① The Teler Terminal Laboratory of China Academy of Information and Technology teamed up with S-Dream Lab to test RayBan-Meta Wayfarer smart glasses, aiming to provide reference evaluation indicators for the AI glasses industry.
② According to WellsennXR, global AI glasses sales in 24 years will be 2.34 million units, and global AI smart glasses sales will be 5.5 million units in 2025 (year-on-year +135%).
The Tele Terminal Laboratory of China Academy of Information and Technology, in conjunction with S-Dream Lab, conducted comprehensive and objective functions, performance, usability and reliability testing on the main usage scenarios and functions of RayBan-Meta Wayfarer smart glasses from 7 modules: basic configuration, audio, image, anti-shake, interaction, battery life, and security privacy. The purpose is to provide reference evaluation indicators for the AI glasses industry, promote technological innovation and upgrading and industrial standardization process, and promote the healthy and sustainable development of the industry ecology.
According to WellsennXR, global AI glasses sales in 24 years will be 2.34 million units (including 50,000 units in China), and global AI smart glasses sales are forecast to be 5.5 million units in 2025 (year-on-year +135%). Looking forward to the future, with the upgrade of smart glasses display technology, hardware costs have dropped and SKUs have become more abundant, which is expected to usher in a growth turning point. The Northeast Securities Research News pointed out that the possible change trends for AI glasses in the future are: 1) Using the addition of multiple batteries + single battery capacity expansion to improve battery life. The performance pressure and power consumption increase brought by end-side AI to hardware make the expansion of consumer batteries an inevitable trend;2) Increasing the number of cameras to achieve better shooting results.
According to the Cailian theme library, among the relevant listed companies:
zijian electronicsThe square battery is mainly used in various Bluetooth headsets and their charging boxes, smart homes, smart bracelets, Bluetooth slightly, AR/VR glasses, driving recorders, etc.
Mingyue lensSasky, the smart glasses sold on the Xiaomi Youpin platform, have a voice assistant function, which can wake up SIRI, Xiaoyi, Xiao ‘ai, etc. with voice, and have functions such as making calls and navigation.
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