The AI Glasses Market Is Igniting – Now
The AI glasses sector is experiencing explosive growth, with major catalysts emerging in early 2025. On February 20, the AI glasses segment saw another surge in market interest, fueled by Rokid’s founder delivering a speech using Rokid Glasses’ teleprompter function—a product set to launch in Q2 this year.
But Rokid isn’t alone. Xiaomi is rumored to debut its AI glasses alongside the Xiaomi 15 Ultra by the end of February. They’ll be joined later in the year by heavyweights including Huawei (May 2025), ByteDance (August 2025), Meta (September 2025), Samsung (September 2025), and Meizu (September 2025). The race is officially on.
Three Core Drivers Behind the AI Glasses Boom
1. Technological Breakthroughs
- Multimodal AI models like Meta’s Llama 3 and Baidu’s Ernie enable seamless voice, vision, and gesture interaction.
- Chip and optical innovations from Qualcomm (AR1) and Unisoc (W517), combined with waveguide and MicroLED tech, have reduced device weight to under 50g—close to conventional eyewear.
- Battery and power efficiency have improved drastically, with runtime jumping from 4 to 10+ hours. The Thunderbird V3, released in January 2025, weighs just 39g, offers 7-hour battery life, and supports 40-minute fast charging.
2. Rising User Demand
From sports and outdoor adventures to office use, AI glasses are becoming indispensable. First-person recording, real-time translation, and integrated audio/camera functionality are driving adoption—especially as prices drop to as low as ¥1,500.
3. Strategic Industry Shift
Eyewear is increasingly seen as the closest hardware to human senses—a natural gateway for voice, vision, and environmental AI. With slowing growth in smartphones and PCs, companies like Meta, Apple, and Xiaomi view AI glasses as the next strategic interface.
Meta’s Ray-Ban surpassed 1 million units sold in 2024, proving the category’s viability. By 2030, the global AI glasses market is projected to exceed ¥500 billion, with annual shipments reaching 140 million units—a penetration rate leap from 0.1% to 20%.
Three Product Forms – One Clear Winner
While AI glasses come in several forms, the dominant category in 2024 was AI camera glasses, capturing 94% of sales. Their lighter weight and lower cost—compared to AR glasses with additional optical display modules—make them the preferred choice for mass adoption.
Inside the AI Glasses Supply Chain
1. Upstream: The Brain of the Device
The core upstream components include chips, optical modules, sensors, batteries, and structural parts. In camera-focused AI glasses, the mainboard chip is the most costly component, accounting for over 50% of the total cost in devices like the Ray-Ban Meta. Qualcomm leads here as the primary chipset supplier.
2. Midstream: Where Manufacturing Matters Most
This is where ODM/OEM partners become essential. AI glasses require seamless hardware-software integration, and experienced manufacturers can deliver high-quality, cost-effective mass production on tight timelines.
While established electronics giants like Goertek and Luxshare are key players, specialized smart eyewear manufacturers like ZhuoHao Technology have emerged as critical partners. With deep expertise in audio-acoustic integration, compact structural design, and AI-optimized assembly, ZhuoHao offers brands a competitive edge in speed, scalability, and performance.
3. Downstream: Brands and Channels
The future of AI glasses will likely be shaped by partnerships between tech firms and traditional eyewear brands. Companies like LOHO, EssilorLuxottica, and others stand to gain significantly as style, comfort, and optical excellence become differentiators.
How to Enter the AI Glasses Market – With the Right Partner
For brands looking to launch AI glasses, the path is clear:
- Focus on camera-first models for broader appeal
- Prioritize lightweight design and battery life
- Partner with an OEM/ODM specialist that understands both tech and eyewear
This is where ZhuoHao Technology stands out. As a seasoned smart glasses manufacturer, ZhuoHao provides end-to-end support—from prototyping and audio tuning to mass production and quality assurance—enabling brands to launch competitive products faster and with lower risk.
Conclusion: The Time to Act Is Now
The AI glasses market is at a tipping point. With major tech players entering throughout 2025 and consumer readiness at an all-time high, brands that move quickly—with the right manufacturing partner—will capture this booming opportunity.
ZhuoHao Technology is ready to help you seize it.
Interested in launching your own AI glasses line? Contact ZhuoHao Technology to leverage our OEM/ODM expertise and join the wearable AI revolution.
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