千问AI眼镜全系列线上零售额份额达30.4% 稳居市场第一

This article reveals the latest market share data of Qianwen AI glasses in China's online market and the current development status of the AI glasses track. Key takeaways are as follows:

1. According to Omida's monitoring data from March to April 2026, the full line of Qianwen AI glasses (including Quark AI glasses) holds a 30.4% share of online retail sales, ranking first in the industry—meaning one out of every three AI glasses sold online comes from Qianwen. Its newly launched G1 and S1 models, released in March this year, captured a 19.4% share just two months after launch, also taking the top spot.

2. China's smart glasses market is currently at a critical inflection point transitioning from a niche novelty to mass adoption. There are already 356 brands available online, competition in the track has fully intensified, and global tech giants including Google and Apple are ramping up their布局 in AI glasses.

3. The Qianwen AI S1 has already received its first major version update after launch, focusing on improving active services and spatial 3D display capabilities. Foreign media have noted that Qianwen is already ahead of Meta AI's Ray-Ban smart glasses in the Chinese market.

This article discloses the latest competitive landscape and development trends of the AI glasses track, providing references for brands planning to enter or expand related businesses. Key insights are as follows:

1. Consumption trends and competitive landscape: China's AI smart glasses industry is currently at a critical inflection point transitioning from niche novelty to mass adoption, making it a high-growth incremental track. 356 brands have already entered the online space, and competition has fully intensified. Globally, tech giants including Google and Apple are ramping up their investments, turning AI glasses into a comprehensive competitive arena for multi-dimensional capabilities.

2. References from leading brand strategies: Alibaba-backed Qianwen AI glasses has won market recognition through strong product power. Its full product line holds over 30% of online market share, and its new products took the top industry position just two months after launch. The brand also maintains rapid product iteration, enhancing competitiveness through major version updates that optimize core functions. This playbook offers valuable lessons for both new and incumbent brands.

3. Competitive landscape reference: Domestic brand Qianwen has already pulled ahead of overseas player Meta AI in the Chinese market, demonstrating clear competitive advantages for local brands.

This article outlines the latest changes in the AI glasses track, helping sellers assess opportunities and risks. Key takeaways are as follows:

1. Opportunity assessment: AI glasses are currently at a critical inflection point transitioning from a niche market to mass adoption, representing a high-growth potential track. Top global tech giants are all ramping up investments, and the industry's overall outlook is broadly positive. Sellers can explore incremental opportunities aligned with their own capabilities.

2. Risk warning: 356 brands have already entered the online AI glasses track, and competition has fully intensified. New entrants need to make full competitive preparations to mitigate risks brought by overheating in the track.

3. Actionable lessons: The growth trajectory of leading player Qianwen shows that product capability is core to capturing market share. Qianwen rolled out a major version update shortly after launching its new product, targeting optimized core functions. This approach of rapid response to user demand and continuous product iteration is well worth learning for sellers.

The latest developments in the AI glasses track bring new opportunities and transformation insights for upstream manufacturing. Key insights are as follows:

1. Business opportunities: China's AI glasses industry is currently in a critical transition period from niche novelty to mass adoption, with overall market size expanding rapidly. This brings sufficient incremental order opportunities for upstream manufacturing players, and factories can prepare capacity in advance to capture this opportunity.

2. Product design and manufacturing requirements: Competition in AI glasses has evolved into a comprehensive contest of large model capabilities, device form factor, interaction methods and ecosystem services. Market demand for new functions such as active services and spatial 3D display has increased significantly. Factories need to adjust their production design and capacity structure to meet the manufacturing requirements for these new functions.

3. Transformation insights: Leading brands generally adopt a rapid product iteration competitive strategy, which raises higher requirements for factories' flexible production and rapid response capabilities. Factories need to accelerate digital transformation to adapt to the new competitive pace of brands.

The information revealed in this article points to new business directions for service providers. Key insights are as follows:

1. Industry development trend: AI glasses have become a core track for global tech giants'布局, and the Chinese market is at a critical inflection point of moving from niche to mass adoption. The number of market players is growing rapidly, with 356 brands already active online, and market size will continue to expand. This means service providers' potential customer base is growing rapidly.

2. Core customer pain points: Track competition has evolved into multi-dimensional comprehensive competition, and brands need to continuously upgrade core functions such as AI capabilities and spatial display to improve competitiveness. Most brands do not have sufficient in-house technical capabilities to support this, creating clear demand for technical services.

3. Business opportunities: Service providers can develop technical solutions centered on active AI services and spatial 3D display, aligned with the core needs of AI glasses brands, to capture the growth dividend of the track and expand their customer base.

The latest changes in the AI glasses track offer valuable references for platform investment attraction and operations. Key insights are as follows:

1. Track layout direction: AI smart glasses are currently at a critical inflection point of mass adoption, with huge growth potential, making them a blue ocean category worthy of prioritized resource allocation. 356 brands have already established an online presence, and user demand is rising rapidly. Platforms can increase investment attraction for this category.

2.招商 priority: Qianwen AI glasses already holds over 30% of online market share, with strong new product momentum and outstanding user conversion capability. Platforms can prioritize recruiting such product-leading head brands to drive growth of the entire category and attract more user attention to the AI glasses segment.

3. Operational guidance: Track competition has fully intensified, and the influx of a large number of brands will bring more operational and management challenges. Platforms need to standardize competition rules in advance, monitor landscape changes brought by future entries of global giants such as Google and Apple, and prepare early to mitigate risks from industry volatility.

The latest data and industry dynamics disclosed in this article offer high reference value for AI glasses industry research. Key insights are as follows:

1. New industry trends: China's AI glasses market has officially entered a transition phase from niche novelty to mass adoption, and the online market has begun to see preliminary head concentration. Alibaba-backed Qianwen AI glasses ranks first with a 30.4% retail sales share, and its new products captured a 19.4% share just two months after launch. Local brands are already ahead of overseas giant Meta's products in the domestic market.

2. New changes in competitive dimensions: Globally, tech giants including Google and Apple are ramping up布局 in AI glasses and spatial computing devices. Track competition has shifted from single product hardware competition to comprehensive competition across large model capabilities, device form factor, interaction methods, and ecosystem services, changing the industry's competitive logic.

3. New competitive model: Leading brands have now adopted a rapid product iteration model, optimizing core functions through post-launch major version updates to pull away from competitors. This new product competition model deserves in-depth research.