Some research institutions believe that will be the first

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Because they have audio and camera capabilities, AI glasses have always been the best wearable device for the application of AI models. With the improvement of multimodal model capabilities and the maturity of AI Agents, the functionality and application scenarios of AI glasses will be greatly enhanced.

Wellsenn XR, an XR industry vertical research organization, claims that the penetration rate of AI smart glasses may increase rapidly in 2025, and the annual sales of AI smart glasses are expected to reach 55 million pairs in 2029; after 2030, the AI ​​smart glasses industry will enter a period of rapid development; by 2035, the sales of AI smart glasses are expected to reach 1.4 billion pairs.

Traditional consumer electronic devices, including mobile phones, computers, wearable devices and various IoT devices, can stimulate demand for replacement after introducing AI functions. Apple Intelligence, which was first launched in North America in October last year, has gradually expanded its usage areas and plans to gradually launch it in China, France, Japan, Spain and other regions.

Since Q4 2023, overall consumer electronics shipments have teacher data achieved positive year-on-year growth every quarter. In the third quarter of 2024, the global wearable wristband device market increased by 3% year-on-year, global AR/VR headset shipments increased by 12.8%, and global AI PC shipments reached 13.3 million units, accounting for 20% of PC shipments in the quarter.

More importantly, adding AI functions to electronic products is equivalent to upgrading the screen, storage, optics and other hardware at the same time, thereby driving up the ASP of terminal products.

In addition, the domestic old-for-new policy has also frequently received favorable news.

On January 3, the State Council Information Office held a series of press conferences on the "Achievements of China's High-Quality Economic Development". Yuan Da, Deputy Secretary-General of the National Development and Reform Commission, stated at the press conference that this year the scale of ultra-long-term special government bond funds will be greatly increased, and efforts will be made to expand the implementation of the "two new" tasks.