The globally recognized Consumer Electronics Show (CES), regarded as a barometer for the Technology Industry, is set to kick off in Las Vegas, USA from January 7 to 10 local time.

As the annual "Technology Spring Festival Gala," CES has always been an important platform for showcasing the latest technological achievements and innovative products. With the continuous implementation of AI applications, AI glasses are expected to become a highlight of this year's CES.

Recently, many exhibitors in the AI glasses field are eager to unveil some "black technology," including companies such as Sony, Thunderbird Innovation, and DPVR, which have already begun to promote new AI glasses products.

It is worth noting that on the eve of CES, NVIDIA released a new patent for AR glasses, which is expected to revolutionize the AR glasses field. How to make AR devices lighter and improve display quality has always been a focus of research for AR glasses developers. NVIDIA's new patent aims to address this pain point. Additionally, $XIAOMI-W (01810.HK)$ is planning to launch a new generation of AI glasses.

Currently, the market generally believes that the next device likely to become a phenomenon-level smart terminal will be AI glasses.

From the recent trends of AI glasses-related concept stocks in the US stock market, one of the world's largest smart glasses suppliers has seen a cumulative increase of up to 310% over the past month (30 trading days). $Vuzix (VUZI.US)$ The first stock in holographic AR. $WiMi Hologram Cloud (WIMI.US)$ Cumulative increase of over 110%; a global leader in new wearable Technology and module development and supply. $Kopin (KOPN.US)$ , a laser scanning and projection Technology company. $Microvision (MVIS.US)$ , an IC design company. $Himax Technologies (HIMX.US)$ The increase ranges from 45% to 74%.

Could AI glasses become the next major hardware market.

With the rapid development of AI technology, AI glasses, as a new favorite in Smart Clothing, are gradually moving to the forefront of the market.

According to a report from Wellsenn XR, a vertical research agency for the XR industry, starting in 2025, AI smart glasses will rapidly penetrate the traditional glasses market, which is experiencing stable growth in sales; by 2029, annual sales of AI smart glasses are expected to reach 55 million units; it is predicted that after 2030, the AI smart glasses industry will enter a period of rapid development; by 2035, sales of AI smart glasses are expected to reach 1.4 billion units. Additionally, IDC predicts that global AI glasses will achieve a penetration rate of 20% by 2030.

It is noteworthy that Goldman Sachs analysts pointed out that the popularity of the Ray-Ban Meta smart glasses launched in collaboration with Meta and Ray-Ban has recently surged. Data from Sensor Tower shows that the download volume of the Meta View companion app increased by over 200% year-on-year in October. Due to the development of AI technology, smart glasses have become a new field for major Technology companies to compete for.

Additionally, the market expects the AI+AR glasses sector to become even more vibrant by 2025, as major companies including XIAOMI, Samsung, and Meta are preparing to launch entirely new AI+AR series products.

Known as an 'industry killer', $XIAOMI-W (01810.HK)$ — its new generation AI glasses are expected to be released in the second quarter of 2025. According to media reports, this model of glasses will fully compete with Meta's Ray-Ban Meta, with Lei Jun's expectation for shipment volume being 'over 300,000 units'. Following that are Samsung (25Q3), Byte (25Q3), Meta (25Q3), and Apple (2026).

In addition, the US Army recently launched the IVAS Next (Next Generation Integrated Visual Enhancement System) program aimed at developing the next generation augmented reality combat system (AR glasses).

AI glasses are expected to see rapid growth by 2025; which Concept stocks are likely to benefit?

According to Global Times, the launch of Ray-Ban Meta smart glasses, a collaboration between Meta and Ray-Ban, marks the beginning of the smart glasses market's shift towards 'AI + AR'.

XREAL's founder and CEO Xu Chi has also stated that AR is the best carrier for AI, and AI is the optimal interaction method for AR. Together, these two technologies are likely to be the core technologies that will most change consumer electronics and end-user experience in the next decade.

LoTu Technology predicts that by 2025, the sales penetration rate of AI features in the smart glasses market will exceed 60%, marking a new development stage for the smart glasses industry.

Looking ahead, the AR and AI technologies of smart glasses may integrate into a unified entity. Futu Information has compiled a list of AI + AR Concept stocks for mooers' reference:

Among them, besides the well-known technology giants. $Apple (AAPL.US)$ 、 $Meta Platforms (META.US)$ 、 $Alphabet-A (GOOGL.US)$ In addition, it includes:

Social giant $Snap Inc (SNAP.US)$ Last year, the company released the fifth generation Spectacles smart glasses, which integrate OpenAI's multimodal AI model, allowing wearers to request AI-generated images as AR filters or interact with Snap's AI chatbot MyAI to obtain information about objects in their field of view.

Camera giant $Sony (SONY.US)$ , the company released a preview video for CES 2025 on YouTube, showcasing a smart glasses and a smart pen for space painting, hinting that Sony may unveil related new products during CES.

AR smart glasses manufacturer $Vuzix (VUZI.US)$ , the company announced that its latest generation of waveguide and smart glasses reference designs will debut at CES. Notably, the company announced last November that it successfully secured a six-figure dollar order from a US defense contractor for customized waveguide products aimed at advancing the research and production of lightweight head-up displays (HUD). This collaboration further solidifies Vuzix's market position in the defense sector and provides strong support for its ongoing innovation in XR technology.

Global leader in new wearable technology and module development and supply $Kopin (KOPN.US)$The company has a wide coverage in the military AR/VR field, including providing core display technology for the F35 fighter jet helmet, gun sights, night vision devices, and more. The company's product line includes various advanced micro-display technologies such as AMLCD, LCoS, MicroOLED, and MicroLED.

The first stock in holographic AR. $WiMi Hologram Cloud (WIMI.US)$ In addition to the independently developed AI+AR holographic glasses, the company has launched several innovative products based on AI+AR technology. Currently, WiMi Hologram Cloud is also working to strengthen its investment in AR glasses, focusing on interactive generation issues surrounding AR smart glasses, and looking forward to cutting-edge application scenarios such as AI-XR digital humans, AI-AR live streaming, AI-Metaverse social interactions, and AI-AR digital humans, which are expected to accelerate the company's future development in various fields.

The first smart glasses that support ChatGPT. $Innovative Eyewear (LUCY.US)$ The company announced as early as 2023 the launch of a pair of smart glasses, Lucyd Lyte 2.0, that can use ChatGPT through a voice interface.

Solution providers include. $NVIDIA (NVDA.US)$ 、 $Himax Technologies (HIMX.US)$ 、 $Microvision (MVIS.US)$ 、 $zSpace (ZSPC.US)$ ；

At CES 2025, Himax Technologies will showcase industry-leading, low-latency 3D naked-eye display visual application solutions, integrating Himax's exclusive "3D Naked-eye Image Interleaving Calculation" and patented "Structured Light Visual AI" technology. This solution combines years of technical accumulation in 3D development by Himax, providing a highly integrated, comprehensive solution and offering practical and cutting-edge reference designs for various 3DAR/VR application scenarios, assisting clients in accelerating product development and upgrades to meet the rapidly growing demands of the AR/VR market.

The software vendors include $Microsoft (MSFT.US)$ 、 $Autodesk (ADSK.US)$ 、 $Roblox (RBLX.US)$ 、 $PTC Inc (PTC.US)$ 、 $Ansys (ANSS.US)$ 、 $Unity Software (U.US)$ 、 $Etsy Inc (ETSY.US)$ 、 $The Glimpse (VRAR.US)$ ；

The chip includes $Advanced Micro Devices (AMD.US)$ 、 $Qualcomm (QCOM.US)$ 、 $KLA Corp (KLAC.US)$ ; Electronic Components include $Universal Display (OLED.US)$ ; Haptic technology developers include $Immersion (IMMR.US)$ 。

Additionally, the related ETFs in the US stock market also include $Roundhill Ball Metaverse ETF (METV.US)$ 、 $ISHARES FUTURE METAVERSE TECH AND COMMUNICATIONS ETF (IVRS.US)$ 、 $PROSHARES METAVERSE ETF (VERS.US)$ / $FIRST TRUST INDXX METAVERSE ETF (ARVR.US)$ and so on.

Overall, 2025 is a year full of opportunities and challenges for the AI glasses market. CITIC SEC Research Reports indicate that the AI glasses Sector is still in the Thematic Investment phase, and if key products from major manufacturers become hits in the future, it is expected to drive the shift from Thematic Investment to Fundamental Investment.

However, smart glasses products have not yet fully formed, whether AR glasses or AI glasses, there are still many technical issues that need to be resolved before the Industry truly erupts.

Are AI glasses popular in the market? Make good use of them."Investment Theme"Function, capture investment opportunities!

Editor/Somer