according toLotus TechnologiesReported on December 26, with a cameraCamera-ready smart glasses are becoming the new product rage. WithBaidu's Xiaodu AI glassesRokid glasses, a collaboration between Rokid and BOLON, INMO AIR 3 from ShadowEye Technology, and Thunderbird Innovative V3 will be released one after another and enter the market next year, and this product segment is expected to begin to take off in 2025.
Deep fusion of generative AI is another directionIn the Chinese smart glasses market in 2024, the number of products with AI function is less than 20%. AI smart glasses at this stage are still subject to many limitations in terms of intelligent interaction; AI function is mainly triggered by user's voice command and supported by cell phone's computing power, and there is still much room for improvement of smart glasses in terms of actively perceiving the environment, understanding the situation, providing real-time customized information, and realizing the natural and smooth human-computer interaction experience. There is still much room for improvement.
According to the report, with the synergistic iteration of display technology, chip performance, algorithmic capability and application ecology, smart glasses will realize a qualitative leap in interactive experience and context-awareness capability. In the future, smart glasses may get rid of the dependence on external arithmetic power, relying on the end-side AI processing unit to realize the active service mode at anytime and anywhere. LOTUS expects thatAI-enabled sales penetration in the smart glasses market to surpass 60% by 2025.
Lotus Technologies divides smart glasses into two broad categories:AR glasses with display and smart audio glasses without display, and the latter can be subdivided again by whether the camera is loaded or not.
According to the online monitoring data of Lotus Technology, in October and November, the online sales of AR glasses reached 16,000 units and 26,000 units respectively, of which November sales rose by 40.3%.. Smart Audio Glasses sold 14,000 units and 17,000 units on traditional mainstream e-commerce platforms in China, theYear-on-year increases of 23.7% and 12.4%, respectively.