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中国AI/AR眼镜爆发在即？高盛：将复制TWS耳机爆发路线，2030年销量将达700万台！
Hua Er Jie Jian Wen·2025-06-18 12:56

Core Insights - The AI/AR glasses market is poised for explosive growth, with a projected compound annual growth rate (CAGR) of 56% from 2024 to 2030, reaching a market size of $1 billion and a shipment volume of 7 million units by 2030 [1][3] - The average selling price of AI/AR glasses is expected to decline from $306 in 2025 to $192 by 2030, facilitating widespread adoption [1][3] - Major tech companies are intensifying product innovation, with Meta, Apple, Xiaomi, and Alibaba planning to release new AI/AR products in the near future [2][3] Market Growth Drivers - The decreasing price of AI/AR glasses is a key driver of market growth, with most products currently priced below 2,500 RMB (approximately $350) [1][5] - Upcoming sales events, such as the 618 shopping festival, are expected to further stimulate demand, with discounts of around 19% being offered by Chinese brands [1][5] - The rapid advancement in technology and supply chain efficiencies are contributing to the aggressive pricing strategies [1][4] Product Differentiation and Features - AI functionalities are becoming crucial for product differentiation, with mainstream products offering features like real-time translation, environmental recognition, and meeting summaries [1][3] - Consumer interest in AI/AR glasses is focused on four main aspects: smart assistant capabilities, virtual display experiences, first-person video recording for social sharing, and fashionable designs [3][4] - Companies like Rokid and Meta are integrating advanced AI models into their products to enhance user experience [3][4] Supply Chain Implications - The cost structure of AI and AR glasses varies significantly, with SoC chips accounting for 35%-40% of the cost for non-display AI glasses, while display and optical modules make up 45%-55% of AR glasses' costs [4][5] - Supply chain companies are optimistic about the growth potential, with firms like Longqi Technology and Sunny Optical investing in capabilities related to AI/AR glasses [5]