由 Zhao Zheng The smart glasses market in China is booming, driven by rapid advancements in AI and large language models. This surge, fueled by breakthroughs in all-in-one AR glasses, has put the market on a fast track for growth. As more brands enter the AI glasses space, we predict global shipments will reach the 20 million mark by 2028. Key players in the market include RayNeo, Lawaken, Rokid, and DreamSmart.
Consumer Insights: What’s Driving the Market?
AI smart glasses are gaining serious traction with consumers, with nearly 61% of those surveyed either already owning or planning to buy a pair. What’s driving this trend?
Awareness & Influence: Social media is the primary source of information for consumers, significantly outpacing traditional tech reviews. Interestingly, major cross-industry brands like Huawei and Xiaomi hold a stronger brand awareness advantage over specialized tech companies.
Willingness to Pay: Consumers are highly receptive to the price point of AI glasses, with a sweet spot between ¥2000-¥3000. Many are even willing to spend a bit more than their initial budget for a product they love, and a significant portion of early adopters already own multiple pairs, indicating a strong desire to continuously upgrade.
What Matters Most: Functionality is the top priority for consumers, with features like audio playback, communication, photography, and AI interaction being key. Users also value comfort and a lightweight design that resembles a regular pair of glasses. Other important factors include a complete ecosystem of accessories and reliable after-sales service.
Concerns & Expectations: While there’s a lot of excitement, consumers have some hesitations. The main concerns are high prices, a need for improved hardware and software performance, and data privacy. They also have high expectations for integrated, multi-functional features like real-time translation and seamless AI interaction, all delivered in a sleek, natural-looking design.
As the market matures, consumers will demand more integrated, multi-functional features and a seamless user experience.