The era of 'smart glasses,' the next war after AI, is imminent, but the key components are...
Date
Dec 29, 2025
Classification
- Trends/Insights
Glasses after smartphones? An 11 trillion won market is opening up
🫑 3-Line Summary
•
The smart glasses market is expected to grow rapidly to approximately 11.7 trillion won by 2030, more than four times its current size.
•
Meta is preparing for the post-smartphone era by combining AR displays with wrist-operated neural bands.
•
On the other hand, China already dominates 80% of key components, and the technological offensive by Chinese companies such as Alibaba and Xiaomi is fierce.
🥦 Insight
•
Moving the device from hand to eye.
If smartphones have occupied our palms, AI is now rapidly evolving to the stage where it occupies our gaze. This is not merely a hardware competition, but the prelude to a massive platform war that is fundamentally changing the way we consume AI.
Domestic companies are also jumping in, but the key to survival will be how they overcome their overwhelming dependence on China's supply chain and provide a differentiated user experience.
🥄 A spoonful of execution
•
If our service were to unfold directly in front of the user's eyes without text, rather than on a smartphone screen, what would we need to change first? Let your imagination run wild.
—— View Original ——
Meta CEO Mark Zuckerberg unveils Meta's smart glasses at a developer conference held in Menlo Park, California, on September 17 (local time). AP News
What if a display equipped with artificial intelligence (AI) capabilities were mounted right in front of a person's eyes?
Wearable smart devices, which have already taken over people's wrists through smartwatches, are expanding their presence into new areas of challenge that are drawing humanity's attention.
However, with Chinese companies currently dominating the core component supply chain, the future of the AI smart device market following the smartphone era is expected to become a turning point depending on which companies launch innovative products.
Want to read the full article? Click!
Please click (touch) the link block below.
Go to the webpage where the article was written.