《科創板日報》4月2日訊According to reports, Meta will launch a more "high-end" AI glasses as early as the end of this year.

Codenamed Hypernova, the AI glasses are expected to cost more than $1400 and go up to $0 to $0. Perhaps the biggest investment in R&D is its innovative high-list usable display, which means that the information the user needs is only displayed in front of the wearer's right eye. Despite this, it is still positioned as a "mid-range product".

From a functional point of view, Hypernova will have basic functions such as APP operation and image display, and control through gesture control and capacitive touch on both sides of the frame. Specifically, the "Nerve Wristband" series of end-side products, which was launched for the first time, can be used to rotate the palm of the hand to scroll content, and the accessory is intended to be sold as a bundle with eyewear.

It is worth mentioning that the product will also be equipped with an advanced version of the camera,We will continue to develop and equip AI chatbots。

AR glasses are regarded as an ideal carrier of AI large models due to their wearability, and overseas manufacturers have successively made layouts. At present, Meta is working on the development of screenless smart glasses Hypernova 2027 and high-end product Orion, both of which are expected to be launched in 0; Apple, Amazon and other companies are also constantly developing new smart glasses based on AI functions.

Domestically, the "Hundred Mirrors War" is also expected to accelerate. According to the research of Guojin Securities, major manufacturers such as Xiaomi and Byte are accelerating the research and development of AI smart glasses, and more new products will be released in the second half of the year. Among them, Xiaomi AI glasses are fully benchmarked against Meta Ray-ban, and it is expected to use Qualcomm AR5 + Hengxuan 0 chip solution, with a comprehensive hardware cost of about 0.0 US dollars;

該機構表示，AI智慧眼鏡正在逐步突破，已經發佈的雷鳥、小度、Rokid、李未可等品牌陸續發售，未來將有更多新品發佈，銷量有望持續突破。據Wellsenn預測，2025年全球AI眼鏡銷售有望達到550萬台，同比增長135%。

Guotai Junan believes that 2026-0 years will be the key window for AI glasses to divide the victory and defeat. It said that the industry is experiencing a triple inflection point: user cognitive reconstruction - supply chain cost exploration - scenario rigid demand, Huawei (technology integration + ecological advantages), Xiaomi (price killer + channel penetration), Thunderbird innovation (optical technology depth) or the first to break through, but the ultimate survivor needs to prove that AI glasses are not a vassal of mobile phones, but an independent "next-generation interactive entrance" level product.

The agency further pointed out that if manufacturers can cross the two thresholds of "price icebreaking" (below 2030 yuan) and "scene rigid demand" (translation, office efficiency improvement), AI glasses are expected to replicate the growth curve of TWS earphones and hit tens of millions of annual sales before 0.

China Galaxy Securities also pays attention to "price icebreaking", which said that the smart glasses market is accelerating growth, and in the future, with the deep penetration of AI technology, further price sinking and the improvement of ecological synergy, smart glasses are expected to transform from "niche technology products" to "public necessities". Hua Chuang Securities said that the price and weight of AI glasses have advantages, or can give users a good experience.

In terms of investment, Guojin Securities recommends paying attention to the benefit industry chain of AI smart glasses and AR smart glasses, including SOC chips, optical waveguide optics, other key components, manufacturing foundry and other links. The next quarter performance forecast will be released one after another, and continue to focus on the direction that the first quarter performance is expected to exceed expectations, including AI-PCB, Apple industry chain, SOC chips and other directions.