Core Viewpoint - The AI glasses market is rapidly evolving with numerous new products launched, but a killer feature is still needed for widespread consumer adoption [3][14][15]. Group 1: Market Dynamics - In May 2023, multiple companies including Thunderbird, Google, and Lenovo launched new AI glasses, totaling ten new products in the month [1][3]. - The competitive landscape is characterized by a "three kingdoms" scenario at the forefront, with Google and Qualcomm standardizing systems and chips, thus lowering production barriers [2][4]. Group 2: Product Development - The AI glasses industry is reaching a mature stage, with hardware and software consensus among manufacturers [4][8]. - Upcoming AI glasses are expected to feature high-end smartphone-like chip configurations, with Qualcomm's SoC becoming the mainstream choice [5][7]. - Recent AI glasses weigh under 40g, significantly lighter than previous models, enhancing user comfort for prolonged wear [7]. Group 3: Software Integration - AI glasses manufacturers are leveraging advancements in AI large models to enhance functionality, with companies like Rokid collaborating with Alibaba to enrich their software ecosystems [8][10]. - Some manufacturers are adopting Android systems to expedite software development, allowing for a broader range of applications [10][12]. Group 4: Consumer Insights - The current consumer demand for AI glasses leans more towards display capabilities rather than AI functionalities, as evidenced by the market dominance of AR glasses [15]. - Despite the advancements, many consumers find the AI features underwhelming, particularly in terms of speed and practicality [16][17]. Group 5: Future Outlook - The industry is experiencing a "Cambrian explosion" of product offerings, raising questions about market absorption capacity [13]. - There is a need for further refinement in AI glasses to enhance user experience and practical applications, suggesting a period of adjustment between the products and market expectations [18].