As observed on December 10th, the AI smart glasses Kuaizuo S1 remained "sold out immediately upon release" on major e-commerce platforms such as Tmall and Douyin, triggering a strong rush to purchase.

Tmall's official customer service responded that due to limited production capacity, the limited products released at 10 a.m. every day are usually sold out within half an hour. The company is urgently increasing production. The shortage has also spread to offline channels, with partner stores revealing that new orders generally require a waiting period of about one month. This means that the order volume of the Kuaizuo AI glasses S1 has already exceeded the production capacity for about 45 days, and the supply chain is facing extreme pressure.

On second-hand trading platforms, the Kuaizuo S1 has become a hard currency. Data shows that the resale price of the glasses is generally around 4,000 yuan, while some spot goods that can be shipped immediately have been resold at a premium of over 5,000 yuan, far exceeding the official price. In addition, rental services have emerged in the market, with daily rental prices for popular brands such as Rokid and Leyou ranging from 40 to 95 yuan, reflecting the strong demand of tech enthusiasts for new technology.

Industry insiders pointed out that the phenomenon of "one pair of AI glasses is hard to get" reflects the strong growth momentum and broad prospects of the industry, proving the trend of deep integration of "AI + scenarios."