Wearable Technology

Samsung’s Galaxy XR headset, priced at $1,800, enters the mixed reality market, competing with Apple’s Vision Pro. Developed in partnership with Google and Qualcomm, the XR projects apps and digital content overlaid onto the real world via cameras and user gestures. A key feature is the integration of Google’s Gemini AI assistant, offering AI-driven functionalities. While visually similar to the Vision Pro, the device’s AI focus potentially distinguishes it. The XR faces market challenges like high prices and limited killer apps, and questions remain on privacy as well as whether AI glasses will truly replace smartphones.

EssilorLuxottica’s Q3 revenue surged, boosted by the success of Ray-Ban Meta smart glasses developed in partnership with Meta. Wearables contributed significantly to the 11.7% sales increase. The collaboration expands with Oakley and Prada-branded versions in development. Executives predict glasses will replace many smartphone functionalities. Meta’s AI-powered glasses and those from competitors like Alphabet and Alibaba are transforming personal computing and eyewear, creating a market where fashion meets technology. EssilorLuxottica anticipates exceeding its wearables targets and foresees revenue from hardware, lenses, and AI services.

Oura, a Finnish health tech company, secured over $900 million in Series E funding, valuing it at $11 billion. Led by Fidelity, the investment will accelerate innovation and global expansion in the smart ring market. Oura, known for its wellness-focused Oura Ring, has sold over 5.5 million units and generated over $500 million in revenue in 2024. The company is expanding its services with features like Health Panels and partnerships with Dexcom, aiming for comprehensive health management and personalized insights through its AI-powered Advisor.

Zepp Health’s Q2 2025 earnings reveal a strong rebound, with revenue surging to US$59.4 million, a 46.2% year-over-year increase, surpassing company forecasts. Losses narrowed significantly, with GAAP net loss at US$7.7 million and adjusted net loss at US$6.16 million. The company projects Q3 2025 revenue between US$72 million and US$76 million, a 70-79% year-over-year increase. Key to this growth is the Amazfit brand, driven by new products like the Balance 2 and Helio Strap, and boosted by athlete endorsements and effective marketing.

Himax Technologies and Rabboni are collaborating to launch bboni Ai, a multi-scenario endpoint AI sensing system for wearables. It combines Rabboni’s high-precision IMU motion sensors with Himax’s ultra-low power WiseEye2 AI processor, enabling real-time on-device AI processing. Applications span smart healthcare, sports technology, and education. Himax will launch the bboni Ai Developer Program in late-July 2025, offering APIs and SDKs. The system enhances data privacy, reduces latency, and enables real-time AI inference while minimizing power consumption.

AI powered glasses are rapidly gaining traction, with Xiaomi selling 50,000 units in three days. This emerging category is driven by technological advancements, manufacturer initiatives, and consumer demand, projected for massive growth. Companies like DPVR are leveraging VR expertise to create practical, user-friendly AI glasses designed to integrate seamlessly into daily life, marking a significant shift in consumer electronics towards “seamless intelligence.”