Chinese AI companies are aiming to challenge Meta's Ray-Ban smart glasses, anticipating a surge in demand for AI-powered eyewear.

Aug. 22, 2024, 6:28 a.m.

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Chinese tech companies are diving headfirst into the growing market for AI-powered smart glasses, aiming to capitalize on the surge in consumer interest following the release of Meta’s Ray-Ban smart glasses.

This new wave of AI-enhanced eyewear is viewed as a promising opportunity to integrate the power of generative AI with wearable technology, offering consumers a futuristic and convenient way to access advanced digital tools.

One of the newest players in this competitive field is Superhexa, a Xiaomi-backed startup that recently launched its AI audio glasses, Jiehuan.

Priced at an affordable 699 yuan (approximately $98), these glasses are designed to provide functionality similar to their more expensive counterparts, such as swift access to large language models (LLMs) via built-in speakers and microphones.

LLMs, which drive intelligent chatbots like OpenAI's ChatGPT, enable users to interact with AI in real time, enhancing the practicality and attractiveness of these smart glasses.

Xia Yongfeng, the founder and CEO of Superhexa, emphasized the potential of these glasses by suggesting that using hands to hold a smartphone might soon be perceived as inefficient, given the advancement of wearable AI technology.

Rapid advancements in generative AI have significantly enhanced the intelligence of smart glasses, making them more appealing to consumers. These glasses can now provide real-time AI assistance, such as answering questions about the surroundings or translating conversations instantly.

Since incorporating AI capabilities, Ray-Ban and Meta Platforms have experienced notable success with their smart glasses. The new AI-enhanced versions of Ray-Ban's glasses, priced around $300, have sold more in just a few months than their predecessors did in two years.

This trend reflects a growing consumer interest in smart eyewear, with Sinolink Securities predicting that shipments could reach 2 million units by year's end, a substantial increase from the 480,000 augmented reality glasses shipped last year.

Chinese companies are keen to offer similar features at a fraction of the cost. Superhexa’s Jiehuan glasses boast impressive features like 11 hours of music playback, up to two weeks of standby time, and a lightweight design at just 30 grams.

The glasses also include voice-guided navigation, AI chat, and audio translation capabilities. However, early users have pointed out some limitations, such as difficulties with voice recognition in noisy environments.

The market is becoming increasingly crowded, with other Chinese startups like Liweike and Sharge, as well as tech giants like Huawei, launching their own AI glasses in recent months. Despite the enthusiasm, some industry analysts, like Ivan Lam from Counterpoint, warn that the market may face challenges.

Current AI glasses, which essentially consist of standard eyeglasses with added tech features like speakers and cameras, might not appeal to those who don't usually wear glasses. Moreover, the additional weight from electronic components could hinder widespread adoption. To maintain competitiveness, manufacturers will need to focus on reducing weight, enhancing the user experience, and extending battery life.

Style and comfort are now key considerations for many companies. Solos, based in Hong Kong, is planning to release its new AirGo smart glasses this fall, aiming to compete directly with Ray-Ban and Meta by providing a lighter and similarly priced alternative.

Even startups such as Realities and Brilliant Labs are emphasizing design and functionality, with products like the G1 glasses and Frame smart glasses catering to both individual consumers and corporate clients. These glasses, while more expensive than Superhexa's, are primarily targeting international markets where AI models face fewer restrictions.

The competition to dominate the AI smart glasses market is intensifying, with Chinese companies seeking to establish a strong presence by offering affordable and innovative options. As the technology continues to advance, the coming years will likely witness significant progress in how AI integrates with everyday wearable devices, potentially transforming the way people interact with the digital world.

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