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第一批买AI眼镜的人,已退货
XIAOMIXIAOMI(HK:01810) 36氪·2025-08-21 13:07

Core Viewpoint - The article discusses the rapid rise and subsequent decline of the AI glasses market in China, highlighting consumer dissatisfaction and high return rates due to poor performance and functionality [4][10][34]. Group 1: Market Overview - The Chinese AI glasses market saw explosive growth in the first half of the year, with major companies like Huawei, Alibaba, and Xiaomi entering the space, leading to the launch of over ten new products [10]. - Xiaomi's AI glasses sold nearly 50,000 units within three days of launch, while the Thunderbird V3 had an estimated shipment of 25,000 units in the same period [10]. - Predictions indicate that the total shipment of smart glasses in China could reach 2.907 million units this year [10]. Group 2: Consumer Experience - Users like Li Cheng reported significant disappointment with the AI glasses, citing issues such as delayed translation, poor photo quality, and uncomfortable weight [5][6][12]. - The glasses' smart recognition feature failed to identify common items, leading to further dissatisfaction [7]. - Negative feedback on social media highlighted common complaints about short battery life, poor interaction experience, and low-quality photography across various brands [11][13]. Group 3: Historical Context - The history of smart glasses dates back to 2012 with the launch of Google Glass, which ultimately failed due to high costs and privacy concerns [15][18]. - Other attempts, such as Microsoft's Hololens, also faced similar challenges and did not progress to a second generation [19]. - The recent resurgence in the market was sparked by Meta's collaboration with Ray-Ban, which successfully integrated AI features into stylish designs, leading to a significant increase in global shipments [21]. Group 4: Competitive Landscape - The market is becoming increasingly crowded, with numerous companies, including TCL and Xiaomi, launching their own AI glasses, leading to a competitive "battle of the glasses" [22]. - Flash Technology, a company that transitioned from power banks to smart glasses, initially gained traction with a lower-priced product but faced backlash due to quality issues and delivery delays [23]. - The competitive environment has led to a focus on product differentiation, with companies like XREAL and Li Weike Technology also entering the fray, despite facing challenges from larger competitors [30][32]. Group 5: Market Challenges - The average return rate for AI glasses is reported to be between 40% and 50%, significantly higher than traditional consumer electronics, indicating a lack of consumer acceptance [34]. - Factors contributing to this high return rate include underwhelming product performance, technological limitations, and a lack of compelling use cases for consumers [34][35]. - Consumer sentiment suggests a growing reluctance to invest in AI glasses until the technology matures and offers a more satisfactory experience [36][38].