“百镜大战”雷声大、雨点小

Core Viewpoint - AI glasses are seen as a new carrier for the application of AI large models, but the industry is facing significant challenges in supply chain maturity and consumer acceptance [3][6][8]. Supply Chain Challenges - The AI glasses industry is struggling with supply chain issues, including a lack of dedicated chips and core components, which hampers production and integration [4][6]. - The current demand for AI glasses is high, with consumers expecting multifunctionality, but the technology and supply chain are not yet ready to meet these expectations [5][6][8]. Market Performance - Despite the hype around AI glasses at major tech events, actual sales and consumer adoption remain low, with a reported 40% return rate for Xiaomi's AI glasses shortly after launch [5][6]. - The forecast for AI glasses shipments in China is expected to grow over 200% by 2025, reaching approximately 270 million units, but this is still small compared to the smartphone market [7][8]. Integration Difficulties - There is currently no single manufacturer capable of integrating all components of AI glasses, including materials, optics, hardware, software, and algorithms, which complicates the production process [8][9]. - The lack of specialized AI algorithms for glasses means that manufacturers are forced to use smaller models from smartphones, leading to integration challenges [8][9]. Cost and Pricing Issues - The cost of components, such as Micro LED displays, is high, making it difficult to produce affordable AI glasses for the mass market [9]. - Companies are exploring various strategies to reduce costs, such as selling AI glasses without lenses initially and focusing on online sales [11][12]. Consumer Acceptance and Retail Challenges - Traditional eyewear retailers face challenges in promoting AI glasses due to consumer perceptions, inventory management, and after-sales service requirements [12][13]. - The introduction of platforms to assist traditional retailers in selling smart eyewear is underway, aiming to simplify the sales process and improve consumer education [13][14].