Core Insights - The rise of AI hardware, particularly smart glasses, is becoming evident with cities like Zhuhai emerging as key players in the "AI glasses chain" [1][7] - Major companies in Zhuhai, such as Rokid and MoJie Technology, are leading the development of the smart glasses industry, supported by significant investments and technological advancements [1][3][4] Industry Overview - The smart glasses market is expected to see strong growth, with global shipments projected to reach 14.5 million units by 2025, a 42.5% increase year-on-year, and AI glasses specifically expected to grow by 225.6% [7] - The smart glasses industry is characterized by a supply chain similar to that of smartphones, involving component suppliers, manufacturers, and traditional optical service providers [2] Key Players - Rokid, a leading smart glasses company, plans to establish a regional marketing and delivery center in Zhuhai, targeting various sectors including tourism and education [6] - MoJie Technology has developed the world's lightest dual-eye AR glasses, weighing only 35 grams, and has established partnerships with major companies like SoftBank and OPPO [3] - BOE Huacan is a core supplier of micro-displays for AI glasses, having built the world's first mass production line for 6-inch Micro LED technology [3] Technological Advancements - Allwinner Technology provides SoC solutions for AI glasses, enhancing performance and power efficiency, with plans to deliver new chips by Q3 [4] - The development of steel-shell batteries by Guanyu Battery aims to improve the energy density and performance of smart glasses [5] Market Dynamics - The competitive landscape in Zhuhai is bolstered by the presence of multiple key players, including Rokid and Starry Meizu, which are filling gaps in the smart glasses manufacturing segment [5][6] - The integration of components and collaboration among local companies is seen as a critical strategy for Zhuhai to gain a competitive edge in the AI hardware market [7][9] Future Outlook - The smart glasses industry is expected to evolve towards AI+AR integrated devices, with a focus on enhancing user experience through advanced display technologies [8] - There is potential for further growth in AI hardware beyond smart glasses, including AI cameras and toys, as Zhuhai continues to develop its capabilities in AI and computing [8]