The atmosphere is charged with tension as the main players of the "Battle of the Hundred Mirrors" make a collective appearance at CES

On January 7th, the world's largest, highest-level, and most influential international consumer electronics show (CES) officially opened in Las Vegas, USA, with the theme "Dive in." Approximately 84 AR/VR and related companies from China participated in CES, showcasing dozens of new smart AR glasses or the latest technologies, becoming one of the highlights of this year's CES. CES 2025 has opened, and Yiou has summarized the main smart AR glasses manufacturers and new products on display. Let's take a look! Dozens of Smart AR Glasses Make Their Debut From a hardware perspective, at CES 2025, at least 14 domestic manufacturers released or showcased new smart AR glasses! 1. XREAL At CES 2025, the XREAL One series made its global debut, equipped with the self-developed XREAL X1 spatial computing chip, ushering in the consumer-grade AR glasses 2.0 "chip" era. It also showcased leading products such as the modular AI camera XREAL Eye. Previously, Yiou had reported on XREAL. The X1 is XREAL's self-developed world's first chip specifically customized for spatial display, providing strong power for envisioned spatial computing. The new generation of AR glasses, XREAL One, equipped with the XREAL X1 spatial computing chip, becomes the world's first consumer-grade AR glasses to support native 3DoF, allowing the glasses themselves to have native spatial positioning capabilities without relying on any hardware or software. By connecting to a "host device," it can achieve a 3DOF hovering mode, making it one of the most advanced consumer-grade AR glasses on the market. In addition, XREAL also collaborated with BMW to showcase in-car AR technology applications and partnered with Rongtai Health to deeply integrate health and technology, creating a series of innovative experiential scenarios. It is worth mentioning that on the first day of CES 2025, XREAL won multiple "CES Innovation Awards" for its outstanding products and quality experiences, becoming one of the highlights of the event. 2. RTX RTX officially announced its entry into a brand new category of smart glasses at CES 2025, launching three products based on different technological principles for the first time. The smart glasses aim to achieve human-machine intelligent interaction, providing users with real-time information and augmented reality experiences. It is understood that these three smart glasses are: AI Shooting Glasses (AI Exploration Edition), which do not have display functions, equipped with Qualcomm AR1 chip, supporting 1080P video shooting, expected to be launched in May; BB Solution AR Glasses (AR Light Enjoyment Edition), featuring a 150-inch large screen, supporting 0-600 degrees myopia adjustment, which went on pre-sale on January 7th; and the world's first dual-eye full-color array waveguide smart glasses (AR+AI Edition), supporting 48 million pixel photography, which will be launched in March In addition, RTX's new generation flagship ZERO series and several new mold games were showcased at CES 2025. In terms of CPU, the new generation laptops will use the latest Intel 2nd generation Core Ultra processors and AMD's latest Zen 5 architecture Ryzen 9000 series. Moreover, they are equipped with industry-leading screens such as the RTX Falcon Eye protection screen and new cooling technology. RTX is committed to building a leading brand in China's e-sports hardware equipment. It is reported that this is RTX's first appearance at CES and one of the few to adopt the format of being released abroad first. 3. Inmo Technology Inmo Technology showcased its latest product INMO GO2 and will launch the AI photography-focused INMO X. Specifically, INMO GO2 features multi-language real-time translation, offline translation, teleprompter, and other functions. INMO X integrates AI assistant, high-definition video shooting, and other functions, supporting AI computing capabilities and HD short video recording, equipped with a 16-megapixel ultra-wide-angle camera, supporting 1080p video recording, with visual AI support that can automatically recognize scenes and optimize shooting parameters, meeting the needs for recording life and daily travel. At the end of November last year, Inmo Technology released the INMO AIR3 AR glasses, which are officially claimed to be the world's first 1080P all-in-one AR glasses and the first in the world to achieve mass production of array waveguides, with an angular resolution of 62 PPD and brightness of 600 nits in sunlight. In addition, it launched a 3DoF smart ring and virtual keyboard, supporting remote operation. 4. DPVR DPVR launched the "P2 Vision" headset developed in collaboration with Ganzin for the first time, and also showcased hardware products such as P1 Pro Cam and P2 all-in-one machine. In terms of XR innovation achievements, the focus is on four major areas: education, entertainment, arcade games, and healthcare. For example, in the entertainment sector, it prominently showcased the E series PCVR, including products like E4 Arc, E3S, and E4; in the healthcare sector, it innovated medical VR solutions, developing more realistic immersive simulation scenarios and equipping medical teams with tools for simulation training. DPVR is a VR brand under Lexiang Technology, focusing on the construction of metaverse infrastructure, with products covering VR all-in-ones, PCVR, DPOS software systems, etc. Lexiang Technology previously launched the Deepoon DPVR virtual reality headset, becoming the first domestically developed immersive virtual reality gaming headset, compatible with most VR games on the market. 5. Thunderbird Innovation On January 7, during CES, Thunderbird Innovation released the Thunderbird V3 AI shooting glasses, equipped with the Falcon Imaging System, Tongyi Qianwen's exclusive customized large model, the first-generation Snapdragon® AR1 flagship chip, and customized speakers According to Yiou's exclusive information, industry insiders have given positive evaluations of the Thunderbird V3 AI shooting glasses, stating that this is currently the most sincere domestic imitation of Meta Ray-Ban and the first to validate the domestic commercialization loop in this wave. However, the actual performance of the Thunderbird V3 AI shooting glasses still needs to be verified by the market. In addition, Thunderbird Innovation also showcased its latest progress in the AR optics field: the first self-developed light engine "Firefly Light Engine," the world's first mass-producible surface relief grating etched light waveguide "RayNeo Light Waveguide," etc., and revealed that the Thunderbird X3 Pro will be equipped with the above AR optical display solution, set to launch in Q2 2025. Not long ago, Thunderbird Innovation reached a strategic cooperation with Alibaba Cloud, and the Tongyi series large model will provide exclusive customization for Thunderbird AI glasses, which is expected to further enhance the multimodal AI interaction capabilities of Thunderbird glasses, providing higher responsiveness, lower latency, and higher quality performance. 6. Rokid Since its establishment, Rokid has released more than ten AR glasses products and showcased its latest products, such as Rokid Glasses, at CES. Recently, it launched the AI+AR glasses Rokid Glasses, which integrate functions such as glasses, headphones, cameras, and AI assistants, suitable for all-day wear, supporting "immersive music experiences," and allowing quick photo captures, with features like AI voice chat, real-time navigation, and translation. Overall, Rokid is in the first tier domestically in terms of products, technology, ecosystem, and user reputation. According to Rokid's official introduction, the number of AR glasses users both domestically and internationally has exceeded 300,000. 7. Kanaan Technology Kanaan Technology showcased its latest product, the AI smart myopia glasses KANAAN-K1, at CES 2025, demonstrating the lightweight design and innovative AI features of its AI smart glasses. On December 31, 2024, Kanaan Technology launched the AI smart myopia glasses KANAAN-K1, claiming to be the lightest in the world, weighing only 29.2g (excluding lenses), supporting music playback, touch photography for 5 seconds of Live images, and various functions of the AI smart assistant "Xiao Nan." Previously, Yiou had reported on Kanaan Technology. It is worth noting that Kanaan Technology was established relatively recently, and its founding team transitioned from the education industry to smart hardware, so the competitiveness of its AI glasses still needs to be tested by the market. 8. Li Weike Technology Li Weike Technology released a new AI glasses product with a camera module, with the product slogan "Just Capture." According to VR Gyro, this pair of glasses is equipped with a Qualcomm AR1 chip, integrates a 12-megapixel camera, and is equipped with four array microphones, which can be charged through the temples or charging case. Weighing about 37 grams, it is expected to be released between January and February this year, with an unknown price, and practical experience is not available on-site Li Weike is a brand IP under Hangzhou Li Weike Technology, dedicated to creating China's first AI+AR tech fashion brand, focusing on outdoor AR glasses. In April last year, Li Weike Technology launched its first AI glasses product, Meta Lens Chat, which has no display screen or shooting module, priced at 699 yuan. Looking back further, in 2022, Li Weike Technology released its first AR glasses, Meta Lens, which supports functions such as listening to music, navigation, and video recording. Li Weike also became the first to implement digital humans in AR glasses. 9. Xiaopai Technology Unlike the previous smart AR glasses, Xiaopai Technology showcased VR headset products, specifically the new compact VR headset Pimax Dream Air. A few days ago, Xiaopai Technology just released the next-generation VR headset Dream Air, which is officially claimed to be "the world's lightest, thinnest, and smallest 8K fully functional VR," featuring inside-out positioning, built-in eye-tracking technology, and weighing less than 200g, opening a new dimension of "extreme lightweight" for VR technology while maintaining high-end performance. It is worth mentioning that recently, Xiaopai Technology's Crystal won the CES 2024 Innovation Award in the "XR Technology and Accessories" category, becoming the only VR headset to win in this category and the only headset product in the XR category that is actually available for purchase. 10. Huiche Technology Domestic hybrid brain-machine interface company Huiche Technology showcased products like Looktech AI smart glasses, resembling Ray-Ban Meta, at CES. In November last year, Huiche Technology had already released this product, which has a high aesthetic design and integrates functions such as photography, video recording, and music listening. However, this product has not been officially released for sale; after launching a crowdfunding campaign for about a week, it received over 900 orders, with crowdfunding amounts exceeding $200,000. Huiche Technology mainly integrates multi-dimensional physiological signals such as EEG and heart rate with new forms of products like metaverse VR and AR, creating hardware products for mental health and education. It also has a flagship product, the brain-machine interface BMI VR all-in-one machine, including Huiche VR 6Dof version and Huiche VR 3Dof version, with the 6 Dof version using Qualcomm Snapdragon XR2 chip and Qualcomm Adreno650 graphics processor, along with a fifth-generation AI engine. In terms of applications, it is mainly used in mental health, rehabilitation training, education, and other scenarios, including insomnia intervention, stress relief, ADHD in children, and student mental health. 11. KTC KTC released AI interactive glasses, equipped with a large model from Zhipu, featuring cameras and flashlights on both sides, supporting live streaming functions. In addition, KTC also showcased new software and hardware products and technologies, including television series, monitor series, projectors, mobile screens, and electronic whiteboards KTC is a brand under Kangguan Technology (stock code: 001308). Kangguan Technology is one of the earliest companies in China dedicated to flat panel display terminals, with main products including smart interactive panels, professional display products, innovative display products, and smart TVs. KTC has a leading advantage in the display field. During Q3 2024, KTC's gaming monitors ranked first in online sales in the mainland gaming monitor market. 12. Play Out Dreams Play Out Dreams focuses on spatial computing devices, dedicated to the independent research and development and sales of VR/MR. It has released two self-developed XR products and is advancing the research and development of the third-generation spatial computing device. Last year, it launched the Play Out Dreams MR, the world's first Android system spatial computer, which surpassed $137,000 on KICKSTARTER within 10 hours of going live. At this CES, Play Out Dreams showcased its flagship product, the Play Out Dreams MR, equipped with an 8K Micro-OLED screen and powered by the second-generation Snapdragon XR2+ chip. Additionally, the screen mirroring tool Dream Box was officially unveiled. 13. Flash Technology Flash Technology is a charging and energy storage company that is cross-developing smart glasses. On December 19, 2024, Flash Technology released the AI Snap Glasses, featuring long-lasting battery life, high-definition photography, audio-visual quality, and various AI capabilities. According to Flash Technology's official introduction, the Flash AI Snap Glasses are expected to become the first domestically mass-produced AI photography glasses. In terms of sales, Flash Technology claimed that on the evening of December 19, when it launched on online platforms like JD.com and Tmall, the 50,000 pairs produced for pre-sale sold out within 24 hours. 14. Halliday Halliday is a startup AI smart glasses brand co-created by Gyges Labs and Shanghai Meitong Moody, named after a key character in "Ready Player One." Weighing about 35 grams, it looks almost like traditional glasses and features a built-in Digi Window micro-display. In terms of performance, it has various AI functions such as an AI assistant and meeting generation; regarding battery life, it can be fully charged in one hour and used for 12 hours. In addition to the above, other manufacturers from Hong Kong, Macau, and Taiwan, such as HTC VIVE and Solos, showcased AI glasses, VR headsets, AR chips, and other hardware products. Multiple Manufacturers Release Solutions Additionally, a number of Chinese manufacturers released or showcased the latest technologies in the software ecosystem. 1. Zhongke Chuangda Zhongke Chuangda (stock code: 300496) is a leading provider of intelligent operating systems and edge intelligent products and technologies in the industry. At CES 2025, its subsidiary Chuangtong Lianda showcased four AI Mini PC reference designs, including: AI Mini PC G1 Elite, AI Mini PC G1, AI Mini PC G1 IoT, and AI Mini PC G1 IoT Fanless In addition, two innovative reference designs were officially launched: lightweight AI glasses Smat Glasses and mixed reality MR HMD Pro. It is understood that Smat Glasses are equipped with the Qualcomm Snapdragon AR1 Gen1 chip platform, featuring excellent shooting capabilities and electronic image stabilization, allowing users to capture high-quality 2K resolution videos and 12-megapixel photos without holding the device. The MR HMD Pro is equipped with the Qualcomm Snapdragon XR2+ Gen 2 platform, supporting high-precision, low-latency simultaneous localization and mapping (SLAM) tracking and hand tracking. Its 6 degrees of freedom head tracking function, combined with dual 32-megapixel RGB cameras, provides precise motion capture and interaction capabilities. Previously, at the end of December, Zhongke Chuangda released the new RUBIK AI Glass Lite version solution, equipped with Qualcomm Snapdragon AR1, running a dedicated smart glasses OS, achieving millisecond-level interaction speed while reducing power consumption by 20% (over 8 hours of battery life). In terms of AI capabilities, it features a built-in high-precision (accuracy > 97%) offline voice recognition algorithm, connects to large language models, and supports visual multimodal input. Zhongke Chuangda officially stated that the RUBIK AI Glass Lite version has already secured selection cooperation with more than three brand clients and is expected to achieve mass production and market launch in Q1 of this year. 2. Gyges Labs Gyges Labs is committed to creating smart wearable devices that are widely accessible in the AI era through unique advanced optical + collaborative AI technology capabilities. On the technical level, Gyges Labs has mainly developed its own DigiWindow technology, aimed at solving the key challenges of integrating traditional glasses with AI. According to the official introduction, DigiWindow technology is based on the principle of retinal projection, breaking free from the constraints of traditional lenses, achieving a breakthrough in reducing the optical system size from centimeters to millimeters, and creating the world's lightest and smallest near-eye display optical solution, allowing for a lighter and more compact glasses design, closely resembling the wearing experience of ordinary glasses. 3. Yijing Virtual Yijing Virtual is a subsidiary of Yidao Group's Yidao Information (stock code: 001314), focusing on the R&D and mass production services of XR products related to near-eye display and three-dimensional spatial display and computation. It has been selected for several consecutive years in the "2024 China VR50 Strong Enterprises" list by China Electronics News. At the CES 2025 exhibition, Yijing Virtual showcased several products, including the SW3010, focusing on the latest solutions in the XR/AI wearable field. In early December 2024, Yijing Virtual released the latest AI glasses SW3010, equipped with the Snapdragon AR1 Gen1 chip, paired with a 12MP ultra-wide-angle camera and a 5MIC array, enabling 1080P 30 frames high-definition shooting and intelligent voice interaction It is worth mentioning that the SW3010 adopts the self-developed AI glasses system JING OS 1.0 from Yijing, featuring low latency and low power consumption, supporting mobile communication and cloud communication, and performing excellently in algorithm optimization, capable of supporting multimodal interaction to adapt to different usage scenarios. In addition, many companies such as Shenzhen Baibohe, Amway Co., Ltd., BOE Technology Group, Changying Precision, GoerTek, Qijing Optoelectronics, Liangneng Technology, Xitai Technology, TCL, Zeke Electronics, Mojie Technology are showcasing new products and technologies in various subfields such as micro-projection, Micro-OLED, acoustic modules, optical waveguides, display driver ICs, and batteries. Comparing with Foreign Countries: Strong Performance of Chinese Enterprises According to incomplete statistics from Yiou, at CES 2025, there are 314 AR/VR and related companies exhibiting globally. Among them, Chinese manufacturers lead the world with 84 companies, followed by the United States, South Korea, and Japan, with 81, 66, and 16 exhibiting companies, respectively. In terms of overseas companies, only a few well-known enterprises such as Google, Sony, and Qualcomm are showcasing new products like VR headsets, chips, and XR terminal devices. The United States is developing rapidly in AI applications, but when focusing on the niche of smart AR glasses, China is leading in multiple dimensions such as the number of exhibiting companies, the number of new products, and technological solutions compared to any other country. Overall, China also performed well at CES 2025, remaining a major force in exhibitions, with the highest number of exhibiting manufacturers globally, exceeding 1,300, covering various fields such as PCs, home appliances, wearable devices, display panels, and automotive technology. "Battle of the Glasses" - The First Hot Track of 2025 Smart AR glasses have been in development for many years. As early as 2012, Google launched the AI glasses Google Glass, which appeared almost simultaneously with smartphones. However, for a long time, smart AR glasses generally faced issues with battery life and performance, which have not been effectively resolved. Especially after integrating displays into the lenses, problems such as large size and fast power consumption became prominent, leading to a poor wearing experience, making them "good-looking but useless," and failing to create a phenomenon-level consumer brand. Until the emergence of Ray-Ban Meta glasses, which achieved global sales of 2 million pairs, becoming the first blockbuster in the smart AR glasses market, allowing the industry to truly feel the potential of smart AR glasses and providing a strong boost to the industry. With the global popularity of Ray-Ban Meta glasses, a large number of Chinese manufacturers have begun to enter the market. Since the second half of last year, especially since October, domestic manufacturers have crowded to release new products, creating a "battle of the glasses" phenomenon. At this CES, over 80 AR/VR and related companies from China appeared, with nearly 20 companies showcasing new products for smart AR glasses, creating a highly competitive atmosphere. Yiou predicts that smart AR glasses are expected to become the first hot track emerging in 2025. According to Wellsenn XR's prediction, starting from 2025, smart AR glasses will rapidly penetrate the market, and by 2029, the annual sales of AI smart glasses are expected to reach 55 million pairs, becoming one of the most popular electronic products after smartphones. Author of this article: Wang Yuanlei, Source: Yiou.com, Original title: "Full of Gunpowder Flavor, Major Players in the 'Hundred Glasses War' Gather at CES | Yiou Review" 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 conditions, 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 their own risk