产销旺出海忙 中国智能眼镜产业“加速跑”

Industry Overview - The Chinese smart glasses industry is rapidly transitioning from technology exploration and market entry to large-scale production due to increasing consumer demand [1][4] - CINNO Research forecasts that the sales of consumer-grade AI/AR glasses in China will reach 262,000 units in the first half of 2025, representing a year-on-year growth of 73%, with screenless AI glasses experiencing a remarkable growth rate of 463% [4] Company Highlights - Rokid, a company based in Hangzhou, launched its next-generation AI+AR glasses, achieving sales of over 40,000 units within five days of release, with online orders extending into October [1] - The product weighs less than 50 grams and integrates multiple functions such as subtitles, translation, navigation, and photography, showcasing advanced precision components [1] - Zhejiang Zhige Technology Co., Ltd. has ramped up production with fully automated production lines, producing high-performance AR diffraction waveguide lenses with a light efficiency of 1000 nits/lm and a transmittance exceeding 98% [3] - The company has reached a monthly production capacity of 100,000 lenses and is supplying multiple AR glasses brands [3] - Wenzhou Ouhai Glasses Co., Ltd., previously a contract manufacturer for Western brands, is now entering the overseas market with its self-developed smart glasses, having shipped its first batch of orders worth 9 million yuan to North America [3] - The company has achieved a production rate of 70 units per hour in its first-phase workshop, with plans for a second-phase workshop of 4,000 square meters to expand production for European and Japanese markets [3]