According to a research report by China Galaxy Securities, technological advancements are propelling AR glasses from a niche product for tech enthusiasts to a mainstream intelligent terminal, poised to emerge as the next-generation computing platform. In the first quarter of 2025, global sales of AR glasses soared to 112,000 units, with the Chinese market accounting for 91,000 units, indicating a substantial year-on-year growth. Despite challenges in cost, battery life, and other factors, the maturation of AI+AR technology is anticipated to usher in a period of rapid growth across the entire industry chain.