Google Releases AI Glasses as 39 Stocks Expand Supply Chain

Google released smart glasses on May 19, marking a milestone in the accelerating AI eyewear industry. The sector is transitioning from proof-of-concept to consumer-scale production, with recent product announcements arriving in rapid succession. Aijiian Securities projects 2026 as the industry development year, with Apple's AI glasses entry expected to drive upstream hardware components toward high-speed growth. As a next-generation smart wearable interface, AI glasses' core requirements of lightweight design and AI interaction will benefit key supply chain segments including SoC chips, optical modules, photonic waveguides, and SiC materials.

## Supply Chain Scope and Performance

A-share markets include 39 stocks positioned across the AI glasses supply chain, spanning SoC chips, memory chips, optical components, and precision structural parts. In the first quarter of 2024, four stocks achieved profitability turnarounds, three reduced losses, and twelve recorded year-over-year net profit growth. Skyworth Digital led gainers at 1455.79% growth, followed by Xingchen Technology at 330.29% and Rockchip at 57.15%.

## Foreign Institutional Research Activity

Since April, fifteen AI glasses concept stocks have attracted foreign institutional research. Baivi Storage received the most visits at 30 institutions, followed by Luxshare Precision at 26, Crystal Optech at 13, and Yuntianliyifei-U at 13 institutional visits.