智能眼镜产业链迈向“订单验证”阶段

Core Insights - The Chinese smart glasses market is experiencing significant growth, with a projected retail volume of 468,000 units in the first half of 2025, representing a year-on-year increase of 148% [1] - The market is transitioning from the "initial investment" phase to the "order validation" phase, indicating a maturation of the industry [1] - Major brands such as Xiaomi, Lenovo, and Alibaba are entering the market, with expectations of a total retail volume of nearly 1.4 million units for the entire year of 2025, a 216% increase year-on-year [1] Market Potential - Smart glasses are categorized into three main types: audio glasses, camera glasses, and AR glasses, all of which are showing upward trends [1] - Analysts predict that smart glasses could become the next mainstream smart mobile terminal after smartphones, with a potential market size of 1 billion units [2] Industry Developments - Several A-share listed companies are beginning to achieve bulk shipments of smart glasses, indicating a growing supply chain [2] - Shenzhen Baiwei Storage Technology has become a core supplier for major global wearable clients like Meta, highlighting the industry's competitive landscape [2] - Xiamen Hongxin Electronics has developed ultra-thin flexible circuit boards for smart glasses, reducing weight by 70% and improving heat dissipation efficiency by 60% [3] Strategic Collaborations - Lens and assembly companies like Lens Technology have established strategic partnerships with leading North American and domestic firms, enhancing their production capabilities [3] - Rokid's smart glasses have already received over 250,000 pre-sale orders, indicating strong market demand and potential revenue growth for associated companies [3] Future Outlook - The next 1 to 3 years are deemed critical for the development of smart glasses, with user demand being a key factor for the emergence of popular products [2] - Continuous technological innovation and ecosystem collaboration are essential for companies to capitalize on the growth opportunities in the smart glasses market [3]