搬来影视飓风 Tim 救场,Rokid 不想成小米第二
XIAOMIXIAOMI(HK:01810) 3 6 Ke·2025-11-13 12:11

Core Insights - Xiaomi's AI glasses have seen a decline in visibility and sales after an initial promotional push, with key figures in the company not actively promoting the product [1][3] - The departure of Li Chuangqi, who led the AI glasses project, raises concerns about the future of Xiaomi's AI glasses, yet interest in the AI glasses market continues to grow, exemplified by Rokid's recent endorsement deal with a prominent figure in the tech industry [3][5] Summary by Sections Product Performance - Xiaomi AI glasses experienced a "high open low walk" sales pattern, with a lack of promotional support from company leadership [1] - Rokid, a smaller company focused on smart glasses, has gained attention by securing a high-profile brand ambassador, contrasting with larger companies that have not pursued such endorsements [5] Market Dynamics - Rokid's innovative features, such as the "teleprompter" function, have garnered significant media attention, leading to over 100 million views on a promotional video [6] - Despite initial excitement, Rokid has faced criticism for unmet delivery promises and price increases, with the product's launch delayed and prices raised from 2499 yuan to 3299 yuan [8][11] Consumer Experience - The AI glasses market is characterized by a mix of AR and AI functionalities, with Rokid's product attempting to balance the advantages and disadvantages of both categories [12][14] - Users have reported issues with the glasses' display functionality, including visible light leakage and low transparency, leading to dissatisfaction with the product's performance [16][17] Competitive Landscape - The year 2025 is described as a pivotal year for smart glasses, with numerous companies entering the market, intensifying competition [21] - Rokid's unique selling proposition lies in its dual-display technology, which differentiates it from competitors, although user experiences have highlighted significant gaps between expectations and reality [23][24] Future Outlook - Rokid plans to release a new product on November 13, focusing on lightweight design and improved user experience, which may help address previous criticisms [23] - The collaboration with a well-known figure in the tech industry is seen as a strategic move to enhance product visibility and credibility, although potential risks remain regarding public perception [26]