Di Yi Cai Jing Zi Xun·2025-11-10 11:59Core Viewpoint - Baidu has re-entered the AI glasses market with the launch of its AI Smart Glasses Pro, priced at 2299 yuan, marking its return after 11 years since its initial attempt with BaiduEye [1][3][4] Company Summary - Baidu's first foray into smart glasses began in 2014 with BaiduEye, which aimed to serve as a new search interface but ultimately did not succeed due to limitations in hardware capabilities and privacy concerns [3][4] - The new Baidu AI Smart Glasses Pro focuses on features such as photography, AI translation, AI object recognition, AI reminders, and AI recording, but lacks a display function, differentiating it from "AI + AR" glasses [1][4] - The pricing of 2299 yuan positions Baidu's product above competitors like Xiaomi and Huawei, as well as the basic model of Ray-Ban Meta priced at 299 USD [4] Industry Summary - The smart glasses market is experiencing a competitive landscape referred to as the "Hundred Glasses War," with major players like Xiaomi, Huawei, and Alibaba entering the fray [4][5] - IDC projects that by 2025, the shipment volume of smart glasses in China will reach 2.907 million units, representing a year-on-year growth of 121.1%, with audio and audio photography glasses expected to account for 2.165 million units [5] - Industry experts note that while the entry barriers are low, the core competitiveness of smart glasses extends beyond mere hardware, with challenges in AI integration, system connectivity, and user experience still needing to be addressed [5]