智能眼镜将颠覆手机？虽销售火爆，但仍待突破技术瓶颈

Core Insights - EssilorLuxottica, the manufacturer of Ray-Ban glasses, has seen its stock price rise by 14%, reaching an all-time high, with a market capitalization increase of nearly $20 billion [1] - The recent launch of a new generation of AI glasses in collaboration with Meta has led to record sales for EssilorLuxottica in Q3, prompting the company to accelerate its smart glasses production capacity [1] - The success of Ray-Ban glasses has reignited interest in the smart glasses market, with several tech companies re-entering the space [1] Industry Trends - The global smart glasses market is projected to see a shipment volume of 2.56 million units by Q2 2025, representing a year-on-year growth of 55% [1] - Barclays analysts predict that smart glasses could become the most disruptive innovation since smartphones, with global sales expected to reach 60 million units by 2035 [1] - Despite the growth potential, smart glasses are still not considered a "consumer-grade application" due to criticisms regarding their practicality, facing challenges in balancing performance, weight, and battery life [1]