New Product Launches
1. September 16: Meizu launched the new AI-powered StarV Snap photography glasses, priced at 1999 yuan for the initial release. It supports simultaneous interpretation in 12 languages, AI object recognition, and voice transcription.
2. September 18: Meta launched the second-generation Meta Ray-Ban smart glasses, starting at $379. Battery life is significantly extended, and video recording capability reaches 3K.
3. October 23: Thunderbird launched the RayNeo Air 4 smart glasses, the world's first viewing glasses to support HDR, equipped with the world's first glasses image quality chip, Vision 4000, customized in collaboration with Pixelworks.
4. November 10: Baidu officially launched the Xiaodu AI Glasses, supporting first-person perspective shooting, on-the-go questioning, object recognition encyclopedia, and intelligent memo functions.
5. November 13th: Rokid & Bolon launched their new "BOLON AI Smart Glasses," starting at 2199 yuan. It supports short-press photography and long-press video recording, integrating four major AI models.
6. November 27th: Alibaba launched Quark AI Glasses, equipped with Qianwen Assistant, and integrated with core Alibaba ecosystem scenarios such as Alipay and Gaode Maps. The S1 series starts at 3799 yuan, and the G1 series starts at 1899 yuan.
7. December 3rd: Li Auto will hold a launch event for its AI smart glasses, Livis, extending Li Auto's AI capabilities from in-car use to users' daily lives.
Institutional Data and Reports
1. CINNO Research: Sales of consumer AR/VR glasses in China reached 169,000 units in the third quarter, up 17% quarter-on-quarter and 57% year-on-year.
2. State Administration for Market Regulation: The total number of new smart wearable products in my country exceeded 181,000 in the first three quarters. Among them, smart glasses accounted for 2,000 types, with an average annual growth of 23.5%. Smartwatches and glasses are growing at a significantly higher rate than the industry average.
3. Galaxy Securities: Smart glasses are poised to become the next major consumer electronics category after smartphones.
4. IDC: Global smart glasses shipments are projected to exceed 40 million units by 2029, with China leading the world with a five-year compound annual growth rate of 55.6%.
