Recently, the demand for Quark AI glasses has exceeded expectations, resulting in a severe shortage both online and offline. The Quark AI Glasses S1 series is currently out of stock on major e-commerce platforms such as Tmall, Douyin, and JD.com, with delivery times extended to 45 days. The official customer service of Quark AI Glasses' Tmall flagship store responded that due to limited production capacity, a limited batch of products is restocked daily at 10 AM, and efforts are underway to urgently increase production.
It is reported that Quark AI glasses' current order volume has already consumed approximately 45 days of future production capacity. According to disclosures from Quark’s core suppliers and insiders, an additional production line has been added, with capacity expected to gradually increase starting next week. Meng Xiangfeng, founder of Zhige Technology, stated, "We are accelerating production to fulfill large orders of optical waveguide sheets for Quark AI glasses, and newly purchased equipment has already been put into operation."
Quark AI glasses insiders also revealed that the team’s primary goal is to fully ramp up production capacity by January next year to meet the surge in demand during the Chinese New Year shopping season. In November this year, Quark officially launched six models across two series—S1 and G1—with the S1 series starting at 3,799 yuan and the G1 series at 1,899 yuan. These are the first hardware products equipped with Qianwen AI.
An insider from Luxshare disclosed that Quark’s team has been closely monitoring shipments since last month, adding, "They have set up an additional assembly line in our factory." Meng Xiangfeng reiterated, "We are prioritizing the production of optical waveguide sheets for Quark AI glasses, with all new equipment operational."
**Related Hong Kong-listed Stocks in Quark AI Glasses Supply Chain:** - **AAC TECH (02018):** Industry sources indicate that AAC TECH has collaborated with multiple overseas AI and smart device companies to explore innovative "AI + terminal" applications. Beyond its traditional strengths in acoustics and haptic components, the company also supplies optical waveguides and advanced thermal solutions for AI smartphones, XR wearables, and next-gen smart hardware, expanding its business scope.
China Post Securities noted that AAC TECH (02018.HK) fully acquired Finnish optical waveguide firm Dispelix to accelerate AR commercialization. Additionally, the company provides key hardware support for "Doubao AI Phones" and Quark AI glasses, including X-axis linear motors, acoustic systems, and innovative audio pickup solutions, advancing AI interaction through integrated hardware-software solutions.
- **CONANT OPTICAL (02276):** According to its official account, CONANT OPTICAL is the exclusive lens supplier for Quark AI glasses, marking another milestone in its domestic market expansion. Orient Securities highlighted that Quark’s lens retail prices include a 13% tax and profit margin, suggesting that Alibaba may not impose excessive premiums, particularly on 1.74 refractive index lenses, ensuring strong profitability for lens manufacturers.
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