Since the Meta Ray-Ban Display, Meta’s AI-powered smart glasses, went on sale at select physical retail stores in the U.S. on September 30, they have rapidly sold out nationwide due to strong market response, with trial fitting appointments almost fully booked through November.

CICC stated that global shipments of AI/AR glasses are expected to reach 35 million units by 2028. Looking ahead, more AI glasses are anticipated to be equipped with display modules to enhance interaction efficiency and feature dual-chip, dual-system architectures to extend battery life or improve spatial computing capabilities, potentially creating a new AI terminal user experience. It is recommended to closely monitor investment opportunities in the AI/AR glasses sector.

According to the Cailian Press thematic database, among related listed companies:

In the AI glasses category, Universal Scientific Industrial primarily supplies clients in North America. This year, mass production of its Wifi SiP module has commenced, and the company has officially secured customer orders for higher integration N-in-one mainboard modules.

Luxshare Precision Industry’s system integration product portfolio includes AI glasses, AR/VR/XR glasses, smart bands, and smartwatches.