根据 Counterpoint Research 的 《全球智能眼镜型号出货量追踪报告》 ，2024 年全球智能眼镜出货量 同比增长 210% ，主要受到 Ray-Ban Meta 智能眼镜强劲需求的推动。因此，全球智能眼镜市场首次 突破 200 万台大关，创下了前所未有的增长速度。 2024 年与 2023 年全球智能眼镜 市场出货量对比 在Ray-Ban Meta 智能眼镜的强劲需求推动下，2024 年全球智能眼镜出货量同比大幅增长 210%，2023 年则同比增长了 156%。 Ray-Ban Meta 智能眼镜通过将可穿戴 AI 技术与时尚设计和增强的智能功能相结合，重新定义 了智能眼镜体验。 在 Ray-Ban Meta 智能眼镜成功之后，像小米、三星、百度和字节跳动等科技巨头将加入全球 智能眼镜市场。供应链预计 2025 年将成为"智能眼镜百家争鸣"的时代。 我们预计全球智能眼镜市场将持续增长，2025 年同比增长 60% ，并且到 2029 年将保持超过 60% 的年均增长率，受益于更广泛的应用场景、多样化的价格段和不断扩展的玩家生态系 统。 来源：2025 年 1 月Counterpoint ...

Core Insights - The global smart glasses market is projected to experience a significant growth of 210% year-on-year in 2024, driven primarily by strong demand for Ray-Ban Meta smart glasses, marking a historic milestone of over 2 million units shipped [1][3][8] - The success of Ray-Ban Meta smart glasses has prompted major tech companies like Xiaomi, Samsung, Baidu, and ByteDance to enter the smart glasses market, indicating a competitive landscape emerging by 2025 [3][9] - The smart glasses market is expected to continue its upward trajectory, with a forecasted growth of 60% in 2025 and maintaining an annual growth rate of over 60% from 2025 to 2029, supported by diverse applications and an expanding ecosystem of players [3][9] Market Overview - In 2023, the global smart glasses market saw a year-on-year growth of 156%, with Ray-Ban Meta smart glasses capturing over 60% of the market share in 2024 [3][8] - The definition of smart glasses excludes augmented reality (AR) devices, focusing instead on wearable computing devices that integrate electronic components into traditional eyewear [4][11] - AI smart glasses, a subcategory of smart glasses, incorporate AI technology to enhance functionality and user experience, requiring specific standards such as integrated AI processors and voice interaction capabilities [4][6][7] Product Evolution - Ray-Ban Meta smart glasses are recognized as the first AI smart glasses on the market, featuring advanced technology such as integrated NPU, sophisticated cameras, and audio components, enabling functionalities like photo/video capture and audio playback [6][8] - The evolution of smart glasses has shifted from basic improvements in hardware to redefining user experience through AI integration, leading to a surge in demand following the launch of Ray-Ban Meta smart glasses [8][9] Competitive Landscape - The competitive dynamics of the smart glasses market are evolving, with Meta expected to adopt a more aggressive expansion strategy in 2025, aiming to grow its smart glasses business through product diversification [9] - The entry of numerous new AI smart glasses models, particularly from Chinese companies, indicates a proactive approach to capitalize on emerging market opportunities [9]