Recently, sources revealed that OpenAI has reached a major agreement with Chinese hardware manufacturer Luxshare Precision, which will be responsible for assembling at least one new device from OpenAI. This news undoubtedly injects new vitality into the upcoming edge AI market. OpenAI's plans include not only smart speakers without displays but also innovative products such as smart glasses, digital voice recorders, and wearable lapel pins. The first batch of devices is expected to be launched by the end of 2026 or early 2027.
With technological advancements, the smart glasses market is undergoing a significant transformation from "feature phones" to "smartphones." Industry experts believe this shift means that the hardware competition is about to enter a new stage. Lightweight design, interaction capabilities, and security will become the three key breakthroughs driving industry development. According to a report by International Data Corporation (IDC), global smart glasses shipments reached 1.487 million units in the first quarter of this year, with 494,000 units sold in the Chinese market, both showing significant growth compared to the previous year. It is expected that by 2025, global smart glasses shipments will reach 15 million units, with China's market share also significantly increasing.
Luxshare Precision has accumulated rich experience in the AI glasses field. The company jointly built the world's first fully automated optical production line with XREAL, greatly reducing production costs. Its subsidiary Luxkang Precision focuses on the manufacturing of virtual reality equipment, providing strong support for the smart glasses supply chain. In addition, Rockchip Company continues to launch low-power visual chips to meet the market demand for AI glasses and optimizes AI image stabilization and encoding/decoding technologies in sports scenarios, with some customers already choosing its products.
The collaboration between OpenAI and Luxshare Precision not only signifies the arrival of a new generation of smart hardware but also heralds the vigorous development of the edge AI market. With the release of smart glasses and other wearable devices, consumers will enjoy a smarter and more convenient lifestyle.
