Core Insights - The "6.18" shopping festival saw a significant increase in sales for AI smart glasses, with transaction volume up 7 times year-on-year and AR glasses user numbers increasing by 70% [1] - Leading brands in XR device sales included PICO, 雷鸟 (Thunderbird), XREAL, VITURE, Rokid, and INAIR, while the top brands for smart glasses were 雷鸟, INMO, 星纪魅族, 界环, 李未可, and 玄景 [1] - Despite the growth in sales, the overall market size remains small, with some popular products selling in the thousands rather than tens of thousands [1][7] Sales Performance - 雷鸟's X series AR glasses, released on May 28, utilized new technologies but had limited sales in the following 15 days [2] - XREAL's camera plugin for its smart glasses was pre-sold for 499 yuan, but fewer than 100 units were sold on major platforms [3] - 雷鸟 Air smart glasses sold over 5,000 units during the "6.18" event, while XREAL One AR glasses sold over 1,000 units [4] Market Trends - 雷鸟 reported a 3.36 times increase in XR sales during the "6.18" event compared to the previous year, capturing a market share of 52% [6] - Sales of smart glasses priced below 2,000 yuan, particularly audio and shooting glasses, are driving growth, while AR glasses remain limited in sales [7] - Analysts suggest that simpler, lower-priced audio shooting glasses may serve as a transitional product for consumers before they adopt AR glasses [7] Future Outlook - The true competition in the smart glasses market, referred to as the "百镜大战" (Hundred Glasses Battle), is expected to intensify in the second half of the year as more new products are launched [7]

Core Insights - The sales volume of some popular products is measured in thousands rather than tens of thousands, indicating a significant increase in market sales but a relatively small overall scale [1] - During the "6.18" shopping festival, AI smart glasses saw a 7-fold increase in transaction volume year-on-year, while AR glasses user numbers grew by 70% [3] - Leading brands in XR device sales include PICO, 雷鸟 (Thunderbird), XREAL, VITURE, Rokid, and INAIR, while the top brands for smart glasses are 雷鸟, INMO, 星纪魅族, 界环, 李未可, and 玄景 [3] - Despite the hype around the "百镜大战" (Hundred Glasses Battle), actual sales during "6.18" were modest, with some best-selling products selling in the thousands rather than tens of thousands [3] - The majority of sales in the smart glasses segment are still driven by simpler products like projection and audio recording glasses, while AI+AR glasses are experiencing slow growth [3][5] Sales Performance - 雷鸟 Air smart glasses ranked first in the 500-8000 yuan XR device sales list, selling over 5,000 units during "6.18" [4] - XREAL One AR glasses ranked second, with over 1,000 units sold during the same period [4] - 雷鸟 V3 AI recording glasses and 雷鸟 X3 concept AI glasses also ranked highly, with 雷鸟 X3 selling over 200 units on June 15 [5] - 雷鸟's sales during "6.18" were 3.36 times higher than the same period last year, capturing a market share of 52% [5] Market Trends - The sales of smart glasses from leading brands like 雷鸟 have doubled, with significant sales still coming from projection and audio recording glasses priced below 2,000 yuan [5] - Higher-priced AR glasses (9,000-10,000 yuan) face purchasing pressure from ordinary consumers, with buyers primarily being technology enthusiasts [5] - The chairman of 潮电智库 (Chao Dian Zhi Ku) predicts that the true "百镜大战" may occur in the second half of the year as more new smart glasses products are launched [6]

明亮公司 . 以下文章来源于明亮公司 ，作者Stone Jin 追踪新商业、好公司，提供一手情报与领先认知。 作者：Stone Jin 出品：明亮公司 2024年12月10日，国内AR眼镜厂商XREAL正式对外发布了XREAL One AR眼镜。XREAL创始人兼 CEO徐驰强调，XREAL One代表了目前市场上最先进的消费级AR眼镜。 当然， 除了产品本身的迭代升级外，XREAL One背后更大的突破在于其搭载了行业首创的原生 3DoF（三自由度）空间定位能力和全新自研的X1空间计算芯片 ——其中，X1芯片是XREAL历时三 年多的研发、所打造的全球首款专为空间显示定制的芯片。 事实上，作为头部AR眼镜厂商，XREAL现已交出了一份较为可观的成绩单—— 根据IDC的数据， 在2022年全球AR市场出货量中，XREAL市占率为36%，这一数字在2023年进一步扩大至45%。在 发布45小时后，XREAL One的销售额就突破了1000万元；首发销售额同比Air 2系列增长93.15%， 首发销量同比增长62.43%，首发第1小时成交件数超越去年Air 2系列首发全天总量 。 这里不妨补充一点，当前市面上的大 ...