发 AI 眼镜，价格约在 2000 元以内，预计 2026 年初上市。IT之家获悉，该 AI 眼镜由火山引擎提供 RTC 实时音视频和豆包大模型，润欣科技提供模组和硬件程序设计。 在硬件配置方面，根据爆料，"豆包"AI 眼镜确定采用高通 AR1 芯片，这也是目前 AR 领域的主流平台 之一。 IT之家 1 月 6 日消息，据蓝鲸新闻今日报道，字节跳动旗下 AI 新品豆包智能眼镜已进入出货准备阶 段。供应链信息显示，其第一代产品的总规划数量约为 10 万台。 与常规消费电子产品的公开销售策略不同，这批眼镜将主要面向"豆包"的资深用户进行投放，暂不计划 在公开市场面向普通消费者发售。 IT之家 1 月 6 日消息，据蓝鲸新闻今日报道，字节跳动 旗下 AI 新品豆包智能眼镜已进入出货准备阶段。供应 链信息显示，其第一代产品的总规划数量约为 10 万台。 与常规消费电子产品的公开销售策略不同，这批眼镜将 主要面向"豆包"的资深用户进行投放，暂不计划在公开 市场面向普通消费者发售。 与此同时，该产品的第二代版本已在研发进程中，但目 前尚未进入量产阶段。关于第二代产品未来是否会向更 广泛的消费者市场开放销售，目前仍未最终 ...

格隆汇1月6日｜据蓝鲸科技从供应链处获悉，字节AI眼镜上的动作，或将延续字节在AI硬件上的谨慎 投放策略。供应链人士透露，字节豆包AI第一代眼镜，总规划数量约10万台，主要面向豆包资深用 户，并不打算公开对外销售。同时，字节豆包AI眼镜第二代已在研发中，目前尚未量产。至于二代是 否向普通消费者开放销售，仍处于未定阶段，预计仍需数月才能确定。另外，在核心硬件方案上，字节 豆包AI眼镜采用高通AR1芯片，而非此前市场传闻的恒玄2800芯片外挂ISP芯片。 ...

Core Viewpoint - Alibaba has launched its first self-developed AI glasses, the Quark AI glasses, which are now available for pre-sale on its Tmall flagship store, indicating a significant step in the company's hardware and AI integration strategy [1] Group 1: Product Details - The Quark AI glasses are priced at 3,699 yuan for 88VIP members and 3,999 yuan for regular consumers, showcasing a tiered pricing strategy [1] - The glasses are equipped with dual flagship chips, Qualcomm AR1 and Hengxuan BES2800, highlighting the advanced technology used in the product [1] Group 2: Features and Functions - The glasses feature a Gaode near-eye navigation system, which enhances user experience in navigation [1] - They include Alipay's "Look and Pay" secure payment function, indicating a focus on integrating financial technology [1] - The product also offers a feature for Taobao to search for similar items and price comparisons, enhancing shopping convenience [1] - Additionally, the glasses provide travel reminders through Fliggy, indicating a comprehensive approach to user assistance [1]

Group 1 - Meta has raised its overall smart glasses sales forecast due to strong sales in the first half of the year, increasing orders to core suppliers like Qualcomm by 20% in August, with expected total shipments of Qualcomm AR1 chips to exceed 12 million this year, significantly higher than the market estimate of around 5 million sales for Meta by 2025 [1] - Sales of Ray-Ban Meta smart glasses have more than doubled year-on-year, with potential total shipments reaching 4-5 million units in 2025 if the growth trend continues [1] - Meta is collaborating with Oakley to develop smart glasses, and it is highly likely that the overall sales of AI smart glasses will exceed 5 million units by 2025, with a possibility of reaching over 10 million units in 2026 if growth continues [1] Group 2 - Analyst Ming-Chi Kuo predicts that Meta's upcoming AI glasses, Hypernova, are expected to start mass production in Q3 2025, with an estimated shipment volume of 150,000 to 200,000 units over a two-year product lifecycle, with AI being the key selling point [2] - The integration of AI and AR applications is still in the early stages, and the high price of approximately $800 may lead to conservative estimates for Hypernova's shipment volume [2] - Other companies like Xiaomi, Rokid, and Xreal have launched AI/AR glasses, while major international firms such as Google, Samsung, Apple, and Amazon are also clarifying their hardware and software plans for AI/AR glasses, indicating a growing market potential [2]

Industry Insights - Meta has raised its overall sales forecast for smart glasses due to strong sales in the first half of the year, increasing orders to core suppliers like Qualcomm by 20% in August [1] - The total shipment of Qualcomm's AR1 chips is expected to exceed 12 million this year, significantly higher than the market estimate of around 5 million sales for Meta by 2025 [1] - The Ray-Ban Meta smart glasses reported a year-on-year sales increase of over 200%, with potential total shipments reaching 4-5 million units in 2025 if the growth trend continues [1] - The AI smart glasses market is becoming a focal point in consumer electronics, with major companies like Meta, Apple, Xiaomi, ByteDance, and Alibaba expected to launch new products from the second half of this year to 2027, indicating a potential "mass production year" for the industry [1] - The AI glasses market is approaching a critical point for large-scale commercial use, with 2025 projected to be the "explosion year" for AI glasses [1] Company Collaborations - Rongqi Technology has detection and assembly equipment in the smart glasses sector, with clients including Apple and Meta [2] - Changying Precision has a partnership with Meta, previously providing structural components for Meta's Ray-Ban AI glasses [3]

Core Insights - XREAL has launched its new product "XREAL One Pro" amidst a booming interest in AI glasses, raising questions about its decision to not enter this segment [1][2] - The company holds a dominant position in the AR glasses market, with IDC reporting it has a market share greater than the combined total of its closest competitors [3] - XREAL's founder, Xu Chi, remains cautious about the AI glasses trend, questioning the sustainability and logic behind the rapid growth in this sector [5][10] Company Positioning - XREAL has partnered with Google on the "Project Aura," enhancing its ecosystem support [4] - The company has a strong user base and is focusing on refining core technologies rather than rushing into the AI glasses market [5][14] - Xu Chi emphasizes the importance of developing core modules and believes the AI glasses industry is still in its early stages, predicting significant developments around 2027-2028 [11][18] Industry Analysis - The current AI glasses market is characterized by a lack of consensus on its future direction, with many players entering the space without a clear path to profitability [12][20] - Xu Chi describes the current state of the industry as a "bubble," suggesting that many companies are chasing trends rather than focusing on sustainable growth [20][21] - The technological maturity of components, such as chips and sensors, is still lacking, which hinders the development of viable AI glasses [22][24] Future Outlook - Xu Chi believes that the industry will see a true competitive landscape when major players like Xiaomi commit significant resources to the sector [18] - The company is focused on building a robust ecosystem rather than competing directly with established giants, recognizing the challenges of creating a new ecosystem from scratch [25]

Summary of AI Glasses Industry Conference Call Industry Overview - The AI glasses market is rapidly evolving from AR headsets to standalone devices, with Meta Ray-Ban leading the way in AI audio glasses, marking a significant shift in product form and market acceptance [1][2] Key Insights and Arguments - The success of Meta Ray-Ban AI glasses is considered an "iPhone moment" for the industry, validating the demand for lightweight and practical AI glasses, prompting swift responses from domestic manufacturers [1][10] - Key technological bottlenecks for AI glasses include weight, battery life, price, and application scenarios. Future advancements in Micro LED and diffractive waveguide configurations are expected to enhance display quality and user experience [1][15] - The AI glasses market is projected to reach millions in sales by 2025, with expectations to exceed ten million units in 2026, potentially reaching a billion-level scale within five years, driven by the integration of various functionalities such as information prompts, headphones, and prescription lenses [1][11] Market Dynamics - Optical and display technologies constitute significant cost components in AI glasses, with the choice of materials like silicon carbide and glass/resin waveguides directly impacting retail prices. Qualcomm's AR1 chip plays a crucial role in the market [1][12][13] - The development of AI glasses is seen as a high-frequency consumer product with substantial growth potential, akin to the success of Apple Watch and AirPods [2][8] Competitive Landscape - Companies such as Baidu, Tmall Genie, ByteDance, Xiaomi, and Huawei are actively developing or launching AI glasses, alongside traditional eyewear manufacturers like Rokid, which offers features like Q&A search and object recognition [6] - Key investment opportunities in the AI glasses supply chain include assembly (Goertek, Longqi), chips (Hengxuan, Zhongke Lanyun), batteries (Haopeng Technology), cameras (Yutong Optical, Weir Shares), and distribution channels (Baodao Glasses) [1][14][16] Future Development - Future advancements in AI glasses are expected to focus on making them lighter, extending battery life, and reducing prices while expanding usage scenarios to address consumer pain points [7] - The transition from monochrome to color displays and improvements in optical technology are critical for enhancing consumer experience and driving market growth [15] Conclusion - The AI glasses industry is at a pivotal moment, with significant potential for growth and innovation. Investors should closely monitor key players and technological advancements to capitalize on emerging opportunities in this evolving market [9][16]