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九成时间当耳机,AI眼镜是“真智能”还是“伪需求”
Qi Lu Wan Bao Wang· 2025-09-19 08:16
Core Insights - The AI eyewear market is rapidly growing, with over 50 products expected to launch by 2025 from 36 manufacturers, including Meta, Xiaomi, and Huawei, leading to a significant increase in global shipments [1][3] - Despite the hype, consumer interest in AI glasses is mixed, with many users primarily utilizing them for audio functions rather than their intended AI capabilities [2][5] - Major tech companies are engaged in price and concept wars to capture market share, with Xiaomi's AI glasses achieving over 10,000 sales within 12 hours of launch [3][4] Market Trends - The global smart eyewear market is projected to ship 1.487 million units in Q1 2025, with China contributing 494,000 units, reflecting year-on-year growth rates of 82.3% and 116.1% respectively [1] - Xiaomi's AI glasses have become a top seller on e-commerce platforms, with sales figures of over 90,000 on various sites [2][3] - The AI eyewear segment is moving towards mainstream acceptance, shedding its initial niche status [7] Consumer Experience - Users report that AI glasses are often used as headphones, with audio features being the most utilized, while AI functionalities like photography and translation are underused [2][5] - Feedback indicates that AI features often lag behind mobile app capabilities, leading to consumer disappointment [2][5] Competitive Landscape - Major players like Meta and ROKID are leveraging competitive pricing and innovative features to attract consumers, with Meta's Ray-Ban smart glasses selling over 2 million units since launch [3][4] - The market is characterized by aggressive marketing strategies and product launches aimed at establishing brand dominance [3][4] Technological Challenges - Current AI glasses face limitations in functionality, with many features still in basic stages compared to smartphones, due to hardware and software constraints [5][6] - The industry is still working towards enhancing user experience and expanding the ecosystem of applications available for AI eyewear [5][6] Privacy Concerns - There are significant privacy risks associated with AI glasses, as users express concerns over potential unauthorized recording capabilities [6] - Incidents of privacy violations have been reported, highlighting the need for regulatory measures specific to AI eyewear [6]