Group 1 - Rokid announced a strategic agreement with JD Technology to launch the JoyGlance shopping AI on Rokid smart glasses in November, enabling users to identify and purchase items through the glasses' camera [1] - Samsung Electronics released the Galaxy XR, the first XR headset based on a joint development platform with Google and Qualcomm, featuring a 2.5-hour battery life and integration with the Gemini large model for task management [1] - Samsung is developing various XR terminal products, including AI glasses, to expand its product offerings in the XR market [1] Group 2 - Meta partnered with Oakley to launch the AI smart glasses Oakley Meta Vanguard, designed for sports, with a 9-hour battery life and high-resolution recording capabilities, set to retail at $499 [2] - IDC predicts that global smart glasses shipments will reach 14.518 million units by 2025, a 42.5% year-on-year increase, while China's market is expected to grow by 121.1% to 2.907 million units [2] - The smart glasses chip market includes SoC main control chips, storage chips, and Bluetooth chips, with Qualcomm leading in XR-specific computing platforms, while domestic companies focus on low power consumption and audio processing [2]
智能穿戴设备密集上新，消费电子赛道迎新增长引擎
Zhong Guo Zheng Quan Bao·2025-10-22 08:37