AI/AR Glasses Industry Research Report, 2025
  • Mar.2025
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ResearchInChina released the " AI/AR Glasses Industry Research Report, 2025", which deeply explores the field of AI smart glasses, sorts out product R&D and ecological layout of leading domestic and foreign manufacturers, and analyzes OEM-related eco-chain enterprises in AI glasses field. It conducts a panoramic review of typical AI glasses products newly launched between 2024 and 2025, and presents their technical highlights and functional characteristics in multiple dimensions.

1. In the past 12 months, mainstream manufacturers have released more than 30 AI smart glasses

Between 2024 and 2025, many manufacturers at home and abroad have launched AI smart glasses, especially around the CES2025, the market ushered in an intensive release period. Market statistics show that in 2024, the global sales of AI smart glasses were about 1.52 million pairs, of which AI glasses brands in China accounted for about 3%, or only 50,000 pairs. As major manufacturers continue to exert their efforts in technology R&D and market promotion, the AI smart glasses market has great potential for future growth. It is estimated that by 2030, the global sales of AI smart glasses are expected to soar to 90 million pairs, becoming a growth point that cannot be ignored in the field of consumer electronics.

From a technical perspective, some manufacturers have incorporated AR display functions into AI smart glasses, cleverly combining virtual information with real scenes and presenting them to users in a more intuitive and vivid way, effectively broadening the application scenarios and functional scope of AI glasses.
In terms of weight, the overall weight of AI glasses varies greatly, ranging from as light as 25g to 99g. The weight of most products is concentrated between 31g and 70g. The trend of lightweight reflects the significant improvement in hardware integration.

2. Five technical paths for AI glasses foundation models, with more than 30 mainstream models

AI glasses are increasingly connected to foundation models. From the cooperation between AI glasses manufacturers and foundation model suppliers, there are mainly three core strategies:

① Completely independent research and development of foundation models: This type of glasses manufacturer needs to have the ability to independently build foundation models, aiming to achieve a closed loop of technology and ensure the autonomy and controllability of the technology.

② Access to third-party services: Through the ability to call external foundation models through API or SDK, glasses manufacturers can quickly integrate functions. Some manufacturers choose to deeply customize their own foundation models to optimize the interactive experience; while others build a multi-model ecosystem to give users the flexibility to call on demand.

③ "Self- developed + access" hybrid modes: This strategy aims to balance the autonomy of technology and commercialization efficiency. In key scenarios, manufacturers will independently develop models to meet specific needs; for general functions, they will access third-party foundation models to achieve rapid deployment.

In short, AI glasses use a variety of methods when equipped with foundation models, including deep integration of self- developed foundation models, customized models for specific scenarios, compatible calls of multiple models, end-cloud collaborative strategies to optimize performance and power consumption, and lightweight technology to achieve local deployment.

3. AI smart glasses ecosystem

AI glasses are based on the "all-in-one integration" mode. By integrating core components such as speakers, cameras, biosensors, AR displays, etc., they cleverly combine functions of multiple devices such as myopia glasses, smart speakers, sports cameras, e-books, projectors, etc., to meet users' needs in audio-visual, photo, health monitoring, information interaction, etc., bringing users a convenient, diverse and efficient experience.

AI glasses are gradually building a comprehensive, intelligent ecological interconnected environment for users. Its core value lies in being user-centric, relying on efficient interconnection technology and hybrid computing architecture to seamlessly connect various terminals in life, work, and entertainment (such as smartphones, computers/keyboards, game controllers, smart home devices, and IVI terminals).

Kanaan Technology officially released the KANAAN-K1 AI smart glasses on December 31, 2024. The glasses are equipped with voice assistant "Xiaonan", which can easily connect to various terminals. Users only need to wake up "Xiaonan" to seamlessly access smart home ecosystem, freely adjust the brightness of indoor lights, the temperature of air conditioners, and the opening and closing of curtains, and fully realize the convenient experience of "voice as a service".

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4. Application prospects of AI glasses in vehicles

DreamSmart's AR+AI smart glasses, powered by the Flyme AI OS and Flyme Link technology, enable seamless connectivity and smooth switching across multiple devices (including smartphones, IVI systems, and other terminals) in all scenarios, delivering a boundless intelligent experience.

AI glasses technology is accelerating its iteration, and the standardized system platforms and interconnection technologies built by major manufacturers are becoming more mature, which gives AI glasses a broad application prospect in automotive field.

As seen from the above functions, AI glasses and AR-HUD share some overlapping functionalities. However, AI glasses far surpass AR-HUD in terms of virtual display size, display richness, multimodal interaction capabilities, and upgradability.

Beyond enabling "display enhancement" in the cockpit, AI glasses can also provide "computing power enhancement." With the advancement of foundation models, smart cockpits are demanding increasingly higher computing power. Upgrading the built-in IVI system's computing capacity is often challenging, whereas some AI glasses come equipped with a computing power module that can enhance the cockpit's processing capabilities.

Preface
Related Definitions

1 Overview of AI Smart Glasses
1.1 General Classification and Definition of Smart Glasses
1.2 Definition of AI Smart Glasses Product Form
1.3 Development History of AI Smart Interactive Glasses
1.4 Industry Chain of AI Smart Glasses 
1.5 Core Application Scenarios of AI Smart Glasses
1.6 Market Size of AI Smart Glasses 
Market Sales of Global AI Smart Glasses 
Market Sales of Global AI Smart Glasses by Function
Market Sales of China's AI Smart Glasses
1.7 Policy Environment for Smart Wearable Products
1.8 Patent Research and Development of AI Smart Glasses (2023-2025)

2 Core Technologies of AI Smart Glasses
2.1 Summary of AI Smart Glasses Chip Solutions
System-level SoC solution
MCU-level SoC + ISP solution
SOC + MCU Solution
Comparison of AI Smart Glasses Chip Solutions

2.2 Summary of Optical Solutions for AI Smart Glasses
BirdBath Optical Solutions
BirdBath Optical Solutions: Supplier Solutions
BirdBath Optical Solutions: Smart Glasses Application
Optical Waveguide Technology Summary
Optical Waveguide Technology (1): Geometric Waveguide
Optical Waveguide Technology (1): Geometric Optical Waveguide Supplier Solutions and Applications
Optical Waveguide Technology (2): Diffractive Waveguide - Surface Relief Grating Waveguide
Optical Waveguide Technology (3): Diffractive Waveguide - Volume Holographic Waveguide
Optical Waveguide Technology (3): Diffractive Optical Waveguide for Smart Glasses Applications

2.3 Summary of AI Smart Glasses Display Solutions
Near-Eye Optical Display System of Smart Glasses 
LCoS Display Solution
DLP Display Solution
LBS Display Solution
Micro OLED Display Solution
Micro LED Display Solution

2.4 AI Algorithm of AI Smart Glasses 
2.5 Comparison of Foundation Models for AI Smart Glasses Applications
2.6 Multimodal Interaction of AI Smart Glasses

3. AI Glasses Layout of Major Foreign Manufacturers
3.1 Google
Smart Glasses Development History
Smart Glasses Layout: Multiple Acquisitions Help Google Enter the XR Smart Glasses Field
Release of New Android XR Operating System
Multimodal Foundation Model Gemini 2.0
Launch of Multimodal AI Assistant Project Astra, Integrated into New Smart Glasses

3.2 Meta
Profile
AI Smart Glasses Cost Structure
AI Smart Glasses Products (1)
AI Smart Glasses Products (2)
AR+AI Smart Glasses Products

3.3 Brilliant Labs
Profile
AR+AI Smart Glasses Products
Developer Partner Program

3.4 Solos
Profile
AI Smart Glasses Products

3.5 Emteq Labs
Profile
AI Smart Glasses Solution
AI Smart Glasses

3.6 Samsung
AI Smart Glasses Layout (1)
AI Smart Glasses Layout (2)

4. AI Glasses Layout of Major Chinese Manufacturers
4.1 RayNeo 
Profile
AI + AR Ecosystem Architecture
AI+AR glasses products: X3 series
AI photography glasses products: V3 AI Photography Glasses
AR+AI Smart Glasses Products (1)
AR+AI Smart Glasses Products (2)
Establish Joint Venture with Doctorglasses To Develop AI Glasses
Reach Exclusive Strategic Cooperation with Alibaba Cloud In AI Glasses

4.2 LAWK Technology
Profile
Smart Glasses Layout
AI Smart Glasses Product Series
AI Smart Glasses
Smart Glasses Cooperation Dynamics

4.3 Rokid
Profile
AR Space Operating System
AR+AI Smart Glasses Products
Smart Glasses Ecosystem Cooperation

4.4 SHARGE Technology
Profile
AI Smart Glasses Layout
AI Photography Glasses: SHARGE A1 Photo Glasses
Launches Overseas Version of AI Glasses Brand and Products
Status Quo of AI Glasses Product Delivery

4.5 INMO Technology
Profile
Builds AI+AR Industry Ecosystem
AI Smart Glasses Product Series
AI Smart Glasses
AR+AI Smart Glasses

4.6 EmdoorVR
Profile
"AI + Strategy" Layout
AI Glasses Rapid Productization System
AI Glasses Full-Link Solution
AI+AR Product Planning
AI Glasses Cooperation Dynamics

4.7 Gyges Labs
Profile
Core Technology
Jointly Launch AI Smart Glasses with Moody
Halliday AR+AI Smart Glasses

4.8 Baidu
Profile
AI Smart Glasses
AI Smart Glasses Technology Base
AI Glasses Foundation Model Interactive Solution of Baidu Intelligent Cloud
Qianfan Foundation model Platform of Baidu Intelligent Cloud
Smart Glasses Cooperation Dynamics of Baidu Intelligent Cloud

4.9 Goolton Technology
Profile
Optical Module Products
Launches Multimodal AI Platform
AR + AI Smart Glasses

4.10 Transsion 
Profile
Launches AI Smart Glasses Product
AI Smart Glasses
AR + AI Smart Glasses
Cooperation Dynamics of AI

4.11 DPVR 
Profile
AI Smart Glasses
AI Smart Glasses Cooperation Dynamics 

4.12 Thundersoft
Profile
AI Glasses Solution
Lightweight AI Glasses of Thundercomm

4.13 Thunderobot
Profile
AI Smart Glasses Products

4.14 Kanaan Technology
Profile
AI Smart Glasses

4.15 Enter Tech
Profile
AI Smart Glasses

4.16 Other AI Smart Glasses Products
Other AI Smart Glasses Products (1)
Other AI Smart Glasses Products (2)
Other AI Smart Glasses Products (3)

5 Smart Glasses Layout of OEM-related Ecosystem Enterprises
5.1 DreamSmart 
Profile
ALL in AI Development Strategy
AR+AI Smart Glasses Products (1)
AR+AI Smart Glasses Products (2)
AR+AI Smart Glasses Products (3)
AR+AI Smart Glasses & Vehicle-Side Fusion Applications
Smart Glasses Cooperation Dynamics

5.2 Huawei
Profile
Ecosystem Strategy: Building a Harmony World Based on Five Scenarios and Innovative Technologies
Ecosystem Strategy: 1+8+N Full-Scenario Strategy
Smart Wearable Technology Brand: Xuanji Sensing System
AI Smart Glasses Products

5.3 Xiaomi
Ecosystem Strategy
Smart Glasses Product Iteration Process
AI Smart Glasses Specifications Forecast
AI Smart Glasses BOM Forecast

5.4 SUPERHEXA
Profile
Smart Glasses Product Series
AI Audio Glasses Products
Jiehuan AI Framework
Smart Glasses Cooperation Dynamics

6 Summary and Development Trends of AI Smart Glasses Industry
6.1 AI Glasses: Summary of Products Launched in 2024-2025
6.2 AI Glasses: Product Models Launched in 2024-2025
6.3 AI Glasses: Summary and Trend of Interaction Methods
6.4 AI Glasses: Overview of Interaction Methods / Device 
6.5 AI Glasses: Functional Summary and Trends
6.6 AI Glasses: Panoramic Review of Functions
6.7 AI Glasses: Summary and Trends of Foundation Model Installation
6.8 AI Glasses: Review of Foundation Models
6.9 Functional Application Trend 1: Multi-terminal Interconnection, Covering Smart Home and Car-Side Interconnection Applications
6.10 Functional Application Trend 2: Multi-function Integration to Achieve Full-Scenario Usability
6.11 Functional Application Trend 3: Multimodal Fusion Interaction, Towards Intelligent Symbiosis
 

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