GTHT released a research report indicating that July saw active financing and new product launches in the consumer 3D printing space, with global shipments of entry-level devices continuing to grow rapidly. Over 20 AI glasses were showcased at the 2026 WAIC, shifting the industry's competitive logic from "feature stacking" to "deepening high-frequency usage scenarios." AI glasses are accelerating their transition from concept demonstrations to mass production, with Rokid advancing its global channel and intelligent agent ecosystem. According to IDC data, global smart glasses shipments in the first quarter of 2026 reached 3.566 million units, a year-on-year increase of 130.1%, while the Chinese market saw shipments of 610,000 units, up 23.5% year-on-year.
Monthly Focus: Over 20 AI Glasses Unveiled at WAIC 2026, Shifting Competition from "Feature Stacking" to "Deepening High-Frequency Scenarios"
New products at the event broadly fell into three categories. Moonix and Li Weike focused on lightweight, display-free designs with long battery life. iFLYTEK, Liangliang Vision, and Yingmu targeted business scenarios with near-eye displays and real-time translation. Rokid and Qianwen bet on native operating systems and intelligent agents to compete for next-generation terminal access. In a horizontal comparison, Moonix was the lightest, Li Weike the cheapest, iFLYTEK excelled in complex environment translation, Liangliang Vision focused on professional translation, Yingmu stood out for language coverage and swappable batteries, while Rokid and Qianwen offered greater platform potential. However, a clear contradiction remains between functional completeness and weight, battery life, and cost. Currently, no product can simultaneously achieve ultra-lightweight, all-day battery life, full display, and a universal intelligent agent.
Consumer 3D Printing: Demand Growth Continues Domestically and Internationally, Primary Financing and Product Upgrades Accelerate
In the domestic online market, data from Jiuqian shows that e-commerce platform GMV for the 3D printing industry in July increased by 52% year-on-year. In the overseas online market, data from Sorftime indicates that sales of 3D printers on the U.S. Amazon site in July rose by 18% year-on-year. Industry dynamics revealed that global shipments of entry-level 3D printers in the first quarter of 2026 grew 39% year-on-year, with Bambu Lab, Creality, ELEGOO, and Anycubic collectively accounting for 88% of this segment's shipments. In July, Kuaizao Technology completed a 1 billion RMB Series C financing round. Meshy completed a nearly 400 million USD Series B funding round, achieving a post-investment valuation of 1.5 billion USD, with over 12 million registered users and more than 100 million models generated cumulatively. New product features continue to evolve towards multi-material, multi-toolhead, remote printing, and AI-generated models.
AI Glasses: Global Shipments Grow Rapidly, Financing and Product Launches Intensify
In the domestic online market, data from Jiuqian shows that AI glasses e-commerce GMV in July decreased by 16% year-on-year. In the overseas online market, data from Sorftime indicates that smart glasses sales on the U.S. Amazon site in July rose by 64% year-on-year. Shipment data from IDC shows that global smart glasses shipments in the first quarter of 2026 reached 3.566 million units, up 130.1% year-on-year, while the Chinese market shipped 610,000 units, up 23.5% year-on-year. In industry developments, Even Realities, Moji Technology, Nika Optics, and ENGO completed new financing rounds. Meta reported second-quarter 2026 Reality Labs revenue of 431 million USD with an operating loss of 4.619 billion USD. EssilorLuxottica posted first-half 2026 revenue of 14.82 billion euros and adjusted operating profit of 2.75 billion euros, indicating the industry remains in a high-investment expansion phase.
Rokid: Accelerates Expansion in South Korea and Japan, Continuously Improving AI Glasses Software and Intelligent Agent Ecosystem
In the domestic online market, data from Jiuqian shows that Rokid's e-commerce platform GMV surged 186% year-on-year in July, with JD.com/Tmall/Douyin increasing by 309%, 230%, and 70% year-on-year, respectively. In the overseas online market, sales on the U.S. Amazon site rose 41% year-on-year. Regarding products and software, Hi Rokid continuously updated features including Agent Store, Vision, navigation, and remote control. The company showcased YodaOS and a new generation of AR spatial computing devices at WAIC 2026. In terms of ecosystem and channels, Rokid partnered with Ant Group's GPASS to launch an intelligent agent development platform for AI glasses. It signed an exclusive distribution and brand operation agreement with Crevity for the South Korean market. In Japan, the product entered the general retail stage, with offline channels covering 75 stores. Additionally, Rokid held product launch and experience events in Canada.
Risk Warnings: Risks of technological iteration and commercialization falling short of expectations; risks of intensified industry competition; risks of downstream demand falling short of expectations; and risks related to international trade and supply chains.