国君轻工|国际眼镜展AI产品出圈,产业渗透提速

Investment Rating - The report suggests a positive investment outlook for the smart glasses industry, indicating a potential growth phase for companies within the supply chain [1]. Core Insights - The smart glasses supply chain is expected to enter a rapid growth phase, benefiting companies like Mingyue Lens, which is proactively exploring smart glasses products and collaborating with industry players [1]. - The report highlights several favorable factors contributing to the industry's upward trend, including the launch of AI glasses testing by the China Academy of Information and Communications Technology, which aims to standardize and promote technological innovation [1]. - The Shanghai International Glasses Exhibition showcased a surge in interest for AI glasses, with significant consumer and dealer engagement [2]. - The report anticipates a substantial increase in global smart glasses sales, projecting 1.42 million units in 2024 and 3.5 million units in 2025, driven by the popularity of RayBan Meta and new product launches [3]. Summary by Sections Industry Growth Potential - The smart glasses industry is poised for a significant upturn, with key players like Mingyue Lens and Inpax expected to benefit from this growth [1]. - The report notes that the AI glasses market is gaining traction, with products like the Thunder V3 and Chat AI receiving considerable attention at exhibitions [2]. Market Dynamics - The report emphasizes the importance of product functionality and customer segmentation, with new lens types being introduced to meet diverse consumer needs [2]. - The collaboration between brands and retailers is crucial for enhancing product penetration, as evidenced by the 300% increase in store visit rates following partnerships [2]. Sales Projections - Global smart glasses sales are projected to reach 1.42 million units in 2024, with a significant increase to 3.5 million units in 2025, reflecting a compound annual growth rate (CAGR) of 125% from 2025 to 2029 [3].