爆款AI眼镜背后，“长沙智造”C位出道

Core Insights - Rokid and BOLON have launched the new BOLON AI smart glasses, achieving sales of 40,000 units within the first five days across all channels, topping sales charts on platforms like Tmall, JD, and Douyin [1] - Blue Glass Technology, as the exclusive supplier for Rokid, provides comprehensive production services from precision components to complete assembly, leveraging its expertise in lightweight composite materials [1][2] - The Rokid glasses weigh only 49 grams, overcoming traditional AR glasses' challenges of being heavy, having short battery life, and unclear displays, thanks to Blue Glass Technology's advancements in precision manufacturing [1] Company and Industry Summary - Rokid is focused on human-computer interaction technology and aims to develop AR glasses and related software and hardware products, utilizing the YodaOS operating system for ecosystem development [1] - Blue Glass Technology has established vertical integration capabilities covering "materials—process—manufacturing," enabling efficient and stable production while promoting significant breakthroughs in domestic supply chains [1][2] - The integration capabilities of Blue Glass Technology translate into competitive advantages for products, facilitating the transition of AI hardware from "lab samples" to "mass production," with a target of 1 million units for Rokid in the coming year [2] - The demand for AI edge hardware is expected to continue growing, with Blue Glass Technology positioned as a crucial player in the AI hardware industry chain due to its technological accumulation and production capabilities [2]