XIAOMI(HK:01810) 芯世相·2025-07-30 05:40Core Viewpoint - The article discusses the emergence of a new wave in the AI glasses market, termed "Battle of the Glasses 2.0," driven by both tech giants and new entrants launching various AI glasses products at competitive prices [2][4]. Group 1: Market Dynamics - Major companies like Google, Xiaomi, and Rokid have recently launched new AI glasses, with prices ranging from 699 yuan to 8999 yuan [3][4]. - In contrast, lower-priced alternatives from Shenzhen's Huaqiangbei market are selling for around 300 yuan, with some models achieving monthly sales exceeding a thousand units [4][6]. - The average price of AI glasses on platforms like Xianyu is around 300 yuan, with features such as photo capture and voice interaction [6][9]. Group 2: Consumer Behavior - Consumers are increasingly opting for affordable Huaqiangbei models for initial experiences, leading to a high retention rate despite the lower quality compared to premium brands [18][19]. - Feedback from consumers indicates that while Huaqiangbei glasses are functional, they often lack the performance and reliability of higher-end models [15][16]. Group 3: Production and Supply Chain - Huaqiangbei manufacturers are rapidly iterating on AI glasses, with a focus on speed to market, often producing standard models within a week [22][23]. - The production strategy relies heavily on external sourcing for key components, which allows for quick assembly and delivery [22][37]. Group 4: Future Outlook - The global smart glasses market is projected to reach 14.5 million units by 2025, with significant growth expected in China [34]. - However, some industry insiders believe that current AI glasses represent a "pseudo-demand" due to technological immaturity, suggesting that mainstream adoption may take several more years [34][35]. - The competitive landscape indicates that while Huaqiangbei products are currently popular, manufacturers are prepared to pivot to new trends as market dynamics shift [25][40].