Xin Lang Cai Jing·2025-05-20 00:01Group 1 - The 2025 Shenzhen International Optical Expo will take place from June 25 to 27, showcasing the integration of AI, AR/VR technologies with the eyewear industry [1] - Global AI smart glasses sales reached 600,000 units in Q1 2025, marking a 216% year-on-year increase, primarily driven by the sales of RayBanMeta smart glasses [1] - The expected total sales of AI smart glasses for 2025 is projected to be 5.5 million units, with new products from brands like Xiaomi, Alibaba, and Samsung anticipated to launch in the latter three quarters of the year [1] Group 2 - Allwinner Technology has developed a pathway from edge to cloud for large model engines, with applications in smart education, home companionship, personal assistants, and AI glasses expected to be launched in 2025 [2] - SuoBeide's products, including antennas, harnesses, and thermal management solutions, are applicable in robotics and AI glasses, with bulk shipments of antenna products to North American customers for AR/VR glasses already underway [2]