Core Insights - The article discusses the challenges faced by Shanjite Technology, particularly regarding its AI glasses product, which sold out quickly but has since encountered delivery issues and high-profile executive departures [1][4][5]. Company Overview - Shanjite Technology, founded in 2019 and based in Shenzhen, initially focused on charging and energy storage but shifted to the AI glasses market due to increasing competition in its original sector [5]. - The company launched its first AI glasses, Shanjite AI Paipai Mirror, at a promotional price of 999 yuan, claiming to be the first mass-produced AI shooting glasses in China [5][12]. Executive Departures - Several key executives, including AI partner Pan Xin and CTO Zhou Wancheng, have left the company, raising concerns about the future of the AI glasses project [3][6][7]. - The CEO, Zhang Bo, confirmed these departures but stated that they would not impact project progress, attributing the changes to normal organizational adjustments following recent financing [3][8]. Delivery Issues - Despite selling 50,000 units within 24 hours of pre-sale, the actual delivery has reportedly been only a few thousand units, leading to customer dissatisfaction [4][10]. - The company has faced criticism for its inability to meet delivery timelines, with early users still waiting for their orders while new customers received theirs [10][12]. Product Challenges - The AI Paipai Mirror has been described as a "public beta version," with ongoing software and hardware issues affecting user experience and leading to high return rates [12][13]. - The company has acknowledged that the product is not yet ready for mass production, citing technical challenges and the need for further optimization [12][13]. Market Context - The AI glasses market in China is still in its early stages, with limited annual sales and various challenges such as short battery life and low consumer awareness [13]. - IDC predicts that the smart glasses market in China will see significant growth, with an expected shipment of 2.907 million units by 2025, indicating potential for future expansion despite current difficulties [13].

Core Insights - The core issue revolves around the rapid rise and subsequent challenges faced by Shanjite Technology in the AI glasses market, particularly with their product, Shanjite AI Paipai Mirror, which sold out quickly but has faced significant delivery and management issues [1][2][6]. Company Overview - Shanjite Technology, founded in 2019 and based in Shenzhen, initially focused on charging and energy storage but shifted to the emerging AI glasses sector due to market saturation in its original field [2]. - The company completed a multi-million yuan Series A financing round at the end of 2024 and launched its first AI glasses, Shanjite AI Paipai Mirror, at a competitive price of 999 yuan for the first batch of 50,000 units [2][5]. Management Changes - Several key executives, including AI partner Pan Xin, CTO Zhou Wancheng, and CMO Wu Haoran, have left the company, raising concerns about the stability of the management team [1][3][4]. - The CEO, Zhang Bo, confirmed these departures but stated that they were part of a normal restructuring process following the recent financing [5]. Product Delivery Issues - Despite the initial hype, the actual delivery of the Shanjite AI Paipai Mirror has been significantly lower than expected, with reports indicating that only a few thousand units have been delivered despite claims of 50,000 units sold out in 24 hours [1][6][8]. - The company has faced criticism for its inability to meet delivery timelines, with early users still waiting for their orders months after the promised delivery dates [6][7]. Technical Challenges - The AI Paipai Mirror has been described as technically immature, with issues in areas such as signal connectivity and user experience, leading to a high return rate [8][9]. - Zhang Bo acknowledged that the initial batch was a public testing version, which was intended to gather user feedback for further product optimization [8]. Market Context - The AI glasses market is still in its early stages, with limited annual sales in China, estimated at less than 3 million units, and facing challenges such as short battery life and low consumer awareness [9][10]. - Industry forecasts predict significant growth in the smart glasses market, with an expected shipment of 2.907 million units in 2025, indicating a potential for future expansion despite current challenges [10].

作者 | 趣解商业 郝文 "趣解商业"独家获悉，主导AI相关技术研发工作的闪极科技合伙人潘欣已经离职。 作为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。 然而，从去年11月被曝加入闪极，到如今悄然离职，潘欣在这家创业公司的任职时间还不足一年，便从"技术中台"转为"过场人物"；而随着这位曾被寄予厚 望的技术领军人物离开，闪极的AI眼镜等项目也就此蒙上了一层阴影。 图源：闪极发布会 此外，还有多位闪极科技离职及在职员工向"趣解商业"透露，在潘欣离职之前，闪极CTO周万程、闪极品牌总监、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已经在今年4月后相继离开；而另一位核心高管——闪极CMO吴浩然，也在近日正式离职。 值得一提的是，在潘欣被曝加入闪极的同期，闪极宣布完成了数千万元人民币的A轮融资，由光远投资领投，未来光锥前沿科技基金、边缘AI芯片公司云天 励飞跟投，融资资金主要用于闪极AI拍摄眼镜的项目；而此后在闪极AI眼镜发布会的前一日，也就是2024年12月18日，闪极科技再次宣布获得由绿洲资本 独家投资的数千万元A+轮 ...