BABA(US:BABA) 3 6 Ke·2026-01-23 11:12Core Insights - The AI glasses market is experiencing a significant transformation, similar to the early days of smartphones, with various Chinese manufacturers aiming to make AI glasses mainstream through diverse pricing and branding strategies [2][4][15]. Market Trends - According to IDC, global shipments of smart glasses are projected to reach 4.065 million units in the first half of 2025, marking a year-on-year growth of 64.2%, with China expected to surpass 1 million units, capturing 26.6% of the global market share [2][19]. - The AR smart glasses market is also growing, with China holding a 57.3% market share in the first half of 2025 [7]. Competitive Landscape - Meta currently dominates the smart glasses market with a 75.7% share, but Chinese companies like Xiaomi, RayBird, Xreal, and Viture are emerging as key players [5][19]. - The CES showcased numerous AI glasses from Chinese manufacturers, highlighting their technological advancements and market ambitions [9][12]. Technological Innovations - New AI glasses are focusing on lightweight designs and multi-modal AI interactions, with products like Rokid Style weighing only 38.5 grams and offering advanced features [9][10]. - Companies are developing products that integrate AR displays with AI assistants, aiming for a seamless user experience [14][15]. Industry Dynamics - The AI glasses sector is becoming a strategic battleground for various tech companies, with significant investments being made to capture market share [15][28]. - The supply chain for smart glasses is heavily concentrated in China, which produces about 80% of the necessary components, making it a critical hub for the industry [19][29]. Future Projections - The global smart glasses market is expected to see a compound annual growth rate (CAGR) of 55.6% in China, with projections of over 40 million units shipped by 2029 [31]. - By 2030, the AI glasses market could potentially reach 80 million units, representing a significant opportunity within the $150 billion traditional eyewear market [32][33].