来源：环球网 【环球网科技综合报道】2月19日消息，据《The Information》报道，Meta计划于今年晚些时候推出一 款具备健康追踪与AI功能的智能手表，同时将发布升级版Meta雷朋Display智能眼镜。这款智能手表代 号为Malibu 2，若顺利落地，将距离Meta搁置上一代智能手表计划时隔四年，正式入局竞争激烈的可穿 戴设备市场。 值得关注的是，这款智能手表或与Meta去年推出的雷朋Display AR眼镜形成联动。该眼镜此前因"需求 空前、库存有限"暂停国际发售，目前依靠神经腕带实现手势操控，而未来这一功能有望由新推出的智 能手表替代，进一步优化人机交互体验。不过，截至目前，Meta尚未公布智能手表的具体发布时间及 更多硬件细节。（旺旺） The verge报道称，Meta曾在2022年因技术难题及成本削减措施，取消了早期的智能手表研发计划，其 此前甚至探索过配备三摄像头的版本，最终因续航、成本等问题夭折。此次重启项目，推出的Malibu 2 智能手表将优先于代号为Phoenix的混合现实眼镜亮相，后者因Meta精简AR与MR产品路线图，已被推 迟至2027年发布。 这款新智能手表的推出，或 ...

Core Insights - Apple plans to launch its first AI smart glasses by the end of 2026, with prototype testing expected to be completed by the end of this year [1] - The AI glasses will feature functionalities similar to Meta's Ray-Bans and Google's Android XR glasses, with a more affordable price point and portability [1] - The AI glasses market is experiencing significant interest, with related stocks in the A-share market attracting attention from investors [1][5] Product Development - Apple's smart glasses will include a camera, microphone, and speaker, enabling various functions such as phone calls, music playback, real-time translation, and navigation [2] - The processing chip for the smart glasses is based on the Apple Watch's chip, designed for lower energy consumption compared to components used in iPhones, iPads, and Macs [2] Patent Landscape - Apple has over 290 publicly disclosed patent applications related to AI glasses, with more than 60 granted patents focusing on display technology, user interfaces, and human-computer interaction [3] - Meta has a strong patent portfolio in the AI glasses space, with over 300 disclosed applications and more than 80 granted patents [3] Market Trends - The global sales of AI smart glasses are projected to reach 600,000 units in Q1 2025, representing a 216% year-on-year increase, with an expected total of 5.5 million units sold in 2025 [4] - The compound annual growth rate for AI glasses sales is anticipated to reach 97.4% over the next six years [4] Industry Dynamics - The AI glasses supply chain is becoming increasingly integrated, with domestic companies focusing on optical, chip, sensor, and AI technologies [5] - Key players in the supply chain include companies specializing in optics, chips, and assembly, such as Mingyue Optical, Crystal Optoelectronics, and Goertek [5][6] Collaboration and Partnerships - Doctor Glasses has partnered with various brands for its smart glasses business, while Lens Technology is collaborating with Rokid for comprehensive assembly solutions [6] - The performance of the system-on-chip (SoC) is critical for user experience, accounting for approximately 30% of the total product cost [6][7] Technological Advancements - The Qualcomm AR1 chip, currently using a 4nm process, is a popular choice among manufacturers, with an updated version expected in 2025 [7] - Domestic chip manufacturers are emerging with competitive products, providing diverse options in terms of size, performance, and power consumption [7]