闪极被曝多位高管离职 CEO承认首代AI眼镜产品不成熟

Core Insights - The core issue revolves around the rapid rise and subsequent challenges faced by Shanjite Technology in the AI glasses market, particularly with their product, Shanjite AI Paipai Mirror, which sold out quickly but has faced significant delivery and management issues [1][2][6]. Company Overview - Shanjite Technology, founded in 2019 and based in Shenzhen, initially focused on charging and energy storage but shifted to the emerging AI glasses sector due to market saturation in its original field [2]. - The company completed a multi-million yuan Series A financing round at the end of 2024 and launched its first AI glasses, Shanjite AI Paipai Mirror, at a competitive price of 999 yuan for the first batch of 50,000 units [2][5]. Management Changes - Several key executives, including AI partner Pan Xin, CTO Zhou Wancheng, and CMO Wu Haoran, have left the company, raising concerns about the stability of the management team [1][3][4]. - The CEO, Zhang Bo, confirmed these departures but stated that they were part of a normal restructuring process following the recent financing [5]. Product Delivery Issues - Despite the initial hype, the actual delivery of the Shanjite AI Paipai Mirror has been significantly lower than expected, with reports indicating that only a few thousand units have been delivered despite claims of 50,000 units sold out in 24 hours [1][6][8]. - The company has faced criticism for its inability to meet delivery timelines, with early users still waiting for their orders months after the promised delivery dates [6][7]. Technical Challenges - The AI Paipai Mirror has been described as technically immature, with issues in areas such as signal connectivity and user experience, leading to a high return rate [8][9]. - Zhang Bo acknowledged that the initial batch was a public testing version, which was intended to gather user feedback for further product optimization [8]. Market Context - The AI glasses market is still in its early stages, with limited annual sales in China, estimated at less than 3 million units, and facing challenges such as short battery life and low consumer awareness [9][10]. - Industry forecasts predict significant growth in the smart glasses market, with an expected shipment of 2.907 million units in 2025, indicating a potential for future expansion despite current challenges [10].