XIAOMI(HK:01810) 第一财经·2025-06-25 11:06Core Viewpoint - Xiaomi is set to launch its new AI glasses on June 26, positioning it as a next-generation personal smart device, with a focus on first-person perspective photography and video recording capabilities [1][3]. Industry Overview - The AI glasses market is experiencing explosive growth, with IDC projecting global shipments to reach 12.05 million units by 2025, representing an 18.3% year-on-year increase [4]. - Various brands, including Baidu and Huawei, are actively entering the AI glasses market, indicating a competitive landscape [4]. Product Features and Market Position - Xiaomi's AI glasses are expected to integrate multiple functionalities, including camera, Bluetooth headset, and AR capabilities, making them a strong candidate for the next generation of mobile terminals [5]. - Current AI glasses face challenges such as short battery life, insufficient SLAM accuracy, high gesture recognition error rates, and poor device compatibility, which Xiaomi will need to address [5]. Competitive Landscape - Meta has partnered with Oakley to launch a new high-performance AI glasses model, focusing on sports applications, which is expected to enhance market acceptance and competition [6].