阿里AI眼镜供应商拿下OPPO、小米融资，订单量已创纪录｜潜伏独角兽

Core Insights - The smart glasses market is experiencing a resurgence, with Meta's Ray-Ban Display glasses selling out and Apple expected to enter the market within 12 to 16 months [1][2] - The industry is seeing significant investment and innovation, particularly in optical technologies like diffractive waveguides, which are crucial for the development of consumer-grade AR glasses [3][11] Market Dynamics - Meta's Ray-Ban Display has sold over 2 million units, indicating strong consumer interest, while the global smart glasses market is projected to reach 14.5 million units in 2025, a 42.5% increase year-on-year [1][12] - The emergence of generative AI has revitalized the AR/VR sector, making smart glasses a more appealing consumer product [1][2] Technological Advancements - The optical module accounts for over 40% of the total cost of smart glasses, making it a critical factor in product design and consumer adoption [3] - Companies like Zhige Technology are leading the way in developing diffractive waveguide technology, which significantly reduces the size and thickness of devices [3][11] Competitive Landscape - Zhige Technology has secured large orders exceeding 100,000 units, a first in the industry, highlighting the growing demand for AR glasses [1][9] - The company's IDM (Integrated Device Manufacturing) model allows for better control over design and manufacturing, giving it a competitive edge in production efficiency and cost optimization [10][11] Consumer Experience - The focus is shifting from purely technical specifications to enhancing user experience, with a balance of 85% comfort and 70% optical performance deemed sufficient for market success [7][8] - Meta's strategy of positioning smart glasses as fashion accessories rather than just tech products has contributed to their market penetration [8][9]