证券日报网1月8日讯，蓝特光学在接受调研者提问时表示，从产业需求来看，AR市场仍处于早期阶 段，各大厂商正积极布局AR应用中软硬件端的开发；同时，AR市场巨大的增长潜力，也给予了反射光 波导与衍射光波导技术路线并行发展的空间。目前两种技术方案在显示效果、量产难度上互有优劣，核 心均在于能否解决消费级量产工艺的突破。AR终端设备作为消费电子应用，中期的全球市场年需求有 望突破千万台量级；其中各类消费电子龙头厂商可能占据优势地位，存在一定的产业集聚效应，对于产 业链上关键供应商的产能有着巨大的需求。因此，战略布局中前瞻性的产能配置对企业来说机遇与风险 并存。当前，公司已经与国内外多家头部光波导厂商积极建联、达成合作，并致力于与具有行业领先地 位的终端厂商开展直接合作，充分了解终端应用的技术需求。下一阶段，公司的攻坚重心在于消费级量 产工艺的技术实现，力求以充分的准备应对AR产业后续的产能扩张需求。 ...

Core Insights - The global technology sector is undergoing a transformation focused on AI hardware, shifting from algorithm competition to hardware development that enables AI functionality [1] - Major companies like Google and OpenAI are making significant strides in AI hardware, with Google showcasing advanced smart glasses and OpenAI acquiring a hardware company to enhance its capabilities [4][5] - Investment trends in Silicon Valley are shifting towards supporting hardware that can facilitate AI, with top venture capital firms backing innovative devices that redefine human-computer interaction [2][21] Group 1: AI Hardware Developments - Google announced a new AI hardware product, a smart glasses prototype that integrates its Gemini AI model and AndroidXR system, featuring advanced capabilities like real-time translation and environmental awareness [4] - OpenAI completed a $6.5 billion acquisition of the AI hardware company io, which focuses on developing "AI-native" hardware, marking OpenAI's largest acquisition to date [5][6] - The smart glasses from Google utilize low-power components for enhanced performance, achieving over 12 hours of battery life and supporting natural voice interaction [4] Group 2: Investment Trends - Venture capital firms like Sequoia Capital and IDG Capital are investing in startups that create innovative AI hardware, such as Brilliant Labs' AI glasses and Sightful's "no-display" laptop [2] - The investment landscape is evolving, with a focus on hardware that can support AI capabilities rather than just algorithm improvements [1][21] Group 3: Future Trends in AI Hardware - Predictions for 2025 indicate three major trends in AI hardware: a shift from tools to biological extensions, an explosion of vertical hardware tailored for specific applications, and a dual spiral of technology and business reshaping industry power dynamics [22][23] - The global market for AI wearable devices is expected to grow at a compound annual growth rate of 30.3%, surpassing $120.7 billion by 2028 [23]