Smart glasses are becoming the next focal point in the wearable device industry, as tech giants compete for dominance. Google recently officially announced that its new smart glasses, developed in collaboration with Warby Parker and Gentle Monster, will be released this fall. As Google's latest attempt in AI hardware, this product line is powered by the Gemini large model, aiming to target the industry benchmark created by Meta and Ray-Ban.

At the 2025 developer conference, Google had already hinted at its partnership with the two fashion eyewear brands. Confirming the release date marks the project's official entry into the implementation phase. Notably, these new products do not feature lens displays but instead use integrated cameras, microphones, and speakers connected via Bluetooth to phones, offering users a pure audio and sensory interaction experience. This screenless design may reflect Google's consideration of balancing comfort and practicality.

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On the software side, Google's core advantage lies in the deep integration of the Gemini large model with the Android ecosystem. Unlike competitors, Gemini can provide voice navigation and directly access high-frequency services like Google Maps. Particularly impressive is the ability to support proxy operations, such as using voice commands to direct an Android phone to order food or call a car without user intervention, truly achieving "making the phone obey the glasses." To address the need for information viewing without a screen, Google also integrates with Wear OS smartwatches, allowing users to view thumbnail images of photos immediately on the watch face.

In terms of market dynamics, the collaboration between Meta and Ray-Ban currently dominates the smart glasses market, with sales reaching 7 million units in 2025, making Ray-Ban synonymous with this product category. In comparison, while Warby Parker and Gentle Monster, Google's partners, may not have the same store scale as Meta's partner Essilor Luxottica, their fashion appeal among young consumers is undeniable.

As Meta is set to host its Connect conference in September and Google's new product launches in the fall, the competition in the smart glasses sector is heating up. Industry experts believe the smart glasses industry is still on the brink of a breakthrough. Although Google has adopted a conservative strategy in hardware form, the AI large model and system-level ecosystem integration may open up a new path for differentiated competition in the fierce market battle.