“百镜大战”618没打响，音频拍摄眼镜成主力、AR眼镜慢热

Core Insights - The sales volume of some popular products is measured in thousands rather than tens of thousands, indicating a significant increase in market sales but a relatively small overall scale [1] - During the "6.18" shopping festival, AI smart glasses saw a 7-fold increase in transaction volume year-on-year, while AR glasses user numbers grew by 70% [3] - Leading brands in XR device sales include PICO, 雷鸟 (Thunderbird), XREAL, VITURE, Rokid, and INAIR, while the top brands for smart glasses are 雷鸟, INMO, 星纪魅族, 界环, 李未可, and 玄景 [3] - Despite the hype around the "百镜大战" (Hundred Glasses Battle), actual sales during "6.18" were modest, with some best-selling products selling in the thousands rather than tens of thousands [3] - The majority of sales in the smart glasses segment are still driven by simpler products like projection and audio recording glasses, while AI+AR glasses are experiencing slow growth [3][5] Sales Performance - 雷鸟 Air smart glasses ranked first in the 500-8000 yuan XR device sales list, selling over 5,000 units during "6.18" [4] - XREAL One AR glasses ranked second, with over 1,000 units sold during the same period [4] - 雷鸟 V3 AI recording glasses and 雷鸟 X3 concept AI glasses also ranked highly, with 雷鸟 X3 selling over 200 units on June 15 [5] - 雷鸟's sales during "6.18" were 3.36 times higher than the same period last year, capturing a market share of 52% [5] Market Trends - The sales of smart glasses from leading brands like 雷鸟 have doubled, with significant sales still coming from projection and audio recording glasses priced below 2,000 yuan [5] - Higher-priced AR glasses (9,000-10,000 yuan) face purchasing pressure from ordinary consumers, with buyers primarily being technology enthusiasts [5] - The chairman of 潮电智库 (Chao Dian Zhi Ku) predicts that the true "百镜大战" may occur in the second half of the year as more new smart glasses products are launched [6]