On March 13th, recently, the market’s attention to AI (artificial intelligence) wearable devices has been continuously increasing, and 2025 is also regarded by many market participants as the first year of the explosion of AI wearable devices, with a high prosperity in the consumer electronics sector. Analysts believe that smart wearable devices represented by AI glasses are creating new consumer scenarios through multimodal interaction, real-time translation, health monitoring, and other functions. The embedding of AI technology enhances the interactive experience of devices and further broadens the application boundaries of smart wearables. Currently, various brands are laying out AI glasses, and the industry has entered a stage of diverse development. Continuous product innovation may drive rapid growth in terminal shipments, and related targets in the industry chain are expected to fully benefit. (China Securities Journal)
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