Xiaomi AI Glasses Accelerate Release, AI Large Models Drive the Rise of the Smart Glasses Industry

Recently, the official Weibo account for Xiaomi Glasses?was launched, with the certifying entity being Xiaomi Communications Technology Co., Ltd., quickly attracting widespread attention from the market.

Although the account's launch sparked speculation and discussion, Xiaomi Group's PR General Manager Wang Hua?clarified on Weibo, saying: "We are grateful for everyone's attention to Xiaomi Glasses, and we are very pleased. However, we apologize for disappointing everyone. This account was actually applied for several years ago, not recently, and we would like to clarify this point." While this response quashed some speculations, it only fueled further interest in the impending release of Xiaomi's AI glasses.

Earlier, multiple media outlets reported that Xiaomi’s first AI glasses?had obtained network access approval and were originally planned for release between March and April 2025. However, the latest news indicates that the release may be moved up to February, to coincide with the launch of Xiaomi’s flagship products, the Xiaomi 15 Ultra?and the Xiaomi SU7 Ultra.

According to media reports, Xiaomi's AI glasses development?has been in collaboration with Goertek. Xiaomi CEO Lei Jun?previously revealed that the expected shipment volume for these glasses is "over 300,000 units." In terms of configuration, Xiaomi’s AI glasses?will aim to fully match Meta's Ray-Ban smart glasses, expected to feature powerful AI capabilities, audio headphone modules, camera modules, and more, making it a comprehensive smart wearable device.

Regarding this collaboration, a representative from Goertek?stated that the company does not disclose specific customer information?or project details, so further information cannot be shared. Currently, Goertek's AI glasses business?is still in the development stage?and has not yet entered mass production. Notably, Goertek?is also a key supplier for Meta’s smart wearable VR devices, with Meta’s Quest 3S?being manufactured by Goertek.

Industry insiders generally believe that 2025?could be the "explosion year" for AI glasses. According to IDC, the global AI glasses market?is expected to ship 12.8 million units?in 2025, representing a 26% year-on-year growth. In China, the shipment volume is forecasted to reach 2.8 million units, growing by 107%.

Lotu Technology?predicts that AI functionality?will account for over 60%?of the market share in smart glasses?by 2025, signaling significant growth in both the adoption and demand for AI glasses.

Currently, many companies have begun to release their own AI glasses products, intensifying the competition. For instance, in January, Baidu Smart Cloud?signed a strategic cooperation agreement?with DPVR?to jointly develop AI glasses. At the same time, the first photo-taking AI glasses?co-developed by Thunderbird Innovation?and Doctor Glasses?were showcased at CES, garnering widespread attention from the industry.

From a technical perspective, Meta’s Ray-Ban glasses?have already integrated the Llama 3 large language model, while TCL Thunderbird?and Rokid?are collaborating with Alibaba’s Tongyi Qianwen, highlighting the crucial role large language models?play in AI glasses' interaction?with users.

Additionally, domestic AI large model technology?is advancing rapidly. In January 2025?alone, companies like ByteBean?and DeepSeek?launched more than seven new generations of large models, significantly reducing the cost gap while narrowing the performance gap with OpenAI.

This technological progress provides strong support for the practical application of AI glasses. The introduction of high-performance inference small models?like DeepSeek-R1?is expected to accelerate the implementation of AI on the edge, driving up shipments of AI smartphones, AI PCs, and AI glasses. Guotai Junan Securities?believes these advancements will further boost the overall growth of the AI hardware market.

As for the specific configuration of Xiaomi’s AI glasses, industry rumors suggest that the glasses will be powered by Qualcomm’s Snapdragon AR1 chip, equipped with a Sony IMX681 image sensor?and five high-performance microphones, with a weight of only 50 grams. Additionally, the glasses might feature a Micro OLED waveguide display, with an overall weight of around 80 grams.

The core functionalities may include an AI voice assistant, real-time translation, AR navigation, smart memos, and support for holographic voice interaction. It will likely connect to Xiaomi’s large models?and be integrated into Xiaomi’s smart ecosystem, enabling seamless interconnection?with smartphones, cars, and home appliances.

Although Xiaomi?has not yet made an official statement regarding these rumors, these configurations would undoubtedly enhance the competitiveness?of Xiaomi’s smart wearable?in the market.

Xiaomi has long held a significant market share?in the smart wearables market, and its robust ecosystem?provides a solid foundation for the launch of AI glasses.

If Xiaomi?can leverage this advantage and accelerate the market rollout?of AI glasses, its products are likely to secure a strong position in the increasingly competitive market.

In addition to Xiaomi, other tech giants?such as Samsung, Meta, Apple, and ByteDance?are also accelerating their entries into the AI+AR glasses field. Domestic companies like Baidu, Huawei, TCL, and Rokid?are actively developing new AI glasses, which are expected to be released in 2025?or play a significant role in the industry chain.

The participation of these companies intensifies the competition in the AI glasses market, offering consumers more choices. With continuous technological advancements?and increasing market demand, the future of the AI glasses market?appears increasingly promising.