李未可AI眼镜产品更新汇报

Summary of Conference Call Company and Industry - The conference call pertains to the AI glasses industry, specifically focusing on the products from the company involved in the development of smart glasses, including the Bluebird V3 and the new AI shooting glasses, View AI [1][5]. Core Points and Arguments - The AI glasses market has seen a relatively flat performance from January to May, with fewer new product launches [1]. - The development logic of the smart glasses brand is rooted in their tactile product experience, with a focus on shooting and display functions [2]. - The first two products launched, City AI and City Air AI, have seen improvements in weight and battery life, with weights of approximately 38g and 33g respectively, and battery life extending to 14 hours for the CTAII model [3]. - The market for AI glasses is currently in a phase of product capability verification, with existing products facing various practical usage issues such as battery life and Bluetooth connectivity [9]. - The View AI product is positioned to compete directly with the Lanyard V3, with similar pricing (around 1600 to 1700 yuan) and comparable specifications [6]. - The introduction of a temporary intelligent agent in the new product aims to enhance user experience by providing real-time responses to queries [8]. - Anticipation for upcoming products in the second half of the year includes AI shooting glasses and AI + AR glasses from various brands, indicating a competitive landscape [10]. Other Important Content - The online sales figures for the brand indicate a projected revenue of approximately 3.64 million yuan for 2024, averaging about 300,000 yuan per month [4]. - The conference highlighted the need for real-world feedback on new products, emphasizing that the industry is still in its early stages of development [7]. - Recommendations were made to pay attention to related companies in the supply chain, such as Bingpai and Mingyue, which may benefit from the growth in the AI glasses market [11].