Core Insights - The CES 2023 showcased a significant presence of Chinese manufacturers in the smart glasses and VR/AR market, indicating a shift in industry dynamics with local players gaining traction [2][44] - The Chinese smart glasses market is projected to see substantial growth, with shipments expected to reach 623,000 units by Q3 2025, reflecting a year-on-year increase of 62.3% [4][46] - The event highlighted the competitive landscape, with numerous companies unveiling innovative products, suggesting a "battle of the glasses" in the coming years [42][85] Group 1: Major Players - Rokid attracted attention with its giant glasses display and launched the Rokid Style, claimed to be the lightest full-feature AI glasses at 38.5 grams, starting at $299 [7][48] - INMO introduced two key products: INMO Go3, which offers real-time translation in 261 languages, and INMO AIR3, the first mass-produced 1080P wireless AR glasses, which sold out quickly [9][53] - XREAL showcased the ROG Xreal R1, the first gaming glasses with a 240Hz refresh rate, and announced the upcoming XREAL 1S, featuring a proprietary chip for 3D content conversion [14][57] Group 2: Cross-Industry Innovations - Alibaba presented the Quark AI glasses S1, which allows interaction through voice commands and boasts a battery life of 7 hours, powered by dual flagship chips [22][66] - XGIMI launched its MemoMind AI glasses, marking its entry into the smart glasses market with two series [27][70] Group 3: Emerging Startups - Gyges Labs introduced the world's first AI note-taking ring, which gained significant media attention for its unique functionality [30][73] - MicroVision unveiled the M6 series of AR glasses, which feature hardware that can be sustainably upgraded without replacing the entire device [32][75] - Various smaller companies showcased innovative products, contributing to a diverse and competitive landscape in the smart glasses sector [40][83]

Core Insights - The CES 2026 event in Las Vegas is showcasing advancements in technology, particularly in the fields of semiconductors, artificial intelligence, and consumer electronics, with a notable focus on smart glasses as a potential replacement for smartphones [1] Group 1: Smart Glasses Market Developments - The global first eSIM smart glasses are set to be unveiled by Thunderbird Innovation, which has also secured over 1 billion yuan in funding from major Chinese telecom operators, indicating a significant investment in the smart glasses sector [3] - Rokid has launched its AI smart glasses, Rokid Style, at CES, which are marketed as the lightest full-featured AI glasses at 38.5 grams, priced starting at $299, and compatible with multiple AI engines [3] - XREAL has introduced the ROG Xreal R1, the first AR glasses with a 240Hz refresh rate, targeting the gaming market and enhancing the AR experience [4] Group 2: Industry Collaborations and Innovations - Google has announced its return to the smart glasses market with Project Aura, collaborating with XREAL to integrate advanced optical and AI capabilities [6] - Lenovo is set to unveil several AI concept products, including a personal AI smart glasses prototype, during CES, highlighting its collaboration with NVIDIA in the AI space [6] - XGIMI has expanded its strategic focus from home projectors to personal smart glasses with the launch of its MemoMind brand, offering two series of AI glasses [7] Group 3: Market Predictions and Policy Support - The Chinese government has included smart glasses in its new subsidy policy for digital and smart products, marking a significant step for the industry [9] - IDC forecasts that the global smart glasses market will exceed 23.687 million units by 2026, with China's market expected to surpass 4.915 million units, indicating a shift towards large-scale growth [10]