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国泰海通|电子:AI眼镜跟踪:大厂新品陆续发布,政策支持技术创新
Core Viewpoint - The article highlights the launch of Alibaba's "Quark AI Glasses," which deeply integrates with Alibaba and Alipay ecosystems, and discusses the supportive policies from Shanghai for AI glasses innovation [1][2]. Group 1: Product Launch and Features - Alibaba's self-developed "Quark AI Glasses" was officially unveiled during the WAIC 2025, with an expected release within the year. The glasses will have both display and non-display versions, utilizing dual Micro-LED and diffraction waveguide technology [2]. - The Quark glasses will feature advanced AI interaction capabilities, including AR navigation, payment options through Alipay, price comparison via Taobao, and travel reminders through Fliggy, marking a new paradigm in AI+AR interaction [2]. Group 2: Market Growth and Trends - Major tech companies like Xiaomi and Alibaba are set to enter the AI smart glasses market by 2025, with a significant increase in global AI glasses shipments anticipated. Meta's collaboration with Ray-Ban has already seen over 2 million units sold since its launch in September 2023 [3]. - According to Wellsenn XR, global AI glasses sales are projected to reach 2.34 million units in 2024 and 5.5 million units in 2025, representing a year-on-year growth of 135% [3]. Group 3: Policy Support - The "Next Generation Display Industry High-Quality Development Action Plan" issued by Shanghai emphasizes the development of AI+AR and AI+MR glasses, focusing on lightweight, low power consumption, high resolution, and wide field of view technologies [3]. - The plan encourages innovation in key components such as display devices, waveguide lenses, and core chips, aiming to enhance product performance and accelerate the development of portable smart glasses [3].
国泰海通:大厂AI眼镜新品陆续发布 政策支持技术创新
智通财经网· 2025-07-31 08:08
智通财经APP获悉,国泰海通发布研报称,根据映维网、JBD公众号,阿里自研的首款自研智能眼 镜"夸克AI眼镜"在WAIC 2025世界人工智能大会期间正式亮相,预计将在年内正式发布。政策面上, 《上海市下一代显示产业高质量发展行动方案》发布,其中《方案》提出,发展AI+AR、AI+MR等多 形态眼镜产品,鼓励下一代硅基微显示的产品模式与眼镜形态创新,加快推动全彩化、便携式智能眼镜 产品研发。看好大厂AI+AR眼镜密集发布催化及大模型多模态迭代对AI+AR眼镜交互能力的提升。 《上海市下一代显示产业高质量发展行动方案》(2026-2030年)于7月22日印发,《方案》提出,发展 AI+AR、AI+MR等多形态眼镜产品,聚焦轻量化、低功耗、高分辨率、大视场角等关键技术指标,推 动显示器件、波导镜片、核心芯片等关键部件迭代创新,持续提升产品性能,鼓励下一代硅基微显示的 产品模式与眼镜形态创新,加快推动全彩化、便携式智能眼镜产品研发。 全球AI眼镜出货量有望高速增长 Meta与雷朋联名的Rayban-MetaAI眼镜自2023年9月推出销量已突破200万台,25年Meta有望发布带显示 的AR眼镜;Rokid Gla ...
国泰海通|电子:豆包APP上线视频通话功能,AI眼镜大模型多模态再升级
Core Viewpoint - The article emphasizes the advancement of AI+AR glasses through the integration of video functionality and multimodal reasoning models, positioning them as the optimal platform for multimodal interaction [1][2]. Group 1: Product Development - Doubao APP launched a video call feature on May 23, enabling video chat and question-answering based on visual reasoning models, supporting online searches for work, life, and study-related queries [2]. - AI+AR glasses leverage cameras for image input and can integrate with devices like rings, watches, and bands, facilitating various interaction methods such as voice, display, gestures, eye movement, and touch [2]. Group 2: Market Outlook - The year 2023 is expected to see a surge in AI glasses releases, with Meta's Rayban-Meta AI glasses selling over 2 million units since their September launch, and further releases from Rokid and other major companies anticipated in 2025 [3]. - Global AI glasses shipments are projected to grow significantly, with an estimated 2.34 million units expected to be sold in 2024 and 5.5 million units in 2025, representing a year-on-year growth of 135% [3].