Recently, a wave of excitement surged through social media with the announcement of Xiaomi’s official launch of AI glasses, authenticated by Xiaomi Communication Technology Co., LtdThis intelligence imbued statement suggests a more direct involvement from the company's CEO, Lei Jun, hinting at an imminent release of AI glassesKnown for their cost-effective products, Xiaomi's endeavor to enter the AI eyewear market has piqued the interest of many consumers, and news of this development quickly gained momentum.

Reports from digital bloggers have revealed that Xiaomi's AI glasses have already received network access permissionOriginally scheduled for a release between March and April 2025, the launch has been advanced to February, coinciding with the unveiling of the Xiaomi 15 Ultra smartphoneThis strategic timing demonstrates an ambitious push from Xiaomi to capture the attention and admiration of tech enthusiasts and consumers alike.

In response to the uproar surrounding the AI glasses, Wang Hua, the General Manager of Xiaomi Group’s public relations department, addressed the speculation

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“We appreciate everyone’s interest in Xiaomi glasses and thank you for your enthusiasmHowever, we regret to inform you that this account was established years ago and is not new, just to clarify!” This statement reflects a careful navigation through public expectations, acknowledging the excitement while attempting to ground discussions in practicality.

This announcement also drew significant attention in the capital markets, especially as competitors like Meta, Google, and XREAL have already introduced their own AI eyewear productsNotably, Meta's Ray-Ban Meta smart glasses exceeded sales expectations last year, reaching over one million units soldThis prevalence highlights the growing consumer interest in AI glasses as a viable market segment.

Investment experts forecast that China will witness an avalanche of competing smart glasses throughout the yearOne noteworthy claim from a prominent industry player indicates that the year 2025 is poised to be the “year of AI glasses,” sparking what has been dubbed the “hundred glasses war” in China

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Such predictions underline a frantic race among tech companies to capture consumer interest and establish dominance in the smart eyewear market.

Earlier this January, Baidu Smart Cloud entered into a strategic partnership with DPVR to explore collaborations in AI glassesFurthermore, a newly launched AI photographic glasses by Thunderbird Innovations, in cooperation with DrGlasses, made its debut at the CES exhibitionThe availability of this product in select DrGlasses stores signals a broader movement within the industry toward integrating AI technology into fully-fledged consumer products.

Critics suggest Xiaomi’s foray into the market by positioning itself as a “price warrior” will intensify the competition, potentially leading to exceptional products and services for consumersAs the penetration of AI glasses rises, the hopes for practical applications and everyday usability remain high.

Several reports have shed light on Xiaomi’s previous collaborations with Goertek Inc

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concerning the AI glasses, with anticipated sales figures soaring upwards of 300,000 unitsThe specs suggest that Xiaomi's AI glasses are set to compete directly with Meta’s offerings, featuring integrated AI functions, audio modules, and camera modulesAlthough a projected sales figure of 300,000 units pales in comparison to Meta's successes, Xiaomi's rich experience in consumer electronics design, coupled with a robust supply chain and extensive sales network, may afford it an opportunity to carve out its footprint in the AI glasses landscape.

It's worth noting that Deepseek, an emerging player, has gained significant traction by drastically reducing training costs, which presents an excellent opportunity for the AI glasses sectorThis shift benefits not only manufacturers but also end-users eager for innovative and practical applications.

The increasing fascination with AI glasses stems from their potential to serve as the next generation of “computing platforms.” Glasses represent one of the most convenient wearable devices, bringing technology closer to the users' faces and allowing them to see and hear what others do

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This immediate input-output capability provides inherent advantages over traditional smart devicesWhen paired with the latest AI models, the interaction becomes notably more instantaneous and engaging.

For instance, Meta’s collaboration with its Llama3 model showcases a successful integration that positions its smart glasses as a benchmark in the industryIn addition, with the rise of Deepseek and other AI models in China, the groundwork for significant advancement in the AI eyewear sector appears solid.

According to various institutions, AI glasses are anticipated to become one of the trending technological focal points by 2025. Research from Huatai Securities emphasizes that the ongoing “hundred glasses war” could provide fresh growth opportunities within the consumer electronics supply chain and become a favorable setting for large-scale implementation of AI models like Deepseek.

Additionally, Guotai Junan posits that the functionalities exhibited through the DeepSeek-R1, a high-performance model, will drive the demand for AI hardware, such as AI phones, AI PCs, and AI glasses

With the quality and performance of AI extensively improving, a myriad of applications, including real-time translation and educational interactions, are set to make substantial breakthroughs, further hastening the development of smart glasses.

The groundwork for the AI glasses industry in China has already begun forming, encompassing upstream suppliers of AI chips, intelligent sensors, and memory chips, as well as midstream manufacturers and downstream application developersAs the sector evolves, potential investment opportunities within various niche markets are expected to continue emerging, warranting close observation.

According to IDC, projections indicate that global shipments of AI glasses could reach 12.8 million units by 2025, with a notable year-on-year growth of 26%. The Chinese AI glasses market is forecasted to achieve shipments of 2.8 million units, reflecting an impressive growth rate of 107%. Further estimates suggest that by 2025, the penetration rate of AI functionalities within the smart glasses market might surpass 60%, setting a transformative precedent for how consumers interact with technology.

In conclusion, the convergence of competitive offerings, technological advancements, and an evolving market landscape suggests that the coming years may see significant enhancements in both the AI glasses market and consumer accessibility