Research Report on China's AI Glasses Industry in 2025

Report Basic Information

Industry: Other

Report type: Free report

Page: 62

Chart: 61

Price: ￥0

Function Entrance: Add to Favorites, Download Report, Online browsing

Report Introduction

In 2025, under the wave of deep integration of artificial intelligence and space technology, China's AI eyewear industry will continue to break through the boundaries of innovation, presenting a high‑quality, multi‑polar development trend and high‑speed development in medical, industrial, and consumer scenarios.

On the supply side, with the improvement of inference efficiency of end‑to‑end large models and breakthroughs in the yield of optical waveguides, the cost of consumer grade AI glasses has decreased, stimulating the prosperity of the hardware ecosystem.

On the demand side, consumers' demand for AI glasses has shifted from basic functions to diverse application scenarios, driving the booming development of the AI glasses market.

In order to clarify the development trajectory and level of AI glasses in the Chinese market, as well as consumers' purchasing needs and preferences for AI glasses.

IResearch has launched the "2025 AI Glasses Industry Research Report" project, aiming to comprehensively analyze the economic value and development potential of AI glasses.

By sorting out the development context, industry chain map, and consumer preferences of AI glasses, it can gain insights into the market value of AI glasses, analyze consumer demand and payment motivations, and provide in‑depth industry insights for industry practitioners, investors, and related researchers, and help promote the healthy development of China's AI glasses industry.

Catalogue

Introduction to the Overview of China's AI Glasses Industry

1.1 Definition and classification of AI glasses

1.2 Development history of AI glasses

1.3 PEST analysis of driving factors

1.4 Performance of the Investment and Financing Market

Analysis of the Current Situation of China's AI Glasses Industry

2.1 Global and Chinese AI Glasses Market Size Forecast

2.2 Panoramic dismantling of AI glasses industry chain

2.3 Analysis of China's AI Glasses Industry Chain ‑ Upstream of the Industry Chain

2.4 Analysis of China's AI Glasses Industry Chain ‑ Midstream of the Industry Chain

2.5 Analysis of China's AI Glasses Industry Chain ‑ Downstream of the Industry Chain

3 Typical AI Glasses Manufacturers in China

3.1 AI Glasses Market Manufacturer Sorting

3.2 Typical Manufacturer Introduction: RayNeo Innovation

3.3 Typical Manufacturer Introduction: Lawaken Li

3.4 Typical Manufacturer Introduction: Rokid

3.5 Typical Manufacturer Introduction: DreamSmart

4 Consumer Insights into Chinese AI Glasses

4.1 Consumer Research Explanation

4.2 Research User Profile

4.3 Analysis of Consumer Purchasing Behavior

4.2.1 Respondents' AI Glasses Cognition Status

4.2.2 Respondent's purchase of smart glasses

4.2.3 Purchase of AI Glasses by Customers

4.2.4 Purchasing AI Glasses Core Focus for Customers

4.2.5 Customer AI Glasses User Experience

4.2.6 AI Glasses Repurchase and Recommendation for Buyers

4.2.7 AI Glasses Perception and Purchase Concerns of Interested Customers

4.2.7 Interest Customers AI Glasses Purchase Core Focus

4.2.8 Deep level interest customers' future purchasing preferences

4.2.9 Deep level interest driven future purchases by customers

4.2.10 Differences in Future Needs between Buyers and Interested Customers

5 Trends and Prospects of China's AI Glasses Industry

5.1 Production Trends

5.2 Demand Side Trends

5.3 Retail Trends

5.4 Industry Trends

6 expert voices

List of Illustrations

Figure 1‑1 Starting prices of various brands of AI audio glasses

Figure 1‑2 Weight of AI audio glasses without glasses for each brand

Figure 1‑3 Starting prices of various brands of AI captured glasses

Figure 1‑4 AI captured the weight of glasses from various brands without glasses

Figure 1‑5 AI displays the starting prices of various brands of glasses

Figure 1‑6 Weight of glasses taken by AI without glasses for each brand

Figure 1‑7 Consumer Confidence Index ‑ Consumption Intention

Figure 1‑8 Monthly Value of Total Retail Sales of Social Goods in China from October 2010 to September 2024

Figure 1‑9 Per capita GDP and per capita disposable income of Chinese residents from 2013 to 2024

Figure 1‑10: The total number and proportion of myopic population in China from 2019 to 2023

Figure 1‑11 Number of Financing Events for AI Glasses Manufacturers from 2020 to 2024

Figure 1‑12 Scale of Financing Amount for AI Glasses Manufacturers in 2024

Figure 1‑13 Financing rounds of AI glasses manufacturers in 2024

Figure 1‑14 Comparison of Cumulative Changes in AI Glasses Index and Shanghai Composite Index (2024/8/16‑2024/12/11)

Figure 1‑15 Top 5 Industries of AI Glasses Index Component Stocks

Figure 1‑16 AI Glasses Index Component Stocks Main Business Word Cloud

Table 1‑1 AI Display Glasses Display Scheme

Table 1‑2: Use of Digital Technology by Domestic Listed Companies

Table 1‑3 Investment and Financing Events of Domestic AI Glasses Manufacturers in 2024

Figure 2‑1 AI Glasses Shipment Scale and Forecast from 2023 to 2028

Figure 2‑2 China AI Glasses Industry Chain Map

Figure 2‑3 Production Capacity of Domestic Micro OLED Wafer Enterprises (K/M)

Figure 2‑4 Screen Solutions for AR Glasses Products Released from 2022 to 2024

Figure 2‑5 Mass production level, yield, and cost of four types of optical solutions

Figure 2‑6: Optical Solutions for AR Glasses Released from 2022 to 2024

Figure 2‑7 General Capability Echelons of Large Models at Home and Abroad

Table 2‑1 Usage of AI Glasses SoC Chips (Partial)

Table 2‑2 Comparison of LCoS, Micro OLED, and Micro LED Screen Scheme Indicators

Table 2‑3 Comparison of Four Types of Optical Scheme Indicators

Table 2‑4 AI Layout of Domestic Mobile Phone Manufacturers (Part)

Table 2‑5 Data centers and intelligent computing centers of Internet enterprises (partial)

Table 3‑1 Representative Products of AI Audio Glasses Brands

Table 3‑2 Representative Products of AI Shooting Glasses Brands

Table 3‑3 AI displays representative products of certain eyewear brands

Figure 4‑1 Basic Characteristics and Profile of Survey Users

Figure 4‑2 Proportion of Information Acquisition Methods for Smart Glasses by Overall Respondents

Figure 4‑3 Types of smart glasses that the overall respondents have heard of

Figure 4‑4 Overall AI eyewear brands heard of by respondents (TOP10)

Figure 4‑5 Overall respondents' purchase of smart glasses

Figure 4‑6 Overall situation of respondents who have purchased or plan to purchase smart glasses

Figure 4‑7: The reasonable price range of smart glasses perceived by the overall respondents

Figure 4‑8: The number of AI glasses purchased by respondents and their actual expenses

Figure 4‑9: The main channels through which respondents purchase AI glasses

Figure 4‑10 Driving factors for respondents who have already purchased AI glasses

Figure 4‑11 Core concerns of respondents who have purchased AI glasses regarding functionality, design, and components

Figure 4‑12 Frequency and scenarios of respondents using AI glasses after purchasing

Figure 4‑13 Experience evaluation and evaluation content of the purchased AI glasses by the respondents who have already purchased them

Figure 4‑14: The likelihood of respondents who have already purchased AI glasses purchasing them again in the next year

Figure 4‑15: The willingness of respondents who have already purchased to recommend their current AI glasses to others

Figure 4‑16: The level of awareness and purchase concerns of interested respondents towards AI glasses

Figure 4‑17 Interest of respondents in AI glasses

Figure 4‑18: Conditions for Encouraging Interested Respondents to Purchase AI Glasses

Figure 4‑19 Interest respondents' attention to product iteration and preference for promotional activities when purchasing AI glasses

Figure 4‑20: Respondents with deep interests are most likely to place orders for AI glasses in the next year

Figure 4‑21: The deep interest respondents' preferred brands when purchasing AI glasses in the next year

Figure 4‑22: Driving factors for purchasing decisions of respondents with deep interests when purchasing AI glasses in the next year

Figure 4‑23 Deep interest respondents' expectations for battery life when purchasing AI glasses in the next year

Figure 4‑24: AI Glasses Appearance Style Expected by Respondents

Figure 4‑25: AI Glasses Lens Materials Expected by Respondents

Figure 4‑26 AI eyeglass frame material expected by respondents