XIAOMI(HK:01810) 艾瑞咨询·2025-07-15 09:19Core Viewpoint - The AI glasses industry is on the verge of a significant breakthrough, potentially marking the next "iPhone moment" in technology, where AI glasses could transform daily life and communication [2][3]. AI Glasses Definition and Classification - AI glasses are innovative wearable devices that integrate artificial intelligence with traditional eyewear, enhancing functionality and practicality [3]. - They can be categorized into five types based on integrated technologies or hardware, all aimed at improving user efficiency and experience [3]. Market Growth and Projections - The global shipment of AI glasses is expected to reach 20 million units by 2028, driven by rapid advancements in AI and AR technologies [9]. - In September 2023, Meta and Ray-Ban launched the Ray-Ban Meta AI smart glasses, achieving over 2 million units shipped, indicating a surge in the smart glasses market [9]. Industry Landscape and Key Players - Numerous manufacturers are entering the AI glasses market, focusing on the deep integration of AI models and AR technology, leading to a diverse range of lightweight products [14]. - Notable brands include Bose, Huawei, Xiaomi, and Rokid, each offering various AI glasses tailored to different functionalities [15]. Consumer Insights and Market Potential - The AI glasses market shows significant potential, with nearly 61% of surveyed consumers having purchased or planning to purchase smart glasses, indicating a strong market foundation [25]. - Consumers exhibit a high interest in AI glasses, particularly in the mid-price range of 2000-3000 RMB, aligning with their income levels [27]. User Preferences and Purchase Behavior - Functionality is the primary consideration for consumers when purchasing AI glasses, with audio playback, photography, and AI interaction being key features [32]. - Users show a willingness to invest in AI glasses, with over 50% of existing users owning at least one pair, and many expressing interest in upgrading their devices [28]. Challenges and Concerns - Potential buyers express concerns regarding pricing, functionality, and privacy, which could hinder market growth [34]. - Interest consumers are particularly focused on the integration of multiple functions and the overall user experience [34]. Supply Chain and Technological Advancements - The AI glasses market is driven by hardware performance breakthroughs, domestic production increases, and the expansion of manufacturer ecosystems [42]. - Key technological advancements include improved battery life, lightweight materials, and enhanced display technologies, which are crucial for product adoption [42]. Retail and Marketing Strategies - Offline experiences play a crucial role in consumer conversion, while online ecosystems and customized services enhance sales [45]. - The integration of experiential marketing and retail channel consolidation is essential for driving sales in the AI glasses market [45]. Future Trends - The AI glasses industry is expected to evolve towards technological innovation, functional integration, and collaborative ecosystem development to meet consumer demands [47].