阿里，理想集中發售AI眼鏡，光峯科技等風來

互聯網江湖

2025/12/08

（原標題：阿里，理想集中發售AI眼鏡，光峯科技等風來）$阿里巴巴(NYSE|BABA)$$理想汽車-W(HK|02015)$光峯科技來源：互聯網江湖作者：劉致呈最近，隨着夸克眼鏡的正式發售，朋友圈裏多了不少曬夸克智能AR眼鏡的，那股子新鮮勁，彷彿讓人穿越回十多年前，「土豪」們在朋友圈曬iPhone手機的日子。顯然，作為被寄予厚望的下一代核心硬件，智能AR眼鏡已經開始和當年的手機一樣大跨步的走入...

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11:35","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2589385637","market":"hk","top_or_hot":-1,"title":"阿里，理想集中發售AI眼鏡，光峯科技等風來","media":"互聯網江湖","content":"<div>\n<p>（原標題：阿里，理想集中發售AI眼鏡，光峯科技等風來）$阿里巴巴(NYSE|BABA)$$理想汽車-W(HK|02015)$光峯科技來源：互聯網江湖 作者：劉致呈最近，隨着夸克眼鏡的正式發售，朋友圈裏多了不少曬夸克智能AR眼鏡的，那股子新鮮勁，彷彿讓人穿越回十多年前，「土豪」們在朋友圈曬iPhone手機的日子。顯然，作為被寄予厚望的下一代核心硬件，智能AR眼鏡已經開始和當年的手機一樣大跨步的走入...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025120811565595309a4e&s=b\">網頁鏈接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里，理想集中發售AI眼鏡，光峯科技等風來</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025120811565595309a4e&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025120811565595309a4e&s=b\">互聯網江湖</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BABA","symbol_name":"阿里巴巴","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, 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數碼榜首。而在夸克的智能AR眼鏡爆火的背後，從戰術和戰略角度講，智能AR眼鏡的iPhone時刻或許已經悄然降臨。//大廠搶灘下一代入口：智能AR眼鏡成必爭之地從戰術層面看，夸克的產品確實很能打，相比行業龍頭Meta的旗艦產品，也不落下風。本次以夸克S1為代表的系列產品，解決了那個老生常談的智能AR眼鏡「不可能三角」——算力、續航、重量，一下子滿足了消費者的更多需求。比如，目前衍射光波導（顯示）方案普遍存在的問題，像是色散、字體邊緣模糊、彩虹邊的問題，在很多博主的測試中，都沒有再出現過。在續航上，則是在鏡腿位置使用了可拆卸的電池方案，不間斷的使用一天基本上沒有什麼太大的問題。在關鍵的整機重量上，鏡片、框架、骨傳導、芯片、兩個光機等等這些東西加在一起，僅僅51克。經一些已入手的朋友反饋，夸克戴起來確實不算吃力，而且外觀已經不再臃腫，和正常的眼鏡非常接近。另外，拋開硬件，接入了阿里系的高德、AI大模型、支付等等功能，響應速度更快了，實用性也更強了。説到夸克背後的阿里，就要涉及到戰略層面了。戰略層面上，時代的背景，是AI引領的第四次工業革命。此時，AI的能力在軟件端是溢出的，在硬件端又是缺失的。所以，每個有AI能力的企業，都需要做出一款能夠具象化表達AI能力的硬件，才有可能成為下一階段的巨頭，簡而言之「不想做硬件的AI企業不會是超級巨頭」 。説白了，AI能力再強，只要受制於終端是別家的，那你的AI能力可能也就只能以App形態去落地呈現。所以AI時代，「軟硬協同」非常重要。此時，硬件能力比較弱的互聯網（AI）大廠們，就需要一個硬件端口來完成自己的佈局比如字節系的大模型豆包，近期就和中興合作，嘗試做AI手機，想對手機這個端口進行革命性的顛覆。這本質上，就是在搶佔屬於自己的硬件市場。不過，拿着舊地圖找不到新大陸。一方面，從豆包AI手機的實際情況看，手機端的生態已經非常成熟，想要打破現在局面，就要觸碰諸多涉及用户隱私的問題。另一方面，智能AR眼鏡和AI的契合度堪稱完美。因為AI本身存在的意義，是為了讓我們享受更美好的生活，主要作用就是提升效率，釋放精力，滿足好奇。AI硬件自然也是要達到這個目的，智能AR眼鏡作為架在大腦上的「大腦」，實時翻譯，實時記錄，實時響應這些特點和功能可以顯著提升我們的工作效率，幫助我們探索這個世界。比如我們在工作中，記錄會議，只要帶着眼鏡就夠了，不管是拍照，還是轉錄相比手機都少了諸多步驟；甚至是跨國旅遊當中，不懂外語也沒有關係，帶着它顯然能走的更遠。換句話説，智能AR眼鏡將會是我們每個人的「具身智能助手」，就像鋼鐵俠中的賈維斯，在不遠的未來會像手機一樣普及到每個人身上。至此，智能AR眼鏡，毫無疑問是這個時代的兵家必爭之地。隨着阿里下場，相信騰訊、百度等互聯網廠商，還有一眾手機大廠都已經在不遠處磨刀霍霍了。問題來了，這些硬件能力不夠的大廠，怎麼做才能在硬件端交付出完美的產品呢？答案在供應鏈一端，而且，這裏也隱藏着不少機會。// AI硬件變局下，供應鏈暗藏機遇從硬件生產的角度看，不管是阿里的夸克，還是剛發布自己第一款眼鏡的理想汽車，別看都是千億級別的企業，他們其實都不具備直接生產智能AR眼鏡的能力。沒有生產能力，還能夠發售相關產品，主要是因為供應鏈的技術支持。就拿「光機」這個顯示模塊來説，現在最穩定，最前沿的解決方案，不在任何一個大廠手裏，而是在供應鏈的企業光峯科技身上。而光峯科技這家企業，有兩個看點，非常有代表性，符合當下產業分工的現狀。首先是在戰略的選擇上，足夠專注，在沒上市的時候，就深耕在光學顯示這一領域。上市之後，公司的管理層察覺到AR眼鏡的潛力，就開始向着這個方向努力，這在招股書中有非常明顯的體現。長時間對行業的跟蹤，讓他們在光學解決方案的方向選擇上，變的非常老道。目前，這一領域有兩種主流技術方案，一種是性能更強，但是成本高且良品率低的Micro LED，另一種則是LCoS這樣的性能穩定，量產成本相對較低的方案。光峯科技選擇的是更穩定，更容易落地的後者，這和龍頭企業Meta旗艦產品的技術路徑完全吻合。其次，在技術能力足夠強，足夠專注的前提下，光峯科技落地的產品也是全行業領先的。在九月份的光博會上，光峯科技同步發布行業領先的光機產品，兩款LCoS AR光機——蜻蜓G1與彩虹C1。據業內人士評測，蜻蜓G1光機目前可以説是「地表最強」的LCoS AR光機。具體參數上，蜻蜓G1以「一拖二」光機方案，實現單目體積約為0.35cc，支持鏡面角度設計，小巧低耗，適配多元場景，其分辨率為640x640，可清晰呈現細膩畫面細節；視場角（FOV）約25，且支持定製化調整，滿足不同場景下的視野需求；虛像距約為5m，能營造出較為舒適的視覺距離。單目光源功耗約為55nit/mW，100%APL總功耗約為100mW（雙目總功耗+硬件功耗），在能耗控制上表現出色，有助於延長設備的續航時間。拋開這些專業的技術語言，這裏有兩個值得關注的點，一是體積，二是雙目顯示。單目體積0.35cc，基本上就是目前行業的天花板，並且具有量產能力，證明企業有能力承接未來爆發的訂單需求。在顯示上， 「一拖二」蜻蜓模組天然可以實現雙目的匯聚角度，能讓觀看者更加舒適自然。又輕又清，又能即時落地，是這一板塊的終極目標，光峯科技的產品完全符合要求。所以，這種模式的優勢顯而易見，如果你讓巨頭重新去做，或者在行業剛有發展的苗頭的時候去做，他們沒有這個能力，也沒有這個精力多線程發展。而供應鏈企業則可以聚焦細分領域，通過規模化生產降低成本、提升技術成熟度，最終推動整個行業發展。近幾年蓬勃發展的新能源汽車其實就是很好的例子，在早期階段，其實很多車企都是轉行來的，怎麼「攢」出來自己的汽車呢？比如新能源汽車核心部件，電池和整個電控系統，自己不會造，沒有關係，有寧德時代這樣，在新能源汽車還沒有興起的時候，就深耕在這個領域企業。最後，一代人都有一代人的機遇，每一次工業變革，供應端都有偉大的企業誕生，第二次工業革命有博世，米其林，第三次有歌爾股份，寧德時代。如今，第四次工業革命的大幕已然拉開，在智能 AR 眼鏡這一新興賽道上，相信也會有更多像光峯科技這樣的供應鏈企業，抓住時代機遇。免責聲明：本文基於公司法定披露內容和已公開的資料信息，展開評論，但作者不保證該信息資料的完整性、及時性。另：股市有風險，入市需謹慎。文章不構成投資建議，投資與否須自行甄別。","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"}}}