Appo(SH:688007) Feng Huang Wang·2025-12-30 03:59Core Insights - The core focus of the article is the launch of the loomos AI display glasses S1 by Shanjite Technology, emphasizing its "active AI reminder assistant" feature that interacts with the environment and user intentions to provide information prompts [1] Company Summary - Shanjite Technology officially launched the loomos AI display glasses S1 on December 29, which features a customizable curvature frame and is equipped with a customized optical engine from Guangfeng Technology, the Dragonfly G1MINI [1] - The optical engine has a single-eye volume of approximately 0.2cc, which is about 40% smaller than the previously released Dragonfly G1, with a resolution of 356x200 and a contrast ratio of 1000:1 [1] - The collaboration between Shanjite Technology and Guangfeng Technology took less than three months from technical integration to product launch [1] - Shanjite Technology anticipates that the new product will achieve a shipment volume of over 100,000 units within a year of its release [1] Industry Summary - Market data indicates that the global smart glasses market is expected to see a year-on-year shipment increase of 64.2% in the first half of 2025, reaching 4.065 million units, with the Chinese market accounting for 26.6% of this total [1] - IDC forecasts that smart glasses shipments in China could reach 2.907 million units by 2025, representing a year-on-year growth of 121.1% [1] - By 2029, global shipments of smart glasses are projected to exceed 40 million units, with the Chinese market expected to lead the industry with a compound annual growth rate of 55.6% [1]