AR眼镜产业链全透视：上游芯片、中游制造、下游应用的机遇在哪里？丨热门赛道

Core Insights - The article discusses the evolution and potential of Augmented Reality (AR) glasses, highlighting their applications across various sectors such as education, healthcare, and industrial maintenance [6][14][16]. Industry Definition - AR glasses utilize augmented reality, optical waveguide, and sensor technologies to overlay virtual information onto the real world, enabling users to interact with digital data while perceiving their surroundings [6][11]. Technological Components - Key components of AR glasses include optical modules, chips, sensors, computing units, and interaction systems, with optical display solutions significantly impacting image quality and user comfort [14][15]. Market Trends - From 2020 to 2025, the number of financing events in the AR glasses sector showed an initial increase, peaking at 34 events in 2022, followed by a decline to 32 in 2023 and projected further decreases in subsequent years [17]. Key Players - Zhige Technology focuses on AR diffraction waveguide and micro-nano optical products, achieving significant breakthroughs in performance metrics and production capacity [20]. - Zhi Jing Wei Technology specializes in AR glasses and interactive technology, with a focus on integrating optical display and spatial perception [24]. - Afalon Technology develops AR smart glasses for various industries, emphasizing lightweight and high-interactivity solutions [27]. Recent Developments - XREAL's new generation AR glasses were recognized in Time magazine's Best Inventions of 2025, marking a significant achievement for Chinese technology in the global market [32]. - Meta announced plans to release dual-screen smart glasses and true AR glasses by 2027, indicating ongoing advancements in the AR space [33]. Market Dynamics - The XR market showed a stark contrast in performance, with AR headset shipments increasing by 50% in the first half of 2025, while VR headset shipments declined by 14% [34]. - Google and XREAL collaborated to launch Project Aura, a new AR glasses model, showcasing the integration of technology from multiple leading companies [35].