On January 2, the consumer-grade AR brand RayNeo and Alibaba Cloud held a strategic signing ceremony, announcing an exclusive strategic partnership in the AI glasses field, with the Tongyi series large model providing exclusive custom technical support for RayNeo's AI glasses.

It is reported that this is the first deep customization cooperation between a domestic large model and an AI glasses hardware manufacturer, with Alibaba Cloud's Tongyi series large model providing a full set of AI technology and product support for RayNeo's AI glasses. The two sides will focus on AI glasses as the core carrier, jointly investing in research and development resources and manpower, and continuously cooperating in the fields of Cloud Computing, large models, and AI Hardware.

According to the Zhichong Financial APP, the AI glasses products attending CES in the U.S. from the 7th to the 10th of this month are as follows:

1. RayNeo V3 (AI glasses similar to Rayban META)

2. Thunder God Technology (3 models, possibly BB solution AR glasses, array waveguide-shaped AR glasses, and AI glasses similar to Rayban META)

3. Li Weike (AI glasses similar to Rayban META)

4. Halliday from Gyges Labs (AI glasses with a display, but the technology path is not waveguide, rather it is based on the retinal projection principle DigiWindow technology solution.)

5. Return Technology (AI glasses resembling Rayban META form)

6. Lotus Root Technology (AR glasses)

7. DPVR (XR products and AI glasses)

8.康冠科技 (AI glasses resembling Rayban META form)

9. Vuzix (showcasing new generation waveguide + smart glasses reference design)

10. Himax Technologies (showcasing LCoS solution AR glasses prototype)

11. Sony (XR glasses)

Open-source Securities released a Research Report stating that the collision of fashion and Technology in AI smart glasses is accelerating evolution, with demand potential initially validated. Many brands of AI glasses are selling well in the market, and the supply side is accelerating capacity expansion; the fashion concept of glasses is evolving rapidly, making glasses a defensive category among Luxury Goods brands, with Luxury Goods groups intensifying their layout in the glasses Business to support corporate growth. Currently, the empowerment of AI glasses is ramping up through research and channels, and smart glasses are accelerating breakthroughs.

AI glasses related industry chain Hong Kong stocks:

Baidu Group-SW (09888): At the 2024 Baidu World Conference, Baidu officially launched the Xiaodu AI glasses, claiming it to be the "world's first native AI glasses equipped with a Chinese large model." Baidu Group Vice President and CEO of Xiaodu Technology, Li Ying, revealed that the Xiaodu AI glasses will be officially launched in the first half of 2025.

AAC TECH (02018): CICC released a research report stating that the ramp-up of AI glasses will continuously drive the shipment volume and specifications of cameras, accompanying long-term cost reduction of core optical components, and AI glasses may further evolve into AR glasses.

SUNNY OPTICAL (02382): SUNNY OPTICAL has technical layout and product solutions for AI glasses visual schemes, particularly in three major areas: scene interaction, information interaction, and imaging. The company has achieved full-stack XR visual solution coverage based on monocular, binocular, and dTOF technologies, and is continuously making research and development progress in high resolution, miniaturization, and variable aperture, meeting the industry's demand for AI glasses SLAM, ultra-wide angle, ultra-telephoto, and eye tracking functions.

Kangnate Optical (02276): Kangnate Optical recently announced that it has signed a product supply framework agreement with a multinational Consumer Electronics company, planning to carry out long-term cooperation. According to the relevant supply agreement, the other party has placed a formal Order with the company, which will provide customized lenses with personalized parameters for application in its products. At the same time, the company has established an XR R&D and service center to provide support and services for potential precision optical business from both the technical and market sides and strengthen the company's R&D of product applications in XR optics.