智能眼镜呈现爆发式增长！机构：市场逐步对产品形态达成共识

Group 1 - The smart glasses market is experiencing explosive growth, with transaction volume increasing over 8 times year-on-year, and global shipments expected to reach 12.8 million units by 2025, a 26% increase year-on-year [1][3] - Smart glasses are identified as one of the most promising carriers for AI large models, facilitating a transformation in human-computer interaction and creating conditions for new AI terminal devices [3] - The introduction of Ray-Ban Meta has led to a consensus on the product form of AI glasses, combining hardware, AI functionality, photography, and voice capabilities, with projected annual sales exceeding 1.4 million units in 2024 [3] Group 2 - AI glasses focus on capturing voice and image information, providing intelligent processing and human-computer interaction, while AR glasses emphasize immersive augmented reality experiences [4] - Technological advancements are driving market demand, with AR glasses transitioning from niche products to mainstream smart terminals, despite challenges in cost, battery life, and user habits [4] - The maturation of AI and AR technologies is expected to position smart glasses as the next mainstream computing terminal following smartphones, stimulating rapid growth across the entire industry chain, including chips, optics, sensors, and manufacturing [4]