Group 1 - Alibaba is set to launch its first self-developed AI glasses, featuring basic functions such as voice assistant, music playback, phone calls, real-time translation, and meeting minutes [1] - The AI glasses will integrate with Alibaba's ecosystem, including features from Gaode, Alipay, and Taobao, utilizing the Tongyi Qianwen model for AI capabilities [1] - The product will have two versions: non-display AI smart glasses and AI+AR smart glasses, with the latter being prioritized [1] Group 2 - Recent developments in the smart glasses market include the launch of Rokid Glasses by Lingban Technology, which features a payment solution integrated with Alipay [2] - Xiaomi has also introduced its first AI glasses, priced at 1999 yuan, which support various functions including video calls and payment scanning [2] - According to IDC, global smart eyewear market shipments are expected to reach 1.487 million units in Q1 2025, marking an 82.3% year-on-year increase [2] Group 3 - In Q1 2025, China's smart eyewear market shipments are projected to be 494,000 units, reflecting a 116.1% year-on-year growth [3] - The audio and audio capture glasses segment in China is expected to dominate, with shipments of 359,000 units, a 197.4% increase [3] - The AR/VR market in China is shifting focus towards AR&ER, with Q1 shipments reaching 86,000 units, accounting for 63.8% of the market share [3]

【导读】曝阿里本周发布首款自研AI眼镜，加入"百镜大战" 7月23日，据媒体报道，阿里巴巴将于本周发布首款自研AI眼镜，加入"百镜大战"。 传阿里将于本周发布 国内多家科技大厂 大力推进AI眼镜研发 目前，国内多家科技大厂正在大力推进AI眼镜研发，布局AI眼镜赛道。 2024年11月，小度科技CEO李莹发布全球首款搭载中文大模型的原生AI眼镜——小度AI眼镜。 今年6月26日，雷军在小米"人车家全生态发布会"上宣布小米旗下首款AI眼镜上线，直接对标Meta大卖 的Ray-Ban。小米AI智能眼镜的售价为1999元起。 首款自研AI眼镜 据悉，这款AI眼镜具备语音助手、音乐播放、电话通话、实时翻译、会议纪要等基础功能，并整合阿 里巴巴生态内的地图、支付、购物等功能。 产品将分为两个版本：不带显示的AI智能眼镜和带显示的AI+AR智能眼镜，后者优先级更高。硬件层 面，该眼镜采用双芯片架构，搭载高通骁龙AR1和恒玄BES2800芯片。 这款产品是阿里AI to C战略的延展，由天猫精灵硬件团队和夸克AI研发团队协同完成。 阿里入局AI智能眼镜，并不意外。今年4月，有消息称，阿里已正式立项AI智能眼镜项目，项目团队正 ...