Sou Hu Cai Jing·2025-12-17 10:20Core Insights - The Quark AI Glasses S1 have experienced overwhelming demand, leading to a supply shortage both online and offline, with shipping cycles extended to 45 days and prices in the second-hand market reaching up to 6,999 yuan [1][3] Group 1: Market Demand and Supply - The Quark AI Glasses S1 topped sales charts on major platforms like Tmall, JD, and Douyin within four hours of launch, indicating strong market interest [3] - The product is sold out on major e-commerce platforms, with limited daily restocks that sell out within half an hour [1] - Offline retailers report no available stock, with new orders requiring a wait of approximately one month [1][3] Group 2: Market Trends and Projections - According to IDC, the global smart eyewear market is projected to ship 4.296 million units by Q3 2025, reflecting a year-on-year growth of 74.1% [4] - The audio and audio-capturing eyewear segment is expected to see a significant increase in shipments, with a growth rate of 287.5% [4] - The Chinese smart eyewear market is also on the rise, with a projected shipment of 623,000 units by Q3 2025, marking a 62.3% increase [4] Group 3: Investment Analysis - The popularity of smart glasses, as evidenced by the sales of Quark's product, highlights the market potential for this category [5] - While traditional markets like smartphones and PCs may face challenges due to rising storage prices, the integration of AI is expected to be a significant variable influencing growth [5]