3 6 Ke·2025-10-11 10:18Core Insights - Apple is shifting its focus from the Apple Vision Pro to the smart glasses market, planning to release its first product, Apple Glass, in 2026 and officially launch it in 2027 [2][26] - Xiaomi's AI glasses have seen strong initial sales, with over 80,000 units sold within the first 15 days, positioning them as a significant player in the AI glasses market [8][10] - The global smart glasses market is projected to ship 12.05 million units in 2025, with a year-on-year growth of 18.3% [10] Group 1: Apple’s Strategy - Apple is reportedly pausing the development of a lightweight headset to concentrate on smart glasses, reallocating resources from the Apple Vision Pro project [2][3] - The Vision Pro, priced at $3,500, has received mixed reviews and is not seen as a mass-market product, leading Apple to consider targeting enterprise customers instead [13][18] - Apple’s current capabilities in AI and voice interaction are perceived as insufficient for entering the AI glasses market effectively [18][29] Group 2: Xiaomi’s Market Position - Xiaomi's AI glasses were launched at a major event and are considered a key entry point into the future AI ecosystem [5][4] - The initial sales surge for Xiaomi's AI glasses has since declined significantly, indicating potential challenges in sustaining momentum [16][17] - Xiaomi's ecosystem strategy focuses on hardware supply chain integration, which has contributed to its competitive edge in the AI glasses market [28] Group 3: Market Dynamics - The smart glasses market is experiencing rapid growth, but challenges such as cost, battery life, and ecosystem development remain significant hurdles [17][28] - Meta's smart glasses have outsold Apple's Vision Pro by a significant margin, highlighting the competitive landscape [13][14] - Analysts suggest that the lack of a robust application ecosystem is a critical barrier to the widespread adoption of AR glasses [27][28]