AI glasses have moved from “conceptual hype” to a critical stage of “practical verification.” On the one hand, giants are “rushing the beach” to lay out the track. Early this morning, Google announced that its AI glasses in collaboration with Samsung, Warby Parker, and Gentle Monster will be launched next year; Ali's Quark AI Glasses S1 and Livis, Ideal Auto's first AI glasses, have been officially sold recently. On the other hand, sales of AI glasses gradually heated up. On the day the Quark AI glasses S1 went on sale, it reached the top of the smart glasses category on major e-commerce platforms such as Tmall, JD, and Douyin. LiVis, the ideal AI glasses surpassed 30,000 units within 3 hours of pre-sale. In this context, manufacturers of optical displays, structural components, and high-performance chips in the industrial chain are also following up the layout. Many respondents indicated that related manufacturers are expected to continue to benefit. A person from the securities department of Lansi Technology told a reporter calling as an investor that the company is helping its partner Hangzhou Lingban Technology break through the optical waveguide lens production capacity bottleneck. It is expected that after the lens production capacity increases next year, the shipment volume will increase to 1 million units.

AI glasses have moved from “conceptual hype” to a critical stage of “practical verification.” On the one hand, giants are “rushing the beach” to lay out the track. Early this morning, Google announced that its AI glasses in collaboration with Samsung, Warby Parker, and Gentle Monster will be launched next year; Ali's Quark AI Glasses S1 and Livis, Ideal Auto's first AI glasses, have been officially sold recently. On the other hand, sales of AI glasses gradually heated up. On the day the Quark AI glasses S1 went on sale, it reached the top of the smart glasses category on major e-commerce platforms such as Tmall, JD, and Douyin. LiVis, the ideal AI glasses surpassed 30,000 units within 3 hours of pre-sale. In this context, manufacturers of optical displays, structural components, and high-performance chips in the industrial chain are also following up the layout. Many respondents indicated that related manufacturers are expected to continue to benefit. A person from the securities department of Lansi Technology told a reporter calling as an investor that the company is helping its partner Hangzhou Lingban Technology break through the optical waveguide lens production capacity bottleneck. It is expected that after the lens production capacity increases next year, the shipment volume will increase to 1 million units.