股天岳先进涨停，和林微纳 上涨4.30%，耐科装备上涨3.94%，华兴源创，中巨芯等个股跟涨。科创半导体ETF（588170）上涨 2.30%，最新价报1.16元。 消息面上，近期，杭州慕德微纳的碳化硅光波导技术又实现了新的突破：他们在《eLight》期刊上 发布论文，公开了第二代碳化硅光波导的最新技术。 公开信息显示，科创半导体 ETF（588170）及其联接基金（A类：024417；C类：024418）跟踪上 证科创板 半导体 材料设备主题指数，囊括科创板中 半导体 设备（59%）和 半导体 材料（25%）细分 领域的硬科技公司。 半导体 设备和材料行业是重要的 国产替代 领域，具备 国产化率 较低、 国产替代 天花板较高属性，受益于人工智能革命 ...

Summary of AI Glasses Industry Conference Call Industry Overview - The global AR smart glasses shipment volume is expected to significantly increase in 2024, with Meta and LiPeng's collaboration achieving sales of approximately 800,000 to 900,000 units. The domestic market remains relatively small, but the second-generation product from Thunderbird has become a bestseller due to improved camera quality and integration with large models, marking a turning point for the industry [1][4]. Core Insights and Arguments - **Key Pain Points**: The main challenges for AI smart glasses include display technology optimization, battery life enhancement, cost control, and increasing market acceptance. Technological innovation and market strategy adjustments are crucial for industry growth [1][5][6]. - **Core Components**: Key components of AI glasses include the Qualcomm XR2 chip (provided by Yidao Information), batteries from Yiwei Lithium Energy/ BYD, cameras from Crystal Optoelectronics/Sony, and optical display systems from Shanghai Xianyao Technology, gradually integrating large models [1][8][9]. - **Technological Breakthroughs**: Major breakthroughs in smart glasses technology focus on silicon carbide waveguides and Micro LED. The use of inorganic material etching processes by companies like United Imaging improves waveguide reliability and reduces costs, while Micro LED offers high brightness, making it more competitive in outdoor scenarios [1][10][13]. Market Trends and Future Outlook - **Sales Growth**: The global sales revenue for AR smart glasses reached a million-level in 2024, indicating the product's entry into a growth phase with potential for large-scale expansion. Domestic manufacturers like Rokid, Chargeurs, and Link 5 are also beginning to produce small AR smart glasses to meet market demand [4][30]. - **Future Projections**: The combination of Micro LED and waveguide technology may become the ultimate display solution, but improvements in resolution and brightness are still needed for broader application [10][13]. Additional Important Insights - **Rokid's Transition**: Rokid, originally focused on smart speakers, shifted to AR glasses in 2020 due to market pressures and has primarily targeted the B-end market initially. Their revenue from B-end products was around 80-90 million in 2021-2022, while C-end contributions were minimal [17][21]. - **Challenges in Sales**: Rokid's actual sales figures may not reflect the pre-order numbers due to inventory pressures from distributors. The company plans to launch new products based on the sales performance of existing models [19][20][21]. - **Technical Limitations**: Current AI glasses face issues such as weight, battery life, and interaction capabilities. The lightest AR glasses weigh around 70-80 grams, but prolonged wear can still be uncomfortable. Solid-state battery technology is still in its infancy, with significant advancements expected in the next two to three years [7][11]. Conclusion The AI smart glasses industry is at a pivotal moment, with significant growth potential driven by technological advancements and market strategies. However, challenges such as cost, user experience, and market acceptance must be addressed to achieve widespread adoption.