Rokid's 800% Sales Surge Reveals Two Competing Smart Glasses Playbooks
Rokid reported 800% year-on-year sales growth at its June 26 Open Day, with 50-60% of users wearing the glasses daily — a retention signal that suggests smart glasses are moving beyond novelty. The company unveiled YodaOS, an Agent-first operating system that abandons the app paradigm, while CEO Misa Zhu compared the current market moment to the pre-iPhone BlackBerry era. The deeper story is a fundamental split between Western fashion-first and Chinese AI-first product philosophies that will shape how the entire category develops.