$1810 (+1.61%) has made an impressive start with its own AI glasses. Around 50,000 units have already been sold within a few weeks of the start of sales on June 26. The price is the equivalent of around 278 US dollars, which is remarkably cheap compared to similar products from Silicon Valley. The rapid development is particularly remarkable. The glasses were developed within a year by a small team under the direct leadership of CEO Lei Jun. Xiaomi is thus remaining true to its strategy of developing key technologies itself rather than relying on acquisitions. According to IDC, the market for smart glasses is currently growing rapidly in China. In the first quarter of 2025, it increased by almost 200% to 359,000 units. IDC even expects 2.9 million sales for the year as a whole. In comparison, demand outside of China remains subdued. If Xiaomi achieves a similar expansion to smartphones with its aggressive pricing policy, this could fundamentally change the market. But what happens if Western regulators react more sensitively to data protection-relevant hardware than in China
Takeaway
Xiaomi is not just bringing a product, but a strategic signal. AI hardware is being developed cheaper, faster and more confidently and could attack Apple and Meta on their own turf
Source
DER AKTIONÄR article Xiaomi with mega launch of new AI hardware an instant success from July 30, 2025
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