Home > Information > News

Alibaba AI Glasses Make Debut! The Smart Glasses Market Is Booming, Which Companies Are Involved in the Industry Chain?

CHINAPLAS 2025-08-01 10:38:06

Recently, information that had previously been under strict confidentiality

Alibaba AI Glasses

The mystery has finally been unveiled!

Alibaba's first self-developed AI glassesQuark AI GlassesDebut"Take a look at the payment" This has attracted a lot of attention. After wearing the glasses, users can complete the scan code payment by facing the Alipay payment code through the smart glasses, without using a mobile phone throughout the process.

▲Glasses scan code, voiceprint payment.

So, what other highlights does the product have?

How is the progress of technological research and development?

Let's take a look together~

Quark AI Glasses are deeply integrated with the Alibaba and Alipay ecosystems: they feature the Tongyi Qianwen large language model and Quark’s latest AI capabilities, and also supportGaode navigation, check payments on Alipay, compare prices on Taobao, business travel reminders on Fliggy...and other functions. The product is expected to be launched within the year.

A brand-new near-eye display navigation system projects the route directly in front of your eyes.

▲Quark AI Glasses Same Style Search Feature.

▲AI Image Recognition: Point the camera at the artifact, and AI will recognize it in real-time, instantly providing historical background and artistic value!

How are the appearance and configuration?

Appearance:By custom developing a dual voice coil large diaphragm miniaturized speaker, designing an ultra-narrow integrated FPC, and using titanium alloy.Integrated moldingThe temple arms make the glasses lighter while ensuring functionality.

The lens uses high refractive index lenses.Coating processThis results in a clearer visual experience and also allows the frame to be narrower and thinner.

In terms of battery life:Quark AI glasses useDual-battery and battery-swapping designThrough hot-swappable temples, users can quickly replace the main battery; paired with a battery case the size of a portable earphone box, it can achieve 24-hour battery life.

▲Dual battery support + battery swapping design.

Shooting and Display:Alibaba since Super Raw Low-Light Processing AlgorithmThrough multi-frame fusion in the RAW domain and adaptive noise reduction, noise under low-light conditions is effectively suppressed, significantly improving the image signal-to-noise ratio.

In display technology, adoptDual MicroLED Light Engine SolutionSupports adjustable conjugate distance, ensuring optimal image display in both indoor and outdoor environments as well as in near and far-field scenarios.

It is understood that Quark AI Glasses use...JBD "Hummingbird Mini II" MicroLED Monochrome Light Engine。

▲Source: JBD Vision Technology

Since the beginning of this year

AI glasses have become the new favorite in the consumer market.

Multiple manufacturers joining the market accelerate the process.

E-commerce platform data shows that in the first half of this year, the AI glasses market has...explosive growthCategory transaction volumeIncreased tenfold year-on-year.。

According to incomplete statistics, in the past six months, including Meta, Rokid, Huawei, Brands such as Baidu, Snap, Google, Thunderbird Innovation, Gudong Technology, Flash Technology, XREAL, Liangliang Vision, Tribute to the Unknown, Lenovo, Looktech, Hive/Boundary, Li Weike, TECNO, and many others have successively launched new AI glasses products.

The Reason Behind the AI Glasses "Going Viral"

Which companies are the core component suppliers?

The AI glasses industry chain mainly consists of upstream component supply, midstream equipment manufacturing, and downstream applications.

The main components upstream includeChips, sensors, storage, display modules, optical modules, structural components, lenses

The midstream involves complete machine manufacturing, including brand manufacturers and OEM manufacturers.

Downstream application areas include commercial scenarios and personal scenarios.

Xiangxiang will focus on showing everyone the key points.

AI glasses industry chain enterprises

Lens Technology

Researched and produced by Lens TechnologyAppearance parts, structural parts, optical lensesAlready applied to multipleHigh-end AI glasses and headsetsIn February this year, Lens Technology becameRokidThe overall assembly partner for the full range of AI glasses.From frames, lenses, functional modules to fully automated assembly, achieving full chain coverage.。

The company stated that with the continuous increase in the penetration rate of AI glasses, its early layout in this field is expected to become a new growth driver for the company.

GoerTek Inc.

The world's leading consumer electronics OEM - GoerTek Co., Ltd., isCore OEM of Meta Ray-Ban AI GlassesIn 2025, the production capacity target is 10 million units, and it will be further deepened.Participate in the acoustics, optical components, and whole assembly of Xiaomi AI glasses.With an annual contracted production capacity of 3 million sets and a yield rate exceeding 95%.

Technical reserves coverLCOS optical engine module and arrayed waveguide grating solutionDeeply tied to major companies like Meta and Huawei, benefiting from the expansion of the global AI glasses market.

HC Semitek

HC SemiTekMicroLED TechnologyIt can be used in AI glasses with display functions. This technology offers significant advantages such as high brightness, high color saturation, low power consumption, and high resolution.

Biwin Storage

Biwin Storage has now become the main supplier of storage chips for many AI glasses manufacturers both domestically and internationally, includingXiaomi, Meta, Rokid, Thunderbird Innovation, etc.Brand.

BIWIN Storage stated that the company ranks among the top in market share for storage chips and will fully benefit from the explosive growth of AI glasses.

In 2024, the company's emerging edge AI business revenue will exceed 1 billion yuan.Year-on-year growth of approximately 294%, includingAI Glassessmartwatches, learning devices, translation devices, and several other emerging fields, among which,The performance in the field of AI glasses is particularly outstanding.It is expected that the company's revenue from AI glasses products will be in 2025.Expected to achieve a year-on-year growth of over 500%。

Rockchip

Rockchip has a long-term accumulation in audio, video, display, ISP, and other related technology routes.RV Series Vision ChipsLeveraging the advantages of low-power solutions and self-developed ISP, this technology can be applied to AI glasses, and there are already customer projects using the company's products.

Mingyue Lens

Bright Moon Lens’s business covers the entire industry chain, from lens material research and development to end-product sales. The company focuses on mid-to-high-end products.Optical resinResearch and development and production of lenses.

Mingyue Lens has partnered with Xiaomi to provide high-definition, lightweight lenses for Xiaomi AI glasses, marking its entry into the smart glasses field.

Haopeng Technology

Haopeng Technology focuses onHigh Energy Density Battery TechnologyResearch and product manufacturing have been developed, forming a comprehensive layout in the field of AI intelligent wearables, with products coveringAI/AR/VR glassesAI headphones and other types of AI+ smart terminals.

The company has become a qualified supplier for a leading wearable brand's AI glasses, with mass production and shipment to various brand customers starting from Q3 2025.

……

The rapid development of the smart glasses industry

Innovation in materials science is indispensable.

Transparent optical materials:Common materialsIncluding plastics and special glass, such asPolycarbonate (PC)，It provides clear visual effects and also features scratch resistance and impact resistance.

Structural materialsThe frame and casing need to be lightweight and sturdy. Currently, most AR/VR devices have adopted this approach.Nylon (PA)As structural component materials (including the frame, housing, headband, and buckle, etc.).

Sensor and camera materials:PC COCCommonly used for manufacturing lenses in head-mounted display devices.PMMALenses and optical components commonly used in some mid-range VR devices.

Connection and Communication Materials:AR glasses need to transmit data with external devices and require high-performance wireless communication materials. The materials includeLiquid Crystal Polymer (LCP)High-performance plastics, as well as semiconductor chip materials used for data storage.

Human contact materials:Silicone, thermoplastic elastomer materialsCommonly used for making facial contact pads, it is lightweight, soft, and breathable, significantly enhancing wearing comfort.

【Copyright and Disclaimer】The above information is collected and organized by PlastMatch. The copyright belongs to the original author. This article is reprinted for the purpose of providing more information, and it does not imply that PlastMatch endorses the views expressed in the article or guarantees its accuracy. If there are any errors in the source attribution or if your legitimate rights have been infringed, please contact us, and we will promptly correct or remove the content. If other media, websites, or individuals use the aforementioned content, they must clearly indicate the original source and origin of the work and assume legal responsibility on their own.

Alibaba AI Glasses Make Debut! The Smart Glasses Market Is Booming, Which Companies Are Involved in the Industry Chain?

Most Popular