When swimming or cycling, just look up and check the exercise data. Stroll along West Lake, use glasses to identify animals and plants in real time, and search for relevant information. Following the planned Citywalk route, you can record the beautiful scenery along the way without taking out your phone... With the rapid growth of consumer demand, China's smart glasses industry is accelerating its transformation from technological exploration and market application to large-scale mass production.
Take Hangzhou Rokid Technology Co., LTD. (hereinafter referred to as Rokid) as an example. In September this year, the new generation of AI+AR glasses sold over 40,000 units within five days of their launch, with online orders reserved until October.
It is understood that this product weighs less than 50 grams and integrates multiple functions such as subtitles, translation, navigation and camera. It is equipped with a large number of precision components inside. Since the beginning of this year, enterprises have gradually explored a replicable mass production path through cooperation with partners in the industrial chain. From structural design, material selection to module development and complete machine assembly, all are tailor-made production lines.
On September 8th, in Wuhan, Hubei Province, consumers were choosing smart glasses at offline stores. (Provided by Hangzhou Lingban Technology Co., LTD.)
Meanwhile, enterprises in the upstream of the industrial chain are also actively expanding production and improving efficiency.
In the Nan Taihu New District of Huzhou, Zhejiang Province, the fully automatic production line of Zhejiang Zhige Technology Co., Ltd. is constantly manufacturing thin, light and bright AR diffraction waveguide lenses. It is reported that the luminous efficiency of this lens is as high as 1000nits/lm, the light transmittance exceeds 98%, and its thickness is only 0.65 millimeters. Its performance is on par with the world's top level.
The market demand for lightweight AR glasses is extremely strong. Currently, all our orders have been fully booked. Meng Xiangfeng, the founder of the company, disclosed that the company's monthly production capacity has reached 100,000 pieces and it currently supplies multiple AR glasses brands.
As the global market continues to heat up, an increasing number of enterprises are joining this field.
Wenzhou Ouhai Eyewear Co., Ltd. has been engaged in OEM production of European and American brands for a long time. Now, it is expanding into overseas markets with its independently developed smart glasses. Recently, the company's first batch of 9 million yuan (RMB, the same below) orders has been sent to North America.
The precision of smart glasses far exceeds that of traditional glasses. To achieve a tolerance of 0.01 millimeters, we repeatedly adjusted the process, remade over ten sets of tooling fixtures, and iterated the standard operating procedures hundreds of times. Wang Fenghua, the general manager of the company, introduced that the first-phase workshop can produce 70 pairs of glasses per hour and has an annual production capacity of 150,000 pairs. The second phase of the 4,000-square-meter factory is also in the planning stage, and the products will be successively launched in Europe, Japan and other places.
Driven by both technological upgrades and ecological improvements, China's smart glasses industry is entering a new stage of development. Statistics from CINNO Research show that in the first half of 2025, the sales volume of consumer-grade AI/AR glasses in China reached 262,000 units, an increase of 73% year-on-year. Among them, the growth rate of screenless AI glasses is as high as 463%. It is expected that the shipment volume will exceed 900,000 units this year, and the industry scale is expected to reach the level of 100 billion yuan in the next three years.
