In an ever-evolving technological landscape, AI glasses are emerging as the next big thingWith the global market gaining momentum and interest from major industry players, including the Chinese tech giant Xiaomi, the world is witnessing a significant shift towards augmented reality and artificial intelligence applications in wearablesJust recently, an intriguing development surrounding Xiaomi's AI glasses made headlines, capturing the attention of both industry stakeholders and potential consumers alike.

On February 7, the AI glasses index opened strong with a promising uptick, ultimately closing the day up by 1.17%. This positive performance in the market was fueled by rumors and speculation regarding Xiaomi's AI glasses, particularly after it was discovered that the official Weibo account for "Xiaomi Glasses" had resurfaced

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This finding sent waves of anticipation throughout the industry about an impending product announcement, although Xiaomi's public relations manager, Wang Hua, clarified that the account had been established years ago and was not indicative of a new launch.

The official Xiaomi Glasses Weibo account currently boasts around 6,290 followers and is registered under Xiaomi Communications Technology Co., LtdAnticipation for a new generation of AI glasses is already arising, especially in light of reports suggesting that Xiaomi is collaborating with GoerTek to introduce these devices in the second quarter of 2025, with an expected production output of approximately 300,000 unitsGoerTek, significantly, is known for its role as the primary supplier of wearable VR devices for companies like Meta.

The AI glasses market is witnessing a remarkable surge, particularly as brands at CES 2025 unveiled several exciting new models

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Companies such as Thunder Bird Innovations and TCL showcased their AI shooting glasses, while many tech firms like ThunderTech and Lexiang Technology also launched their own innovative AI glasses productsResearch firm IDC projects that by 2025, global shipments of AI glasses will reach approximately 12.8 million units, which signifies annual growth of 26%, with the Chinese market expected to see shipments of about 2.8 million units, reflecting a staggering growth of 107% year-over-year.

To add to the excitement, today, Huatai Securities released a report indicating that the popularity of AI glasses, particularly as led by Meta's innovations, could generate fresh growth opportunities in the consumer electronics supply chainThis market is not only ripe for growth but also represents an ideal platform for applications like DeepSeek's advanced models, which are gaining traction in China

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Key players in the supply chain include Xiaomi (design and branding), Sunny Optical (camera technology), and GoerTek (acoustics and assembly), among others.

After the AI glasses index experienced a surge in popularity, related stocks also saw increased interestHowever, as trading continued post-lunch, a slight pullback was notedThis market correction could be attributed to the noticeable sector rotation typically seen in stock marketsThere's also the reality that while AI glasses might offer lucrative opportunities, many companies in the sector have yet to fully realize or exhibit growth through tangible orders and revenues.

Huatai's report underscored a fascinating aspect of the current market: while many AI glasses on the market lack display functionalities, this could signify a transitional phase before AR glasses make their debut

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Challenges to overcome as the industry moves towards full-color AR glasses include advancements in display technology, power optimization, weight reduction, optical correction for nearsightedness, innovations in human-machine interaction, and cost managementIt is expected that by 2026, they will witness significant progress with the emergence of diffractive waveguide AR glasses based on etching or nano-imprinting technologies.