GuShiio.com ① Industry insiders said that with the maturity of technology and the decline in comprehensive product costs, 2025 is expected to become the first year of the explosion of AI glasses.
② Cinda Securities pointed out that DeepSeek has significantly improved model quality and reduced unit costs. The computing power link is expected to be alleviated. Participating players can use relatively less hardware and relatively low costs. Domestic smart glasses players may accelerate their entry into the game.
According to media reports, industry insiders said that with the maturity of technology and the decline in comprehensive product costs, 2025 is expected to become the first year of the outbreak of AI glasses. It is expected that many fields in the AI glasses industry chain will usher in development opportunities in 2025.
The convenience of information acquisition and interaction of smart eyewear is one of the best carriers for the implementation of AI applications. As the AI model accelerates iteration, real-time translation, educational interaction, emergency scene applications, etc. are expected to achieve greater breakthroughs, which will greatly promote smart glasses are accelerating their development. It is understood that my country’s AI glasses industry chain has taken initial shape. The industrial chain covers upstream AI chips, smart sensors, memory chips and other suppliers, midstream complete machine manufacturers and downstream application scenario developers. Cinda Securities pointed out that DeepSeek has significantly improved model quality while reducing unit costs. The computing power link is expected to be alleviated. Participating players can use relatively less hardware and relatively low costs. Domestic smart glasses players may accelerate their entry into the game. With the improvement of AI efficiency and accessibility, terminal application functions are expected to become richer, the interactive experience of AI glasses is expected to be improved, and at the same time, weight/volume/battery life is expected to be further optimized, and penetration is expected to accelerate and reach an inflection point.
According to the Cailian theme library, among the relevant listed companies:
goer sharesIt is the global leader in OEM in the acoustic parts and XR industry. The layout for AI glasses includes acoustic parts, complete machine assembly, optical and mechanical modules, diffractive optical waveguides and other aspects.
LiardIn terms of AR/AI glasses, the company has teamed up with its partner Severus to successfully develop products based on monochrome (green) mLED micro-displays.
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