Der Handelsvolumen hat sich um das 10-fache erhöht, durchschnittlich wird alle 9 Tage ein neues Produkt herausgebracht. Lassen Sie uns die Hintergründe des wilden Wachstums von AI-Brillen aufdecken.

On average, a new pair of glasses is created every nine days. From unknown startups to global smartphone giants, everyone is pushing into this market. The wild growth of AI glasses simply cannot be stopped.

According to the semi - annual report on smart glasses released by JD.com on August 26th, the sales volume of smart glasses in the first half of 2025 increased by more than ten times compared to the previous year, and the number of registered brands increased by four times.

Source: CCTV News

On the one hand, the urgent problems of AI glasses, such as high prices, short battery life, and limited content, still need to be solved. All manufacturers are still in the testing phase and are looking for a solution they think is right. On the other hand, new AI glasses models are constantly flowing into the market. The strong growth in sales volume seems to prove the huge potential of this market.

There are numerous industry conferences and viewing appointments in the field of AI glasses. Many players seem eager to get on board and don't know what they can do during this hype phase. They are afraid of missing the train and being left out of the race for new AI hardware products.

According to incomplete statistics from Zhidxcom, in the first eight months of this year, 25 new AI glasses models with a certain degree of popularity have already become public.

Incomplete statistics on new AI glasses models in 2025, Source: Zhidxcom

Does a price difference of almost ten times between 999 yuan and 8,999 yuan mean a ten - times better user experience? Is the “Schrödinger's battery life” between one hour and 48 hours a new criterion to evaluate brands? How far can the numerous AI functions that promise to free hands improve the user experience and efficiency of an AI smartphone? Are these real needs or will the glasses just gather dust?

If we delve deeper into the AI glasses battle in 2025, we find that the truth is much more exciting than we thought. There are both expected and surprising things. Whether a market with a volume of “tens of millions” can emerge before Apple enters the AI glasses market in 2027 remains a question.

Oakley Meta AI Glasses

01.

New and old players compete for market share, products are launched on multiple fronts

If we look at the participating companies and the release rhythm, the new products in January were mainly those first presented at CES 2025. Some of these products are foreign versions of Chinese products, such as the Loomos AI glasses from AnkerMake.

Since April, the release rhythm has accelerated. In May, there were the most new products, namely seven models. However, these seven products only came from Lenovo, Liweike, and TCL. Manufacturers adopt the strategy of “multiple orientations” when releasing AI glasses products, which is a widely used strategy.

On the one hand, this can cover a wider price range and a larger target group. On the other hand, in the view of industry insiders, this is also a given necessity. Given the current supply - chain solutions and hardware and software technologies, manufacturers can only make “choices”.

For example, the question of whether a product should have a display function is a mandatory decision – lightness and high - quality display cannot be perfectly combined at present.

Therefore, many manufacturers have developed both models with display functions and lighter models without displays, such as the brands Transsion, Thunderobot, Lenovo, Liweike, and TCL.

If we look at the number of released products, manufacturers specialized in the AR/VR field are still the main players in releasing new products. These include TCL, Liweike, LLVision, DPVR, and Meta. Their new products account for almost 40% of the total.

It is worth noting that the entry of giants from the smartphone and PC hardware markets into the AI glasses market is a feature of this year.

Although the AI glasses from Transsion have not been officially launched on the market, they were presented in March 2025 and the price was announced. Xiaomi is undoubtedly the most important new player in the smartphone market. The impressive initial sales of its AI glasses have significantly contributed to the strong growth of the market in the first half of the year.

Xiaomi AI Glasses

The two PC brands Thunderobot and Lenovo have also released their own AI glasses and AI + AR glasses.

Among the telecommunications giants, the entry of China Telecom was not surprising. During the VR era, Migu Video of China Mobile was an enthusiastic supporter of VR content. So, it was expected that China Telecom would want to take advantage of the opportunity of AI glasses.

In addition, the products of new AI glasses powerhouses such as Haliday, CyberSight, Xuanjing, and Zhijingweizhi have attracted attention in the industry. These new powerhouses often find their own unique entry points. For example, Haliday has chosen a near - field display module as the display solution, while CyberSight has opted for a HUD display and focuses on cycling. Zhijingweizhi has even developed an AI function that connects the AI glasses with the bicycle.

Haliday AI Glasses

There are also some “special” players, including the Internet giant Alibaba and the brand Shining from Renhe Pharmaceutical. The latter has created a representative example of the application of smart glasses in the health field with its “Brain - Computer Intelligent Glasses”.

Alibaba's Quark AI glasses have attracted wide attention during the World Artificial Intelligence Conference. Its price, which is almost identical to that of Xiaomi, and its almost perfect configuration have greatly increased the expectations for its official premiere.

Quark AI Glasses Prototype, Source: Zhidxcom

New information about ByteDance AI glasses has also been released. The Internet giants all seem to be very interested in this “new access”.

Anyway, the AI glasses battle is in full swing. The diversity of players is impressive, and the competition is fierce.

02.

1,500 - 2,000 yuan becomes the most important price range

Price “polarization” could be the future trend

With the price cuts of the new models from Xiaomi and TCL, the two most important Chinese AI glasses manufacturers, the average price of AI glasses on the market has also dropped.

According to the semi - annual report on smart glasses from JD.com, the average price of smart glasses in the first half of 2025 dropped from over 2,000 yuan to about 1,500 yuan.

According to statistics from Zhidxcom, products under 1,000 yuan account for 12% of the 25 AI glasses models, only three pieces. There are two models in the price range of 1,000 - 1,500 yuan. In the price range of 1,500 - 2,000 yuan, there are ten models, which accounts for the highest proportion of 40%. There are three models in the price range of 2,000 - 2,500 yuan, three models around 3,000 yuan, and only one model around 10,000 yuan.

Price situation of new AI glasses models in 2025, Source: Zhidxcom

It is worth noting that the price range of 1,500 - 2,000 yuan is also one of the most important price ranges for the sales of mid - range or affordable smartphones.

The price cut will lower the entry threshold for consumers and promote the market penetration of this category.

From the price distribution, we can also infer the type of products. Due to the solutions and costs, most models under 2,000 yuan do not have a display function and no screen. These are the so - called AI recording glasses. Models under 1,000 yuan are mainly AI audio glasses.

As mentioned before, the combination of functions means a significant increase in costs. The TCL X3 Pro is one of the more expensive Chinese AI glasses models, with an official price of 8,999 yuan. But this pair of glasses also combines recording, screen display, and various AI functions and provides a relatively comprehensive user experience.

According to the data on the JD.com website, this pair of glasses has about 1,000+ sales and 18 reviews with pictures or videos. In comparison, the 1,999 - yuan Xiaomi AI glasses have over 40,000 sales.

In the sales list of smart glasses on JD.com, we can see that four of the top 5 products are under 2,000 yuan.

Sales list of smart glasses on JD.com, as of August 27th, 11:00

Overall, price “polarization” could be one of the future trends in the development of AI glasses. The maturity of supply - chain solutions, cost reduction, and the increase in the total supply volume will lead to further price cuts. On the other hand, due to technological costs, it is difficult for the prices of AI + AR glasses to drop significantly.

03.

High homogeneity of hardware solutions

Difficulties in creating significant differences in the user experience

As mentioned before, the reduction in the average price of AI glasses has partly benefited from the maturity of the supply chain. Through multiple iterations and practical implementation, the various solutions...