Directly benefiting from DeepSeek's significant cost reduction, AI glasses are expected to accelerate the outbreak

According to media reports, industry insiders said that with the maturity of technology and the decline of comprehensive product costs, 2025 is expected to be the first year of the explosion of AI glasses. It is expected that many fields in the AI glasses industry chain will usher in development opportunities in 2025.

The convenience of information acquisition and interaction with smart glasses is one of the best carriers for the implementation of AI applications. With the acceleration of AI models,Iteration, real-time translation, educational interaction, emergency scene applications, etc. are all expected to achieve greater breakthroughs, which will greatly promote the accelerated development of smart glasses. It is understood that my country's AI glasses industry chain has initially taken shape. The industry chain covers upstream suppliers of AI chips, smart sensors, memory chips, etc., midstream complete machine manufacturers, and downstream application scenario developers. Cinda Securities pointed out that DeepSeek has significantly improved model quality while reducing unit costs, and the computing power link is expected to be eased. Participating players can use relatively less hardware and relatively low costs, and domestic smart glasses players may accelerate their entry into the game. As AI efficiency and accessibility improve, terminal application functions are expected to become richer, and the interactive experience of AI glasses is expected to improve. At the same time, weight/volume/battery life, etc. are expected to be further optimized, and the penetration rate is expected to accelerate and reach an inflection point.

Goertek is a global OEM leader in the acoustic components and XR industries. Its layout for AI glasses includes acoustic components, complete machine assembly, optical-mechanical modules, diffractive optical waveguides and other links.

In terms of Leyard AR/AI glasses, the company and its partner Severus have successfully developed products based on monochrome (green) mLED microdisplays.