Date: September 12, 2025
Source: Ceridi Technology Co.,Ltd.
With breakthroughs in on-device Large Language Model (LLM) technology and the maturation of lightweight hardware design, 2025 marks a definitive explosive inflection point for AI glasses. According to recent in-depth industry research, AI glasses are leveraging their unique "physiological entry point" advantage to rapidly evolve from wearable accessories into next-generation universal computing platforms.
The report indicates that the growth logic of the AI glasses market has fundamentally shifted: moving away from a past preoccupation with complex Augmented Reality (AR) toward a lightweight design driven by user-centric, essential scenarios.
Physiological Entry Point Advantage: As the devices closest to human visual and auditory senses, glasses allow for an interaction pattern that aligns with natural human response modes. Data shows that users of AI glasses spend an average of over 7.2 hours wearing them daily, significantly higher than other smart wearables.
Optimal Vehicle for AI Models: Through a cloud-edge collaborative architecture, AI glasses enable real-time translation, object recognition (with accuracy up to 92%), and personalized assistant functions, effectively serving as an extension of human cognition.
Within the value chain, the System-on-Chip (SoC) remains the core component, accounting for approximately 33% of total costs. However, the aggressive entry of the domestic supply chain is driving a significant downward trend in hardware costs:
Chip Solutions: Costs for domestic SoC solutions are expected to drop from the hundred-dollar range to between $15 and $20, a reduction of 75%–80%.
Key Components: The cost of core components, including optical waveguide modules and Micro-LEDs, has already decreased by approximately 40%, which will accelerate the widespread popularization of AI glasses in the consumer market.
Benchmarking against the billion-unit annual shipments of smartphones and traditional eyewear, AI glasses demonstrate immense penetration potential:
Growth Projections: Sales of AI glasses in the Chinese market are expected to grow by 188% in 2025.
Market Estimation: Referencing the trajectory of TWS (True Wireless Stereo) headphones, the global market for AI smart glasses is projected to exceed 190 billion RMB by 2030, with the Chinese market alone expected to surpass 50 billion RMB.
As a prototype of next-generation spatial computing terminals, AI glasses are reconstructing the human-machine interaction entry point and challenging the central status of the smartphone. [Your Company Name] will continue to focus on industrial technical iterations and ecological synergy, working with partners to welcome the era of "all-day computing terminals".
About Ceridi Technology Co., Ltd. CERIDI TECH is a leading innovator in AI-Native hardware solutions, bridging the gap between rigorous industrial computing and consumer-grade aesthetics. We specialize in transforming complex edge technologies into market-ready platforms. Whether for autonomous robotics, smart retail spaces, or next-gen personal wearables, CERIDI empowers clients to build devices that are rugged, intelligent, and beautifully designed.
