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Global Smart Glasses Shipments Surge 74.1% YoY in Q3

Guangdong Leads Nation in Core Indicators of AI and Robotics Industry

 

On December 13, the AIR Pearl River Index Report (2025), released at the opening ceremony of the 2025 Guangdong-Hong Kong-Macao Greater Bay Area Artificial Intelligence and Robotics Industry Conference, shows that Guangdong Province ranks first nationwide in four core indicators of the AI and robotics industry, namely enterprise strength, development potential, industry application, and industrial linkage. In terms of industrial scale, the core AI industry in Guangdong reached 220 billion yuan in 2024, a year-on-year increase of approximately 22%. The revenue of the intelligent robotics industry in the province hit 99.2 billion yuan in the same year.

 

Core AI Industry Scale Expected to Exceed 1 Trillion Yuan in 2025

 

On December 14, it was learned from the China Academy of Information and Communications Technology that China’s AI industry has maintained accelerated growth momentum this year, with the scale of the core AI industry expected to surpass 1 trillion yuan in 2025. Data shows that the application of large models in the manufacturing sector has increased significantly since the start of the year; the proportion of application cases has risen from 19.9% last year to 25.9%, driving the rapid expansion of the AI industry scale.

 

Unitree Robotics Launches Humanoid Robot “App Store”

 

Unitree Robotics announced the launch of the world’s first “App Store” for humanoid robots. Users can upload and share pre-trained models for actions such as dancing, martial arts, and housework with one click, and can also download motion models developed by other creators to deploy on their robots.

 

Global Smart Glasses Shipments Skyrocket 74.1% YoY in Q3 2025

 

According to news on December 13, the Global Smart Glasses Market Quarterly Tracking Report recently released by the International Data Corporation (IDC) indicates that global smart glasses shipments reached 42.96 million units in Q3 2025, surging 74.1% year-on-year, reflecting strong development momentum in the industry. Among them, the global audio and audio-shooting glasses market performed exceptionally well, with shipments hitting 29.94 million units, a staggering year-on-year increase of 287.5%.

                          Tech News

XREAL Partners with Google to Launch World’s First Android XR Smart Glasses

 

At the recently held “The Android Show” conference, Project Aura, a collaborative product developed by Chinese enterprise XREAL and Google, was unveiled. This is the world’s first consumer-grade AR glasses equipped with the Android XR platform and Gemini AI. According to official information, Project Aura will be officially launched in 2026. The conference revealed key details of the Project Aura device and the Android XR system for the first time, positioning the product as the most complete hardware prototype to date that closest aligns with the ideal form of Android XR.

 

Oracle Signs $150 Billion Data Center Leasing Deal in Q4

 

Oracle disclosed in a securities filing submitted last weekend that the company signed data center leasing commitments worth approximately $150 billion in the three months ending November. This move indicates that Oracle is gearing up to undertake cloud service cooperation with clients such as OpenAI.

 

Songyan Power Secures Order for 1,000 Bumi Humanoid Robots

 

On December 14, Songyan Power and Huichen Co., Ltd. entered into a strategic cooperation agreement, under which the two parties signed an order for 1,000 units of Bumi, a humanoid robot developed by Songyan Power. To ensure the efficiency and consistency of mass production for this order, Songyan Power has adopted advanced automation equipment including Automatic Buckle Feeding And Assembly systems in the robot’s structural assembly process, realizing precise and rapid feeding and assembly of key buckle components. Standing at less than 1 meter tall, the lightweight Bumi robot was officially launched for pre-sale on October 23 this year, with a pre-sale price of 9,998 yuan. According to Songyan Power, the robot has already received thousands of pre-orders to date.

 

SoftBank’s Masayoshi Son Considers Acquiring Data Center Operator Switch to Boost AI Layout

 

Sources familiar with the matter revealed that SoftBank Group is exploring potential acquisition targets, including data center operator Switch Inc. This highlights that billionaire founder Masayoshi Son is ramping up his layout, aiming to capitalize on the boom in AI-driven digital infrastructure.

 

YOFC Subsidiary Plans to Participate in Establishing 830 Million Yuan Fund

 

On December 14, 2025, YOFC Capital, a subsidiary of Yangtze Optical Fibre and Cable Joint Stock Limited (YOFC), and Changxin Bochuang intend to participate in the establishment of the Shanghai M&A Private Equity Fund Phase III. With a subscribed total capital of 830 million yuan, the fund will focus on merger and acquisition investments in sectors such as high-end manufacturing, integrated circuits, new materials, new energy, and information technology.

 

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