2025年中国智能眼镜行业政策、产业链、出货量、竞争格局及行业发展趋势研判：全球科技巨头与创新企业竞相布局，中国市场呈现出蓬勃发展的态势[图]

Core Viewpoint - The smart glasses industry is rapidly evolving, with significant growth potential in various applications, including industrial, military, emergency response, and public health monitoring. The global shipment of smart glasses is projected to reach 14.518 million units by 2025, with China showing a particularly promising market growth trajectory [1][4][6]. Industry Definition and Classification - Smart glasses are wearable devices that integrate optical display technology, sensors, computing units, and wireless connectivity, providing information interaction and immersive experiences. They can be classified by function (XR glasses, AI smart glasses, ordinary smart glasses), by device type (camera-equipped, non-camera, display-equipped), and by interaction method (voice, touch, eye movement) [1][10]. Industry Development Status - The smart glasses market is experiencing robust growth, with global shipments expected to reach 14.518 million units by 2025. In China, shipments are projected to rise from approximately 680,000 units in 2023 to 1.307 million units in 2024, and further to 2.907 million units in 2025. Audio and audio-capturing glasses are expected to account for 2.165 million units, while AR/VR devices are projected to reach 742,000 units [4][8]. Industry Value Chain - The smart glasses industry value chain includes upstream components such as lenses, frames, and key electronic parts (optics, chips, displays, sensors, etc.), midstream manufacturing of smart glasses systems and terminals, and downstream sales through traditional optical channels and e-commerce. Applications span various sectors, including media, healthcare, military, and personal use [10]. Industry Policies - The industry is supported by various government policies aimed at enhancing product quality, innovation, and market competitiveness. Recent initiatives include promoting high-value product exports, upgrading consumer electronics standards, and encouraging the development of smart wearable devices in various applications [12][14]. Industry Competitive Landscape - Major players in the smart glasses industry include GoerTek, Jiahe Intelligent, Skyworth Digital, and others. These companies are investing in R&D and production capacity for smart glasses, with GoerTek and Jiahe Intelligent leading in production capabilities. The market is characterized by competition from both domestic and international tech giants [15][18]. Industry Development Trends - The smart glasses market is expected to see advancements in AR/VR technologies, with a focus on enhancing user interaction through AI integration and visual enhancement. The industry is poised for rapid growth, driven by technological innovations and an expanding consumer market [24].