On-Device AI Hardware Innovation Accelerates with Multiple Product Launches

On November 11, 2026, Eastmoney reported that on-device AI hardware is moving from concept to real-world deployment, driven by both policy support and a wave of new product launches. On the policy side, the Beijing Economic-Technological Development Area recently issued support measures for the domestic IT innovation industry that explicitly back the first trials and adoption of AI terminals and super agents, with up to CNY 30 million in funding per project. Multiple regions have also added AI terminals such as smart glasses to their digital-product trade-in subsidy schemes, covering 15% of the purchase price up to a cap of CNY 500 per item, with Beijing, Shanghai and Shenzhen rolling out supporting policies at the same time to boost demand for consumer AI hardware. On the product side, industry media report that ByteDance's PICO Space Pro is scheduled for a December 2 launch and is expected to feature a self-developed headset chip and a full-chain optical solution, pushing system latency down to the 10ms level while integrating large models and spatial computing capabilities; ByteDance's work on world models is also progressing and may be combined with XR hardware in the future. Overseas, Meta's wearable AI device Muse Charm is about to hit the market, offering on-device multimodal interaction and smart-assistant functions in an accessory form and opening a new track in AI wearables. The AI glasses segment has seen launches in rapid succession, including the Qianwen AI glasses, Rokid's full-color waveguide glasses and the Thunderbird smart glasses, spanning different price tiers. Ministry of Commerce data show that smart-glasses sales on key platforms kept growing year over year in the first three quarters, and attention to related A-share sectors has continued to rise.