New artificial intelligence glasses are being launched frequently and the industry chain is chasing "light" and pursuing "core".

The "iPhone moment" for AI glasses has not arrived yet, but the race is already boiling. In the second quarter, manufacturers such as Rokid Innovation and Alibaba's Qimen Technology have released new products intensively, while Google has announced the launch of its first AI glasses in the fall. With the market heating up, A-share AI glasses industry chain is accelerating towards "light" and "core". In AI glasses with display functions, optical components account for nearly half of the cost, and Micro LED display technology suitable for outdoor strong light scenes has become the focus of enterprise layout. The main control chip is also a core cost link, accounting for 20% to 30%, with A-share companies such as Hengxuan Technology and Core Origin actively positioning themselves.