以下文章来自雷峰网子账号【鲸犀】， 想了解更多独家或干货可点击关注： " 张波在发布会上承诺，挨打要立正，认错要公开，补偿要到位， 改进要彻底。 " 作者丨吴优 编辑丨余快 去年12月，闪极在深圳福田会展中心召开了一场声势浩大的AI眼镜发布会，创始人张波站在聚光灯下大声 宣告，要做圆滑当道的锐利异类。他手里的闪极首款AI眼镜，以999元的定价击穿行业底线，一个"雷军也 做不到"的价格，让这个首次涉足AI眼镜的充电宝品牌，瞬间成为科技圈的焦点。 但高光过后，闪极很快陷入致命危机。产品频发的蓝牙连接故障，让它从 "价格颠覆者" 变成行业典型案 例。曾经高调的张波和闪极迅速沉寂，对外界的质疑、嘲讽甚至 "品牌将被出售" 的传闻，始终保持沉 默。有人觉得这场低价闹剧不过是个笑话，也有人在争议中意识到：做好 AI 眼镜，远比想象中难得多， 而闪极的沉默背后，藏着所有人好奇的答案。 这一年，AI眼镜延期发货并非孤例。虽然更多玩家涌入 AI 眼镜赛道，上游供应链已经逐渐走向成熟，但 量产难、体验不佳、退货率高的问题，依然困扰着绝大多数从业者。行业在摸索中前行，而闪极的缺席， 让这场关于 AI 眼镜的讨论，少了一抹亮色。 直 ...

据趣解商业报道，近日，闪极科技合伙人潘欣已经离职。作为拥有多家科技大厂从业经历的明星技术人才，"技术大牛"潘欣的加入，曾为闪极科技带来耀眼 的技术光环与转型契机。 据多位闪极科技离职及在职员工透露，在潘欣离职之前，闪极科技CTO周万程、品牌总监、人力总监、销售总监、设计部负责人等一众中高层骨干，以及国 内市场品牌部几乎全体员工，均在今年4月后相继离开；而另一位核心高管闪极科技CMO吴浩然，也在近日正式离职。 早期种子用户按流程预定，本应2024年12月交付，却被跳票，即便发布会承诺共创用户优先发货，部分老用户直到2025年1月下旬仍未收到，而新用户却有 到货的，闪极科技称是"系统问题、批次差异"，但用户不认可。 另外，新下单用户也面临长时间等待，有用户2024年12月22日下单，系统提示预计2025年11月16日发货。对此，闪极科技回应是"系统Bug"，但用户称未收 到更新通知，不少用户因此投诉和退款。收到货的用户体验也不佳，在拍照质量、连接信号等方面存在诸多问题。 公开资料显示，闪极科技由张波于2020年创立。张波早期曾在格力担任工程师，2012年入职魅族负责营销工作，2017年进入爱否开物负责电商相关工作 ...

Group 1 - Xiaomi's AI glasses project, initiated by Li Chuangqi, is seen as a strategic product in the wearable business, marking the first establishment of the "AI glasses" concept within the company [1] - The project received immediate attention from Lei Jun, Xiaomi's founder, indicating strong internal support for the initiative [1] - The competitive landscape for AI glasses is heating up, with various tech companies, including startups and established firms, vying for market entry [2][4] Group 2 - Meta's second-generation Ray-Ban-Meta glasses have set a benchmark in the market, selling 1 million units within a year, showcasing the potential for AI glasses as a consumer product [3] - The emergence of AI glasses is being compared to previous tech battles in the industry, such as the "hundred groups battle" in the internet space [2] - Companies are exploring whether AI glasses could become the next major consumer entry point after smartphones, with Xiaomi's research indicating that future smart hardware must be capable of seeing, hearing, and sensing [5] Group 3 - The AI glasses market is characterized by a diverse ecosystem of entrants, including major internet companies like Alibaba and Baidu, as well as hardware manufacturers like Huawei and Xiaomi [7] - Xiaomi's internal assessments suggest that AI glasses could capture a significant market share, with a target of 500,000 units sold within three years [7][27] - The pricing strategy for Xiaomi's AI glasses was set at 1999 yuan, aligning with the price of its first smartphone, indicating a strategic approach to market positioning [28] Group 4 - The supply chain for AI glasses is currently viewed as immature, with companies like Xiaomi opting for the most expensive suppliers to ensure quality [23][27] - Startups like Shanjiji are facing challenges in competing with larger firms due to resource limitations, but they believe in the potential for market differentiation based on unique product attributes [19][20] - The first-generation products from various companies, including Xiaomi and Shanjiji, are experiencing growing pains, with issues related to production capacity and user feedback [29][30] Group 5 - The future of AI glasses is seen as dependent on the development of a robust software ecosystem, with companies needing to create independent applications rather than merely acting as accessories to smartphones [21] - The industry consensus is that AI applications will become central to product differentiation, although establishing a unique value proposition remains challenging [22] - Xiaomi's approach to AI glasses reflects a balance between aggressive market entry and cautious investment, aiming to avoid significant losses while establishing a foothold in the emerging market [30][31]