Abstract

Insights from CES 2025 indicate a significant convergence between smart glasses and artificial intelligence (AI) technologies. In this evolving landscape, established augmented reality (AR) glasses manufacturers warrant the most attention, given their existing hardware development expertise and market-proven product quality. The critical challenge now lies in integrating AI capabilities and delivering compelling applications. Among AR glasses, Chinese brands have demonstrated the most advanced development. This report focuses on China's AR glasses sector, analyzing the current state of AR+AI smart glasses and the future direction of key brands and products.