全球AI眼镜上半年出货量大增，企查查：相关企业集中华东华南两地

Core Insights - The global smart glasses (AI glasses) market is experiencing significant growth, with shipments expected to reach 4.065 million units in the first half of 2025, representing a year-on-year increase of 64.2%. By 2029, global shipments are projected to exceed 40 million units, with China's market share steadily increasing and a compound annual growth rate (CAGR) of 55.6% from 2024 to 2029, the highest globally [1] Industry Distribution - As of October 21, there are 5,682 existing companies related to smart glasses in China, primarily concentrated in East China and South China, accounting for 36.11% and 32.72% respectively. The North China region has a 13.31% share, while Central, Southwest, Northwest, and Northeast regions each have less than 10% [2][3] Industry Sector Breakdown - The majority of existing smart glasses companies belong to the scientific research and technical services sector, making up 32.85% of the total. This is followed by the information transmission, software, and information technology services sector at 22.14%, and the manufacturing sector at 18.17% [4] Capital Distribution - Nearly 60% of the existing smart glasses companies have registered capital of 10 million yuan or more. Among these, companies with registered capital of 50 million yuan or more constitute the largest group, accounting for 33.04%. Companies with registered capital between 1 million (inclusive) and 5 million yuan account for 24.59% [5]