According to the promotional poster of Huawei's new product launch conference, among the new products to be released at the new product launch conference on May 19, there is a new intelligent glasses product.
It is understood that Huawei has already launched four pairs of smart glasses, including Huawei Smart Glasses, Huawei Smart Glasses 2, HUAWEI X GENTLE MONSTER Eyewear and HUAWEI X GENTLE MONSTER Eyewear II, mainly focusing on the field of smart audio glasses.
This year, at the 2025 CES exhibition, according to incomplete statistics, 47 AI and AR glasses-related products (including different SKUs) were displayed at the exhibition site. Therefore, 2025 was regarded by the industry as the "AI glasses year". According to data monitored online by RUNTO Technology, from January to February 2025, sales of AI glasses on China's mainstream e-commerce platforms reached 23,000 units, an increase of 80.4% year-on-year.
Major domestic Internet giants are also entering the AI smart glasses sector. In April, according to The Information, ByteDance is planning to launch its own AI smart glasses, which is expected to provide AI functions similar to its self-developed model DouBao in its smart glasses; in the same month, it was reported that Alibaba had confirmed the AI smart glasses project plan and was actively recruiting and expanding its team.
On May 15, Rokid founder Mingming Zhu revealed at the new Rokid Glasses communication meeting that since the past three months, the total number of pre-orders for Rokid's AI glasses with display worldwide has exceeded 250,000 units, of which online orders exceed 40,000 units, and it is expected to deliver all this year. Zhu Mingming also revealed that Rokid has secured a supply volume of approximately 200,000 units at one time, and the payment funds have exceeded several hundred million yuan.
Globally, according to the "Global Smart Glasses Model Shipment Tracking Report" published by Counterpoint Research, the global smart glasses market exceeded 2 million units in 2024, with shipments growing by 210%, mainly driven by strong demand for Ray-Ban Meta smart glasses.
It is worth noting that Google's I/O 2025 conference will be held from May 20 to 21. In a live activity prior to the conference, Sameer Samat, president of Google's Android ecosystem, stated that the I/O conference would introduce the latest progress of Google Gemini, and then, while putting on a pair of glasses, he added, "There will even be cool Android demonstrations." This behavior was interpreted by outsiders as Google hinting at its intention to showcase an AI glasses prototype equipped with Gemini.
At the same time, according to Bloomberg, Apple is expected to release its first smart glasses product between 2026 and 2027, directly targeting Meta's Ray-Ban series, equipped with Apple's self-developed dedicated processor.
According to Wellsenn's 2024 Global AI Smart Glasses Sales Report, global sales of AI smart glasses in 2024 were 2.34 million units, with the main contribution coming from RayBan Meta, accounting for as high as 96%. Wellsenn predicts that global sales of AI smart glasses in 2025 are expected to reach 5.5 million units, an increase of 135% year-on-year.
Huachuang Securities pointed out that since December 2024, multiple brands have released their AI glasses products, and more brands are preparing for their own press conferences in 2025. Intensive product innovation may drive the industry into a boom period. Industry leading companies have advantages in hardware refinement and content ecosystems, which may promote rapid improvement in product maturity and drive rapid growth in industry shipments.
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Original source: https://www.toutiao.com/article/7505568801187021327/
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