Rokid's Gamble: AI Glasses Aren't Another BlackBerry, But May Die Before One

Let's start with some data. According to IDC's forecast, global AI glasses shipments will exceed 5 million units in 2025. Meanwhile, the expected sales for Apple Vision Pro during the same period are 500,000 units. That's an order of magnitude difference. But what's truly interesting is another set of data: currently, the return rate for AI glasses on the market is between 15% and 20%, according to channel partners. For a nascent category, this isn't low.