第一财经·2025-11-10 12:50Core Insights - Baidu has re-entered the AI glasses market with the launch of its AI Smart Glasses Pro, priced at 2299 yuan, marking its return after 11 years since its initial attempt with BaiduEye [3][5][6] - The new product focuses on features such as photography, AI translation, AI object recognition, AI reminders, and AI recording, but lacks a display function, distinguishing it from "AI + AR" glasses [3][6] - The competitive landscape is heating up with major players like Xiaomi, Huawei, and Alibaba also entering the "Hundred Glasses War," raising questions about Baidu's ability to stand out in this crowded market [6][7] Company Overview - Baidu's first foray into smart glasses was with BaiduEye in 2014, which aimed to serve as a new search interface but ultimately did not succeed due to limitations in technology and market readiness [5][6] - The current iteration, the AI Smart Glasses Pro, is positioned as an AI assistant, leveraging advancements in hardware and deep learning algorithms that have emerged in recent years [6][7] Market Dynamics - The smart glasses market in China is projected to see significant growth, with an expected shipment of 2.907 million units by 2025, representing a year-on-year increase of 121.1% [7] - Audio and audio photography glasses are anticipated to dominate this growth, with expected shipments of 2.165 million units, reflecting a 178.4% increase [7] - Despite the influx of competitors, challenges remain in AI integration, system connectivity, and user experience, indicating that the market's potential may take time to fully realize [7]