TrendForce集邦咨询：预计2030年AR眼镜出货量达3210万台

Group 1 - The core viewpoint of the articles indicates that the AR market is expected to grow significantly, with global AR shipments projected to reach 600,000 units by 2025 and 32.1 million units by 2030 due to advancements in technology and product maturity from major international brands [1][5] Group 2 - TrendForce highlights that AI technology is helping consumers form clearer expectations for AR glasses applications, leading to a consensus on specifications such as power consumption below 300mW, volume under 1cc, and weight under 3g [4] - The standardization of specifications, while limiting brand differentiation, is expected to facilitate economies of scale and reduce costs, making AR glasses more accessible to consumers and encouraging market entry [5] - Major companies like Meta and Google are actively investing in the AR ecosystem, which is expected to enhance supply chain development and support the growth of suppliers like LUMUS, Goertek, and others, laying a solid foundation for achieving millions of units in shipments by 2030 [5]