The Year of AI Glasses: SoC Manufacturers Compete for Market Share

The Year of AI Glasses: SoC Manufacturers Compete for Market Share

Meta released its third-quarter financial report, with revenue of $51.24 billion, a year-on-year increase of 26%. However, net profit plummeted from $15.69 billion in the same period last year to $2.71 billion, a decline of 83%. During the earnings call, Zuckerberg stated that the AI glasses series set to launch in 2025 has received a … Read more

The Trillion-Dollar Market is About to Explode: Dai Weimin Discusses the Edge AI Potential of AI Glasses and Toys

The Trillion-Dollar Market is About to Explode: Dai Weimin Discusses the Edge AI Potential of AI Glasses and Toys

Lightweight, low-cost, and high-endurance edge AI products—AI glasses and toys are approaching a tipping point for large-scale deployment.“Reading thousands of books is not as good as traveling thousands of miles, and traveling thousands of miles is not as good as meeting countless people.”At the recent “2025 Integrated Circuit Development Forum (Chengdu-Chongqing) and the 31st Integrated … Read more

Weekly XR Highlights: Major Hardware Brands Engage in Price Wars; AI Glasses Competition Intensifies with Record Financing

Weekly XR Highlights: Major Hardware Brands Engage in Price Wars; AI Glasses Competition Intensifies with Record Financing

Click the blue text to follow us In the past week, the VR/AR field has remained very active, with numerous new developments. Whether it is promotions and new product announcements in the consumer hardware sector, advancements in underlying chips and optical technologies, or practical applications in culture, education, and film, it is evident that this … Read more

The Battle of Storage Chips for AI Glasses: Who Will Lead the Trillion-Yuan Market? – Jucheng, Allwinner, Baiwei, Jiangbolong, and Beijing Junzheng

The Battle of Storage Chips for AI Glasses: Who Will Lead the Trillion-Yuan Market? - Jucheng, Allwinner, Baiwei, Jiangbolong, and Beijing Junzheng

First Company: Jucheng Co., Ltd. Jucheng Co., Ltd. focuses on the AI glasses and storage chip sector, relying on a threefold strategy of “technological positioning + product adaptation + ecological extension” to deeply bind to the core demands of miniaturization and long battery life in AI glasses, establishing competitive barriers in the small-capacity storage market. … Read more

AI Glasses and Storage Chips: Eight Companies Deeply Engaged in the Market

AI Glasses and Storage Chips: Eight Companies Deeply Engaged in the Market

In September 2025, the AI glasses sector is heating up—Meta’s Orion 2 and Apple’s Vision Pro 2 have officially announced the integration of 12GB LPDDR5X and Micro-OLED optics, supporting on-device 7B parameter large models. Domestic companies like Starry Meizu and Rokid have also released consumer-grade AI glasses, clearly defining the three essential components: “display + … Read more

Ankai Micro Unveils Major Move! Six AI Glasses Chips Taped Out, 12nm New Products on the Way, Is Edge AI Hardware Set for a Revolution?

Ankai Micro Unveils Major Move! Six AI Glasses Chips Taped Out, 12nm New Products on the Way, Is Edge AI Hardware Set for a Revolution?

While everyone is focused on AI chips for smartphones and PCs, Ankai Micro has quietly made a significant move in the realm of “glasses”. On September 22, this chip company revealed in its investor relations record that the AI glasses chips that have been taped out can cover three major categories: audio, photography, and display. … Read more

AI Glasses Development Board | Allwinner V821 + JL7018F with EIS Stabilization and APP Large Model

AI Glasses Development Board | Allwinner V821 + JL7018F with EIS Stabilization and APP Large Model

Click the “blue text” above to follow us!SC1757V-AI Glasses Development Board is developed by Suozhi and designed to use the Allwinner Technology V821L2-WXX professional chip, which can be used as a general module for AI glasses.This module board integrates modules such as sensor, WiFi, SD NAND, audio, USB, LED, gyroscope, etc.. It supports the latest … Read more

The Breakthrough Moment of Edge AI: Apple’s FastVLM and the Future of Real-Time Intelligence

The Breakthrough Moment of Edge AI: Apple's FastVLM and the Future of Real-Time Intelligence

Hello everyone, I am Yu Ge! As one reaches middle age, one must either advance or retreat! Follow Yu Ge as I start from scratch with AI and share my learning journey. ———— Imagine this: you are watching a foreign film, and your phone generates accurate subtitles in real-time without needing an internet connection; or … Read more