Recently, AI glasses have become the new favorite in the market and have attracted a lot of attention. Especially since May, many listed companies have ushered in intensive research by institutions. Among them, companies such as Shenzhen Zecheng Electronics Co., Ltd. and Jiahe Intelligent Technology Co., Ltd. (hereinafter referred to as "Jiahe Intelligence") have become the focus of attention of institutions in the field of AI glasses.

Doesn't that sound interesting? These companies are exploring ways to make glasses smarter, not just to see, but to do more cool things. Whether it's augmented reality experiences or providing real-time information prompts, the potential of AI glasses is huge, and it's no wonder everyone wants to check them out.

For investors, this is a trend to keep an eye on.

Large companies accelerate their layout

According to CINNOResearch, in the first quarter of 2025, domestic sales of consumer-grade AI and AR glasses reached 96,000 units, a year-on-year increase of 45%. Among them, AR glasses with screens (including one-piece and split-type) occupy 80% of the market share, while screenless AI glasses account for the remaining 20%. This shows that there is already a clear trend of differentiation in the market.

Zhou Hua, chief analyst of CINNOResearch, predicts that with more mature technology, more friendly policies, and rich application scenarios, the domestic consumer AI and AR glasses market may move from the "early adopter" stage to the "rigid demand" stage. This means that they have the potential to become an integral part of our daily lives, revolutionizing the way humans interact with each other.

Large companies accelerate their layout

Not only is the market growing, but major technology companies are also accelerating their deployment in the field of AI glasses.

In terms of the domestic market:

In April, Huawei released a smart audio glasses that focus on audio and voice interaction functions, and can be connected to the HarmonyOS system's smart broadcast and navigation scenarios.

Not far behind, Xiaomi launched its own smart glasses in March and plans to release a new pair of glasses with integrated camera and AR navigation in the second half of this year.

Alibaba's Tmall Genie team is leading the research and development of AI glasses, which are divided into basic version and AI+AR version, and are expected to meet with you within the year.

Overseas markets:

Apple has also made a big move, and it is said that they plan to launch a smart glasses by the end of next year, aiming to further seize the market for AI-enhanced devices.

The rapid growth of the AI glasses market

Today's AI glasses have become super powerful, they can not only realize everything recognition, teleprompter subtitles, real-time translation, but also take photos, audio and video recordings, make phone calls, listen to songs, etc. It can be said that almost all the functions that we can think of in our daily life are covered.

For example, the Thunderbird V3AI shooting glasses launched by Thunderbird Innovation Technology (Shenzhen) Co., Ltd. were officially launched in January this year, making photography easier and more interesting. RokidGlasses, a smart glasses independently developed by Lingban Technology, quickly became popular on the Internet with its powerful teleprompter function when it was displayed at the high-quality economic development conference of Yuhang District, Hangzhou, Zhejiang Province in February this year.

Ray-BanMeta, launched by overseas company Meta, has been providing real-time translation since April, further improving the user experience.

According to data from research institute WellsennXR, the global sales of AI glasses will reach 1.52 million units in 2024. In the first quarter of 2025, global sales of AI glasses will reach 600,000 units, a year-on-year increase of an astonishing 216%. It is expected that the annual sales volume will exceed 5.5 million units. This shows that the AI glasses market is experiencing explosive growth!

Guo Tao, deputy director of the China E-commerce Expert Service Center, said in an interview with Securities Daily that the current functional innovation of AI glasses is mainly focused on three directions:

Optical display improvement: make the picture clearer and more realistic.

Optimization of interaction methods: for example, the combination of gestures and voice control makes the operation more convenient and natural.

Enhancement of AI capabilities: For example, audio-visual translation, AI tour guides and other functions make life more intelligent.

Existing companies have achieved revenue

Driven by favorable policies and market demand, A-share listed companies are increasing their investment in the AI wearable device industry chain. These companies not only see the huge potential of the market, but also want to improve their competitiveness through technological innovation.

Jiahe Intelligence: an integrator of the whole industry chain

Let's take a look at Jiahe Intelligence, which is one of the earliest companies to enter the smart glasses market, and now has the ability to integrate the whole industry chain from design to production. Smart glasses are one of their key businesses. According to the relevant person in charge of Jiahe Intelligence, the company has been actively investing in the research and development of AI and AR technologies, and has reserved a series of advanced technologies and applied for 33 related patents. In addition, Jiahe Intelligent has completed the development of glasses products with a variety of combination configurations, which can provide an overall solution combining software and hardware, and has reached a number of cooperation intentions.

Lingyi Intelligent Manufacturing: Revenue has achieved results

Let's talk about Lingyi Intelligent Manufacturing, they have achieved actual revenue results in the field of AI glasses and XR wearable devices. In 2024, the company's revenue in this field will reach 4.041 billion yuan. Lingyi Intelligent Manufacturing not only attended the signing ceremony of the AR/AI glasses strategic cooperation between XREAL and Hisense Video Technology Co., Ltd. as an important strategic partner, but also said that it will continue to deepen the core components and technology research and development of XR, AI glasses and other smart wearable devices, and provide key components such as structural parts, soft functional parts, injection molded parts, heat dissipation solutions, and chargers for head customers.

Wuhan Jingce Electronics: Leading technology

There is also Wuhan Jingce Electronics Group Co., Ltd., whose performance in the field of VR and AR is also very bright. With its optical inspection system with independent intellectual property rights, the company has obtained exclusive orders for the whole process testing equipment of optical modules from top customers in the world. In the AR field, they maintain a technological advantage in the detection of DisplayEngine, Eyepiece, eyepiece module, and FATP assembly process.

With the rapid rise of the AI wearable device market, more and more companies have begun to lay out related industrial chains. Domestic enterprises have a certain foundation in technology research and development, product design, manufacturing, etc., but in the fierce market competition, they still need to continuously improve their technical strength and innovation ability to meet the growing needs of consumers.