①CES 2025 will be held from January 7 to 10, and companies such as Sony, Thunderbird Innovation, and DPVR have begun to preview related new AI eyeglasses. ② Industry speculation suggests that 2025 may mark the beginning of the era of AI eyeglasses. CITIC SEC's Research Reports indicate that the AI eyeglasses Sector is currently still in the Thematic Investment stage. If key products from major manufacturers become popular in the future, it is expected to shift Thematic Investment towards fundamental investment.
The 2025 International Consumer Electronics Show (CES 2025) is set to take place from January 7 to 10 local time in Las Vegas, USA. As the annual "Technology Spring Festival", CES has always been an important platform for showcasing the latest technological achievements and innovative products.
With the continued rollout of edge AI, AI eyeglasses are gaining popularity. Market forecasts suggest that innovative applications of edge AI might become the centerpiece of CES, particularly in the field of AI eyeglasses, where a series of cutting-edge technologies and products will debut.
Recently, many exhibitors in the AI eyeglasses field have been eager to unveil some "black technology" and have started to "leak" information about new products.
Sony released a preview video for CES 2025 on the American video website YouTube, featuring a glimpse of a pair of smart glasses and a smart pen for spatial painting, hinting that Sony may showcase related new products during CES.
Thunderbird Innovation announced that it will jointly exhibit with TCL at CES, showcasing the AI shooting glasses V3 and AI+AR waveguide glasses X3 Pro. According to reports, both new products are equipped with deeply customized AI large models from leading domestic AI companies, with the Thunderbird V3 AI shooting glasses developed jointly by Thunderbird and Doctorglasses Chain, expected to be officially released in the first quarter of this year.
DPVR announced that it will showcase XR innovative achievements and the mysterious new DPVR AI glasses at CES.
$Vuzix (VUZI.US)$It was announced that the latest generation of waveguide and smart glasses reference design will be showcased at CES.
KTC, a brand under Kangguan Technology, recently revealed on its official public account that it will launch a pair of "AI Interactive Glasses" equipped with a smart model. The poster indicates that these AI interactive glasses are equipped with cameras and flashlights on both sides, supporting live streaming functions. These glasses may be displayed during CES.
In addition, esports and fashion companies are also entering the field of AI glasses. The esports company Thunderobot announced via its WeChat public account that it will enter the market with a new category of smart glasses, adopting a foreign-first launch format, with three different technology principle products debuting.
Gyges Labs, the first AI hardware company invested by Zhu Xiaohu, announced in its financing tweet that it has reached a Global Strategy cooperation with contact lens company Moody and will jointly launch the world's first active AI hidden display glasses, Halliday, at CES. Unlike other AI glasses using waveguide imaging, these glasses are based on retinal projection principles, projecting content into the eyes through an optical module integrated into the frame, without the need for special lenses.
The Star Daily also noted that at CES 2025, there will be a conference titled "2030: The Impact of XR Headsets, Augmented Reality, and Smart Glasses on Spatial Computing," which will explore various designs and forms of smart glasses. Participants include Kelly Ingham, Vice President of Wearable Devices and Research Partnerships at Meta Platforms, Jason McQuegan, head of Lenovo's Virtual Reality Department, and Scott Myers, Vice President of Hardware at Snap Inc.
Recent application download data shows that $Meta Platforms (META.US)$ the download volume of the smart glasses MetaView supporting application surged over 200%. Since the launch of AI glasses in collaboration with Ray-Ban, Rokid, $Snap Inc (SNAP.US)$ 、$Baidu (BIDU.US)$Several manufacturers, including Thunderbird Innovation and Flash Extreme, have released products related to smart glasses.
The industry generally speculates that 2025 is expected to become the inaugural year of AI glasses. According to WellsennXR data and forecasts, starting in 2025, AI smart glasses will rapidly penetrate traditional glasses markets against the backdrop of stable growth in traditional glasses sales. IDC predicts that the global penetration rate of AI glasses will reach 20% by 2030.
CITIC SEC Research Reports indicate that the short-term shipments of AI glasses are still relatively low, estimating that the global shipment volume of AI glasses will be about 3 million pairs in 2024, and around 10 million pairs in 2025. Therefore, the year when the supply chain's performance will be released may be as early as 2026. Currently, the AI glasses Sector is still in the Thematic Investment phase. If important manufacturers release blockbuster key products subsequently, it is expected to drive the shift from Thematic Investment to Fundamental Investment.
Editor/rice