Lates News

Galaxy Securities research report stated that technological advancement is driving market demand for AR glasses to move towards the "next computing terminal": Through technological breakthroughs, ecological integration, and market expansion, AR glasses manufacturers are pushing AR glasses from "niche geek toys" towards "mainstream intelligent terminals." In the first quarter of 2025, global AR sales reached 112,000 units, which is basically the same as the same period last year; benefiting from the significant increase in sales of Ray Ban Meta, global AI smart glasses sales reached 600,000 units, a year-on-year increase of 216%. From the perspective of the Chinese market, in the first quarter of 2025, the sales of AR devices in China reached 91,000 units, a significant increase of 116% compared to the same period last year; the sales of AI glasses through all channels (including AI+AR) reached 71,000 pairs, a staggering increase of 193%. Although AR glasses still face key challenges in terms of cost, battery life, ecosystem, and user habits, with the maturity of AI+AR technology, smart glasses are expected to become the next mainstream computing terminal after smartphones, driving the entire industry chain (including chips, optics, sensors, and contract manufacturing) into a period of high-speed growth.