豆包视觉通话模型落地，智能眼镜将迎来最大催化

Summary of Conference Call Company and Industry Involved - The conference call primarily discusses Doubao, a company involved in the development of AI glasses and visual models, and the broader smart glasses industry. Core Points and Arguments 1. Doubao's New Feature: Doubao has updated its app to include a video call feature that allows users to interact with the AI by showing real-time visuals through their phone's camera, demonstrating high accuracy in recognition [1][2][3]. 2. Understanding of Reality: The AI's understanding of the real world is reported to be very accurate, providing fluent and contextually relevant responses during video calls [2]. 3. Evolution of Visual Models: The visual model has progressed from text-based Q&A to video and multimodal interactions, indicating a shift towards commercial viability [3]. 4. Application Scenarios: The AI model is suitable for environments with existing cameras, such as home security systems, and is particularly well-suited for integration into smart glasses [4][5]. 5. Smart Glasses Market Potential: The smart glasses market is expected to grow significantly, with the potential for AI models to enhance user experience by providing detailed information about the surroundings [6][7]. 6. Upcoming Product Launches: Doubao is expected to announce collaborations and product launches at the upcoming "Original Power Conference" on June 11, which may include advancements in video and visual technology [7]. 7. Technological Advancements: The conference highlights advancements in optical technology, including the use of dual-color waveguides and improvements in display quality, which are critical for the smart glasses market [8][9]. 8. Market Competition: Other companies, such as ROKI and Huawei, are also expected to release AR glasses, indicating a competitive landscape with increasing product availability [10][11]. 9. Supply Chain Insights: The supply chain for AR glasses is dominated by specific companies for components like optical engines and waveguides, with JVD being a key player [12][13]. 10. Future Trends: The industry is anticipated to see a surge in non-display smart glasses that leverage AI for enhanced functionality, suggesting a shift in consumer preferences [16][17]. Other Important but Overlooked Content 1. Hardware Design Considerations: Emphasis on making hardware components like cameras and microphones lightweight and compact for integration into glasses [18]. 2. Software Development: Discussion on the need for software that can effectively utilize existing mobile applications for navigation and interaction, hinting at a potential shift in design philosophy [19]. 3. Investment Opportunities: The call suggests that companies involved in chip manufacturing and assembly for AR glasses, such as Hengxing Technology and Longqi Technology, may present investment opportunities [15][21]. 4. Market Readiness: The overall sentiment is that the market for advanced visual understanding models is just beginning, with many consumers yet to experience the technology [22].