AI Glasses Concept Stocks Surge:
On September 17, several AI glasses concept stocks surged significantly, with Bole Optics, Yongxin Optics, and Kosen Technology hitting the daily limit up. Huicheng Vacuum and Changying Precision both rose over 11%. In related news, Meta Connect 2025 is scheduled for September 17-18 Pacific Time. During his keynote address, Mark Zuckerberg will “share the latest updates on AI glasses and Meta's vision for artificial intelligence and the metaverse.”
Call for Innovative AI Glasses Scenarios and Outstanding Solutions for 2025 Concludes Successfully:
On September 5, 2025, the final evaluation for the AI Glasses Innovation Scenarios and Outstanding Solutions Call for Entries was successfully concluded. Initiated by the Terminal Laboratory of the China Academy of Information and Communications Technology (CAICT), the event officially launched in June. Participating companies spanned the entire AI glasses industry chain, including device manufacturers, content providers, application developers, and software tool developers. Submitted cases covered diverse scenarios such as daily life assistance, sports and outdoor activities, and business operations, showcasing solutions across multiple application areas.
Policy and market tailwinds drive explosive growth in wearable device shipments:
The General Administration of Sport of China has released the “Guiding Opinions on Promoting High-Quality Development of Sports-for-Health Initiatives,” explicitly calling for the digital and intelligent upgrading of sports-for-health services and the active adoption of smart wearable monitoring devices and equipment. According to the latest IDC report, global shipments of wrist-worn devices grew by 12.3% year-over-year in the second quarter of 2025. China led the global market with a 33.8% growth rate, where shipments of smartwatches for adults surged by 64% compared to the same period last year.
Multiple AI Smart Glasses Debut at Meta Connect 2025 Event:
At the Meta Connect 2025 event, Zuckerberg officially unveiled Meta's new AI+AR glasses lineup, including the next-generation Ray-Ban Meta, Oakley Meta Vanguard, and Meta Ray-Ban Display. Among these, the Meta Ray-Ban Display features a full-color display in the right eye's single-lens position, capable of showing information, notifications, navigation, and translations. It also pairs with the Meta Neural Band electromyography wristband, enabling control through gestures like wrist rotations and finger pinches.