双11狂揽5000万，Rokid也不敢小觑华强北99元AI眼镜

Group 1 - The AI glasses industry is experiencing significant activity this year, with major companies like Xiaomi, Huawei, and Meizu launching new products, while startups like Shanjiji quickly form and dissolve [2] - Rokid's founder, Zhu Mingming, views Xiaomi's AI glasses as a typical supply chain product and a benchmark for the industry, while Quark's AI glasses are still in the pre-sale stage and not yet in mass production [2] - Despite the influx of new entrants, the competitive landscape is not yet a zero-sum game, with startups having advantages in technology accumulation and speed, as evidenced by Rokid's sales performance during the Double 11 shopping festival [2] Group 2 - Zhu Mingming perceives a greater threat from low-cost competitors in Huaqiangbei, highlighting a product priced at 99 yuan that includes various AI features, which could lead to a price war detrimental to brands lacking negotiation power [3] - Rokid is focusing on producing display-equipped AI glasses and has announced a partnership with Bolon for production, where Bolon handles design and branding while Rokid focuses on technology and R&D [3] - The current actions of major companies are seen as exploratory, but in two years, competition is expected to intensify, necessitating a focus on ecosystem development, brand loyalty, and reputation building [4] Group 3 - IDC forecasts that global smart glasses shipments will reach 12.8 million units by 2025, with a 26% year-on-year growth, and the Chinese market is expected to exceed 2.75 million units, growing by 107% and leading globally [4]