XIAOMI(HK:01810) Sou Hu Cai Jing·2025-06-25 05:36Core Viewpoint - Xiaomi officially announced its first AI glasses, Xiaomi AI Glasses, which will be showcased at an upcoming event alongside the Xiaomi YU7 [4] Group 1: Product Design and Features - The Xiaomi AI Glasses feature a common D-shaped frame design with thinner temples, resembling regular glasses [5] - The glasses are equipped with a camera located on the left side [6] - Two core functionalities were demonstrated: real-time responses from the AI assistant Xiao Ai and first-person perspective recording for various activities such as fitness, cycling, and cooking [8][9] Group 2: Market Positioning and Expectations - The product is expected to compete directly with Meta's Ray-Ban, incorporating AI capabilities, audio modules, and camera features [9] - Xiaomi's shipment expectation for the AI glasses is projected to exceed 300,000 units [9] Group 3: Technical Specifications - The glasses may utilize the Qualcomm AR1 and Hengxuan 2700 chip solutions, differing from current mainstream glasses that use a single SoC chip [9] - The AR1 chip is anticipated to enhance camera performance, while the 2700 chip aims to reduce power consumption and improve battery life, potentially outperforming Meta's offerings [10] Group 4: Pricing Insights - The estimated hardware cost of the Xiaomi AI Glasses is approximately $177.5 (around 1,273 RMB), which is higher than Meta's Ray-Ban priced at $149 [11] - If the pricing aligns with the mentioned superior performance, it could attract young consumers as their first choice for AI glasses [12]