From Baidu's launch of the world's first native AI glasses equipped with a Chinese large model, to Shanji's first mass-produced AI shooting glasses in China, and the collective appearance of over 40 new AI glasses at the CES exhibition... Technology giants and emerging forces have entered the AI glasses market, with a variety of product forms. Recently, the "Hundred Mirrors Battle" has started in the AI heat wave. Why is the AI glasses market experiencing an explosion? The answer is the continuous upgrading of AI models. Intelligent wearable devices centered around AI glasses are becoming the focus of competition among technology giants, AR/VR manufacturers, and emerging brands. This battle is not only about the iteration of hardware products, but also a comprehensive competition of AI big models, human-computer interaction, and industrial ecology. In today's rapidly advancing technology, AI glasses, as the new favorite of smart wearable devices, are gradually moving from "niche tasting" to "mass popularization". IDC predicts that the global smart glasses market will ship 12.05 million units by 2025, a year-on-year increase of 18.3%. Among them, audio glasses and audio shooting glasses without display function are expected to be shipped 5.47 million units, a year-on-year increase of 101.9%. Behind this prediction is the joint result of technological breakthroughs, demand upgrades, and industrial dividends. The integration of AI big models and augmented reality (AR) technology has completely changed the interaction logic of smart glasses. Early products such as Google Glass failed due to their limited functionality and clumsy interaction. Nowadays, the end-to-end deployment of large models such as GPT-4o and Tongyi Qianwen has enabled AI glasses to have "human like" intelligence such as real-time translation, scene recognition, and health monitoring. At the hardware level of the product, the breakthrough of MicroLED display and resin diffraction optical waveguide technology has solved the long-standing problem of rainbow patterns in the industry. Lightweight design compresses the weight to a wearing experience close to that of ordinary sunglasses. Users' expectations for smart devices have shifted from "functional overlay" to "scene reconstruction". Traditional mobile phones are limited by screen size and interaction methods, making it difficult to meet the demands of multitasking in parallel. On the other hand, AI glasses liberate hands and attention through the fusion of virtual and real display and seamless interaction. AI glasses are gradually transitioning from a single shooting tool to a multifunctional intelligent terminal. At present, AI glasses on the market not only have basic functions such as high-definition shooting and voice assistants, but also can use AR technology to provide a more immersive experience. Doctors use smart glasses to retrieve real-time 3D anatomical maps of patients to assist in surgery, engineers use AR annotation to complete precise repairs on industrial sites, and cycling enthusiasts use AI glasses to integrate motion cameras and intercom functions. The cross-border cooperation between consumer electronics giants, Internet platforms and traditional glasses manufacturers has accelerated the maturity of the industry. The entry of China's three major telecom operators has accelerated market maturity. China Telecom launches AI glasses equipped with the Starry Sky model, supporting navigation and health monitoring for visually impaired individuals; China Mobile empowers voice interaction functions through the Nine Day Big Model API, promoting the implementation of scenarios such as education and industry; China Unicom adopts eSIM technology, which eliminates the need for users to carry mobile phones and enables data transmission and communication through the communication function of the glasses themselves. Traditional mobile phone manufacturers such as Huawei and Xiaomi have quickly launched multiple AI glasses products with their advantages in hardware manufacturing, supply chain management, and other aspects. The core competitiveness of triple drive technology racing AI glasses is not a single technological advantage. The products that stand out in the "Hundred Mirrors Battle" have all grasped three core competencies: AI deep empowerment, hardware ultimate experience, and ecological scene closed-loop. Manufacturers need to find a relatively optimal solution between technology availability, price accessibility, and scenario necessity. These three factors together constitute the competitive "moat" of AI glasses, which is not only a result of technological revolution, but also a direct response to market demand. The core competitiveness of AI glasses lies in "intelligence" rather than "functionality". Traditional devices rely on pre-set programs, while AI glasses achieve dynamic learning and scene adaptation through multimodal large models. For example, Baidu Xiaodu AI Glasses integrates a large Chinese model, supporting dialect recognition and personalized recommendations; Meta Aria Gen 2 dynamically adjusts health recommendations through eye tracking and heart rate sensors. The end cloud collaborative architecture further optimizes energy consumption and response speed. Lightweight models such as DeepSeek combine cloud computing power to ensure real-time response and reduce power consumption. Domestic manufacturers use model compression technology to achieve complex task processing on low computing chips, which can greatly reduce costs. Optical display is the cornerstone of user experience, and hardware aspects such as display, sensing, and form are constantly innovating. The combination of MicroLED and optical waveguide has become the mainstream solution, and the full-color array optical waveguide technology of the Thunderbird X3Pro greatly reduces the size of the optical machine and greatly improves its brightness. Sensor integration has expanded the application boundaries, with Meta Aria Gen 2 incorporating PPG heart rate monitoring and Gyges Labs' Halliday glasses achieving invisible display through micro projection. Innovation in form is equally crucial. Huawei and Xiaomi are exploring a split design, moving the computing module to the neck hanging device to reduce the weight of the mirror frame; Xingji Meizu collaborates with Up Network to launch Web 3 glasses, combining blockchain authentication with AR interaction. Successful AI glasses are not only hardware products, but also ecological entrances, completing a closed loop from vertical scenarios to life services. In the industrial field, AI glasses have integrated a digital work order system, and remote experts can guide on-site operations through AR annotation; In the field of consumption, AI glasses can access Alipay and Didi, and users can complete payment and car hailing through voice; In social work, collaborating with DingTalk and Feishu to develop conference subtitle projectors and speech teleprompters can solve the pain points of remote work. In the future, glasses may become interactive terminals for the metaverse, such as Rokid AR Spatial supporting a 300 inch virtual screen, providing immersive space for gaming and socializing. Despite the booming development of the AI glasses market, there are still many pain points and challenges to be faced with the pending standards. The technological bottleneck urgently needs to be overcome. The current yield of optical waveguide technology is insufficient and the cost remains high; In terms of battery life, most products only support 6-8 hours, which is difficult to meet all-weather requirements. The accuracy issue of SLAM (real-time positioning and map construction) leads to AR navigation deviation, and the false touch rate of gesture recognition is still high. Poor compatibility between devices leads to ecological fragmentation. The breakthrough directions include new battery materials (such as solid-state batteries), low-power chip design, and optimization of biomimetic eye tracking algorithms. The camera and microphone of AI glasses continuously collect environmental data, causing concerns about privacy breaches. Meta Aria Gen 2 has been boycotted by users due to unclear data usage. The solution needs to be a combination of hardware encryption (such as localized data processing) and regulatory improvements, such as the EU's requirement for AI glasses to default to facial recognition. In addition, users' understanding of AI glasses is still at the stage of "trying them out", and they need to improve their stickiness through essential scenarios such as health monitoring and accessibility services. The current market lacks unified technical standards, and products from different brands are incompatible with each other. Developers need to adapt applications separately for each platform, resulting in a fragmented ecosystem. At the same time, the price war has intensified the risk of homogenization, and SanDisk Technology has seized the low-end market with triple digit pricing. However, the convergence of functions such as shooting and translation has weakened user stickiness. The industry needs to establish unified standards through alliance cooperation, and equipment manufacturers need to accelerate differentiated innovation. The 'Hundred Mirrors Battle' is not only a competition among hardware manufacturers, but also a microcosm of the landing of AI technology and ecological reconstruction. The outbreak in 2025 is just the starting point. In the future, AI glasses may evolve into "human enhanced organs" that directly interact with visual nerves, achieving a cognitive revolution of "what you see is what you get". In this' hundred mirror battle ', only enterprises that prioritize technological breakthroughs, scene innovation, and ecological synergy can lead the new wave of smart wearables. (New Society)