--- title: "Guotai Junan: The smart glasses industry chain is expected to enter a rapid growth phase, and related companies will welcome an upturn in the economic cycle" type: "News" locale: "en" url: "https://longbridge.com/en/news/229478354.md" description: "Guotai Junan released a research report indicating that the smart glasses industry chain is expected to enter a rapid growth phase, and related companies will welcome an upturn in prosperity. The report recommends Mingyue Optical Lens and Yingpais, as they are actively laying out smart glasses products and collaborating with the industry chain. The report mentions that the China Academy of Information and Communications Technology has launched a special test for AI glasses, promoting industry standardization, and AI glasses are receiving significant attention in the market, which is expected to reshape the terminal channel ecosystem" datetime: "2025-02-24T22:36:02.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/229478354.md) - [en](https://longbridge.com/en/news/229478354.md) - [zh-HK](https://longbridge.com/zh-HK/news/229478354.md) generator: "portal-rs" --- # Guotai Junan: The smart glasses industry chain is expected to enter a rapid growth phase, and related companies will welcome an upturn in the economic cycle According to Zhitong Finance APP, Guotai Junan released a research report stating that the smart glasses industry chain is expected to enter a rapid growth phase, and related companies in the industry chain will welcome an upturn cycle. It recommends the domestic lens brand leader Mingyue Optical Lens (301101.SZ), which is proactively testing and laying out smart glasses products while actively collaborating with industry chain companies, potentially benefiting fully from the industry explosion. Benefiting targets include Yingpais (002899.SZ), which is partnering with the emerging smart glasses brand Li Weike to accelerate its layout in the smart sports equipment sector. **Key points from Guotai Junan are as follows:** **Favorable factors resonate, industry prosperity is on the rise.** 1) The China Academy of Information and Communications Technology has officially launched a special test for AI glasses, conducting comprehensive and objective functionality, performance, usability, and reliability tests on the usage scenarios and functions of RayBan-Meta smart glasses across seven modules: basic configuration, audio, image, anti-shake, interaction, battery life, and safety/privacy, providing reference evaluation indicators for the AI glasses industry, promoting technological innovation upgrades and the standardization process of the industry, and facilitating the sustainable development of the industry ecosystem. 2) Rokid Glasses made its debut at a government conference, gaining attention. 3) At the Shanghai International Optical Exhibition, both dealers and consumers showed high enthusiasm for AI glasses. 4) New products from major manufacturers are expected to debut by the end of February 2025 and go on sale in June. **Lens scenarios are accelerating segmentation, AI glasses are booming at the optical exhibition, and are expected to reshape the terminal channel ecosystem.** Participation in the Shanghai International Optical Exhibition revealed the following main experiences: 1. Product functions, scenarios, and customer groups are accelerating in detail, with the release of new products such as mobile phone lenses, dynamic light-sensitive lenses, and multifocal lenses, continuously meeting the needs of niche scenarios and customer groups. 2. AI glasses are booming, with smart glasses products like Thunderbird V3, Thunderbird Air 3, Li Weike Chat AI, and StarV from Meizu receiving high attention from consumers and dealers at the Doctor Glasses exhibition booth. 3. This optical exhibition invited the founder of XSIG and the CEO of Thunderbird Innovation for special speeches. On one hand, the domestic AI audio glasses Thunderbird V3 are selling explosively, with sales exceeding 1 million yuan on the first day of launch, confirming product strength and downstream demand potential. On the other hand, the rise of AI glasses is expected to reshape the terminal channel ecosystem. Referring to smartwatches, the sales channel pattern fundamentally changed after the product appeared. Traditional watch offline channels account for 87%, while smartwatches account for 76%. However, the glasses channel has a strong service attribute (optometry and fitting), especially for waveguide products (AR), where the fitting process may be more complex. Therefore, the high penetration rate of AI glasses requires multiple SKUs and offline experience scenarios, making the terminal channel's empowerment crucial for accelerating product penetration. Additionally, the introduction of new products will also boost channel sales; after collaborating with Thunderbird, the entry rate of Doctor Glasses stores increased by 300%. **Overseas products are accelerating penetration, and domestic mapping is expected.** According to Weishen Information, global smart glasses sales are projected to reach 1.42 million units in 2024 (including 1.42 million units of RayBan Meta, with an estimated 3.5 million units sold in 2025, a year-on-year increase of 230%. The growth mainly comes from the continuous increase in RayBan Meta's sales, the launch of multiple new AI smart glasses, and major manufacturers entering the market to release new AI smart glasses Weishen Information expects that by 2029, the global total will reach 60 million units, with a sales CAGR of 125% from 2025 to 2029, and the Chinese market will hold an important share. **Risk Warning:** Product penetration is lower than expected, and technology roadmap iterations ### Related Stocks - [301101.CN](https://longbridge.com/en/quote/301101.CN.md) - [300622.CN](https://longbridge.com/en/quote/300622.CN.md) - [02611.HK](https://longbridge.com/en/quote/02611.HK.md) - [002899.CN](https://longbridge.com/en/quote/002899.CN.md) ## Related News & Research - [Most Tech Stocks Are More Correlated Than You Think. Don’t Let That Wreck Your Trading Plan.](https://longbridge.com/en/news/296683964.md) - [Under-eye patches aren’t just skincare anymore. 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