Huatai Securities: AI glasses are expected to upgrade from the current information prompt tool to an intelligent sensory world information portal

Mars Finance reports that Huatai Securities believes AI glasses are becoming one of the key hardware entry points in the era of intelligent agents. As large language models evolve from “passive response” to “active execution,” AI glasses are expected to upgrade from current information prompt tools to an information gateway for intelligent agents perceiving the world (similar to the dual eyes of a lobster). The global AI glasses market is currently at a critical transition point from “no display” to “with display.” It is optimistic about Meta/Google launching next-generation products with more powerful AI features in 2026/2027, further expanding the industry scale. Chinese industry chains have already made layouts in key areas such as silicon-based OLED, optical waveguides, precision optics, ODM, lenses, CIS/LCOS, Micro LED, etc., with leading companies in related core segments forming strong systemic competitiveness.