Zhongjin: AI glasses are expected to create the next mobile terminal

On January 7th, Jinshi Data reported that according to CICC research, we believe that after multiple rounds of product iteration, the successful paradigm of AI glasses may have emerged. We expect to dump about 2 million units in 2024, with a penetration rate of 0.1%, and the market size is about 3.65 billion yuan. Looking ahead, we are optimistic about the upgrade of core components such as AI glasses SoC, storage, and display, optimizing user experience, enriching application scenarios, and potentially creating the next mobile terminal. According to Wellsenn's estimated data, the global AI smart glasses dump is expected to reach 80 million units in 2030, with a penetration rate of about 4.3%.