AI眼镜中小ODM代工厂欲突破“魔界” 找品牌商“陪跑”

Core Insights - The article discusses the competitive landscape of the AI glasses market, highlighting the strategies of Antawave, a small to medium-sized ODM manufacturer in the Pearl River Delta, as it navigates challenges and opportunities in the industry [1][2][3]. Group 1: Company Strategies - Antawave's general manager, Yan Pengfei, is actively seeking to expand the scale of AI glasses production through partnerships with both B2B and B2C clients, despite facing financial pressures from inventory sales [1][3]. - The company has launched a low-cost AI translation glasses priced at 119 yuan during the Double 11 shopping festival, aiming for a sales target of 500,000 units [2][3]. - Antawave plans to introduce a new model priced at 399 yuan in December, which will feature improved AI translation and navigation capabilities compared to its previous 599 yuan model [2][3]. Group 2: Market Dynamics - The AI glasses market is seeing increased competition, with major brands like Xiaomi and Rokid focusing on higher-priced models, while Antawave and similar manufacturers target the budget segment [2][3]. - The emergence of domestic chip solutions is enabling smaller manufacturers to offer more affordable and lightweight AI glasses, enhancing their competitiveness against larger firms [3][4]. - IDC forecasts that by 2026, the global smart glasses market will exceed 23.68 million units, with China's market expected to surpass 4.915 million units, indicating significant growth potential in the sector [5][6]. Group 3: Technological Advancements - Antawave is leveraging local supply chains in the Pearl River Delta to reduce costs and accelerate product iterations, with a development cycle of approximately six months for new models [3][5]. - The article notes that advancements in domestic AI glasses chips are expected to lead to more diverse functionalities, including multi-modal interaction and improved power efficiency [4][5]. - Other companies in the sector, such as Yijing Virtual and Gudong Intelligent, are also innovating with lightweight designs and advanced features, indicating a trend towards more integrated and user-friendly AI glasses [6].