Zhi Tong Cai Jing·2025-05-23 02:24Core Viewpoint - The global AI smart glasses market is projected to reach 1.52 million units in 2024, with Ray-Ban Meta expected to sell over 1.42 million units, and a 230% growth anticipated in 2025, reaching 3.5 million units [1][2] Group 1: Market Growth and Sales - Ray-Ban Meta has achieved sales of 1.42 million units in 2024, making it a leading product in the AI smart glasses market [1] - The total global sales of AI smart glasses are expected to reach 1.52 million units in 2024, with a significant increase to 3.5 million units in 2025, representing a 230% year-on-year growth [1][2] Group 2: Technological Advancements - The integration of AI and AR technologies is set to redefine human-computer interaction, with Micro LED and waveguide solutions likely to become the mainstream optical solutions [1][2] - Meta's new AR glasses prototype, Orion, features a split design and utilizes MicroLED projection technology, providing a 70-degree field of view and enhanced interaction capabilities through AI [2] Group 3: Industry Trends - Major industry players are actively investing in AI+AR glasses, with Meta leading the XR market and expected to expand its presence in the AI+AR sector [2] - The optical components and display devices are critical for cost reduction and efficiency in AR devices, with waveguide technology transitioning from traditional glass to silicon carbide materials, enhancing performance and reducing weight [2]