Shenzhen Huaqiangbei once again demonstrated its keen commercial sense to the world. In February 2026, according to Qichacha citing VR Tortoise news, the total revenue of Huaqiangbei during the Spring Festival holiday increased by 35% year-on-year, with the most remarkable "best-selling product" being AI glasses, which saw a sales increase of 70% to 80% compared to the previous year.

This electronic trend from the East is directly entering the world's largest AI glasses market - the United States - through cross-border platforms like Amazon.

Key Insight: The "American Battle" between High-End and Affordable

The current U.S. AI glasses market is showing a clear polarization:

High-End Dominance by Giants: On Amazon's Best Sellers list, the Meta series still holds a dominant position, especially the Oakley Meta HSTN and Ray-Ban Meta 1st generation, which have captured most of the market share due to brand premium and ecosystem advantages.

Huaqiangbei's "Wild Punch": In the new product list, a large number of affordable AI glasses from Huaqiangbei are emerging. These products take low price and multi-functionality as their core selling points. Although they face serious homogenization issues, their high cost-effectiveness is rapidly capturing the mass market.

Product Trends: Audio and Photography Become "Standard Features"

Through analysis of the top products, the evolution direction of AI glasses has become clear:

Functional Practicality: The mainstream categories in the current market are audio glasses and photography glasses. Among them, glasses equipped with an 8-megapixel camera and supporting first-person perspective shooting have become the "standard configuration" for Huaqiangbei's overseas products.

AR Remains Calm: In contrast, AR (augmented reality) glasses remain at a low market share due to high prices and limited functions.

Boom in the Supporting Market: With the continuous growth in sales of the Ray-Ban Meta series, the related accessory market is also entering a boom period, showing the strong long-tail effect of the core product.

Industry Observation: The Spillover Effect from "Imitation" to "Conquest"

Qichacha pointed out that the surge of Huaqiangbei AI glasses is not accidental. After giants like Meta have educated the market, Huaqiangbei quickly made cutting-edge technology "accessible to the masses" by leveraging its formidable supply chain integration capabilities. This model of high-end branding and expanded Chinese manufacturing is making more and more "Shenzhen colors" appear on American consumers' noses.