【国泰君安：国产大模型驱动AI眼镜需求爆发，产业需求进入放量期】金十数据2月24日讯，国泰君安研报指出，国产大模型成为AI眼镜需求爆发的新驱动，我国具备AI眼镜规模化的产业基础，国家扩内需政策强调大力促进科技消费，产业进入需求放量期。IDC预计，2025年中国AI眼镜出货量将达280万副，同比增长107%。中国信通院已启动AI眼镜专项测试，为产业发展提供标准支持。A股上市公司中，星宸科技已在AI眼镜芯片上投入研发资源，计划2025年推出产品；瑞芯微的通用AIoT芯片平台已应用于AR、VR设备，其视觉类芯片可应用于AI眼镜。
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