Multiple AI glasses producers will launch new merchandise within the close to future.
Thunderbird Glasses will launch the world’s first good viewing glasses product supporting HDR on October 23. On October 16, INMO Technology launched its new – technology AI good glasses, INMO GO3, and introduced the co – building of an AI + AR native content material ecosystem with Tencent, Ant Group, Zhipu AI, and many others.
Regarding the Alibaba Quark AI glasses scheduled to be launched inside this 12 months, screenshots of the e – commerce pre – sale interface have circulated. According to unique data obtained by Science and Technology Innovation Board Daily, the Quark AI glasses are at present accelerating mass manufacturing, however the particular launch time is undetermined.
Science and Technology Innovation Board Daily additionally completely realized that the Xiaodu AI glasses beneath Baidu are deliberate to go on sale inside this 12 months. The Xiaodu AI glasses made their debut on the 2024 Baidu World Conference.
IDC information exhibits that within the first half of 2025, the cargo quantity of Chinese good glasses producers exceeded 1 million items, a 12 months – on – 12 months improve of 64.2%, accounting for 26.6% of the worldwide market share.
Driven by AI know-how and business demand, the panorama of home producers will endure vital adjustments ranging from the second half of the 12 months. Multiple producers represented by ByteDance, Alibaba, Baidu, and Meizu will successively launch audio and audio – taking pictures glasses merchandise that includes AI features, additional intensifying market competitors.
Alibaba and Baidu’s AI Glasses Are About to Be Released
The Ray – Ban Meta collectively launched by Meta and Ray – Ban has enabled many producers to see the massive potential of the AI glasses market. In February this 12 months, the gross sales quantity of this mannequin of glasses exceeded 2 million items. According to media stories, Ray – Ban additionally plans to cooperate with Meta to improve the annual manufacturing capability to 10 million items by the top of 2026.
Ye Qingqing, an analyst at IDC China, believes that Meta’s case has clarified a comparatively possible commercialization path for good glasses at current. Instead of pursuing superior know-how stacking, it reduces features and weight and focuses on fixing customers’ precise ache factors to create merchandise. Secondly, Meta’s cooperation with conventional eyewear manufacturers equivalent to Ray – Ban and Oakley additionally confirms the significance of light-weight and trendy design. This shouldn’t be solely a key step to open the mass market and full consumer training but in addition transforms good glasses from know-how merchandise to every day wearables, thus releasing larger market progress potential.
Led by this wave of AI glasses, Xiaomi, Alibaba, Baidu, Meizu, and many others. have all entered the good glasses market.
Among them, the Quark AI glasses beneath Alibaba are deliberate to be formally launched inside this 12 months, specializing in integrating Alibaba’s AI capabilities and ecological synergy. For instance, the Quark AI glasses shall be deeply built-in with Alibaba and Alipay’s ecosystems, geared up with the Tongyi Qianwen giant – mannequin and Quark AI capabilities, and additionally assist Gaode Navigation, Alipay’s “Take a Look” fee, Taobao value comparability, Fliggy journey reminders, and many others. Taking the navigation situation for example, the R & D workforce has collectively developed a close to – eye show navigation system appropriate for AI glasses with Gaode Map, which might present steerage in cellular eventualities equivalent to biking and strolling.
Previously, screenshots of the Tmall pre – sale interface of the Quark AI glasses circulated. According to the web page, Alibaba’s Quark AI good glasses will launch a 9.9 – yuan reservation exercise, and reservation customers can take pleasure in advantages equivalent to a replaceable battery value 99 yuan.
Science and Technology Innovation Board Daily completely realized from knowledgeable sources that the Quark AI glasses are at present accelerating mass manufacturing, and the precise launch time has not been lastly decided.
At the start of October, the Quark AI glasses carried out a wave of promoting pre – heating, together with inviting Ho Chiu – lin to be the product beta tester of the Quark AI good glasses. She wore the Quark AI glasses at Paris Fashion Week for present – discipline taking pictures. The Quark AI glasses additionally appeared on the NBA China Game held in Macau, and gamers skilled them earlier than the sport.
Science and Technology Innovation Board Daily additionally completely realized that the Xiaodu AI glasses beneath Baidu are deliberate to go on sale inside this 12 months. The Xiaodu AI glasses made their debut on the 2024 Baidu World Conference. According to the official introduction at the moment, the Xiaodu AI glasses have features equivalent to first – individual perspective taking pictures, asking questions whereas strolling, calorie recognition, object recognition and encyclopedia, audio – visible translation, and clever memo.
In addition, ByteDance can also be exploring the R & D of AI glasses. A related individual in control of ByteDance responded in August this 12 months that the AI glasses – associated merchandise are within the early exploration stage, and there may be at present no launch plan.
Limited Production Capacity of Core Components
According to the newest IDC information, the annual cargo of the Chinese good glasses market is predicted to attain 2.846 million items this 12 months, a 12 months – on – 12 months improve of 116.4%.
Ye Qingqing believes that pushed by AI know-how empowerment, provide – chain optimization, the event of optical options, and the entry of business giants to lead the ecosystem building, the business will enter a stage of speedy growth. It is predicted that with extra producers becoming a member of the competitors within the second half of the 12 months, the business competitors panorama may even endure a brand new spherical of reshaping.
As an rising product, the provision chain and manufacturing capability of AI glasses nonetheless face challenges.
Many rising AI glasses producers have confronted supply difficulties. For instance, the Rokid Glasses have been launched on the finish of final 12 months, however the first batch of deliveries didn’t begin till June this 12 months. INMO Technology additionally issued an apology assertion for the transport delay in June this 12 months.
It is reported that for the reason that official launch of the Rokid Glasses, it has acquired greater than 300,000 international pre – order requests. An knowledgeable individual advised a reporter from Science and Technology Innovation Board Daily that the manufacturing capability of the Rokid Glasses faces many bottlenecks, with comparatively giant manufacturing and supply stress.
Ye Qingqing stated that by way of the provision chain of AI glasses, on the one hand, the manufacturing capability of core parts is proscribed and can’t meet market demand, and the lack to mass – produce parts on a big scale additionally leads to inadequate provide on the product facet.
“On the other hand, the production process requirements for AI glasses are high. Achieving precise assembly in a lightweight structure makes it difficult to guarantee the yield rate, significantly driving up the production cost. At the same time, in the context of the rapid expansion of the market, the supply chain needs to simultaneously cope with the dual pressures of technological iteration and scale – up, posing extremely high requirements for the supply chain’s deployment and rapid adaptation capabilities.”
This article is from the WeChat public account “Science and Technology Innovation Board Daily”. Author: Huang Xinyi. Republished by 36Kr with permission.