Ding Science and Technology Network noticed that when the glasses were "redone" with AI technology to become "AI glasses", more and more technology Internet brands seemed to think that he had a lot to do, and the track was crowded, making the "Hundred Mirrors War" popular from last year.

Recently, TCL's Thunderbird exhibited a variety of smart glasses flagship products during AWE2025, Alibaba was rumored to be expanding the AI glasses R&D team, ByteDance was said to plan to enter the game, vivo unveiled its first headset product during the Boao Forum for Asia, and Xiaomi confirmed the release of AI glasses...... And from the perspective of China and the global market, they are not alone in their field. The bigwigs in the Internet, mobile phones, and TV fields have made the matter of "embracing AI" concrete through their attention to AI glasses, and who will win the AI glasses war first?

(Thunderbird X2, screenshot from the official website of Thunderbird Innovation)

According to the data published by QYResearch, the global AI glasses market size was about $270 million in 0.

By 2024, some AI glasses products have been connected to large models, for example, Baidu released the world's first native AI glasses equipped with Chinese large models.

到2025年，在作为2025年开年科技圈风向标的CES，AI眼镜出现在了官方海报上：CES 2025的主题是“Dive In”，它在描述一种动态——“热切地着手去做某件事情”。做什么？按照CES全球科技风向标的惯性，“探索未来”是毫无疑问的。怎么做？据了解，CES 2025的主题海报由AI生成，主题人物佩戴着一款智能眼镜。“探索未来”的工具也不言而喻，就是以AI为代表的前沿智能科技。AI眼镜，看起来要先行。

In a recent report by Lotu Technology, the total sales volume of China's AI glasses market is predicted to increase by nearly 190%.

The top streamers in different fields of the technology Internet circle have their own advantages:

Internet giants such as Alibaba, Baidu, and ByteDance are mainly due to relatively leading AI technologies, including large model capabilities, and huge multi-dimensional resource scale. For example, at the beginning of the year, Thunderbird Innovation reached an in-depth strategic cooperation with Alibaba Cloud of the Alibaba system in the field of AI glasses, and the Tongyi series of large models will provide exclusive customized technical support for Thunderbird Innovation's AI glasses. Compared with accessing open source models or basic models, specialized model customization should bring a better and differentiated experience, which may be the reason for cooperation. From such cooperation, we can see the competitiveness of AI technology of major Internet manufacturers.

Mobile phone manufacturers tend to have a better user base, channel reach, and R&D and integration capabilities for mobile terminal hardware, systems, and applications, and emerging mobile terminals are usually associated with mobile phones. If you compare mobile phone manufacturers and Internet giants, the latter is actually more suitable to be upstream and behind-the-scenes enablers, in the competition in the terminal market, they may not be the opponent of mobile phone manufacturers, they have not had particularly successful hardware cases before.

TV manufacturers are good at display、Overall audio and video experience and quality control,From the current form of AI glasses products,His foundation is still audio-visual terminals,From here,The performance of brands such as Thunderbird under TCL is worth looking forward to。 At the same time, taking Thunderbird as an example, he has another identity, he is already a senior player in the field of wearable devices and headsets, and he has rich experience and user insight in the AR/VR field as the predecessor of AI glasses, which is adding weight to him.

Next up are AR/VR veteran players, as mentioned earlier, as industry witnesses and early competition breakouts, they may be better able to grasp the innovation and market rules of wearable display devices.

除了前面提到的各领域大佬，其实也有很多在AI眼镜领域近乎“原生种”的品牌，比如推出了“AI拍拍镜”的闪极科技，更新的视野、品类的专注、能放下架子，可能会让他们成长为行业新巨头。比如，AI拍拍镜A1，用999元的业内罕见定价，让首日订单破了5万台。

Ding Technology Network is more optimistic about mobile phone manufacturers, such as Thunderbird, who has giants in the imaging field behind them and has rich experience in AR/VR, as well as cutting-edge players like Shanji Technology.

Of course, who will win the AI glasses war first may depend on who can jump out of the three forms of AI glasses that are becoming more and more homogeneous - AI + audio, AI + AR, and AI + photography; It depends on who can provide a better detailed experience, such as battery life, such as how many traditional eyewear brands can be established with cooperation; Even a little bit of luck. (Original by Ding Science and Technology Network, please be sure to indicate "Source: Ding Science and Technology Network")

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