在11月5日更新的iOS18.2Beta2版本上，苹果Visual Intelligence功能正式登场。该功能主要通过iPhone16的相机按钮实现，通过摄像头拍摄物理世界的对象，并通过大模型分析该物体的“深度和有用信息”，例如拍摄餐厅的照片，可以获得其营业时间、评价和菜单等信息。目前Visual Intelligence基于手机端算力处理，能够保持用户隐私在苹果体系内，不会上传到外部服务器。Everbright Securities: AI glasses are expected to usher in a breakthrough moment.
According to Securities Times APP, on November 12, 2024, Baidu released native AI glasses with a large Chinese model - XiaoDu AI Glasses.
According to 3Sing XR exclusive disclosure, Samsung Electronics has finalized the AI smart glasses project in early November and will release the first AI glasses in Q3 2025.
On the iOS 18.2Beta2 version updated on November 5th, the Apple Visual Intelligence feature officially debuted. The feature is mainly achieved through the camera button of the iPhone 16, capturing objects in the physical world with the camera and analyzing the 'depth and useful information' of the object through large models. For example, taking photos of restaurants can provide information such as opening hours, reviews, and menus. Currently, Visual Intelligence is based on mobile-side computational power, able to maintain user privacy within the Apple ecosystem without uploading to external servers.
BOC International believes that Visual Intelligence's broader use case is in AI glasses. By pioneering application on smartphones, Apple can better prepare for AI glasses in terms of technology preparation, scene exploration, and user habit cultivation.
Everbright Securities research report believes that AI glasses are expected to usher in a breakthrough moment.
According to Wellsenn XR data and forecasts, starting in 2025, AI smart glasses will rapidly penetrate traditional glasses under the backdrop of stable growth in traditional glasses sales; in 2029, annual sales of AI smart glasses are expected to reach 55 million pairs; by 2035, sales of AI smart glasses are expected to reach 1.4 billion pairs. AI glasses, AI earphones, AI toys, AI speakers, and other AI smart hardware are accelerating penetration, and the future AI wave will increase the edge computing demand of massive IoT devices.
AI glasses related Hong Kong stocks:
Conant Optical (02276): Conant Optical is a leading company in lens export business, with overseas business accounting for over 70% (downstream customers including brand owners, dealers, and retailers, etc.). Its efficient C2M model and leading technological research and development advantages continue to drive the increasing proportion of customized lenses; planning to invest in establishing a factory in Thailand to further enhance global competitiveness. Conant Optical recently announced that it has signed a product supply framework agreement with a multinational consumer electronics company, planning for long-term cooperation. According to the supply agreement, the other party has placed a formal order with the company, which will provide personalized parameter custom lenses for the application in their products. At the same time, the company has established an XR research and service center to provide support and services for potential precision optical businesses from both the technical and market perspectives, and strengthen the company's research and development on the technical application of products in XR optics.
Sunny Optical Technology (02382): Sunny Optical Intelligence Optics has technical layout and product solutions in AI glasses visual solutions, especially in the three major areas of scene interaction, information interaction, and imaging. The company has achieved full-stack XR visual solutions based on single-eye, dual-eye, dTOF, and other technologies, continuously driving research and development progress in high resolution, miniaturization, variable aperture, etc., to meet the industry's demand for AI glasses with functions such as SLAM, super wide-angle, telephoto, and eye tracking.
