On December 26th, according to a research report by Zhongtai Securities, AI smart glasses have the convenience of information acquisition and interaction. Compared to traditional electronic terminals such as mobile phones and computers, AI smart glasses can free up users’ hands and provide a more immersive interactive experience, making them a high potential carrier for the future development of AI applications. The global smart glasses market continued to grow in size from 2018 to 2021, and is expected to further accelerate its growth from 2024 to 2028 as consumer application scenarios increase. The current development stage of the AI smart glasses track can be compared to smartwatches from 2014, and there is hope for a larger volume in the future. The upstream industry chain mainly consists of AI smart glasses hardware structure suppliers, such as optical modules, display modules, audio modules, sensor modules, interaction modules, power supplies, structural components, etc. The midstream industrial chain includes ODM/OEM manufacturers, software/system manufacturers, and AI big model manufacturers. The downstream industry chain lies in the sales and after-sales of AI smart glasses.
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