阿里，理想集中发售AI眼镜，光峰科技等风来

互联网江湖

12/08

（原标题：阿里，理想集中发售AI眼镜，光峰科技等风来）$阿里巴巴(NYSE|BABA)$$理想汽车-W(HK|02015)$光峰科技来源：互联网江湖作者：刘致呈最近，随着夸克眼镜的正式发售，朋友圈里多了不少晒夸克智能AR眼镜的，那股子新鲜劲，仿佛让人穿越回十多年前，“土豪”们在朋友圈晒iPhone手机的日子。显然，作为被寄予厚望的下一代核心硬件，智能AR眼镜已经开始和当年的手机一样大跨步的走入...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025120811565595309a4e&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0469268626.HKD","symbol_name":"AB FCP I-ASIA EX JAPAN EQUITY PTF(AD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025120811565595309a4e&s=b","article_id":"2589385637","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025120811565595309a4e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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MULTI INCOME PLUS \"AM\" (HKD) INC"},"translate_title":"Alibaba, Ideal concentrates on selling AI glasses, Guangfeng Technology is waiting for the wind","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.6,"688007":1.91,"LI":1.87,"09988":1.95,"02015":1.87,"ALBmain":0.6,"HBBD.SI":0.6,"BABA":1.95},"content_text":"（原标题：阿里，理想集中发售AI眼镜，光峰科技等风来）$阿里巴巴(NYSE|BABA)$$理想汽车-W(HK|02015)$光峰科技来源：互联网江湖 作者：刘致呈最近，随着夸克眼镜的正式发售，朋友圈里多了不少晒夸克智能AR眼镜的，那股子新鲜劲，仿佛让人穿越回十多年前，“土豪”们在朋友圈晒iPhone手机的日子。显然，作为被寄予厚望的下一代核心硬件，智能AR眼镜已经开始和当年的手机一样大跨步的走入我们的生活了。从数据上看，也是如此，夸克智能AR眼镜的出现，彻底引爆了这个市场。数据显示，2025年\"双 11\"期间，天猫AI眼镜成交额暴涨 2500%，京东同品类成交增速 346% 登顶 3C 数码榜首。而在夸克的智能AR眼镜爆火的背后，从战术和战略角度讲，智能AR眼镜的iPhone时刻或许已经悄然降临。//大厂抢滩下一代入口：智能AR眼镜成必争之地从战术层面看，夸克的产品确实很能打，相比行业龙头Meta的旗舰产品，也不落下风。本次以夸克S1为代表的系列产品，解决了那个老生常谈的智能AR眼镜“不可能三角”——算力、续航、重量，一下子满足了消费者的更多需求。比如，目前衍射光波导（显示）方案普遍存在的问题，像是色散、字体边缘模糊、彩虹边的问题，在很多博主的测试中，都没有再出现过。在续航上，则是在镜腿位置使用了可拆卸的电池方案，不间断的使用一天基本上没有什么太大的问题。在关键的整机重量上，镜片、框架、骨传导、芯片、两个光机等等这些东西加在一起，仅仅51克。经一些已入手的朋友反馈，夸克戴起来确实不算吃力，而且外观已经不再臃肿，和正常的眼镜非常接近。另外，抛开硬件，接入了阿里系的高德、AI大模型、支付等等功能，响应速度更快了，实用性也更强了。说到夸克背后的阿里，就要涉及到战略层面了。战略层面上，时代的背景，是AI引领的第四次工业革命。此时，AI的能力在软件端是溢出的，在硬件端又是缺失的。所以，每个有AI能力的企业，都需要做出一款能够具象化表达AI能力的硬件，才有可能成为下一阶段的巨头，简而言之“不想做硬件的AI企业不会是超级巨头” 。说白了，AI能力再强，只要受制于终端是别家的，那你的AI能力可能也就只能以App形态去落地呈现。所以AI时代，“软硬协同”非常重要。此时，硬件能力比较弱的互联网（AI）大厂们，就需要一个硬件端口来完成自己的布局比如字节系的大模型豆包，近期就和中兴合作，尝试做AI手机，想对手机这个端口进行革命性的颠覆。这本质上，就是在抢占属于自己的硬件市场。不过，拿着旧地图找不到新大陆。一方面，从豆包AI手机的实际情况看，手机端的生态已经非常成熟，想要打破现在局面，就要触碰诸多涉及用户隐私的问题。另一方面，智能AR眼镜和AI的契合度堪称完美。因为AI本身存在的意义，是为了让我们享受更美好的生活，主要作用就是提升效率，释放精力，满足好奇。AI硬件自然也是要达到这个目的，智能AR眼镜作为架在大脑上的“大脑”，实时翻译，实时记录，实时响应这些特点和功能可以显著提升我们的工作效率，帮助我们探索这个世界。比如我们在工作中，记录会议，只要带着眼镜就够了，不管是拍照，还是转录相比手机都少了诸多步骤；甚至是跨国旅游当中，不懂外语也没有关系，带着它显然能走的更远。换句话说，智能AR眼镜将会是我们每个人的“具身智能助手”，就像钢铁侠中的贾维斯，在不远的未来会像手机一样普及到每个人身上。至此，智能AR眼镜，毫无疑问是这个时代的兵家必争之地。随着阿里下场，相信腾讯、百度等互联网厂商，还有一众手机大厂都已经在不远处磨刀霍霍了。问题来了，这些硬件能力不够的大厂，怎么做才能在硬件端交付出完美的产品呢？答案在供应链一端，而且，这里也隐藏着不少机会。// AI硬件变局下，供应链暗藏机遇从硬件生产的角度看，不管是阿里的夸克，还是刚发布自己第一款眼镜的理想汽车，别看都是千亿级别的企业，他们其实都不具备直接生产智能AR眼镜的能力。没有生产能力，还能够发售相关产品，主要是因为供应链的技术支持。就拿“光机”这个显示模块来说，现在最稳定，最前沿的解决方案，不在任何一个大厂手里，而是在供应链的企业光峰科技身上。而光峰科技这家企业，有两个看点，非常有代表性，符合当下产业分工的现状。首先是在战略的选择上，足够专注，在没上市的时候，就深耕在光学显示这一领域。上市之后，公司的管理层察觉到AR眼镜的潜力，就开始向着这个方向努力，这在招股书中有非常明显的体现。长时间对行业的跟踪，让他们在光学解决方案的方向选择上，变的非常老道。目前，这一领域有两种主流技术方案，一种是性能更强，但是成本高且良品率低的Micro LED，另一种则是LCoS这样的性能稳定，量产成本相对较低的方案。光峰科技选择的是更稳定，更容易落地的后者，这和龙头企业Meta旗舰产品的技术路径完全吻合。其次，在技术能力足够强，足够专注的前提下，光峰科技落地的产品也是全行业领先的。在九月份的光博会上，光峰科技同步发布行业领先的光机产品，两款LCoS AR光机——蜻蜓G1与彩虹C1。据业内人士评测，蜻蜓G1光机目前可以说是“地表最强”的LCoS AR光机。具体参数上，蜻蜓G1以“一拖二”光机方案，实现单目体积约为0.35cc，支持镜面角度设计，小巧低耗，适配多元场景，其分辨率为640x640，可清晰呈现细腻画面细节；视场角（FOV）约25，且支持定制化调整，满足不同场景下的视野需求；虚像距约为5m，能营造出较为舒适的视觉距离。单目光源功耗约为55nit/mW，100%APL总功耗约为100mW（双目总功耗+硬件功耗），在能耗控制上表现出色，有助于延长设备的续航时间。抛开这些专业的技术语言，这里有两个值得关注的点，一是体积，二是双目显示。单目体积0.35cc，基本上就是目前行业的天花板，并且具有量产能力，证明企业有能力承接未来爆发的订单需求。在显示上， “一拖二”蜻蜓模组天然可以实现双目的汇聚角度，能让观看者更加舒适自然。又轻又清，又能即时落地，是这一板块的终极目标，光峰科技的产品完全符合要求。所以，这种模式的优势显而易见，如果你让巨头重新去做，或者在行业刚有发展的苗头的时候去做，他们没有这个能力，也没有这个精力多线程发展。而供应链企业则可以聚焦细分领域，通过规模化生产降低成本、提升技术成熟度，最终推动整个行业发展。近几年蓬勃发展的新能源汽车其实就是很好的例子，在早期阶段，其实很多车企都是转行来的，怎么“攒”出来自己的汽车呢？比如新能源汽车核心部件，电池和整个电控系统，自己不会造，没有关系，有宁德时代这样，在新能源汽车还没有兴起的时候，就深耕在这个领域企业。最后，一代人都有一代人的机遇，每一次工业变革，供应端都有伟大的企业诞生，第二次工业革命有博世，米其林，第三次有歌尔股份，宁德时代。如今，第四次工业革命的大幕已然拉开，在智能 AR 眼镜这一新兴赛道上，相信也会有更多像光峰科技这样的供应链企业，抓住时代机遇。免责声明：本文基于公司法定披露内容和已公开的资料信息，展开评论，但作者不保证该信息资料的完整性、及时性。另：股市有风险，入市需谨慎。文章不构成投资建议，投资与否须自行甄别。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}