Bei Jing Shang Bao·2025-12-10 15:25Core Insights - Google is set to release AI-powered smart glasses in 2026, marking its return to the smart glasses market after previous failures [1] - The company will launch two models of AI glasses, one with no screen and another with internal display capabilities for navigation and voice translation [1] - Google emphasizes the development of an open and unified XR platform, integrating AI into real-world environments [2] Product Developments - The AI glasses will feature Google's Gemini large model and will be designed in collaboration with hardware manufacturers like Samsung and Warby Parker [1] - Project Aura, a wired XR glasses collaboration with XREAL, is expected to launch in 2026, showcasing advanced optical and AI integration [2] - The Aura glasses will support gesture interaction and provide a perspective effect, allowing users to see their surroundings while using the device [2] Market Competition - The competition in the AI and XR glasses market is intensifying, with Meta being a prominent player through its Ray-Ban and Oakley brands [2] - Meta has recently launched its first consumer-grade smart glasses, Meta Ray-Ban Display, priced at $799 [3] - Other companies, including Snap and Apple, are also planning to enter the AR glasses market, indicating a growing interest in this technology [4] Market Projections - Global shipments of AI glasses are projected to reach approximately 1.52 million units in 2024, a 533% increase year-over-year, with expectations to hit 35 million units by 2028 [4] - The compound annual growth rate (CAGR) for AI glasses from 2024 to 2028 is estimated at 119% [4]