Xin Lang Cai Jing·2025-07-14 03:19Group 1 - Xiaomi's AI glasses achieved sales of approximately 50,000 units shortly after launch, significantly exceeding industry expectations [1] - The online sales of AI glasses in China for the first quarter were only 116,000 units, indicating Xiaomi's strong market entry with its single product [1] - The competition in the AI glasses market is intensifying, with nearly 20 brands, including Meta, Huawei, and Google, launching new products in recent months [1] Group 2 - O-Film is the sole supplier of the camera module for Xiaomi's AI glasses, showcasing its technological strength and market position in the optical imaging sector [2][3] - O-Film has a strong background in optical innovation and has established itself as a leading supplier for high-pixel camera modules in the consumer electronics market [2] - The global smart glasses market is projected to reach 12.05 million units by 2025, with a year-on-year growth of 18.3%, indicating a growing demand for AI glasses [3]