China Powers the AI Eyewear Revolution: 80% of Global Supply
Published:Jan 27, 2026 01:21
•1 min read
•钛媒体
Analysis
China has impressively seized a dominant position in the burgeoning AI eyewear market, controlling over 80% of the global supply chain. This dominance is driven by advanced manufacturing capabilities and technological prowess, especially in crucial areas like optical modules and chip design, solidifying China's leadership in this innovative field.
Key Takeaways
- •Chinese manufacturers can produce AI eyewear in record timeframes, with prototypes in three days and mass production in a week.
- •China excels in critical components such as optical waveguides and Micro LED displays, with companies like JBD leading the way.
- •Leading tech giants like Meta and Google are increasingly reliant on Chinese manufacturers for their AI eyewear products.
Reference / Citation
View Original"In the global AI eyewear supply chain, more than 80% of the companies come from China."
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* Cited for critical analysis under Article 32.