Core Insights - Xiaomi's AI smart glasses are set to be unveiled on June 26, after a four-month wait from fans [1] - The smart glasses industry has seen excitement, but no manufacturer has yet turned a profit from smart glasses [2][8] - Xiaomi's entry into the market is viewed with mixed feelings; while some hope it will establish a standard, others fear its pricing power may compress profits [2][8] Product Details - Xiaomi has chosen to develop AI smart glasses with camera capabilities and AI functions, distinguishing itself from other product paths [3] - The glasses will utilize Xiaomi's self-developed Vela system, which is open-sourced for other manufacturers [3] - The manufacturing partner for the smart glasses is GoerTek, which has a market capitalization of approximately 81.7 billion yuan [3] Market Dynamics - Over 30,000 users participated in a "blind reservation" for the smart glasses prior to the launch event [4] - Industry experts believe that Xiaomi's strong bargaining power will impact the delivery cycles and pricing strategies in the smart glasses market [3][9] - Current pricing for smart glasses varies, with audio glasses priced around 600-700 yuan, camera-equipped glasses at 1,000-1,500 yuan, and AR/VR glasses above 2,000 yuan [9] Industry Outlook - The global smart glasses market is projected to see significant growth, with a 82.3% year-on-year increase in shipments expected by Q1 2025 [11] - The domestic market for audio and audio-capturing glasses has seen a remarkable 197.4% increase in shipments [11] - Industry insiders anticipate that the competition will continue, with a "hundred flowers blooming" scenario expected in the smart glasses sector [10][12]
超3万人“盲约”小米眼镜 业内：行业还在过“苦日子”；雷军不会“一统江湖”
Mei Ri Jing Ji Xin Wen·2025-06-26 10:28