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2025 AI Smart Glasses Market Research Report

2025 AI Smart Glasses Market Research Report

I. Report Overview

2025 has emerged as the “breakthrough year” for the AI smart glasses industry, with the global market scale growing by over 200%. The Chinese market presents an intense competitive landscape with “numerous products vying for dominance”. Through multi-dimensional research, this report systematically analyzes the industry status quo, user needs, and competitive dynamics, providing data support for enterprises to formulate marketing strategies.

II. Research Background

  1. Technology Drive: In-depth integration of large AI models and AR technology has enabled real-time visual understanding (e.g., Tongyi Qianwen model), while breakthroughs in hardware technologies such as dual-light engine displays have lowered the barrier to adoption.
  2. Market Boom: The sales volume of China’s smart glasses market reached 4.69 billion yuan in 2024, and is expected to hit 119.11 billion yuan by 2029, with a compound annual growth rate (CAGR) of over 70%. The global market will exceed 191 billion yuan by 2031.
  3. Intensified Competition: Giants including Meta, Alibaba, and Xiaomi have entered the market. In the first half of 2025, sales of consumer-grade devices in China surged by 73%, with Rayneo, XREAL, and Xiaomi forming the first competitive echelon.

III. Research Objectives

  1. Clarify the portrait of core consumer groups and priority needs for AI smart glasses.
  2. Analyze the current market competitive landscape and enterprises’ differentiated strategies.
  3. Identify industry technical bottlenecks and marketing breakthrough opportunities.
  4. Put forward targeted product positioning and market promotion suggestions.

IV. Research Methods

A “three-dimensional data verification method” is adopted to ensure the credibility of conclusions:

  1. Secondary Data Integration: Analyze 8 authoritative 2025 reports (from institutions such as iiMedia Research and iResearch) to extract quantitative data on market scale and competitive landscape.
  2. User Insight Research: Conduct 200 interviews with Xiaomi users and industry questionnaires, covering the core group aged 18-55, focusing on purchase decision factors and usage pain points.
  3. In-depth Competitor Analysis: Disassemble parameters of 12 mainstream products and track the ecological layout and pricing strategies of enterprises like Meta and Alibaba.

V. Market Analysis

(I) Market Scale and Growth

Dimension

China Market Data

Global Market Data

2024 Sales

4.69 billion yuan

4.02 billion yuan

2025 Forecast

1.37 million units (growth >200%)

5.1 million units (growth >200%)

Long-term Forecast

119.11 billion yuan by 2029

191.07 billion yuan by 2031 (CAGR 72.9%)

(II) Competitive Landscape

  1. International Giant Camp: Meta accounts for nearly 90% of the global market share with its Ray-Ban series, focusing on fashionable design and social ecology, and collaborating with Prada to explore the high-end market.
  2. Chinese Competitive Camp:
    • Alibaba Quark Glasses: Integrate Taobao/Amap ecology, ranked second in the category with 7-hour sales, and positioned in the mid-end market with a price of 3,329 yuan.
    • Xiaomi: Sold 31,000 units in the initial launch, capturing 12% of the market share, and achieving ecological drainage through smart home connectivity.
    • Vertical Brands: Rayneo ranks first in China with a 39% market share, focusing on AR display technology.

(III) User Portrait and Needs

  1. Core Group: Males aged 31-40 (accounting for 85%), 60% from Beijing, Shanghai, Guangdong, and Zhejiang, with a monthly income of 6,000-21,000 yuan, and 75% in need of vision correction.
  2. Decision Factors: Product functions (45%) > Brand reputation (30%) > Price (25%), with the highest acceptance for the 2,000-3,000 yuan price range.
  3. Usage Scenarios: Leisure and entertainment (62%), mobile office (48%), health monitoring (35%), and over 85% of users use the product multiple times a week.

(IV) Existing Bottlenecks

  1. Technical Shortcomings: 68% of users report insufficient battery life, and 37% mention dizziness from optical displays.
  2. Ecological Deficiency: Lack of high-frequency applications, and only 30% of users consider the product “irreplaceable”.
  3. Cognitive Bias: 42% of potential users confuse AI glasses with VR devices.

VI. Conclusion and Recommendations

(I) Core Conclusions

AI smart glasses are evolving from auxiliary tools to intelligent terminals, and 2025-2027 is a critical period to capture user minds. The keys to success lie in: optimization of technical experience (lightweight/battery life), ecological collaboration capabilities, and scenario-based functional innovation.

(II) Marketing Recommendations

  1. Product Strategy:
    • Basic Model: Focus on the 2,000-3,000 yuan price range, and enhance high-frequency functions such as AI translation and real-scene navigation.
    • High-end Model: Collaborate with fashion brands to launch customized lenses to address the pain points of myopic users.
  2. Pricing Strategy: Adopt penetration pricing to capture the market, and achieve profitability through app revenue sharing (referring to Meta’s model).
  3. Channel Combination:
    • Online: Build a content matrix of “AI Glasses Reviews” on Douyin/Tmall, and convert users through membership systems such as 88VIP.
    • Offline: Set up experience stores in first-tier cities, focusing on demonstrating scenarios such as driving navigation and sports monitoring.
  4. Ecological Marketing:
    • C-end: Link with mobile phone/car ecology and launch “multi-device collaboration packages”.
    • B-end: Develop industry solutions for scenarios such as industrial maintenance and medical training.

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