Information of the Financial Association information, industry media reports, is planning to launch a new generation of AI glasses.Mi Fan Festival) Published.For the shipment of this product, Lei Juns expectations are "up to 300,000 units."People familiar with the matter said that Xiaomi AI glasses will "comprehensively benchmark MetaTARAY-BAN", equipped with AI functions, audio headset modules, camera modules, and will be released in the form of Xiaomis own brand.
According to another media, data show that since its release, Ray-Banmeta has continued to be in a state of inferiority, and sales have exceeded 1 million units.
1. Civilized price+form is approaching ordinary glasses+high -frequency output new, AI consumer smart glasses usher in the first year of volume
Open Source Securities Research Report pointed out that Meta and Ray-Pengs second-generation product Ray-Banmeta, design is generous, wearing lightweight, and strong experience.The capacity has increased significantly, and the 2024H1 sales exceeded one million over expectations.2024H1 Xiaomi, released related smart glasses products. Apple, Tencent, and byte beating all announced their willingness to enter AI smart glasses. Industry products continued.In terms of Thunderbird, on October 28, the new product AR glasses Thunderbird Air3 was released, priced at 1699 yuan, and its sales volume exceeded 10,000 units during the "Double Eleven" period, an increase of 330%year -on -year from the previous generation.On Baidu, AI smart glasses were launched on November 12. The functions include shooting photos and videos, and supporting the voice interaction function based on Baidu Wenxin basic model. It is expected to sell less than $ 299.AR manufacturer Rokid (27.9%in 2023) will hold Rokidjungle2024 partners and new product launch conferences on November 18.
CITIC Securities believes that glasses are another important smart carrier of AI, which takes important display functions in interaction. The development path may present smart voice glasses, AI smart glasses, AI+AR/In the process of MR glasses, it is recommended to pay attention to the core components, modules and whole machines in the industrial chain.
2. Related listed companies: doctoral glasses, Mingyue lens, Longqi Technology
DoctorGlasses At present, in the field of smart glasses, it has established long -term stable cooperative relationships with Thunderbird Innovation, Rokid, and Huawei.
Mingyue lens said that now it has made a full layout in smart glasses, and it is also conducted with Xiaomi in preliminary communication.
Longqi Technology has continued to cooperate with the global Internet header customers to continue to cooperate with two generations of smart glasses products. Under the blessing of AI technology, the second -generation smart glasses products marketSales performance is good.
