AI眼镜进“国补” 从“尝鲜”到“常用”还有几步？

Core Insights - The article highlights the growing popularity of AI glasses as a new consumer product during the upcoming Spring Festival, driven by government subsidies and technological advancements [2][4] - The market for AI glasses is still in its infancy, with a shipment volume of approximately 1.78 million units in the first three quarters of 2025, compared to billions for smartphones [3][10] - The global AI glasses market is expected to see significant growth, with shipments projected to rise from 340,000 units in 2023 to 26 million units by 2028 [5] Policy and Market Dynamics - A new round of national subsidies for AI glasses will begin in January 2026, offering a 15% subsidy with a maximum of 500 yuan per unit, which is expected to stimulate consumer interest [2][4] - The CES 2026 showcased a strong presence of Chinese companies in the AI glasses sector, accounting for over 60% of exhibitors, indicating a robust domestic industry [4][5] Product Features and Consumer Interest - AI glasses are categorized into three main types: audio glasses, camera glasses, and AI+AR glasses, each serving different functions and use cases [8][9] - Consumer interest in AI glasses has increased, with many expressing curiosity and a willingness to purchase due to improved functionality and lower price points after subsidies [2][3] Industry Challenges and Future Outlook - Despite the growing interest, AI glasses remain a niche product, facing challenges such as consumer unfamiliarity and privacy concerns [3][10] - The industry is awaiting a breakthrough product that could drive mass adoption, akin to the "iPhone moment" for smartphones [10][12] - Recommendations for the industry include enhancing technological innovation, optimizing user experience, and fostering collaboration across the supply chain [12]