Under the "Impossible Triangle", how many hurdles do AI glasses chips still need to overcome? This year, AI glasses have officially entered the large - scale production cycle, and the industry is growing strongly. According to IDC data, in the first quarter of 2026, the global smart glasses market grew at a year - on - year rate of up to 130.1%. The Chinese market ranked third globally with a 23.5% growth. It is estimated that the global shipments of smart glasses will reach 23.687 million units this year. While the market heat continues to rise, the overall product experience in the industry generally has serious flaws. Problems such as obvious heating, short battery life, delays in visual recognition and real - time translation, and heavy devices have become the core pain points restricting user retention and industry advancement. From the underlying logic of the industry, the core problem lies in the immature dedicated chip system. 01 Three Major Flaws Drag Down the Terminal Experience In the early stage of the development of the AI glasses industry, the industrial chain did not have a mature dedicated chip system. To quickly seize the market and lower the threshold for hardware R & D, many small and medium - sized device manufacturers directly used mid - end mobile phone SoCs for simple tailoring and adaptation. After only deleting some redundant modules such as basebands and high - definition video encoding, they directly embedded them into the narrow temples to complete the hardware adaptation. However, the core design logic of mobile phone chips is centered around the large - screen body, large - capacity battery, and built - in heat dissipation space of smart phones. This is contrary to the special usage environment of AI glasses, which have a narrow body, passive heat