机构：上半年国内消费级AI/AR眼镜市场销量同比增长73%

Core Insights - The Chinese consumer-grade AI/AR glasses market is projected to reach sales of 262,000 units in the first half of 2025, representing a year-on-year growth of 73%, marking a historical high [1] - Screenless AI glasses are identified as the core growth driver with a remarkable year-on-year increase of 463, indicating a significant shift in consumer preferences [1] - Major brands such as Thunderbird and Xiaomi are leveraging technological advancements and ecosystem development to propel the industry into a new phase of large-scale adoption [1] Market Outlook - CINNO Research forecasts that the shipment volume of AI/AR glasses in China will reach 900,000 units by 2025, reflecting a year-on-year increase of 133%, with the industry expected to surpass a scale of 100 billion within three years [1] - Despite existing challenges, policy support and market potential continue to underpin optimistic expectations for the sector [1] Competitive Landscape - Domestic brands are building content ecosystem barriers through three dimensions: cross-device collaboration, cross-field applications, and cross-industry cooperation, which are crucial for competitive advantage [1] - Technological breakthroughs and ecosystem enhancements are identified as key variables determining success in the market [1]