AI Eyewear Market Surge: Shenzhen iN-Cube Automation Co Ltd in the Spotlight
In a significant development for the AI eyewear sector, Shenzhen iN-Cube Automation Co Ltd, a company listed on the Shenzhen Stock Exchange, finds itself at the center of a market rally. The recent announcement by Xiaomi, a leading tech giant, about the launch of its AI eyewear has sent ripples through the industry, propelling companies like Shenzhen iN-Cube Automation into the limelight.
On June 25, 2025, Xiaomi confirmed through its official Weibo account that it would unveil its AI eyewear, dubbed “a personal intelligent device for the next generation,” on June 26 at 7 PM. This announcement has sparked a surge in AI eyewear concept stocks, with Shenzhen iN-Cube Automation’s stock, among others, experiencing a notable increase. The company’s stock, along with others in the sector such as Zhiliang Precision and Zijian Electronics, saw significant gains, reflecting the market’s optimistic outlook on the burgeoning AI eyewear market.
The AI eyewear market is currently in a phase of explosive growth, with IDC predicting a global shipment volume of 12.05 million units in 2025, marking an 18.3% year-on-year increase. This growth is fueled by the entry of major brands and the introduction of innovative products, such as Baidu’s AI eyewear equipped with a native Chinese large model and Shangji Technology’s AI Pipo Glasses, which have made AI eyewear more accessible to a broader audience.
Despite the enthusiasm, the AI eyewear market faces challenges, including short battery life, insufficient SLAM accuracy, high gesture recognition error rates, and poor device compatibility. These issues present an opportunity for companies like Shenzhen iN-Cube Automation to innovate and capture market share by addressing these pain points.
The price range for AI eyewear products is broad, with basic AI audio glasses priced around a thousand yuan, while more advanced models featuring AR capabilities range from 2000 yuan to several thousand yuan. The market’s competitive landscape is heating up, with brands like Huawei and Ray-Ban entering the fray, indicating a “battle of the glasses” that is just beginning.
Looking ahead, the AI eyewear market is expected to transition from an exploratory phase to a high-speed development phase. With the entry of more brands and the maturation of AI technology, the market is poised for significant growth. By 2035, AI+AR smart glasses are projected to achieve a penetration rate of approximately 70%, with sales reaching 1.4 billion units, potentially rivaling the scale of the smartphone market.
For Shenzhen iN-Cube Automation Co Ltd, the current market dynamics present both challenges and opportunities. As the AI eyewear market continues to evolve, the company’s ability to innovate and address the existing technological hurdles will be crucial in determining its success in this competitive landscape. With the global market on the cusp of a major transformation, Shenzhen iN-Cube Automation is well-positioned to play a significant role in shaping the future of AI eyewear.