明星出国也戴！从联名奢牌到合作金店、药厂，不少玩家还在“等风来”，智能眼镜何时迎来大爆发？

Core Insights - The "2025 World Artificial Intelligence Conference" has highlighted the competitive landscape of emerging technologies, particularly smart glasses, which have not yet seen explosive growth despite initial hype [1] - Major players like Xiaomi and Alibaba are expected to lead the market, but many manufacturers are still cautious and waiting for market education from these giants [1][4] - The smart glasses market is projected to grow significantly, with IDC forecasting a shipment volume of 2.907 million units in China by 2025, representing a year-on-year increase of 121.1% [8] Group 1: Market Dynamics - Smart glasses are categorized into three main technology paths: AI glasses, AR glasses, and AI+AR glasses, with companies like Xiaomi and Meta focusing on the AI and photography segment [3] - The introduction of new products is cautious, with companies like Alibaba announcing their "Wow" glasses without offering hands-on experiences [3][4] - The market is currently characterized by a lack of aggressive product launches, as many companies are still assessing user acceptance and the best technological path [5][6] Group 2: Competitive Landscape - Zhao Zhongxia, a researcher, identifies three types of companies likely to gain an advantage in the smart glasses market: those with large models, those with AI application entry points, and those with hardware ecosystems [2][7] - The competition is expected to intensify as more companies enter the market, with a notable increase in product launches anticipated in the second half of the year [16] - The smart glasses industry is still in a cautious phase, with many traditional eyewear manufacturers preparing for AI glasses production but not yet launching significant products [4][5] Group 3: Consumer Engagement - Current applications of AI glasses are primarily focused on photography, recording, and translation, leading to a degree of product homogeneity [9] - The market is seeing innovative marketing strategies, such as collaborations between tech companies and luxury brands to attract consumers [1][14] - User feedback indicates a need for improvements in design, functionality, and overall user experience to drive wider acceptance of smart glasses [14][8]