Around November 2025, the global 3C smart wearable industry witnessed a surge in new product launches, accelerated technological iteration, and market penetration into mainstream consumer segments. Particularly in the AR/AI glasses sector, there was a flurry of activity, while health monitoring products continued to advance toward medical-grade capabilities. Below is a summary of key industry developments:
AR/AI glasses emerge as the core of new product explosions, with multi-dimensional upgrades driving mass adoption
Global giants are rolling out new products in droves:Over the past month, domestic brands including Hisense, Lenovo, Leyard, and Meizu, alongside international players like Apple, Samsung, and Meta, have collectively launched over 18 new AR/AI glasses models, with prices ranging from entry-level 1,500 yuan to flagship 30,000 yuan devices. For instance, Samsung's Galaxy XR, released in October, is the first terminal product based on the Android XR platform jointly developed by Samsung, Google, and Qualcomm. It integrates the Gemini large model and supports voice, visual, and gesture interactions. Meta collaborated with Oakley to launch the Oakley Meta Vanguard, a sports-oriented AI smart glasses model featuring enhanced dust and water resistance, up to 9 hours of battery life, and the capability to record high-definition sports footage.
Comprehensive Optimization of Technology and Experience:Lightweight designs dominate the market, with Hisense Vidda G11 weighing just 27g and Meizu StarV Snap at 39g—approaching the comfort of regular eyewear. Display technology evolves toward full-color and high resolution, with increased adoption of MicroLED and Micro-OLED. Multiple products like Meta Ray-Ban feature full-color displays. Battery life challenges are addressed through solutions like battery swapping and dual-battery designs. For instance, the INMO GO3 supports 5-second battery swaps, while Leyard AR glasses offer up to 8 hours of runtime. Concurrently, large AI models are deeply integrated. Powered by models like Tongyi Qianwen and Gemini, products now deliver practical functions such as translation and meeting note-taking.
Expanding Cross-Industry Integration Scenarios:Rokid partners with JD Technology to launch JoyGlance shopping assistant on Rokid smart glasses in November. Users can identify items via the camera to search for similar products and add them to cart. Payment functionality will roll out in January next year, enabling “see it, buy it” shopping. TCL LeEco has launched its Air 4 series starting at 1,599 yuan. As the world's first HDR-enabled smart glasses, they target mass-market viewing experiences, compatible with smartphones, computers, and other devices to enter the entry-level consumer segment.
Health monitoring products are advancing toward medical-grade standards, with increasing emphasis on the needs of specific demographic groups
Medical-grade functionality emerges as core competitive advantage: By 2025, sales of products featuring ECG and continuous blood oxygen monitoring will grow 35% year-over-year, while non-invasive blood glucose monitoring and blood pressure trend analysis are entering commercial deployment. Devices equipped with new biosensors accounted for 18% of shipments, a 10 percentage point increase from 2023. Furthermore, eight devices in China obtained Class II medical device certification by 2025. The policy-level green channel for medical device software approvals has also accelerated product penetration into professional healthcare sectors.
Focusing on the Silver and Youth Segments: The silver-haired user base will exceed 60 million by 2025. Wearable devices for this demographic will enhance features like fall detection alerts, one-touch emergency calls, and medication reminders. The youth market emphasizes safety and health monitoring, aligning with your previous focus on child safety protection scenarios. Related products have become one of the industry's fastest-growing segments.
Market landscape and supply chain show new changes
The market size is steadily expanding with domestic brands gaining prominence: By 2025, the global smart wearable device market is projected to reach $80 billion, with China's shipments exceeding 250 million units—accounting for 35% of the global total. Domestic brands hold a 68% market share domestically, while exports to regions like Southeast Asia and Latin America have grown by 22% year-over-year. Meanwhile, industry concentration has slightly decreased, with the top five manufacturers' global market share falling from 58% in 2023 to 52% in 2025. Emerging brands are gaining traction in niche segments like women's health and professional sports.
Supply Chain and Patent Competition Intensify: Domestic localization rates for components like flexible displays and low-power chips have risen to 45%, enhancing supply chain resilience. Regarding patents, 42,000 new global patents related to this field were filed in 2024-2025, with China accounting for 31%. Health algorithms and human-machine interaction are patent hotspots, yet patent litigation cases have surged by 27% year-on-year, making intellectual property protection a key corporate focus. Additionally, Qualcomm holds a dominant position in the XR-specific chip market, while domestic players like Hengxuan Technology and Rockchip focus on low-power solutions, driving up domestic chip adoption rates.
The industry ecosystem and policy environment continue to improve
Policy Guidance for Standardized Industry Development: China has introduced a green channel for medical device approvals, with key technology R&D eligible for a 15% additional tax deduction policy. The EU has implemented new data localization requirements, impacting global supply chain layouts. These policies not only promote industry standardization but also impose higher compliance demands on enterprises.
The industry ecosystem is advancing toward platformization: Leading companies are actively building platform-based ecosystems, with cross-device connectivity emerging as a key factor influencing high-end user purchases. At the CEIC2025 Consumer Electronics Innovation Conference held in Shenzhen this November, multiple products including real-time health monitoring watches were showcased. Industry consensus holds that smart wearables will deeply integrate with AI chips, becoming standard features in future smart terminals and further embedding themselves within the digital health ecosystem.