According to Korean media reports, Samsung’s (SSNGY) first Android XR headset is expected to be launched in South Korea in the second half of the year, and will then be gradually introduced to the global market in a certain order.
It is reported that this is an XR headset jointly developed by Samsung, Google and Qualcomm, code-named “Project Moohan”, or released as “Galaxy XR”. It will be equipped with Qualcomm Snapdragon XR2+ Gen 2 custom chip designed for XR applications, and a new Android XR operating system.
Earlier, the media broke the news that Samsung will hold an Unpacked conference in South Korea on September 29, when the pre-order channel for the device will be officially opened. But according to the latest news recently, Samsung will hold an Unpacked conference in Brooklyn, New York at 10 am on July 9, and the headset may also be launched at this recent conference.
Today, the XR headsets jointly developed by the three parties are ready to go. This is not only Samsung’s first major attack in the XR field, but also marks the official charge of the Android camp to the high-end XR market monopolized by Apple Vision Pro and Meta Quest series. After Google failed in XR hardware many times, Samsung has become the hope of the Android camp to impact the high-end XR market.
Xiaomi AI glasses are officially released
At the same time, on the evening of June 26, Xiaomi held the “People, Cars and Homes Full Ecosystem Conference”, in which the “world-renowned” XR circle and Xiaomi’s first AI smart glasses product – Xiaomi AI glasses were released. The debut of this pair of glasses not only enriches the array of Xiaomi wearable devices, but also symbolizes Xiaomi’s re-entry into the XR field.
In terms of battery life, the battery capacity of Xiaomi AI glasses is about 160mAh, far exceeding the battery capacity of Meta Ray-Ban glasses of 154mAh. Combined with the power consumption optimization of dual chips, it is positioned as a “personal smart device for the next era”. It is not only a new generation of light smart wearable form, but also a “portable smart entrance” in Xiaomi’s construction of a closed loop of people, cars and homes.
In terms of functions, Xiaomi AI glasses have a built-in 12-megapixel first-person perspective ultra-wide-angle camera, support oral photography and video shooting, can perform AI tasks such as real-time image recognition Q&A, scan code payment, image translation, and are compatible with mainstream third-party apps for video live broadcast.
In addition, Xiaomi AI glasses are equipped with “Xiao Ai Classmate Super Assistant” for the first time, access to Pengpai large model capabilities, support multi-modal encyclopedia Q&A, simultaneous translation in 10 languages, and cross-device and cross-application collaborative control, truly realizing a one-stop AI service experience from shooting records, voice Q&A to life payment.
There is no doubt that smart glasses are the hottest wearable device in 2025. In this regard, Guotou Securities believes that the current smart glasses products have completed the initial maturity from 0 to 1, marked by the first global hit Ray-Ban Meta created by Meta in the United States, with sales of 2.25 million units in 24 years, with a market share of about 58%. And AI glasses need to meet the two conditions of rigid demand for scenes and high cost performance to reach the penetration ceiling of 50-60%.
Analysts at Guotou Securities assume that AI+AR glasses are expected to create new functions to adapt to multiple scenarios, adapt to high-frequency scenarios of work and entertainment, have rigid demand, and have the potential for rapid popularization. Assuming that the expected long-term penetration rate reaches 50% of smartphones, the global market space is estimated to be 585 million units and 1.76 trillion yuan.
WiMi clarifies the strategic positioning of AI+AR glasses
According to data, WiMi (WIMI), the first holographic AR stock, has significantly accelerated the market penetration of AI+AR smart glasses through technology integration, ecological construction and scene cultivation in recent years. At present, WiMi develops MicroLED optical machine modules and diffraction optical waveguide display technology, taking into account lightweight and high display performance, solving the pain points of traditional AR glasses being bulky and power-hungry.
In addition, WiMi clearly states that the integration of AI and AR glasses is an inevitable direction, integrating computer vision and natural language processing (NLP) technology, strengthening functions such as real-time translation, face recognition, and gesture control, embedding AI large models into terminal devices, and realizing localized real-time analysis of AI+AR smart glasses products (such as image recognition and personalized recommendations), reducing cloud dependence, and improving the ability to perceive the surrounding environment and multi-modal interaction. In the future, it will further reduce costs and deepen rigid demand scenarios to consolidate market penetration.
Ending
At present, there is a situation of “multi-strong hegemony” in the XR field, and the ultimate form of smart glasses for AI+AR is expected to become the next generation of mobile smart terminals after smartphones. Relevant securities stated that in this XR “king battle”, hardware is the foundation and the system is the soul. In the future, it will eventually reach consumers and seize market share, and the strength of marketing capabilities often plays an important role. So, please continue to look forward to it.
