Global shipments of consumer smart glasses are expected to exceed 23.687 million units in 2026. This data indicates the huge potential of the smart glasses market.
At the same time, Gaole Shares (002348.SZ) has also made major moves in the field of computing power.
On the evening of June 16, Gaule announced that its wholly-owned subsidiary Harbin Zhihao Technology Co., Ltd. signed a “Service Procurement Agreement” with its customer. The total contract amount is 3.557 billion yuan (tax included) and the contract period is 5 years.
The company will provide computing power services to customers, and the service fees will be paid monthly.
However, although this contract may increase the company’s revenue by approximately 200 million yuan in 2026, its impact on profits will be limited, and the company is expected to still be in the red in 2026.
Moreover, the contract contains multiple uncertainties such as declining customer demand, uncertainty in the counterparty’s ability to perform, equipment procurement risks, and financing risks. The company also reminds investors to pay attention to investment risks.
Gaole’s traditional businesses are toys and Internet education.
In December 2025, the company’s controlling shareholder was changed to Beijing Riemann Yuntu Technology Innovation Co., Ltd., and the actual controller was changed to Wang Fan.
Riemann Cloud Atlas was established in March 2025. Its business scope covers many technology-related fields such as basic artificial intelligence software development, integrated circuit sales, and cloud computing equipment sales.
After the new actual controller took over, the company clarified the strategic direction of transforming to “AI + toys”.
As part of the transformation, the company mentioned in its 2025 annual report “layout of computing power investment, construction and operation” in order to seek new profit growth points.
The company stated that it will rely on the talent resources of the new management and business team and the network optimization capabilities of large-scale computing centers to continuously improve the Token conversion efficiency to carry out the investment, construction, and operation of computing infrastructure and supporting Token operations as the company’s daily operations.
Looking at the AI glasses market again, the latest data from IDC shows that the global smart glasses market shipped 3.566 million units in the first quarter of 2026, a year-on-year increase of 130.1%.
Among them, the global audio and audio shooting glasses market shipped 2.248 million units, a year-on-year increase of 167.4%; the AR/VR market shipped 1.318 million units, a year-on-year increase of 85.9%.
Against the background of high market prosperity, global technology giants have increased their focus on the smart glasses track, and industry competition has shifted from single product competition to full ecosystem competition.
At the 2026 Google I/O Developer Conference, Google teamed up with Samsung to launch new AI smart glasses, and also worked with two major eyewear brands, Gentle Monster and Warby Parker, to create differentiated appearance designs that cover both trend-forward and everyday simple consumer aesthetics.
Apple is accelerating its smart glasses strategy, viewing them as the next key growth engine after the Apple Watch.
Apple’s strategy is not just to target Meta, but to directly enter the mainstream optical glasses price range of US$200 to US$500, targeting traditional eyewear giants such as Oakley, Ray-Ban and Warby Parker.
The domestic market is also experiencing a development boom. From late May to early June, many domestic smart glasses manufacturers launched flagship new products, and the industry ushered in a cycle of intensive new releases.
VITURE officially released its 2026 flagship XR viewing glasses VITURE Beast on May 20; Thunderbird Innovation launched Thunderbird V4 AI shooting glasses on May 27, focusing on daily shooting; iFlytek released the brand’s first multi-modal AI glasses on May 28; Cannan Technology released lightweight shooting AI glasses KANNAN K2 on June 5.
The policy side also provides strong support for track development.
At the end of December 2025, the National Development and Reform Commission and the Ministry of Finance jointly issued the “Notice on the Implementation of Large-Scale Equipment Updates and Consumer Goods Trade-in Policies in 2026”, which will be implemented nationwide on January 1, 2026.
Among them, smart glasses are included in the national subsidy for the first time, effectively reducing consumer purchase costs and accelerating the popularity of smart glasses market.
Judging from the latest layout trends of A-share companies, Goertek announced on the evening of June 9 that it will join hands with Ningbo Sunny Aolai Technology Co., Ltd. to jointly increase investment in Goertek Optics by 1 billion yuan, with each party investing 500 million yuan.
Goertek stated that this capital increase in Goertek Optics will support Goertek Optics’ further expansion in the fields of micro-nano optical components, XR optical lenses and modules, projection optics, and automotive optics, and continue to consolidate its core competitiveness in the field of precision optics.
Lant Optical announced on the evening of June 10 that it plans to raise an additional 1.055 billion yuan for AR optical product industrialization construction projects, glass aspheric lens production capacity improvement projects, micro-nano optical component R&D and industrialization projects, and supplementary working capital projects.
iFlytek and domestic head optics company Wanxin Optical Group officially signed a strategic cooperation agreement on AI glasses.
Based on the deep integration of artificial intelligence and the optical optometry industry, the two parties will rely on their respective core technologies and resource advantages to carry out in-depth cooperation in the three major areas of channel operation and maintenance, product co-creation, and industrial ecology, and jointly promote the scenario-based implementation of AI glasses and the high-quality development of the industry.
According to Wind data, there are currently more than 190 stocks in the smart glasses industry chain. Judging from the number of institutional rating companies, 49 stocks are rated by 5 or more institutions. GigaDevice, Yiwei Lithium Energy, Industrial Fii, and OmniVision Group are among the top companies with more than 20 ratings.
The above-mentioned 49 stocks are highly concerned by institutions, and 19 stocks are predicted by institutions to have net profit growth rates exceeding 30% in 2026, 2027, and 2028.
Among them, Zhuosheng Micro, Aojie Technology-U, Shengke Communications-U, Nanocore Micro, VeriSilicon, and Cambrian have the highest average net profit growth rates in the next three years, all exceeding 100%.
