Core Insights - Quark AI glasses have seen a surge in demand, leading to a situation where they are difficult to obtain both online and offline [1][2] - The company has added a new production line to increase capacity, with plans to fully release production by January to meet the upcoming Spring Festival consumption peak [1] - The S1 and G1 series of Quark AI glasses were launched in November, with prices starting at 3,799 yuan for the S1 series and 1,899 yuan for the G1 series, marking the first hardware to feature the Qianwen AI technology [1] Production and Supply Chain - Quark AI glasses' suppliers have reported that they are ramping up production, including increasing the supply of components and adding assembly lines [1] - The supply chain for AI glasses is more complex than that of smartphones, requiring longer assembly lines and higher calibration precision for key components [2] - Offline retail partners have indicated that new orders for Quark AI glasses may take around one month to fulfill, reflecting the high demand and limited supply [2] Market Performance - The S1 model of Quark AI glasses is sold out on major e-commerce platforms like Tmall, Douyin, and JD, indicating strong market interest [1] - In the second-hand market, the price for available stock has reached as high as 6,999 yuan, showcasing the high demand and potential for price inflation [1]
夸克AI眼镜“一机难求”， 核心供应商独家爆料
第一财经·2025-12-11 09:31