Staff Reporter: Li Xiaoyan
AI Glasses Released January–September 2025 and the Companies That Announced Them
| No. | Product Name | Announcing Company/Organization | Notes |
|---|---|---|---|
| 1 | Mulan 2 & Wood 2 | Goertek | Micro LED + VHG waveguide (details TBD) |
| 2 | Coray Air 2 | Coray (a Goertek brand) | JBD Hummingbird Micro LED light engine + silicon-carbide waveguide (0.7 mm) |
| 3 | AI Glasses Pro | Unspecified (China startup) | Micro OLED + resin waveguide |
| 4 | AR Glasses | Leyard | Micro LED microdisplay module + waveguide |
| 5 | AI Glasses | Xiaomi | TBD (likely LCoS or Micro OLED) |
| 6 | AI Glasses | Lenovo | — |
| 7 | AI Glasses | Thunderbird | Micro LED + waveguide |
| 8 | AI Glasses | Liweike | — |
| 9 | AI Glasses | Transsion | TBD (likely LCoS or Micro OLED) |
| 10 | AI Smart Glasses | Samsung | Displayless design; Qualcomm AR1+ Gen 1 chipset |
| 11 | AI Glasses | Google (HTC as ODM) | Android XR platform (Chinese version) |
| 12 | Ray-Ban Meta (2nd Gen) | Meta | — |
| 13 | Quark AI Glasses | Alibaba | Tongyi Qianwen large model + Micro LED + waveguide |
| 14 | AI Glasses | Li Auto | — |
| 15 | V3 AI Smart Glasses | V3 Technology | Micro LED waveguide |
| 16 | Rokid Max AR Glasses | Rokid | — |
| 17 | XREAL Air 2 Pro | XREAL | — |
| 18 | Vision (Explorer Edition) | vivo | — |
| 19 | INMO Air 3 | INMO | — |
| 20 | HEY Subtitle Glasses | LEION | — |
| 21 | S3 AR Smart Glasses | S3 | — |
| 22 | AI Glasses | Huawei | — |
| 23 | AI Glasses (Multiple Models) | JD.com | — |
| 24 | AI Smart Glasses | Lightyear | — |
| 25 | AI Glasses | Lingxi | — |
In 2025, the smart-glasses market is experiencing explosive growth, widely regarded across the industry as the breakout year for AI glasses. According to JD.com’s semiannual report on smart glasses released on August 26, transaction volume in the first half of 2025 increased more than tenfold year over year, and the number of participating brands tripled. On average, a new model is unveiled every nine days, with players ranging from startups to global tech giants rushing into the arena.
This surge is not only reshaping human–computer interaction but also creating unprecedented opportunities for LED display technologies—especially Micro LED. The rise of AI glasses is accelerating the commercialization of Micro LED while simultaneously raising the bar and demanding coordinated breakthroughs across the entire supply chain.
Opportunities AI Glasses Create for Micro LED
The core value of AI glasses lies in the dual requirement of “lightweight design” and “high display performance,” both of which align naturally with Micro LED’s strengths. With self-emissive pixels, low power consumption, high brightness, and a wide color gamut, Micro LED can meet the demanding visual needs of AI glasses in complex environments. Under bright outdoor lighting, traditional OLED or LCD displays often suffer from glare and reduced visibility, whereas Micro LED delivers far better power efficiency, extending single-charge usage to hours—critical for battery-powered wearables.
In addition, the continuous miniaturization of Micro LED chips (for example, optical engine volumes on the order of ~0.15 as cited in the source) enables integration into the temples or frames, achieving a thin, lightweight form factor that looks and feels like everyday eyewear—dispelling the long-standing stereotype of bulky AR/VR headsets. At the ecosystem level, large-scale adoption in AI glasses will further accelerate Micro LED’s path to mass-market commercialization.
Higher Requirements AI Glasses Place on Micro LED
Despite its promise, Micro LED faces multiple technical hurdles on the road to commercialization in AI glasses. First, the stability and efficiency of mass transfer remain bottlenecks. Scaling production requires accurately transferring millions of micron-scale chips to the substrate, and today’s techniques still struggle to meet volume-production needs for speed and yield. Further, continued chip miniaturization and uniformity control introduce new challenges. As chip sizes shrink below 10 μm, sidewall effects intensify and light-extraction efficiency drops. While dual-stack architectures can increase pixel density, they also introduce complex thermal-management and electrical-crosstalk issues.
Cost control and supply-chain integration are equally pivotal. Micro LED manufacturing spans epitaxy, chip fabrication, mass transfer, and packaging, with significant capital expenditures along the way (for example, individual laser-processing systems can cost in the tens of thousands of U.S. dollars or more). Achieving meaningful cost reductions through technological innovation and cross-industry collaboration is a prerequisite for large-scale deployment in AI glasses.
From a go-to-market perspective, partnerships and alliances are an effective entry strategy. LED companies should proactively build strategic relationships with AI-glasses brands, optical-module makers, and chip vendors to form ecosystem alliances. A customer-driven approach helps companies track real market needs and develop products that truly fit target scenarios. By collaborating up and down the value chain, companies can pool resources and complementary strengths to accelerate Micro LED adoption in AI glasses.
For LED display companies, the strategic playbook starts with early planning—elevating Micro LED to a core R&D priority and closing capability gaps through M&A or partnerships. At the same time, they must guard against risks. One is the risk of choosing the wrong technical path: avoid chasing short-term hype (such as extreme pixel density at any cost) and instead focus on sustained breakthroughs in core technologies like mass transfer and full-color integration. Another is the risk of insufficient market education: as an emerging category, AI glasses require scenario-based marketing to lower user learning curves rather than relying solely on spec sheet comparisons.
Conclusion
In short, the explosive rise of AI glasses offers Micro LED unprecedented opportunities and a clear route to commercialization—while also imposing higher technical and supply-chain requirements. Well-positioned LED companies can seize this historic window by doubling down on technological innovation, ecosystem collaboration, and differentiated strategies to open a new “blue ocean” in AI eyewear. At the same time, they should heed past lessons: avoid price wars and me-too competition, and focus on value creation and sustainable growth. As AI glasses and Micro LED advance together, we are likely to witness the maturation and widespread adoption of the next generation of display technology—and the dawn of a new era in human–computer interaction.