CINNO Research: New products and policies in the first half of 2025 are driving a 73% increase in sales in the domestic consumer-grade AI/AR market compared to last year.

Wisdom Finance APP learned that, CINNO Research's chief analyst Zhou Hua recently stated in an article that in the first half of 2025, the sales volume of consumer-grade AI/AR glasses in China reached 262,000 units, a year-on-year increase of 73%, reaching a record high. Driven by policy subsidies, the 618 e-commerce promotion, and local brand innovation, screenless AI glasses became the core growth point with a year-on-year increase of 463%. Leading brands such as Rokid and Xiaomi (01810) are pushing the industry into a new stage of mass popularization through technological iteration and ecological layout.