3 6 Ke·2025-10-29 09:59Core Insights - Meta's AI glasses have sold out again, indicating strong demand for its products, including the Oakley Meta Vanguard and upgraded Ray-Ban Meta AI glasses [1] - The overall smart glasses market in China is still in its early stages, with no clear leading brand yet, suggesting potential for various brands to emerge as market leaders [2] - The Chinese smart glasses market is experiencing significant growth, with a reported 116.1% year-on-year increase in shipments [4] Group 1: Meta's Performance - Meta's smart glasses series sold approximately 750,000 units in Q2, a 50% increase from Q1, with total sales for the first half of the year reaching 1.26 million units [1] - The total sales of Meta's smart glasses are nearing 3 million units, showcasing the brand's strong market presence [1] Group 2: Competitor Landscape - Domestic brands like Alibaba, Baidu, and Xiaomi are entering the smart glasses market, with Xiaomi's AI glasses achieving 30,000 activations in the first week, setting a record for sales speed [2][3] - Rokid announced a sales figure of 300,000 units for its Rokid Glasses, although this figure has been met with skepticism due to lack of transparency in actual sales data [3] Group 3: Market Dynamics - The smart glasses market in China is characterized by rapid growth, with a reported 82.3% increase in global shipments, and a 145.5% increase in China's shipments in Q2 [4] - Despite the growth, the overall scale of the smart glasses market remains small compared to smartphones, indicating that it is still a niche market [4] Group 4: Supply Chain Challenges - The industry faces supply chain issues, with manufacturers inflating sales figures to gain leverage in negotiations, which complicates the development and production processes [5][7] - Companies like Rokid are experiencing delays and price increases, attributed to supply chain problems and the inability to meet production standards [10] Group 5: Future Outlook - The smart glasses industry lacks a clear development path, with questions about whether products will focus on high-performance hardware or serve as ecosystem platforms [11] - The entry of larger companies into the market may lead to a reshuffling of existing players, with smaller brands potentially facing challenges in maintaining market share [11]