3 6 Ke·2025-10-21 07:16Core Insights - Multiple AI glasses manufacturers are set to release new products soon, indicating a growing market for smart eyewear driven by AI technology and industry demand [1][2][10] - The Chinese smart glasses market is projected to see significant growth, with an expected shipment of 2.846 million units in 2023, representing a year-on-year increase of 116.4% [9][10] Group 1: Product Launches - Thunderbird glasses will launch the world's first HDR-supported smart viewing glasses on October 23 [1] - Yingmu Technology has released the new generation AI smart glasses INMO GO3 and is collaborating with Tencent, Ant Group, and Zhipu AI to build an AI+AR content ecosystem [1] - Alibaba's Quark AI glasses are accelerating production ramp-up, with a pre-sale interface screenshot circulating, although the exact release date remains undecided [1][3][8] - Baidu's Xiaodu AI glasses are also expected to launch within this year, having been first showcased at the 2024 Baidu World Conference [1][8] Group 2: Market Dynamics - IDC forecasts that by the first half of 2025, Chinese smart glasses manufacturers will ship over 1 million units, achieving a year-on-year growth of 64.2% and capturing 26.6% of the global market share [1] - The entry of major players like ByteDance, Alibaba, Baidu, and Meizu into the smart glasses market is expected to intensify competition [1][2][10] Group 3: Technological Integration - Alibaba's Quark AI glasses will integrate various AI capabilities and services from its ecosystem, including navigation and payment functionalities [3] - The glasses will feature a near-eye display navigation system developed in collaboration with Gaode Map, enhancing usability in mobile scenarios [3] Group 4: Industry Challenges - The supply chain for AI glasses faces challenges, including limited production capacity for core components and high production costs due to complex assembly requirements [10] - New entrants in the AI glasses market have experienced delivery issues, highlighting the pressures on production and supply chain management [10]