3C设备周观点：Meta AR眼镜销售火爆，苹果或全力转向开发AI眼镜：机械设备-20251008

Investment Rating - The industry rating is "Outperform the Market" [5][12] Core Insights - Meta's Ray-Ban Display smart glasses have seen strong market response, with retail stores nearly sold out and trial appointments fully booked before November [1] - Apple is shifting focus from developing a low-cost Vision Pro headset to prioritizing AI glasses to compete with Meta, with plans to preview the product in 2025 and launch in 2027 [2] - The smart glasses market is expected to grow significantly, with global sales projected to reach 14.5 million units by 2025 and a compound annual growth rate (CAGR) exceeding 50% from 2025 to 2029, potentially reaching 60 million units by 2029 [3] Summary by Sections - Meta's Smart Glasses: The Meta Ray-Ban Display smart glasses are experiencing high demand, with plans for increased supply and sales points [1] - Apple's Strategic Shift: Apple is reallocating resources to focus on AI glasses, indicating a significant change in product development strategy [2] - Market Growth Projections: The smart glasses market is anticipated to grow rapidly, with significant sales increases expected in the coming years [3] - Investment Opportunities: Recommendations include focusing on companies involved in foldable screen hinges, panel equipment, liquid cooling pumps, automation assembly, and 3D printing applications [3]