AI Glasses: The Night Before the iPhone Era - Supply Chain Pursues Light and Chips, Horizon Technology Invests Heavily
In Q2 2026, the AI glasses sector heats up as the industry shifts from a chaotic competition to focused development. Google announces its first AI glasses for fall, with multiple vendors launching new products, positioning AI glasses as the next computing gateway after smartphones. Upstream optical displays and main control chips become key value drivers. IDC predicts a scale inflection point for China's smart glasses market in 2026.....