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HTC's Huang Chaoying: Smartphones Have Reached Innovation Plateau, Resources Shift to AI Glasses

Bubble signal: 0 · NeutralRelevance 30OtherChina
Source: IT Home · Published 2026-09-05

Summary

HTC's Senior Vice President Huang Chaoying stated that smartphones have reached an innovation plateau, with the U24 Pro expected to near end-of-life by year-end, relegating the phone business to a secondary role. The company has shifted resources to AI glasses and other new areas, and since launching VIVE Eagle in 2025, this category's revenue has already surpassed smartphones this year.

Bubble analysis

This news is only tangentially related to the AI investment bubble; it concerns a company shifting its product focus from smartphones to AI glasses, an industry development rather than a flow of capital or valuation change.

#smartphone#ai-glasses#htc
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