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News | Nikon may welcome glasses giant to increase holdings; Xiaomi AI Glasses Debut at Military Parade; Apple Vision Air price drops by half
Release time:
2025-09-04
According to Bloomberg, EssilorLuxottica, the world's largest eyewear manufacturer, is considering increasing its stake in Nikon in Japan from about 9% to 20%. With the news,
According to Bloomberg, EssilorLuxottica, the world's largest eyewear manufacturer, is considering increasing its stake in Nikon in Japan from about 9% to 20%. With the news, Nikon's stock price surged 21% in a single day. If the transaction is completed, both parties may further deepen cooperation in the fields of optics and smart wearables, but negotiations are still in the early stages.
Intermetic, the parent company of Japanese fast fashion eyewear brand Zoff, announced the full acquisition of Visionary Holdings, which operates the Megane Super chain with 300 stores in Japan. The transaction amount reached 19.1 billion yen (110 million euros).
The latest report from TrendForce shows that the global shipment of AR glasses is expected to reach 600000 units by 2025, driven by the price reduction of Meta's new products Celeste and OLEDoS. In the long run, from 2028 onwards, advanced full-color AR technology will mature, and products from international giants will be launched in a concentrated manner. It is expected that the shipment volume will reach 32.1 million units by 2030.
On September 3rd, at the military parade in Beijing, Xiaomi founder Lei Jun wore Xiaomi AI glasses to attend, which attracted attention. According to Li Chuangqi, the project leader of Xiaomi, the product sales have far exceeded expectations, and even though the inventory exceeds the annual production of most start-up companies in the industry, it still sells out quickly. Li Chuangqi predicts that the annual shipment volume of Xiaomi AI glasses is expected to exceed 5 million units in the next three years, and the overall market potential in China may exceed 50 million units.
Renowned analyst Guo Mingchi revealed that Apple plans to launch the lightweight headset Vision Air in 2027, which is expected to weigh only 360 grams, 40% less than Vision Pro, and its price will be reduced to about $1500, almost halved. To achieve cost reduction, Apple may reduce the number of cameras, adopt low resolution screens, or even eliminate EyeSight external screens. Guo Mingchi predicts that Vision Air shipments are expected to reach 1 million units by 2027, far exceeding Vision Pro's performance of less than 400000 units.
Information source: IT Home, Guo Mingchi
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