Insights from CES 2025 indicate a significant convergence between smart glasses and artificial intelligence (AI) technologies. In this evolving landscape, established augmented reality (AR) glasses manufacturers warrant the most attention, given their existing hardware development expertise and market-proven product quality. The critical challenge now lies in integrating AI capabilities and delivering compelling applications. Among AR glasses, Chinese brands have demonstrated the most advanced development.
This report focuses on China's AR glasses sector, analyzing the current state of AR+AI smart glasses and the future direction of key brands and products.
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Table of Contents
1. Smart Glasses Development Trends: The AI Convergence
1.1 Accelerating Smart Glasses Innovation Through AI
1.2 Enhancing Device Processing Capabilities with Large Language Models (LLMs)
2. Market Landscape: Leading AR Smart Glasses Brands in China
2.1 RayNeo: Combining On-Device and Cloud Processing for Faster AI Responses
2.2 Rokid: Elevating Human-Machine Interaction for an Immersive AI-Driven Experience
2.3 INMO: Advancing AR+AI Smart Glasses with High-Resolution Displays
2.4 XREAL: Targeting 2027 for AI Glasses Market Entry
2.5 China's Development Path: Advancing AI with AR as the Foundation
3. Trends in China's AR+AI Smart Glasses Evolution
3.1 Continued Investment in AR to Develop Lighter, Brighter Full-Color Displays
3.2 Expanding AI-Powered Applications to Adapt to Diverse User Needs
3.3 Potential Expansion of Chinese AR Glasses Brands' Partnerships with Global Tech Giants
3.4 Hybrid Cloud-Edge Computing for Faster, Seamless AI Glasses Performance
4. Analyst Perspective
Appendix
List of Companies
List of Tables
- Table 1: Comparison of Voice Assistants and AI Glasses with LLMs
- Table 2: Specifications of RayNeo X3 Pro
- Table 3: Specifications of Rokid Glasses
- Table 4: Specifications of INMO Air 3
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- Alibaba
- Apple
- DeepSeek
- Epic Games
- EssilorLuxottica
- Hisense Visual Technology
- INMO
- Longcheer Technology
- Meta
- North Ocean Photonics
- OpenAI
- Qualcomm
- Ray-Ban
- RayNeo
- Rokid
- TCL Electronics
- XREAL
- Zhejiang Jingsheng Mechanical and Electrical
Methodology
Primary research with a holistic, cross-domain approach
The exhaustive primary research methods are central to the value that the analyst delivers. A combination of questionnaires and on-site visits to the major manufacturers provides a first view of the latest data and trends. Information is subsequently validated by interviews with the manufacturers' suppliers and customers, covering a holistic industry value chain. This process is backed up by a cross-domain team-based approach, creating an interlaced network across numerous interrelated components and system-level devices to ensure statistical integrity and provide in-depth insight.
Complementing primary research is a running database and secondary research of industry and market information. Dedicated research into the macro-environmental trends shaping the ICT industry also allows the analyst to forecast future development trends and generate foresight perspectives. With more than 20 years of experience and endeavors in research, the methods and methodologies include:
Method
- Component supplier interviews
- System supplier interviews
- User interviews
- Channel interviews
- IPO interviews
- Focus groups
- Consumer surveys
- Production databases
- Financial data
- Custom databases
Methodology
- Technology forecasting and assessment
- Product assessment and selection
- Product life cycles
- Added value analysis
- Market trends
- Scenario analysis
- Competitor analysis
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