眼镜不止AI叙事，传统厂商盯上“柔性”供应链

Industry Overview - The smart glasses market is gaining significant attention with major tech companies like Apple, Google, Meta, and Xiaomi entering the space, indicating a shift towards AI-integrated eyewear [1][2] - Shenzhen's Longgang District is home to approximately 1,200 eyewear companies, producing over 125 million pairs of mid-to-high-end glasses annually, capturing 55% of the global market share [1] Company Strategies - Traditional eyewear manufacturers are leveraging their design and distribution strengths to collaborate with tech companies, which excel in chip and software development [3] - Companies like Yashi Group and Price Technology are focusing on differentiation and innovation, moving away from price competition to explore niche markets and technology integration [5][6] Technological Advancements - Yashi Group has developed the AMOS smart fitting system, allowing customers to customize glasses in-store without holding large inventories, thus reducing stock pressure [4] - Li Bai Eyewear has introduced smart glasses for children that monitor eye behavior and provide data support, while also expanding its market reach to over 30 countries [6] Supply Chain and Production Efficiency - The eyewear industry in Longgang benefits from a highly collaborative supply chain, enabling rapid prototyping and production, with development cycles shortened by 50% compared to traditional methods [7] - Price Technology's flexible supply chain allows for the simultaneous processing of multiple styles, achieving a production turnaround of just 24 hours for certain products [6] Market Growth and Financial Performance - Yashi Group reported a sales figure of 500 million yuan in the previous year, indicating strong market penetration in high-end markets [3] - The overall output value of the Longgang eyewear industry is projected to reach 4.3 billion yuan in 2024, reflecting robust growth in the sector [1]