The "Battle of a AI Glasses" is in full swing! What forces are driving this surge? Major tech companies are investing heavily in the research and development of smart glasses, primarily driven by multiple factors including breakthroughs in AI technology, the release of market potential, and changes in product form. The following analysis examines the specific reasons from three dimensions: technology, market, and industry chain.

I. Technological Breakthroughs: AI Big Models Reshape the Interactive Experience

Iterative development of AI big models has provided smart glasses with natural interaction capabilities. Users can control the device through voice, gestures, and even eye contact, achieving true human-computer dialogue. The application of multimodal big models has also driven changes in hardware design and the application ecosystem. For example, Meta's Orion AR glasses already support neural signal control, separating computing and display functions to improve portability. Furthermore, advancements in edge computing and flexible electronics technologies have made devices more invisible, lightweight, and capable of operating independently of mobile phones.

II. Market Potential: Wearable Devices Become a New Carrier for AI

Smart glasses are considered an important terminal for the application of AI. Global shipments of smart wearable devices are projected to exceed 1.2 billion units by 2030, with a compound annual growth rate of 12.7%. Demand for its health monitoring and exercise management functions is surging, especially in the context of managing chronic diseases in the elderly, where its potential is significant. Gartner's Hype Cycle shows that AI glasses are currently in a "hype phase," with some over-hyping, but the technology is gradually maturing.

III. Mature Industry Chain: Major Players Accelerate Deployment with Their Own Advantages Domestic giants are rapidly entering the market thanks to their technological accumulation: Huawei leverages its 5G communication advantages to improve data transmission efficiency, while Xiaomi transfers its mobile phone hardware experience to glasses R&D. Meanwhile, startups like Humane's AI Pin have achieved independent terminal functionality, pushing the industry away from its reliance on the mobile phone ecosystem. Progress in the domestic production of sensors and chips in the upstream industry chain has also laid the foundation for mass production.

In summary, technological iteration and market demand are jointly driving smart glasses to become the "next-generation smart terminal" that major tech companies are vying for. Its development still faces challenges such as technological maturity and privacy protection, but the long-term growth trend is clear.