Mass production and delivery of products drive the growth of multiple companies in the AI eyewear industry chain.

In the first half of 2025, the global consumer electronics industry continued to recover, and the AI glasses industry experienced benign growth. According to data from Choice Financial Terminal, as of September 1st, among the 103 listed companies in the AI glasses sector, 48 companies have seen an improvement in performance compared to the same period last year. Many companies have explicitly stated in their semi-annual reports that AI glasses products have been mass-produced and delivered in the first half of the year, becoming an important driver of performance growth for the companies.