2026年—智能眼镜的“普及转折点”？

Core Insights - Smart glasses are evolving from a tech concept to a consumer electronics category with significant commercial potential, driven by AI functionalities [1] - Meta Platforms is positioned to capitalize on this emerging market, with expectations for mainstream adoption by 2026 [1][5] - The market sentiment towards Meta's AI glasses is increasingly optimistic, supported by production capacity expansion plans from its partner EssilorLuxottica [1][5] Market Trends - The report compares the potential adoption curve of smart glasses to that of smartwatches and wireless earbuds, suggesting a similar trajectory of explosive growth [1] - Sales of Ray-Ban Meta smart glasses tripled in the first half of 2025, indicating strong market demand [1] - A consumer survey revealed that approximately 12% of respondents plan to purchase Ray-Ban Meta smart glasses, while current ownership stands at about 5% [5] Development Phases - The adoption of smart glasses is expected to progress through three core phases: hands-free moments, AI-powered experiences, and digital overlay [3] - The current market is in the second phase, focusing on integrating AI capabilities into the glasses [3] - The launch of Meta Ray-Ban Display glasses marks the beginning of the third phase, which will involve more advanced AI interactions [3] Pricing and Revenue Projections - The report indicates that smart glasses may achieve mainstream adoption in 12 to 24 months, with pricing being a critical factor [5] - By 2030, smart glasses are projected to contribute approximately €3.7 billion in revenue to EssilorLuxottica, representing about 10% of total sales [5] Hardware Challenges - Key hardware limitations affecting the widespread adoption of smart glasses include appearance, battery life, and weight [6] - The second-generation Ray-Ban Meta glasses have improved battery life to 6-8 hours, but full AR experiences may require all-day battery performance [6] - Meta is currently leading the competition in the smart glasses market, although competition is intensifying [6] Competitive Landscape - Other companies like Google, Snap, and Apple are also exploring the smart glasses market, with various product launches planned [7] - Google is expected to release Android XR glasses in collaboration with Gentle Monster and Warby Parker, while Snap aims to launch lighter, more immersive glasses by 2026 [7]