今天分享的是：中国智能眼镜行业发展状况与用户行为调查数据-艾媒智库 报告共计：51页 艾媒智库2025年发布的中国智能眼镜行业发展与用户行为调查数据显示，全球及中国智能眼镜市场均呈高速增长态势，同时国内消费者 对该产品的认知、购买及使用行为呈现出鲜明特征，行业发展兼具机遇与待解问题。 市场规模方面，2022-2029年全球智能眼镜市场销量从10.3亿美元攀升至预测的1387.3亿美元，中国市场则从4.5亿元增长至1191.1亿元， 二者同比增长率均在近年保持高位，后续虽有回落但仍维持增长，行业发展潜力显著。 消费者认知与购买层面，国内消费者对智能眼镜认知度全覆盖，评测文章、亲友推荐是主要了解渠道，小米、大疆、雷鸟创新为消费者 重点关注品牌，超八成消费者认为品牌对购买有重要性，且更认可品牌以提升产品质量、推出创新产品的方式塑造形象。目前仅34.21% 消费者购买过智能眼镜，未来购买意愿为46.15%，价格过高、担心视力健康和隐私泄露是消费者不愿购买的核心原因，而满足日常功 能、追求科技感则驱动购买意愿，综合电商平台是主要购买渠道。 产品使用与偏好上，AR眼镜、视频眼镜是消费者购买主流类型，续航、舒适度、功能为购 ...

Core Insights - The smart glasses industry is experiencing a significant surge in demand, with Rokid founder Zhu Mingming acknowledging underestimating the market potential for 2025, as the company has already received 200,000 orders this year, far exceeding initial expectations of 100,000 to 150,000 units [1][5][10] - The global smart glasses market saw a shipment of 4.065 million units in the first half of 2025, representing a year-on-year growth of 64.2%, with major sales events like Tmall's Double 11 showing a staggering 25-fold increase in transaction volume [1][10][11] - Rokid's strategic shift towards consumer-grade products is evident, focusing on enhancing the functionality of Rokid Glasses, which has become the company's primary product amid fierce competition from tech giants like Xiaomi, Alibaba, and Baidu [4][6][8] Market Dynamics - The smart glasses market is becoming increasingly competitive, with dozens of new products launched this year, leading to a crowded landscape [2][4] - Major brands are releasing products with similar features, resulting in a high degree of homogeneity in the market, particularly in AI capabilities and basic functionalities [3][4][16] - Rokid's market share remains relatively low despite the overall industry growth, with the company facing challenges from emerging competitors and the prevalence of less sophisticated products dominating sales [10][13][16] Product Development and Strategy - Rokid has shifted its focus to consumer applications, moving away from a mixed B2B and B2C approach, and is now prioritizing features that cater to entertainment and daily use [6][8] - The company has launched Rokid Glasses with a strong emphasis on an open ecosystem, allowing developers to create diverse applications, which has attracted nearly 30,000 developers and 5,000 enterprises [9][8] - Despite the positive reception of Rokid Glasses, the company is currently facing production capacity constraints, leading to delays in fulfilling orders and a halt on new product launches for the remainder of the year [5][6] Future Outlook - Rokid aims to achieve ambitious sales targets of 1 million units in the next year and 2 to 3 million units in the following year, but these goals may be overly optimistic given current market conditions [10][11] - The company is at a critical juncture, needing to differentiate its products significantly to avoid further commoditization in a rapidly evolving market [18][20] - The overall smart glasses market is projected to grow substantially, with IDC forecasting shipments to exceed 40 million units by 2029, indicating a robust future for the industry despite Rokid's current challenges [10][11][15]