WAIC对话｜Rokid创始人兼CEO祝铭明：AR智能眼镜“理想价格”2000元以内

Core Insights - The article discusses the advancements and market dynamics of the augmented reality (AR) eyewear industry, particularly focusing on Rokid and its products [1][3]. Market Performance - According to IDC, global smart eyewear shipments are projected to reach 1.487 million units in Q1 2025, representing a year-on-year growth of 82.3%. The AR/VR market is expected to see shipments of 656,000 units, with a growth of 18.1% [3]. - In China, smart eyewear shipments are anticipated to hit 494,000 units, showing a remarkable year-on-year increase of 116.1%. The AR/VR market in China is expected to reach 135,000 units, growing by 25.2% [3]. Product Features - Rokid Glasses weigh only 49 grams and support high-definition photography and video recording. They can perform tasks such as object recognition, real-time translation, mathematical calculations, schedule reminders, weather forecasts, and navigation assistance [7]. - The glasses are unique in that they can display information while also capturing images and sound, making them the only mass-produced product of their kind globally [7]. Industry Trends - The current phase of the smart eyewear industry is characterized by a "hundred glasses battle," which is seen as more of a concept than a reality. The focus should be on user acceptance rather than the number of competitors [8]. - The industry is experiencing cyclical trends, with the timing of product launches being crucial for success. Companies must align their offerings with market readiness and consumer demand [10][11]. Future Outlook - The ideal price point for AR smart glasses is projected to be under 2,000 yuan, with expectations that prices will decrease as technology matures and production scales up [14]. - Rokid is exploring partnerships with humanoid robot companies, aiming to integrate their eyewear technology for remote operation and data collection [9].