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Headlines · 3
- RayNeo Previews Fourth-Generation Dual-Eye Full-Color AI Glasses
RayNeo has announced the upcoming RayNeo iO+, its fourth-generation AI glasses, featuring a dual-eye full-color MicroLED light-waveguide display and a more compact light engine. According to the company, the glasses use a rounded frame with vintage tortoiseshell elements and gold accents. Their temples are similar in size to those of the preceding iO, and RayNeo says the new waveguide reduces rainbow artifacts, light leakage and lens reflections. Detailed specifications, feature configurations and the official release date have not yet been disclosed.
IT之家 AI · 🔥 0 - Consumer-electronics suppliers shift toward AI glasses
TMTPost reports that contract manufacturers around Shenzhen’s Huaqiangbei area and Dongguan are shifting toward AI glasses as orders and suppliers increase. A formerly earphone-focused factory in Chang’an, Dongguan, has converted to four assembly lines running at a reported rate of about 220 units per hour. Huaqiangbei merchants have received export orders from customers in Europe, the United States, Southeast Asia and the Middle East, while established suppliers including Lens Technology, Goertek and AAC Technologies are expanding. Omdia data cited by TMTPost put global AI-glasses shipments at 4.2 million in the first half of 2026, up 127% year over year. The report also cites low yields, high return rates, weak profitability and inconsistent market-ranking definitions and data sources.
钛媒体 · 🔥 0 - AI glasses boom meets 'China's eyewear capital': Danyang shops hesitate
In Q1 2026 global smart glasses shipments hit 3.566 million units, up 130.1% year on year; Tmall's first 618 phase saw AI glasses sales rise ninefold, and smart glasses joined China's national subsidy list, with 15% off devices under 6,000 yuan. Yet in Danyang, Jiangsu — known as "China's eyewear capital" — small shop owners hesitate: display-equipped AI glasses cost nearly 1,800 yuan wholesale, models iterate fast and merchants lack stock-return guarantees, while industry monitoring puts average AI glasses return rates near 30% on major e-commerce platforms and 40%–50% on Douyin livestreams. Danyang has 1,600+ eyewear companies and 50,000+ workers making over 400 million lens pairs a year — about 75% of China's lens output and half the world's — and local leader Mingyue Optical Lens has been Xiaomi's exclusive optical partner for its AI glasses since June 2025, reporting 6.51 million yuan in cumulative revenue from that business as of Sept 30, 2025 and a 78.6% gross margin on smart-glasses lenses.
虎嗅 AI · 🔥 0
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