The domestic AI glasses market has witnessed a surge in recent years, with an influx of innovative products offering increasingly sophisticated functions and versatile application scenarios. These glasses now encompass a myriad of features, including teleprompters, photography, object recognition, real-time translation, navigation, health monitoring, and payment capabilities. Numerous listed companies are actively expanding their presence across the entire industrial chain, from assembly and OEM services to chips and optical displays.

According to current data, shipments in the Chinese smart glasses market are projected to reach 2.907 million units by 2025, marking a significant year-on-year increase of 121.1%. While the industry is growing at a rapid pace, several challenges persist, particularly in terms of battery life, user interaction, and ecosystem development. Despite these hurdles, it is anticipated that the smart glasses market will reach a critical consumption inflection point within the next 3 to 5 years.