Qi Lu Wan Bao·2025-09-19 08:25Core Insights - The AI eyewear market is rapidly growing, with over 50 products expected to launch by 2025 from 36 manufacturers, including Meta, Xiaomi, and Huawei, leading to a significant increase in global shipments [1][6] - Despite the hype, consumer interest in AI glasses is mixed, with many users primarily using them as headphones rather than for their intended AI functionalities [5][10] - Major companies are engaged in price and concept wars to capture market share, with Xiaomi's AI glasses achieving over 10,000 sales within 12 hours of launch [6][9] Market Trends - The global smart eyewear market is projected to ship 1.487 million units in Q1 2025, with China contributing 494,000 units, reflecting year-on-year growth rates of 82.3% and 116.1% respectively [1] - Sales data from e-commerce platforms shows Xiaomi AI glasses leading in sales, with figures of 9,000+ on Taobao, 50,000+ on JD, and 2,000+ on Douyin [2] Consumer Experience - Users report that AI glasses are primarily used for audio functions, with many expressing disappointment in the AI capabilities, which are often seen as underwhelming compared to smartphones [5][10] - Feedback indicates that AI features like translation and scene recognition are often slower and less accurate than mobile applications [5][10] Competitive Landscape - Major players like Xiaomi and ROKID are driving the market with competitive pricing and innovative features, while Meta's collaboration with Ray-Ban has resulted in over 2 million units sold since October 2023 [6][7] - The market is characterized by aggressive marketing strategies, with Xiaomi's AI glasses priced at 1,999 yuan, leading to rapid sales growth [6] Technological Challenges - Current AI glasses are limited by hardware and software capabilities, with many products lacking the necessary computational power and application flexibility to deliver a superior user experience [9][10] - Experts highlight that while AI glasses have crossed the "usable" threshold, they still fall short of providing a satisfactory user experience [9] Privacy Concerns - There are significant privacy risks associated with AI glasses, with reports of users modifying devices to bypass recording indicators, raising concerns about unauthorized surveillance [10] - Regulatory frameworks are still lacking, with existing laws not specifically addressing the unique challenges posed by AI eyewear [10]