On December 26th, a report from Luotu Technology revealed that smart glasses equipped with cameras are becoming a new trend in the tech industry. With products like Baidu’s Xiaodu AI Glasses, Rokid’s collaboration with BOLON on Rokid glasses, INMO AIR 3 by INMO Technology, and Thunderbird Innovation V3 being released and entering the market next year, it is expected that this niche product category will start to gain momentum in 2025.
The deep integration of generative AI is another direction for development. In 2024, less than 20% of smart glasses in the Chinese market had AI capabilities. Current AI smart glasses still face many limitations in intelligent interaction. AI functions are primarily triggered by user voice commands and supported by the computing power of mobile devices. There is significant room for improvement in smart glasses’ ability to actively perceive the environment, understand context, provide real-time customized information, and achieve a natural and smooth human-computer interaction experience. The report states that with the coordinated iteration of display technology, chip performance, algorithm capabilities, and application ecosystems, smart glasses will achieve a qualitative leap in interaction experience and context awareness. In the future, smart glasses may break free from reliance on external computing power and rely on on-device AI processing units to achieve proactive service models anytime, anywhere. Luotu Technology predicts that by 2025, the sales penetration rate of AI functions in the smart glasses market will exceed 60%. Luotu Technology broadly classifies smart glasses into two categories: AR glasses with displays and smart audio glasses without displays, with the latter further divided based on whether they are equipped with cameras. According to online monitoring data from Luotu Technology, online sales of AR glasses reached 16,000 units in October and 26,000 units in November, with a sales increase of 40. 3% in November. Sales of smart audio glasses on traditional mainstream Chinese e-commerce platforms were 14,000 units and 17,000 units, with year-on-year growth of 23.7% and 12.4%, respectively.Advertising Statement: External links (including but not limited to hyperlinks, QR codes, and passphrases) contained within the text are provided to convey more information, save selection time, and are for reference only. All articles contain this statement.
