On January 7th, the world's largest consumer electronics show, CES, grandly opened in Las Vegas, USA.
In the exhibition area, the leading players in the smart glasses sector have declined, and domestic manufacturers are completely unable to keep up. Almost every AI glasses and VR device booth was crowded with experience-seeking audiences, with some experience zones even forming long queues.
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/bc823aa8-7977-4591-ab05-3f7aafbf0485.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/bc823aa8-7977-4591-ab05-3f7aafbf0485.png"/>▲Queue scene
According to data from the international data tracking agency IDC, the shipment volume of China's smart glasses market in the third quarter of 2025 is expected to reach 623,000 units, a year-on-year increase of 62.3%; the shipment volume of audio and video recording glasses is expected to be 454,000 units, a year-on-year increase of 79.2%; and the AR/VR market is expected to ship 169,000 units, a year-on-year increase of 29.4%.
This set of data intuitively reflects the growth momentum of China's smart glasses market and confirms that consumer demand for such products is being rapidly released.
In this vast market of China, domestic smart glasses, VR, and AR headset manufacturers are brainstorming to refine product technology, and this CES serves as an important stage for Chinese manufacturers to showcase their technological achievements.
According to incomplete statistics from Zhichuang, at this CES, at least 27 Chinese companies exhibited &#34;AI smart glasses, VR, AR&#34; products, bringing various offerings to the audience on-site. Let's take a look at what products they presented.
<h2>Major Manufacturers Gather: Rokid's Giant Glasses Attract Attention, Thunderbird eSIM Glasses Wear &#34;Phone&#34; on the Head</h2>
Rokid displayed a giant pair of glasses at its booth, which could be seen from a distance, capturing the audience's attention.
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/7d6d28ab-fe9f-4bed-ba0e-786e764b82fc.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/7d6d28ab-fe9f-4bed-ba0e-786e764b82fc.png"/>▲Rokid Giant Glasses
In addition to the giant glasses, Rokid also launched the screenless AI glasses Rokid Style on-site yesterday, emphasizing &#34;ultra-lightweight and convenient,&#34; with a single unit weight of only 38.5 grams, claiming to be &#34;the lightest fully functional AI glasses on the market,&#34; supporting multiple models including ChatGPT, DeepSeek, and Qwen, starting at $299.
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/9434651f-5035-47b7-81fd-ea00da0cb479.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/9434651f-5035-47b7-81fd-ea00da0cb479.png"/>▲Rokid Style
INMO transformed the CES exhibition area into the North American debut stage for its two &#34;bombshell&#34; products—INMO Go3 and INMO AIR3.
INMO Go3 focuses on bidirectional and real-time translation, capable of directly translating what users say and simulating their voice for playback, supporting up to 261 languages for translation
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/425b9e20-f58f-4540-9008-f2211f45c9d0.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/425b9e20-f58f-4540-9008-f2211f45c9d0.png"/>▲INMO Go3
INMO AIR3 is the world's first mass-produced 1080P wireless all-in-one AR glasses, which sold out immediately during the 618 period in 2025, topping the JD XR and AI glasses category single product rankings.
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/3e64841c-6ce4-415d-af74-e41b2fe421c0.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/3e64841c-6ce4-415d-af74-e41b2fe421c0.png"/>▲INMO AIR3
XREAL launched the smart glasses ROG Xreal R1, co-branded with ASUS, aimed at the esports scene, which is the industry's first 240Hz high refresh rate Micro OLED gaming glasses.
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/b49a815e-7b0a-4961-9b8e-7c6ccce70a7b.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/b49a815e-7b0a-4961-9b8e-7c6ccce70a7b.png"/>▲ROG Xreal R1 (Source: The Verge)
In addition, XREAL also introduced its flagship product XREAL 1S, set to be released at the end of 2025, equipped with the self-developed X1 spatial computing chip, capable of real-time converting 2D content into 3D effects.
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/ac7017fa-6fdd-412e-bf30-3b69b5c53a00.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/ac7017fa-6fdd-412e-bf30-3b69b5c53a00.png"/>▲XREAL 1S (Source: The Verge)
The &#34;big brother&#34; of smart glasses, RayBird, released the first eSIM smart glasses. This product is like wearing a phone on your face; even if your phone malfunctions or you forget it, you can make calls directly with the glasses. The entire device weighs only 78g and can connect directly to the mobile cloud to play 3D games.
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/6f2d78bb-f4bb-45f1-9a28-f5c0fc7f9efe.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/6f2d78bb-f4bb-45f1-9a28-f5c0fc7f9efe.png"/>▲RayNeo X3 Pro - Project eSIM
Starry Meizu introduced AI shooting glasses StarV Snap and AI+AR smart glasses StarV Air2. Liangliang Vision showcased its AR translation glasses Leion Hey2.
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/125b123b-5885-4e63-9791-4a2d1804a7ed.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/125b123b-5885-4e63-9791-4a2d1804a7ed.png"/>▲Starry Meizu StarV Snap (Source: VRAR Planet)
At this year's CES, China's two leading XR companies—INAIR and VITURE announced a comprehensive collaboration. INAIR's flagship product, the INAIR Pod spatial magic box, has achieved perfect compatibility with VITURE's entire range of AR glasses.
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/ddf425ee-791a-461f-8140-3577bf3e4241.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/ddf425ee-791a-461f-8140-3577bf3e4241.png"/>▲INAIR and VITURE announced a comprehensive collaboration
<h2>Cross-industry players stand out: Quark glasses can interact with just one sentence, and XGIMI has integrated projection into glasses</h2>
Alibaba brought its first Quark AI glasses S1 equipped with the Qianwen AI assistant, which can interact directly with the glasses using just one sentence, with a comprehensive battery life of 7 hours. In terms of performance, it is equipped with Qualcomm AR1 and Hengxuan BES2800 dual flagship chips, and can switch between Android and RTOS systems.
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/f2d1fbf2-f8b6-4156-9df5-6a6702c8b89e.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/f2d1fbf2-f8b6-4156-9df5-6a6702c8b89e.png"/>▲Quark AI glasses S1
Domestic projection giant XGIMI Technology launched its AI glasses brand MemoMind at CES, currently offering two series: MemoMind One and MemoMind Air series.
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/27ca18b6-172d-4d8e-8be6-39b15bc18aaf.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/27ca18b6-172d-4d8e-8be6-39b15bc18aaf.png"/>▲XGIMI MemoMind
<h2>Domestic small manufacturers gather: from AI rings to the world's thinnest AR glasses, small manufacturers showcase their expertise</h2>
Lianou Technology showcased what is claimed to be the world's lightest AR glasses and domestically produced ultra-light VR all-in-one machine. Yijing Virtual Reality exhibited its SW5010 dual-color display glasses, SW5011 single-color display glasses, and SW5012 single-optical dual-color single-green display glasses.
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/e97a66d8-9a49-4281-a717-07b7dd750456.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/e97a66d8-9a49-4281-a717-07b7dd750456.png"/>▲Lianou Technology Visual-X VR glasses
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/a63f084f-523f-4f40-8193-27ce3bffc0d0.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/a63f084f-523f-4f40-8193-27ce3bffc0d0.png"/>▲Yijing Virtual Reality AI glasses product matrix
The dark horse in the AI glasses sector, Gyges Labs, brought an unexpected surprise: its main exhibit is not an iterative glasses product, but the world's first AI note-taking ring. This new product does not follow the health monitoring route but focuses on note-taking functionality, and can even be worn while washing hands, becoming another new hit at CES, attracting attention from many overseas media
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/63c792de-9812-4884-8811-1b4dddf59693.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/63c792de-9812-4884-8811-1b4dddf59693.png"/>▲VOCCI RING (Source: Forbes)
Weiguang Technology's Xuanjing MLVision has launched the world's first hardware-upgradable AR glasses series M6, consisting of the M6 Air, which focuses on AI photography features, and two modular magnetic waveguide displays, allowing for core hardware iteration without replacing the entire device.
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/18c6cf7b-de8a-4732-bc0a-906ee782801f.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/18c6cf7b-de8a-4732-bc0a-906ee782801f.png"/>▲Xuanjing MLVision AR glasses M6 series (Source: Gadget Flow)
VR-related exhibits include Virtuix's VR treadmill, a new PCVR product from Xiaopai Technology equipped with a Micro-OLED optical engine, and the world's first Android-based spatial computer showcased by Play Your Dream.
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/a79fb6b0-ba49-4606-878b-650087c419c6.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/a79fb6b0-ba49-4606-878b-650087c419c6.png"/>▲Right: Virtuix's VR treadmill; Left: Xiaopai Technology PCVR new product
Brelyon's holographic display, XEO's entertainment cockpit POD, and MR headset Big, along with various holographic displays and naked-eye 3D display exhibits, were very popular in the exhibition area.
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/5e47b0f1-186b-4207-8bf2-319c9b662e7c.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/5e47b0f1-186b-4207-8bf2-319c9b662e7c.png"/>▲Brelyon holographic display
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/438d577b-af24-4c01-9172-c559e40165ac.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/438d577b-af24-4c01-9172-c559e40165ac.png"/>▲Right: Entertainment cockpit XEO POD; Left: MR headset XEO Big
In addition, domestic manufacturers such as Mojie Technology, Tribute to the Unknown, Return Technology, Skyworth, TOZO, Kenai Xin Technology, and Dear Translator also brought their products to the scene, making the entire venue feel surrounded by Chinese manufacturers.
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/87fde281-80e0-410c-a0df-e509c7064e2e.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/87fde281-80e0-410c-a0df-e509c7064e2e.png"/>
<h2>Conclusion: The smart glasses track remains hot, with Chinese manufacturers &#34;fighting fiercely&#34;</h2>
By 2025, the AI smart glasses sector will bloom fully, with leading companies like Xiaomi and Nio entering the market, while smaller companies focused on smart glasses such as Leqi Rokid, XREAL, and Yingmu INMO continue to iterate, sparking a &#34;battle of a hundred glasses.&#34;
From the grand occasion of this year's CES, it can be seen that the popularity of AI smart glasses as well as VR and AR remains unabated. The &#34;Battle of the Hundred Glasses&#34; in 2025 is destined to continue into 2026, and it may even become more intense.
Zhi Dongxi
Risk Warning and Disclaimer
The market has risks, and investment requires caution. This article does not constitute personal investment advice and does not take into account the specific investment goals, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific circumstances. Investment based on this is at one's own risk

At the 2023 CES exhibition, the Chinese smart glasses market demonstrated strong growth, with 27 domestic manufacturers showcasing their AI glasses and VR devices. According to IDC data, the shipment volume of smart glasses in China is expected to grow by 62.3% year-on-year in the third quarter of 2025. Rokid launched the ultra-light AI glasses Rokid Style, weighing 38.5 grams and priced at $299. Yingmu INMO showcased its INMO Go3 and INMO AIR3 products, emphasizing real-time translation capabilities

Wallstreetcn

The Chinese AI glasses legion dominates CES, with 27 companies showcasing their strength, and the first shot of the 2026 hundred glasses battle is fired