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

美港电讯
24 Feb

【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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