AI Glasses War at MWC2025: AR Display is the Standard, Ecological Interconn

Introduction

The MWC2025 in Barcelona has become a significant platform for observing the changes in the tech industry, with AI glasses making a meaningful appearance this year. Companies like Lei Bird Innovation, Xingji Meizu, Shanji, Transsion, and BleeqUp (a tribute to future overseas brands) have showcased their AI glasses on this global stage.

The Rising Trend of AI Glasses

The AI glasses market is experiencing significant growth, with China leading globally in market growth rate. According to IDC's report, the global smart glasses market is expected to reach 12.8 million units in 2025, marking a 26% increase from the previous year. Remarkably, China's market is projected to ship 2.75 million units, representing a remarkable 107% year-on-year growth.

Bicycle Glasses and the Path to Specialization

One notable trend at MWC2025 is the emergence of specialized AI glasses, such as the BleeqUp Ranger, the world's first AI cycling glasses. This product combines AI glasses with cycling glasses, offering features like a 16MP high-definition camera, 1080p video recording, and a 120-degree field of view. It also supports various shooting modes and AI-powered features, making it a versatile device for cyclists.

AR Display: The Inevitable Path for AI Glasses

AR display technology is becoming a standard feature in AI glasses. Models like the Rokid Glasses AR+AI and Xingji Meizu StarV Air 2 have incorporated AR display capabilities into their lightweight designs. Transsion's AI Glasses Pro has also adopted a MicroLED+resin diffractive waveguide dual-display方案, supporting AI translation and navigation scenarios. This trend is expected to continue, with upcoming models like the Xiaomi AI glasses and the third-generation Meta Ray-Ban collaboration AI glasses also set to include display modules.

The Battle for Ecological Positioning

AI glasses are not just standalone devices but are becoming integral parts of a broader smart ecosystem. Companies are focusing on integrating AI glasses with other smart devices, such as smartphones, smartwatches, and health monitoring devices. This integration aims to create a seamless and interconnected user experience, making AI glasses a key component of the next generation of personal computing devices.

Conclusion

The AI glasses showcased at MWC2025 reflect the rapid evolution of this emerging technology. With AR display technology becoming a standard and ecological interconnection gaining prominence, AI glasses are set to become more sophisticated and user-friendly. The market's growth, particularly in China, indicates a promising future for AI glasses, with increased product innovation and market expansion expected in the coming years. As the technology advances and more players enter the market, AI glasses are likely to play a more significant role in our daily lives, transforming how we interact with technology and each other.