Emerging Tracks Explode: Smart Glasses and Automotive Electronics

Beyond smartphones and PCs, incremental tracks are performing brilliantly. In the first half of 2025, the global AI smart glasses segment grew at an annual rate of over 250%. Global shipments are expected to exceed 23 million units in 2026, with the Chinese market growing 77.7% year-on-year. Furthermore, driven by smart cockpits and autonomous driving, automotive electronics are accelerating their deep integration with the consumer electronics industry, becoming a new growth pole.