Google and Apple are concentrating on developing AI glasses, which may replace smartphones.

Recent data from multiple industries shows that the AI glasses market is growing at an astonishing rate, with tech giants such as Google, Apple, Meta, and others accelerating their layout. Analysis indicates that these tech giants' expectations for AI glasses are not only in hardware sales themselves, but more importantly in their potential as the next generation of human-computer interaction interfaces. In terms of market positioning, AI glasses are developing in two directions: one is as a mobile phone accessory to enhance the functionality of phones, and the other is gradually moving towards becoming standalone devices, potentially replacing smartphones in the end. A report shows that in the first half of 2025, global shipments of AI glasses reached 4.065 million units, a year-on-year increase of 64.2%. It is estimated that by 2029, global shipments of AI glasses are expected to exceed 40 million units.