不久前，苹果推出了新款AirTag，售价保持不变，仍为 249 元（单件装）和 849 元（四件装）。 与此同时，不少消息显示，苹果后续还有20款左右的产品等待上市。现在随着时间的推进，关于接下来的苹果新品也出现了新的消息。 参考新浪科技的报道来看： 苹果公司 CEO 蒂姆 · 库克在电话会议中表示，苹果将在今年晚些时候带来更大的惊喜和全新创新。 多方传闻显示，苹果今年将推出超 20 款新品，而本周刚刚亮相的 AirTag （第二代）只是一道开胃菜。 蒂姆 · 库克昨天在季度财报会议中表示，苹果未来发布的产品将带来"前所未见的创新"，并称公司的最佳作品"尚未到来"。 核心规格上，其与 iPhone 18 Pro、iPhone 18 Pro Max 两款超高端旗舰一致，共同首发新一代A20 Pro 芯片。这款芯片将采用台积电最新封装技 术，并基于2纳米制程工艺制造。 其可以提升整体运算及"Apple Intelligence"等AI功能的效率；还可以有效降低功耗，延长电池续航；以及进一步压缩芯片体积，为iPhone内部 设计带来更多灵活空间。 其他细节方面，苹果首款折叠iPhone外屏尺寸或为5.5英寸，分辨率 ...

库克在会议中强调，新一年的产品布局将深度渗透用户生活场景，以突破性技术重构硬件体验与生态连 接。此番表述并非空口造势，多方消息显示，苹果今年筹备了超20款新品，覆盖手机、PC、可穿戴、 智能家居全赛道，既有迭代升级，更有跨品类首发新品。 折叠屏iPhone Fold成为本次创新核心悬念。据供应链爆料，这款苹果首款折叠机型计划秋季登场，采用 自研折叠形态与耐磨面板方案，在铰链结构、屏幕折痕控制、系统适配层面做针对性优化，打破现有折 叠屏产品的设计范式，补齐苹果在形态创新上的关键拼图。 在2026财年Q1财报电话会议上，苹果CEO蒂姆·库克抛出重磅信号：今年将带来前所未见的创新，公司 最佳作品尚未到来。这句远超以往造势话术的表态，叠加供应链与外媒爆料，让科技圈对苹果年度新品 的期待值直接拉满。 PC产品线同样迎来大版本跃迁，新款MacBook Pro将搭载M6系列芯片，在算力、能效比上实现阶梯式 提升，同时针对专业创作、AI运算场景优化底层架构，配合接口与散热方案升级，重塑高端笔记本性 能标杆。此外，平价版MacBook搭载A18 Pro芯片登场，进一步拓宽Mac产品覆盖区间。 可穿戴与智能生态持续扩容，Appl ...

以下是库克的完整原话： 据科技媒体 9To5Mac 昨天（1 月 30 日）报道，苹果公布 2026 财年第一季度财报，随后公司 CEO 蒂姆 · 库克在电话会议中表示， 苹果将在今年晚些时候带来更大的惊喜和全新创新。 同时，苹果还在开发其首款智能眼镜 Apple Glasses，有望今年亮相、明年出货，而 MacBook Pro 也将 随着 M6 芯片迎来一次重大升级。 折叠iPhone呗↓↓↓ 多方传闻显示，苹果今年将推出超 20 款新品，而 本周刚刚亮相的 AirTag （第二代）只是一道开胃 菜。 蒂姆 · 库克在季度财报会议中表示， 苹果未来发布的产品将带来"前所未见的创新"，并称公司的最佳作 品"尚未到来"。 正如我在开场白所说，这一季度对苹果来说意义非凡。我们也对苹果未来一年所拥有的机会 感到兴奋，能够带来前所未见的创新，并在每一步持续丰富用户生活。展望接下来几周和未 来几个月即将到来的许多事情，我们的最佳作品仍在前方，我对此也充满信心。 从现实角度讲，库克的这番话只是用来增强投资者信心的客套话。但从另一角度结合最近传闻，我们有 理由相信库克的这番话分量不小。 结合IT之家此前援引彭博社记者古尔 ...

从现实角度讲，库克的这番话只是用来增强投资者信心的客套话。但从另一角度结合最近传闻，我们有理由相信库克的这番话分量不小。 结合IT之家此前援引彭博社记者古尔曼消息，苹果预计将在今年秋季推出品牌首款折叠屏手机 iPhone Fold，在机身尺寸、形态上与友商竞品有所不同。 多方传闻显示，苹果今年将推出超 20 款新品，而本周刚刚亮相的 AirTag （第二代）只是一道开胃菜。 蒂姆 · 库克昨天在季度财报会议中表示，苹果未来发布的产品将带来"前所未见的创新"，并称公司的最佳作品"尚未到来"。 以下是库克的完整原话： 正如我在开场白所说，这一季度对苹果来说意义非凡。我们也对苹果未来一年所拥有的机会感到兴奋，能够带来前所未见的创新，并在每一步持 续丰富用户生活。展望接下来几周和未来几个月即将到来的许多事情，我们的最佳作品仍在前方，我对此也充满信心。 IT之家 1 月 30 日消息，据科技媒体 9To5Mac 今天报道，苹果昨天公布 2026 财年第一季度财报，随后公司 CEO 蒂姆 · 库克在电话会议中表示，苹果将在今 年晚些时候带来更大的惊喜和全新创新。 ▲ 图源：苹果 同时，苹果还在开发其首款智能眼镜 Appl ...

在 AI 上日渐落后的苹果，最近几个月加紧了前进步伐。抛弃 OpenAI，携手 Google Gemini 后，苹果近日又有新动作。 当地时间 1 月 29 日，苹果公司完成了一项近 20 亿美元的收购，目标是以色列 AI 初创公司 Q.ai。 这是苹果自 2014 年以 30 亿美元收购 Beats 以来，规模第二大的交易。 据《金融时报》等多家媒体报道，Q.ai 的核心技术在于分析面部微表情和肌肉运动，从而解读「无声语音」（Silent Speech），即用户无需发出声音，仅 通过嘴部动作即可被设备识别意图。 这项技术被认为有望集成到未来的 AirPods、iPhone 乃至传闻中的 AI 眼镜中，实现更私密、无障碍的人机交互。 此次收购在苹果发布强劲财报的同一天公布，凸显了公司在 AI 硬件竞赛中补短板的急迫性。 01「无声」豪赌 Q.ai 收购背后，是苹果在生成式 AI 时代入口焦虑的集中体现。 当 OpenAI 的 ChatGPT、谷歌的 Gemini 通过语音和文字重新定义交互时，苹果的 Siri 却因体验落后而备受诟病。 收购 Q.ai，是苹果在传统语音交互之外，开辟「第二战场」的尝试。 无声语 ...

Market Overview - On January 14, the AI glasses sector experienced a collective surge, with companies like Hanbo High-tech, Biyi Co., and Doctor Glasses hitting the daily limit up, while other firms such as Mingyue Lens and Rainbow Technology also saw significant gains [1] Company Highlights - Hanbo High-tech (301321.SZ) saw its stock price rise to 23.03, an increase of 20.01%, as it provides core components for MR/R terminal manufacturers [2] - Biyi Co. (603215.SS) reached a price of 22.90, up by 9.99%, with its subsidiary being the largest domestic producer of AR glasses waveguide modules, having launched a production line with a capacity of 100,000 units [2] - Doctor Glasses (300622.SZ) reported a stock price of 38.89, increasing by 19.99%, focusing on the last-mile fitting services for smart glasses and collaborating with various brands [2] - Mingyue Lens (301101.SZ) offers smart glasses with voice assistant features, achieving a price of 49.11, up by 13.37% [2] Industry Events - On January 13, Bloomberg reported that Meta suggested EssilorLuxottica SA increase its annual production capacity to 20 million units or more by the end of 2026, with discussions for further expansion to 30 million units if demand remains strong [3] - Major tech companies like Apple, Google, and ByteDance are accelerating their investments in the AI glasses market, with Apple planning to unveil Apple Glasses at WWDC 2026 and ByteDance expected to release its first AI glasses in Q1 2026 [3] Institutional Insights - The AI glasses market is projected to become a high-volume product, with global sales expected to reach 90 million units by 2030, reflecting a compound annual growth rate (CAGR) of 97.42% over six years [4] - The core innovation in AI glasses is driven by generative AI, transforming them from expensive accessories to interactive smart devices, with prices dropping to the consumer-friendly range of around 1,500 yuan [5] - The industry is entering a rapid growth phase, addressing previous issues of high pricing and limited functionality, with over 80% penetration of features like AI dialogue and AR navigation [5]

Core Viewpoint - The smart glasses industry is expected to enter a rapid growth phase, with related companies poised to benefit from an upward cycle in market conditions [2]. Group 1: Industry Trends - CES 2026 showcased a variety of new smart glasses from leading Chinese brands such as Thunderbird Innovation, XREAL, Rokid, and others, highlighting a clear industry trend [2]. - Key product highlights include differentiated designs for competitive advantage, innovative multi-core solutions for better performance and power balance, and a focus on niche markets to meet specific needs [2]. - The integration of AI technology is deepening, with products like Looki L1 claiming to automatically record life events and store data locally [2]. Group 2: Future Product Launches - Google plans to launch Project Aura in December 2025 in collaboration with Xreal and is reviving its independent AI glasses project, aiming for a 2026 release [3]. - Apple is concentrating resources on the development of Apple Glasses, expected to be announced at WWDC 2026, which will rely on the iPhone and focus on AI and audio [3]. - Meta is delaying the release of its mixed reality glasses, code-named "Phoenix," to optimize product experience after significant losses in its Reality Labs division [3]. - ByteDance is set to release its first AI glasses in Q1 2026 [3]. Group 3: Market Projections - Global smart glasses sales are projected to reach 1.52 million units in 2024, with a significant increase to 3.5 million units in 2025, representing a 230% year-on-year growth [4]. - The growth is primarily driven by the continued sales of RayBan Meta and the introduction of multiple new AI smart glasses from major manufacturers [4]. - By 2029, global sales are expected to reach 60 million units, with a CAGR of 109% from 2025 to 2029, indicating a substantial market share for China [4].

Group 1 - Apple has reportedly paused maintenance for the Vision Pro in the industrial sector and reduced the production of headsets significantly, indicating a shift in strategy from initial strong promotion to reduced investment due to underwhelming market performance [1] - IDC forecasts that Apple will ship 390,000 units of Vision Pro in 2024, with a drastic drop to 45,000 units in the last quarter of 2025 [1] - Sensor Tower's report reveals that Apple has cut digital advertising spending for Vision Pro by over 95% in key markets like the US and UK over the past year [1] Group 2 - In response to the disappointment with Vision Pro, Apple is shifting focus to the more lightweight AI smart glasses, with the first product, Apple Glasses, expected to launch this year [2] - Apple has entered a multi-year partnership with Google to utilize Google's Gemini model and cloud technology for its next-generation AI models, aiming to enhance its AI capabilities, including a more personalized Siri [2] - IDC predicts that global shipments of smart glasses will exceed 23.687 million units by 2026, with the Chinese market alone expected to surpass 4.915 million units, indicating a move towards scaled growth in the smart glasses market [2]

Core Insights - The smart glasses industry is expected to transition from a niche market to a mainstream one by 2025, with significant growth in market size and product penetration [1] - Global smart glasses sales are projected to surge by 350.82% year-on-year to 13.448 million units in 2025, with the Chinese market seeing a 159.76% increase to 3.286 million units [2] - The introduction of eSIM technology is anticipated to enhance the functionality of smart glasses, allowing them to operate independently from smartphones [7][8] Market Trends - The CES 2026 showcased smart glasses as a focal point, with 38 exhibition booths dedicated to this category, highlighting the growing interest and competition in the market [4] - Lightweight design has become a core competitive factor, with several companies unveiling ultra-light models, such as Rokid's 38.5g AI glasses and MoJie's 25g AR glasses [5][6] - The integration of eSIM technology is seen as a pivotal development, enabling smart glasses to function as independent communication devices, similar to smartwatches [8] Industry Challenges - The smart glasses industry faces challenges in achieving product differentiation, maintaining lightweight designs, and effectively utilizing AI technology to establish themselves as independent smart devices [3][10] - The competition is expected to shift from a chaotic phase to a more structured one, focusing on quality, technology, and ecosystem capabilities [9] - Key challenges include balancing power consumption, size, and functionality, as well as establishing a robust application ecosystem that creates indispensable use cases for smart glasses [10]

Group 1 - The A-share market shows mixed performance as of December 31, with the Shanghai Composite Index up by 0.10%, driven by gains in sectors such as cultural media, education, and the internet, while forestry and energy equipment sectors lag behind [1] - In the consumer electronics sector, the Consumer Electronics ETF (159732) decreased by 0.63%, with notable individual stock performances including Jingce Electronics up by 9.25%, Xinwei Communication up by 7.17%, and Xiechuang Data up by 5.70%, while Kebo Da and Xinwangda saw declines of -4.26% and -3.64% respectively [1] Group 2 - Apple plans to launch its first smart glasses, Apple Glasses, in 2026, with mass production expected in 2027. The product will feature a no-display design and is positioned as a lightweight smart wearable accessory, similar to existing products from Meta and Xiaomi [3] - According to Guosen Securities, the rise of AI Agents is reshaping interaction paradigms, with major companies racing to establish footholds in edge computing. The ongoing evolution of large models in multimodal understanding and task execution is transitioning AI from a tool to an agent capable of understanding user intent and autonomously executing tasks, making edge consumer electronics a critical layer for AI commercialization [3]