Huatai Securities believes that AI glasses are becoming one of the important hardware entrances in the smart era. As the big language model evolves from “passive response” to “active execution,” AI glasses are expected to upgrade from current information reminder tools to an information portal to the intelligent body senses the world. Currently, the global AI glasses market is at a critical point in the transition from “no display” to “with display”. I am optimistic that META/Google will launch next-generation products equipped with stronger AI functions in 2026/2027 to further expand the scale of the industry. China's industrial chain has already been laid out in key areas such as silicon-based OLEDs, optical waveguides, precision optics, ODM, lenses, CIS/LCOS, and micro LED, and leading related companies have formed strong systemic competitiveness in many core aspects of AI glasses.

Huatai Securities believes that AI glasses are becoming one of the important hardware entrances in the smart era. As the big language model evolves from “passive response” to “active execution,” AI glasses are expected to upgrade from current information reminder tools to an information portal to the intelligent body senses the world. Currently, the global AI glasses market is at a critical point in the transition from “no display” to “with display”. I am optimistic that META/Google will launch next-generation products equipped with stronger AI functions in 2026/2027 to further expand the scale of the industry. China's industrial chain has already been laid out in key areas such as silicon-based OLEDs, optical waveguides, precision optics, ODM, lenses, CIS/LCOS, and micro LED, and leading related companies have formed strong systemic competitiveness in many core aspects of AI glasses.