In China, AI glasses allow you to pay by looking at a QR code and giving a voice command. Alibaba itself launched its Quark for $268, integrated with Alipay for payments and Taobao for purchases. Xiaomi presented its glasses with AI in June and they became the third best selling in the world in the first half of 2025, despite being available for only one week.
The Chinese market for smart glasses is growing exponentially in the second half of the year, according to a study by BigOne Lab.
Why is it important. After more than a decade of unfulfilled promises, smart glasses have finally found their reason for being. And it is something as prosaic as paying without taking your cell phone out of your pocket. AND It’s working in China like nothing else has before. in this sector.
From the adoption for payments, the rest of the value proposition is built.
The context. China’s digital infrastructure, where even the elderly use their smartphone for everything, facilitates adoption. QR codes are in all shops and Meta does not operate in China without a VPN, which has left the field clear for local companies to experiment without direct competition.
Yes, but. The price is determining. Chinese glasses cost between 200 and 300 dollars, a price not too high. Xiaomi, RayNeo, Thunderobot, Kopin, Baidu and Alibaba compete in the Chinese domestic market.
The payment functionality does not require very sophisticated screens or complex optics. All you need is a basic camera, voice recognition and connection to the payments ecosystem. This makes production much cheaper.
The big question. Will we see something similar in Europe with Bizum? Mobile payments here are less ubiquitous than in China, but Bizum has achieved enormous penetration in Spain. If businesses adopted Bizum QR codes, as some already do, smart glasses could find their practical use here as well.
The European ecosystem has advantages: stricter privacy regulation, greater consumer trust in traditional banking systems, and a population accustomed to incremental innovations. But it doesn’t have the density of QR codes that makes China the perfect terrain for this experiment.
Between the lines. Chinese companies are not just developing hardware. They are creating the use case that justifies wearing smart glasses all day, and instead of looking for something spectacular and complex, they have found something much simpler and everyday: not having to take your phone out of your pocket.
Rokid boasts that its glasses are not tied to a single generative AI model: they work with OpenAI, Llama, Gemini and Grok. They also offer simultaneous translation into English while someone speaks in Chinese. But none of that matters as much as the payment feature.
And now what. Meta dominates the global market with a 73% share in the first half of 2025, according to Counterpoint. His success with Ray-Ban Meta This is explained by a design that is almost indistinguishable from normal glasses. In addition, Western manufacturers maintain advantages in chips.
But Chinese companies have obvious advantages: many brands and models, rapid iteration, and the ability to adapt quickly to market changes.
Featured image | Xiaomi
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