中国，造出全球80% AI眼镜

Core Insights - The article emphasizes that China has become a dominant player in the AI glasses industry, controlling over 80% of the global supply chain [5][6][26] - The rapid innovation and manufacturing capabilities in China have allowed for significant advancements in AI glasses technology, making them a key player in the global market [16][30] Industry Overview - AI glasses are viewed as the next generation of computing devices, with China leading in the supply chain and production [6][8] - Key components such as chips and optical modules are primarily produced in China, with optical modules accounting for over 40% of the cost and chips over 30% [10][13] Technological Advancements - Chinese companies have made significant breakthroughs in optical waveguide technology, which is crucial for AI glasses [11] - Companies like JBD and Zhizhi Technology have developed advanced Micro LED and optical components that are lightweight and energy-efficient [11][13] Market Dynamics - The integration of the supply chain in China has led to reduced costs for AI glasses, with prices dropping from over 10,000 yuan to around 1,999 yuan [26] - The market for AI glasses is expected to grow significantly, with predictions of a compound annual growth rate of 55.6% over the next five years [30] Competitive Landscape - Major Chinese brands are emerging in the AI glasses market, with companies like TCL, XREAL, and Rokid showcasing innovative products at international tech exhibitions [27][29] - The article highlights that Chinese manufacturers are not only producing but also innovating, moving from a role of OEM to becoming leaders in the industry [17][24]