Xiaomi and Baidu Enter AI Smart Glasses Market, Challenging Meta's Dominance

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On Fri, 8 Nov, 8:06 AM UTC

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Xiaomi collaborates with Goertek to develop AI-powered glasses, while Baidu unveils its Xiaodu AI Glasses, both aiming to compete with Meta's Ray-Ban Smart Glasses in the growing wearable AI technology market.

Xiaomi's Entry into AI Smart Glasses

Xiaomi, the Chinese tech giant, is reportedly developing a pair of AI-powered smart glasses in collaboration with Apple supplier Goertek. The company aims to launch these glasses in Q2 2025, potentially competing with established players like Meta's Ray-Ban Smart Glasses 1.

Key features of Xiaomi's AI glasses include:

  • Camera and audio modules
  • AI-backed functionality
  • Expected shipment target of over 300,000 units, according to CEO Lei Jun

Baidu Unveils Xiaodu AI Glasses

In a parallel development, Baidu, China's leading AI innovator, has unveiled its Xiaodu AI Glasses. The company showcased this new wearable technology at the 2024 Baidu World Conference 5.

Specifications of Baidu's Xiaodu AI Glasses:

  • Weight: 45g
  • 16-megapixel ultrawide camera
  • Four-microphone array
  • Battery life: 5 hours of calling and playback, 56 hours standby
  • Charging time: Approximately 30 minutes

AI Integration and Functionality

Both Xiaomi and Baidu are leveraging their AI expertise to enhance the capabilities of their smart glasses:

  1. Xiaomi's AI glasses are expected to offer features similar to Meta's Ray-Ban Smart Glasses, with a focus on AI-driven functionalities 2.

  2. Baidu's Xiaodu AI Glasses are powered by the company's native large language models (LLMs) and run on the DuerOS AI operating system. They offer features such as:

    • Real-time query answering ("walk-and-ask queries")
    • Calorie recognition
    • Object identification
    • Audio-visual translation
    • Intelligent reminders 5

Market Competition and Positioning

The entry of Xiaomi and Baidu into the AI smart glasses market intensifies competition with established players:

  1. Meta's Ray-Ban Smart Glasses have seen growing demand, consistently outpacing supply 4.

  2. Xiaomi's glasses are expected to be priced competitively, potentially below Meta's $299 price point 3.

  3. Both Xiaomi and Baidu aim to leverage their existing ecosystems:

    • Xiaomi's strong brand presence in China and growing global reach
    • Baidu's integration with services like Baidu Maps and Baike (online encyclopedia)

Broader Industry Trends

The development of AI-powered smart glasses reflects a larger trend in the tech industry:

  1. Global tech firms are increasingly focusing on integrating AI into consumer-focused hardware 3.

  2. Other companies like Snap and various Chinese firms are also producing AI-enabled glasses with features such as real-time translation and pathfinding 3.

  3. The wearable AI technology sector is growing, with companies like Apple reportedly exploring the market 4.

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