AI眼镜行业深度报告（XR系列深度之九）：智能交互时代已来，百镜大战如火如荼

Industry Overview - The AI glasses market is gaining traction with significant advancements in AI functionalities such as Live AI, real-time translation, music recognition, and QR code scanning [2] - The market is witnessing a "Hundred Glasses War" with major players like Meta, Apple, and Samsung planning to release new AI glasses in 2025 [4][6] - AI glasses are becoming a new terminal for AI applications, integrating features of headphones, cameras, and sunglasses, offering high cost-performance [8][25] Market Performance - Meta Ray-Ban AI glasses have sold over 1 million units globally as of May 2024, with an expected annual shipment of over 1.5 million units in 2024 [18][19] - The average selling price (ASP) of AI glasses is estimated at 1,500 yuan, with potential market sizes reaching 113 billion yuan at 8 million units and 5.7 trillion yuan at 380 million units [20][21] Product Features and Innovations - AI glasses are designed to be lightweight (around 50g) and fashionable, resembling sunglasses or prescription glasses, enhancing user comfort and appeal [8][25] - Key features include first-person perspective recording, live streaming, and AI-powered functions like translation and object recognition [11][25] - Meta Ray-Ban AI glasses, integrated with Meta's Llama3 model, offer voice interaction and video recording capabilities, allowing users to live stream on Facebook or Instagram [11] Competitive Landscape - Major players like Meta, Apple, and Samsung are leading the AI glasses market, with Meta Ray-Ban being the most prominent product [19][4] - Emerging brands like Flash Extreme are entering the market with affordable options, such as the Flash Extreme AI "Snap Mirror," priced at 999 yuan, which sold out 50,000 units before the Spring Festival [9][53] - ByteDance has invested in Li Weike Technology, entering the AI glasses market with products like Meta Lens Chat, which integrates AI voice interaction and supports functions like translation and navigation [36][51] Supply Chain and Components - The AI glasses supply chain includes key players in chips (e.g., Qualcomm, Unisoc), storage (e.g., GigaDevice, Puya Semiconductor), and optical components (e.g., Crystal Optech, Lens Technology) [44][50] - Flash Extreme AI "Snap Mirror" boasts a 90% domestic component rate, with key chips like Unisoc W517 and Haier CST812T being sourced from Chinese suppliers [57][58] - Qualcomm's AR1 chip dominates the high-end market, while Unisoc's W517 offers a cost-effective alternative, enabling brands like Flash Extreme to offer affordable AI glasses [61][62] Future Outlook - The AI glasses market is expected to grow significantly, with potential market sizes comparable to sunglasses and smartphones, driven by continuous product iterations and lower prices [31][20] - The "Hundred Glasses War" is set to intensify in 2025, with major tech companies like Apple, Samsung, and Xiaomi planning to release new AI glasses, further expanding the market [4][6][27]