---
title: "Guotai Junan: Domestic large models drive the explosive demand for AI glasses, and industry demand enters a period of significant growth"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/229335478.md"
description: "Guotai Junan's research report points out that domestically produced large models have become a new driver for the explosion in demand for AI glasses. China has the industrial foundation for the large-scale production of AI glasses, and the national policy to expand domestic demand emphasizes the vigorous promotion of technology consumption, leading the industry into a period of demand growth. IDC predicts that by 2025, the shipment volume of AI glasses in China will reach 2.8 million pairs, a year-on-year increase of 107%. The China Academy of Information and Communications Technology has initiated special testing for AI glasses to provide standard support for industrial development. Among the A-share listed companies, Xingchen Technology has invested research and development resources in AI glasses chips and plans to launch products in 2025; Rockchip's general AIoT chip platform has been applied to AR and VR devices, and its visual chips can be used in AI glasses"
datetime: "2025-02-24T01:07:21.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/229335478.md)
  - [en](https://longbridge.com/en/news/229335478.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/229335478.md)
---

# Guotai Junan: Domestic large models drive the explosive demand for AI glasses, and industry demand enters a period of significant growth

On February 24th, Jinshi Data reported that Guotai Junan's research pointed out that domestic large models have become a new driver for the explosive demand for AI glasses. China has the industrial foundation for the large-scale production of AI glasses, and the national policy to expand domestic demand emphasizes the vigorous promotion of technology consumption, leading the industry into a period of demand growth. IDC predicts that by 2025, the shipment volume of AI glasses in China will reach 2.8 million units, a year-on-year increase of 107%. The China Academy of Information and Communications Technology has initiated special testing for AI glasses to provide standard support for industrial development. Among the A-share listed companies, Xingchen Technology has invested research resources in AI glasses chips and plans to launch products in 2025; Rockchip's general AIoT chip platform has been applied to AR and VR devices, and its visual chips can be used in AI glasses

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