According to "Emergence of Intelligence," Alibaba will officially launch its first self-developed AI glasses this week. This move marks Alibaba's official entry into the fierce competition in the AI glasses market and is expected to reshape the currently fragmented market landscape.
This AI glasses not only offers basic functions such as voice assistant, music playback, calls, real-time translation, and meeting notes, but will also deeply integrate with Alibaba's ecosystem. The involvement of teams such as AutoNavi, Alipay, and Taobao will allow users to navigate with maps, make convenient payments, and compare prices for shopping through the glasses, thereby integrating AI glasses into more daily high-frequency scenarios. In terms of AI capabilities, the glasses will use Qwen as the base large model, and the Quark team will train vertical models for learning and health, providing more professional AI services.
In terms of hardware, Alibaba's AI glasses will surpass Ray-Ban Meta smart glasses by launching two versions: one without display and one with display (AI+AR), with the display version being prioritized. The product adopts a dual-chip architecture of Qualcomm Snapdragon AR1 and Hengxuan BES2800, aiming to provide smooth and efficient performance.
This release is Alibaba's first AI product since the integration of its AI To C business at the end of last year. It was completed by the Tmall精灵 hardware team and the Quark AI R&D team, with Song Gang, the former chief architect of Huawei flagship phones, leading the project.
The current AI glasses market faces challenges such as short battery life, uncomfortable wear, and rough features. Apart from Ray-Ban's sales exceeding a million units, other brands are still in the early stages. Industry insiders believe that Alibaba, leveraging its extensive business ecosystem (such as AutoNavi, Alipay, and Taobao), combined with Quark's strengths in AI and learning, has the potential to break through the existing issues of ecological fragmentation and limited application scenarios, pushing AI glasses into the mass consumer market, making them truly the "personal assistant" for users.
With the release of Xiaomi's AI glasses and the entry of tech giants like Baidu and ByteDance, the AI glasses market is experiencing a new wave of development. It is expected that in the second half of 2025, as more new AI glasses are released, the industry will reach an important milestone.