直击CES 2026：中国AI眼镜扎堆“秀肌肉”

Core Insights - The 2026 International Consumer Electronics Show (CES 2026) showcased AI glasses as a significant highlight, with over 50 exhibitors, including more than 20 Chinese companies, indicating a strong presence in the market [1][2] Industry Trends - The global smart glasses market saw a shipment volume of 4.296 million units in Q3 2025, marking a year-on-year growth of 74.1%, while China's market reached 623,000 units, growing by 62.3% [1] - The AI glasses industry is focusing on lightweight designs, enhanced display technology, and improved AI capabilities, with a strong emphasis on user comfort and practical applications [2][5] - The integration of AI functionalities is becoming more sophisticated, with a trend towards proactive services and multi-modal interactions in product iterations [2][5] Product Innovations - Rokid launched the Rokid Ai Glasses Style, a lightweight model weighing only 38.5g, capable of music playback, translation, navigation, and AI Q&A [2] - The Rokid Glasses, weighing 49g, features advanced diffraction waveguide technology and supports various AI applications, including real-time navigation and translation [3] - Thunderbird Innovation introduced the world's first dual-lens AR glasses with eSIM functionality, allowing independent communication without a smartphone [3] Market Dynamics - The AI glasses market is expected to reach a shipment volume of 23.687 million units globally in 2026, with China's market projected to exceed 4.915 million units, indicating a shift towards large-scale growth [6] - The entry of internet and cloud companies into the AI glasses sector is increasing industry attention and capital activity, leading to resource integration across the supply chain [7] - The competitive landscape is intensifying, with established companies facing pressure while smaller firms seek differentiation in a crowded market [7] Challenges and Future Outlook - The AI glasses industry is still in its early stages, facing challenges in supply chain management and user experience, which could impact market stability [8] - As the market matures, improvements in supply chain coordination and product quality will be essential for retaining users and ensuring stable growth [8]