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中金 | ARVR系列#8:AI眼镜打造全新交互体验
中金点睛·2025-08-18 23:36

Core Viewpoint - The article emphasizes the growth potential of AI/AR glasses, driven by advancements in hardware and software, with a projected global shipment of 35 million units by 2028, reflecting a CAGR of approximately 119% from 2024 to 2028 [3][9][11]. Hardware Trends - The trend towards hardware upgrades is evident, particularly in SoC, interaction, and display technologies, with dual-chip architectures expected to enhance battery life and spatial computing capabilities [4][12]. - The dual-chip architecture is becoming mainstream, optimizing power consumption and improving user experience, as seen in products from Xiaomi and Alibaba [18][28]. - Display technologies are evolving, with near-eye displays expected to become standard in AI glasses, and single-color waveguides balancing cost and power consumption [19][20]. Software and Ecosystem Development - The integration of large models and diverse application scenarios is crucial for differentiating AI glasses in the market, with companies like Rokid adopting open platforms for enhanced user engagement [5][28]. - The combination of hardware and software ecosystems is anticipated to drive sales growth, with dual operating systems enhancing battery life and user experience [28][29]. Market Dynamics - Meta is leading the market, with a significant share of AI glasses shipments, and is expected to maintain a dominant position as new products are released [3][7]. - The competitive landscape is intensifying, with various tech giants entering the AI glasses market, contributing to increased industry attention and growth [7][9]. - The article notes that the global shipment of AI glasses is projected to reach approximately 1.52 million units in 2024, a year-on-year increase of 533%, primarily driven by the release of the Rayban Meta second-generation product [9][11].