Omdia：2026年AI眼镜市场规模将达到1000万台

Core Insights - The AI glasses market is experiencing strong growth, with global shipments expected to surge by 158% to reach 5.1 million units by 2025, and projected to exceed 10 million units by 2026, ultimately reaching 35 million units by 2030, with a CAGR of 47% from 2025 to 2030 [1][3] Group 1 - Major consumer technology companies like Google and Xiaomi are accelerating their entry into the AI glasses market, driving its growth [1] - Meta has emerged as a pioneer in the AI glasses sector, with its collaboration with EssilorLuxottica and Ray-Ban being crucial in transforming the technology from a niche concept to a mainstream product [3] - The combination of EssilorLuxottica's distribution strength and Ray-Ban's cultural influence has helped overcome the challenges faced by earlier AI glasses like Google Glass [3] Group 2 - China is expected to become the second-largest AI glasses market globally, with shipments projected to reach 1.2 million units by 2026, accounting for 12% of the global market share [3] - The unique ecosystem in China, built by internet giants, smart device manufacturers, and emerging companies, provides a solid foundation for the development of AI glasses [3] - Current trends show that AI glasses manufacturers are increasingly focusing on locking users into their own ecosystems and AI platforms, which may limit the overall utility of the devices [3] Group 3 - Achieving platform-agnostic AI technology is essential for transforming AI glasses into everyday necessities, posing significant commercial and technical challenges for manufacturers [3]