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.
The documented production-line conversions and shipment growth show mature consumer-electronics supply chains moving into AI-glasses manufacturing. The report also shows that this expansion is accompanied by quality, profitability, cash-flow and return-rate challenges, while inconsistent product definitions and ranking methods complicate comparisons of market leaders.
（本文作者为 志读科技，钛媒体经授权发布）
一年时间，华强北以及周围辐射的代工厂，已经没人不知道AI眼镜了。
深夜一点，东莞长安镇一处厂房仍亮着成片白光。
4条产线同时运转，几十个工人戴着防静电手环，以每小时220台左右的速度，把电池等元器件组装起来。车间角落的一间实验室内，机器在做着镜腿弯折和高低温测试，料盒里一半是镜腿、镜架，另一半还混着没来得及清走的蓝牙耳机主板。
这家靠做耳机起家的工厂，今年开始，已经全面转型。
#AI glasses#Omdia#XREAL#Rokid#RayNeo#Viture#Xiaomi AI Glasses#Quectel#Longcheer#Lens Technology#Goertek#AAC Technologies