Galaxy Securities: Smart glasses are expected to become the next major consumer electronics category after smartphones
📊Executive Summary
The article discusses the rapid growth of AI smart glasses, highlighting significant market potential as major tech companies like Alibaba and Baidu enter the space. It notes that the global AI glasses market is projected to see substantial sales growth, with an expected shipment increase from 240,000 units in 2023 to 4 million by 2029. Key suppliers in the supply chain, such as Hengxuan Technology and Crystal Optoelectronics, are mentioned as crucial players in the production of components like chips and displays. The article emphasizes the importance of monitoring these developments as they could significantly impact procurement strategies in the consumer electronics sector....
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