Starting in 2025, AI glasses are set to become the hottest trend in the smart wearable market. Following Xiaomi, Huawei, Lenovo, Google, and startup Xreal, Alibaba has also announced its entry into the AI glasses arena, igniting a new wave of competition among smart terminal devices. The surge driven by the combination of AI glasses and wearable devices is rapidly propelling China’s original design manufacturer (ODM)/original equipment manufacturer (OEM) and printed circuit board (PCB) supply chains into a new phase of transformation and upgrading.