Set off a craze in the market.
After the Sora and Doubao Concept became popular, the market's focus shifted to AI glasses!
Today, the AI glasses concept is strong, with Tianjian Co., Yuntian Lifelike, HC SemiTek Corporation rising by 20cm to the limit, Yidao Information, Biyi Co., Foshan NationStar Optoelectronics rising by 10cm to the limit, and Doctorglasses Chain, Jiangxi Firstar Panel Technology and others leading in growth.
Among them, Yuntian Lifelike surged to hit the limit during the session, with a cumulative growth of over 50% this month, and a total market value of 22.03 billion yuan.
The Flash AI Smart Glasses have been released.
On December 19, Flash Technology held a press conference to officially launch the country’s first mass-produced AI shooting glasses - Flash AI 'Snap Glasses', which is also the country's first mass-produced AI shooting glasses.
The CEO of Flash Technology, Zhang Bo, indicated that the target for this generation of products is an annual shipment volume of over 500,000 units and sales amount exceeding 600 million.
In the future, promotion will also expand overseas, fully deploying offline introduction channels in Europe through sales teams and local subsidiaries.
It is reported that this product is equipped with the self-developed large model 'Cloud Day Book' from Cloud Tian Li Fei, providing a strong technical foundation for the AI memory system.
Deng Haoran, Director and Senior Vice President of Cloud Tian Li Fei, pointed out that with smart glasses as a medium, in the future, users will only need to issue a command in one sentence to easily invoke different AI Agents and make them work together, achieving various tasks with just a few words.
In addition, this year Cloud Tian Li Fei has also been quite active.
At the beginning of the year, Cloud Tian Li Fei acquired Qiancheng Technology to explore a deep integration of 'large models + smart wearables'; mid-year, it established a wholly-owned subsidiary called Loo Doctor and officially launched its first AI-native Education hardware—the AI Learning Machine—during the 'Double Twelve' shopping festival. Now, Cloud Tian Li Fei has jointly launched AI smart glasses with Flash Technology and LOHO, becoming the first domestically mass-produced AI glasses, further expanding its layout in the smart hardware field.
Looking ahead, Cloud Tian Li Fei will explore a broad industry market for more innovative consumer-end hardware. For example, promoting applications of wearable devices like smart glasses in public safety, urban transportation, and urban governance, meeting the demands of intelligent upgrades across various industries, and bringing innovative business models and solutions to each sector.
The market prospects are broad.
As people's demand for smart devices continues to increase, the market prospects for smart glasses are very broad.
According to IDC data, from 2014 to 2023, the global smart glasses market size increased from 0.135 billion USD to 3.416 billion USD, corresponding to a CAGR of 49.71%, while shipments grew from 0.1938 million units to 6.7553 million units, with a corresponding CAGR of 55.87%.
In 2024, the global smart glasses industry shipment volume will return to positive growth. Wellsenn predicts that by 2035, the penetration rate of AI smart glasses will reach 70%, with approximately 1.4 billion units shipped.
In terms of government policy, five departments including the Ministry of Industry and Information Technology jointly issued the "Action Plan for the Integrated Development of Virtual Reality and Industry Applications (2022-2026)", with quantitative goals such that by 2026, the overall scale of China's virtual reality industry will exceed 350 billion yuan. This will help promote the deep integration of AI glasses with various industries, expanding their application scenarios and market space.
Everbright stated that AI glasses are one of the best landing scenarios on the AI side, as blockbuster products have emerged to validate product logic, and technology giants are actively deploying their strategies, continuously investing in the AI glasses market. There is a bullish outlook on the enormous market space generated by the combination of AI glasses with daily needs.
