Huatai Securities: AI glasses are expected to evolve from current information notification tools to intelligent agents serving as information portals to perceive the world

As large language models evolve from "passive response" to "active execution", AI glasses are expected to upgrade from current information reminder tools to intelligent information gateways for perceiving the world. The global AI glasses market is currently at a critical transition point from "non-display" to "with display". Meta and Google are expected to launch next-generation products with more advanced AI features in 2026/2027, further driving the expansion of the industry scale. The Chinese industrial supply chain has already established a presence in key areas such as silicon-based OLED, optical waveguide, precision optics, ODM, lenses, CIS/LCOS, and Micro LED. Leading enterprises have formed strong systematic competitiveness in multiple core segments of AI glasses.