Xiaomi AI Glasses
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- 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.
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