Picture source: Generated by Unbounded AI

After Xiaomi SU7, Lei Jun’s next era hits, Xiaomi AI glasses are about to hit.

In 2024, the AI ​​glasses market was almost a year of contracted by Ray-Ban Meta. With the collective efforts and rush of Chinese manufacturers, in 2025, AI glasses will usher in a concentrated explosion of products. stage.

Among these Chinese manufacturers, "Xiaomi" is undoubtedly the most eye-catching one. Whether it is from Xiaomi’s own brand positioning, huge user base, complete market channels, or from Xiaomi’s experience in AI + hardware. It is true that the release of Xiaomi AI glasses is expected to push China's AI glasses market to another level.

 Xiaomi AI glasses are about to be released, and a market carnival caused by "old accounts" is about to be released, and the market news is constantly coming.

Although Wang Hua, general manager of the public relations department of Xiaomi Group, has urgently denied the rumors recently, saying that "Xiaomi Glasses official blog was registered many years ago and not newly launched", this response has left a bigger market. Imagine space. It is not difficult to see from his very official words that Wang Hua did not directly deny the possibility of product release, but only emphasized that the account was not newly launched, implying that the relevant progress may still be progressing.

In addition, during this period, news that Xiaomi AI glasses had passed the Ministry of Industry and Information Technology's Internet access license (model M2442G1) was also circulating. But Wang Hua did not respond to this, and seemed to have quietly explained everything.

In fact, as early as November 2024, there was news in the industry that Xiaomi and Goertek jointly developed a new generation of AI glasses, and it is planned to be released during the Mi Noodle Festival in the second quarter of 2025. Lei Jun expects Xiaomi The annual sales of AI glasses are more than 300,000 units.

Gyromon learned from supply chain personnel last year that Xiaomi AI glasses may be divided into two versions: an AI glasses equipped with camera modules, and a basic version of pure audio interaction (or early on). Beta), aiming at the mass market.

In addition, some designs of glasses will be somewhat innovative to enhance the battery life of AI glasses. This strategy basically continues Xiaomi's original 3C product gene of "extreme cost-effectiveness", and also directly benchmarks Ray-Ban Meta from the perspective of product strength.

Why do AI glasses become Xiaomi’s next incremental choice?

Xiaomi enters AI glasses and seeks new market growth.

Xiaomi, which started with Internet mobile phones, has developed rapidly since its establishment in 2010. Its latest data shows that its market value has exceeded one trillion yuan, and it has officially entered the "youngest Fortune 500 companies in the world".Enter the list of the world's top 100 companies, surpassing giants such as Huawei, Panasonic, and LG.

Behind Xiaomi Group's continuous growth, on the one hand, it is naturally inseparable from the R&D investment of various technologies and ecology with mobile phones as the core, and on the other hand, it is also inseparable from the "Xiaomi Grocery Store". "Xiaomi Grocery Store" covers a wide range of IoT and daily consumption products, which occupies an important position in Xiaomi Group's revenue, which can be seen from Xiaomi Group's third-quarter 2024 financial report data.

Xiaomi Group's third-quarter 2024 financial report showed that its IoT and consumer products revenue reached 26.1 billion yuan, a year-on-year increase of 26.3%, and a gross profit margin of 20.8%, an increase of 3.5 percentage points year-on-year; relative to the Although smartphone revenue reached 47.5 billion yuan, gross profit margin has fallen to 11.7%, a year-on-year decrease of 4.9 percentage points. In addition, the newly-contested smart electric vehicle business is also very conspicuous, with business revenue reaching 9.7 billion yuan, a month-on-month increase of 52.3%.

Therefore, today, when the smartphone market has reached its peak and gross profit margin continues to decline, the continuous expansion of the "Yifang Grocery Store" with Xiaomi's ecosystem as the core, increasing revenue and profits has become Xiaomi's continuous A must-have option for growth.

In the lineup of "Xiaomi Yifang Grocery Store", the logic of consumer electronic products in the past has almost always been based on mobile phones and Xiaoai speakers as the core to make ecological divergent, combined with the current consumers' growing demand for smart wearable devices , and the trend of in-depth application of AI technology on portable devices, AI glasses are undoubtedly the best choice.

AI glasses meet the strategic needs of Xiaomi's business incremental business and the expansion of scenarios with mobile phones as the core. On the one hand, glasses, as the wearable device closest to human facial features, have natural advantages in first-person information collection and AI voice interaction. Based on the interaction between mobile phone computing power and AI cloud, it can expand various diversified AI scenarios such as real-time translation, image recognition, intelligent search, and personal assistants.

On the other hand, Ray-Ban Meta's sales exceeded one million units in 2024, verifying the market's demand potential for "lightweight AI glasses". At present, China's AI glasses market is still in its infancy and has relatively good Large room for growth. Research firm IDC expects global AI glasses market shipments to reach 12.8 million pairs in 2025, a year-on-year increase of 26%. Among them, the shipment volume of China's AI glasses market in 2025 is expected to be 2.8 million pairs, a year-on-year increase of up to 107%.

 From the "AR Exploration Edition" to the landing of "AI Glasses", Xiaomi has been accumulating momentum for a long time.

In fact, Xiaomi, like Meta, is in The next generation computing platform AR has been technically laid out for a long time (excluding Mijia ecological chain products). As early as 2021, Xiaomi released a Micro- LED+diffraction optical waveguide AR glasses concept product; in 2023, Xiaomi also officially announced the Xiaomi wireless AR glasses exploration version, based on Micro-OLED+ free-surface optics.

From the perspective of technological maturity, the AR glasses products released by Xiaomi in the past few years have been highly implemented, and many similar products from startups can be found on the market. However, Xiaomi is not in a hurry to commercialize it. For major manufacturers, the opportunity cost of risking entry in an industry may be too high before there are hot products.

It was not until the AIGC boom and the outbreak of Ray-Ban Meta that Xiaomi believed in this track more firmly. Although the "lite version" of AR glasses before the AI ​​glasses will be released in 2025, with the support of generative AI, it can already bring many practical scenarios through voice and camera sensors. And, more importantly, AI glasses are C-end products that Xiaomi believes can be fully commercialized.

For Xiaomi, AI glasses, just like Meta's layout ideas on smart glasses, can also be regarded as a transitional product of future AR glasses. From the perspective of market trends, the current demand for AI lightweight, portable and efficient devices in the consumer electronics field has surged. AI glasses are in line with this development direction with their preliminary explorations in voice interaction, first-person vision, etc. Lay the foundation for user cognition and technical application to move towards the AR glasses market with more complete functions and higher experience.

Xiaomi monocular AR glasses

In addition, it is worth noting that compared with ordinary startups, mobile phone manufacturers do have certain technical advantages in making AI glasses. As early as last year's manuscript "AI Glasses | Supply Chain Easy to Enter, High-Score Products Hard to Find", Gyro Jun emphasized that for Ray-Ban Meta AI Glasses, "audio" and "image" are the most core. The sector is also the two most difficult sectors to make glasses.

A simple "voice interaction" will involve the combination of multiple Mic external recording, noise reduction and radio and other series of audio algorithms and hardware. "Image shooting" is directly related to the reputation and market sales of a glasses, and it has to be paid attention to. Since there is no manual focus like a mobile phone, AI glasses need to achieve full automatic focus, automatic color, sensitivity optimization and adjustment, etc. For start-ups, the pressure is not small. Among them, the choice of chips and the trade-offs on cost are also very important.

With such noise reduction algorithms, sound pickup algorithms, image algorithms, and AI voice interactions, major mobile phone manufacturers such as Xiaomi have long realized technical precipitation and exploration in TWS headphones, smart speakers, and smartphones. Compared with startups, there are much fewer sectors that need to be filled in and debugged, and at the software ecosystem level, it can also achieve system-level permissions, fully call the mobile phone ecosystem, and have strong technical advantages. This makes us look forward to Xiaomi even moreWhat kind of technical difference will be made in AI glasses?

Xiaomi AI glasses, the fuse of China's AI glasses breaking the deadlock?

In 2025, the AI ​​glasses track is crowded with giants: Meta plans to launch 6 AI wearable devices within the year, and manufacturers such as Samsung, Huawei, OPPO, Thunderbird Innovation, Xingji Meizu, Baidu, and Rokid are also eyeing them. Faced with the "hundred mirror war" in the global market, the release of Xiaomi AI glasses may be expected to trigger a catfish effect in the Chinese market.

From the market perspective, the current sales of China's AI glasses market are much lower than those of overseas, but the industry is very popular. From a marketing perspective, the domestic market has always lacked a phenomenal explosive product like Ray-Ban Meta to enhance consumer awareness and enhance users' desire to buy AI glasses.

Xiaomi's own brand advantages cannot be underestimated. Over the years, Xiaomi has created legends in the minds of consumers with its cost-effective products and rich ecological chains, and its huge user base has also provided a natural soil for the promotion of Xiaomi's AI glasses.

Under such a market background, the entry of Xiaomi AI glasses will undoubtedly further expand the market capacity of the domestic AI glasses industry and bring about a larger incremental market.