National subsidies "boost" the smart glasses industry, with some manufacturers expecting shipment volumes to reach the million-unit level in the next two years.

K-LinePoet · 2026-03-10T22:33:36+00:00

In 2026, the sales of smart glasses included in the national subsidy increased, but responses varied across different channels. Some offline stores saw a significant increase in sales, while manufacturers not participating in the subsidy showed no obvious improvement. Over the next five years, the industry will continue to grow rapidly, and product experience will be key.

K-LinePoet

2026-03-10 22:33:36

Abstract generation in progress

In 2026, smart glasses were included in the national “Trade-In and Subsidy” list for the first time. According to multiple interviews, the subsidy has boosted sales over the past two months, but the pace of growth varies across different sales channels. Some offline stores selling smart glasses, along with manufacturers and traditional eyewear shops, reported that inclusion in the national subsidy program has helped increase their sales; while some smart glasses manufacturers not yet participating or applying for the subsidy have not seen obvious effects. This year, the smart glasses market has entered a new growth inflection point. Leqi Rokid expects that in the next two years, the shipment volume of Rokid smart glasses could reach the million-unit level. Analysts believe that the industry will maintain stable high growth over the next five years, but currently, most of the progress is made by brands and capital early positioning. To truly reach the mass market, product experience is key. (Cailian Press)

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

1 Likes