上半年全球智能眼镜出货量同比激增110%,Meta占据70%以上的市场份额
Core Insights - The global smart glasses market experienced a significant year-on-year shipment growth of 110% in the first half of 2025, driven by strong demand for Ray-Ban Meta smart glasses and the entry of new players like Xiaomi and RayNeo [1] - AI smart glasses accounted for 78% of total shipments in the first half of 2025, a notable increase from 46% in the first half of 2024 and 66% in the second half of 2024, primarily due to the dominance of Ray-Ban Meta AI glasses [1] - The AI glasses segment saw an annual growth rate exceeding 250%, significantly outpacing the overall market growth [1]