Mei Ri Shang Bao·2025-05-20 00:05Core Viewpoint - The AI glasses market is experiencing a new wave of product launches, with major companies like Huawei, Google, Meta, and Apple making significant advancements in this sector, indicating a growing trend towards smart eyewear technology [1][4][6]. Group 1: Product Launches and Upgrades - Huawei recently upgraded its Smart Glasses 2, introducing new features such as 21-language face-to-face translation and head control for answering calls, while also enhancing its design [2][4]. - Rokid has reported over 250,000 pre-orders for its AI glasses, with expectations to fulfill these orders within the year [2]. - Google is set to showcase a prototype of AI glasses powered by its Gemini model at the upcoming I/O conference [3]. Group 2: Market Activity and Trends - The A-share market for AI glasses has shown a slight increase, with notable stocks like Haoshanghao and Zhongguangxue leading the gains [1][6]. - The AI glasses sector is entering a phase of rapid growth, with predictions that 2025 could be a breakout year for the industry, driven by advancements in AI and optical technologies [7][8]. - Analysts expect global sales of AI glasses to reach 5.5 million units in 2025, marking a 135% year-on-year increase, with Chinese supply chains expected to dominate over 50% of the market [8]. Group 3: Future Outlook - The AI glasses market is projected to expand significantly, with estimates suggesting a global market size of $150 billion by 2030 [7]. - Major companies are expected to release various AI glasses products in the near future, including Xiaomi's offerings, which may feature both high-end and budget versions [6][7].