Core Insights - The AI glasses market is rapidly evolving, with major tech companies like Google and Apple entering the fray, indicating a competitive landscape ahead by the end of 2025 [2][3] - Quark AI glasses have seen a significant demand surge, with second-hand prices reaching up to 5000 yuan and a backlog of orders extending to 45 days [2][5] - AI glasses are positioned as the next generation of computing platforms, potentially replacing smartphones as the primary human-computer interaction interface [3][4] Industry Developments - Major tech companies are actively developing AI glasses, with Google announcing two products in the POC stage and collaborations with Qualcomm, Samsung, and Foxconn [4] - Domestic companies like Rokid and Quark are leading the charge, with Rokid achieving over 100,000 active users and Quark glasses selling out rapidly across major e-commerce platforms [5][6] - The AI glasses market is expected to experience explosive growth in the next 3-5 years, with applications in various sectors including industrial inspection and medical assistance [3][4] Company Highlights - Rokid has established a strong user base and achieved top sales during major shopping events, indicating robust market acceptance [5] - Quark AI glasses are facing supply constraints, with limited daily availability leading to high demand and resale prices [5][6] - Several companies are positioning themselves as key players in the AI glasses supply chain, including: - Yingtong Communications, partnering with Montong Smart for manufacturing solutions [7] - Hengxuan Technology, focusing on low-power audio chips essential for wearable devices [7] - Lens Technology, known for its advanced glass manufacturing capabilities, crucial for AR optics [8]

Core Insights - The global technology competition is rapidly evolving, with cutting-edge technologies like AI, spatial computing, and human-machine collaboration reshaping production, lifestyle, and national competitiveness [1] - The 20th National Congress of the Communist Party of China emphasizes accelerating the development of new productive forces and strengthening the role of enterprises in technological innovation, placing "technology finance" as a top priority in building a strong financial nation [1] Development Challenges - Traditional AR glasses face commercialization challenges, with global sales projected at only 500,000 units in 2024, significantly below early market expectations [1] - The core issue lies in the "all-or-nothing" development paradigm, which creates a negative cycle of high R&D investment, high-cost pricing, low user acceptance, and immature supply chains [1][3] - This approach neglects critical variables such as market acceptance, user behavior inertia, and capital patience, making it incompatible with the new paradigm of "early, small, long-term, and hard technology" in technology finance [1] Evolution Path - A new "gradual iterative" paradigm is emerging, led by AI smart glasses, which is validating a three-stage evolution path: audio/camera glasses, AI smart glasses, and AI+AR glasses [2][5] - The first stage involves audio/video glasses that integrate basic functions to cultivate user habits without altering wearing preferences [5] - The second stage introduces AI capabilities for enhanced functionality, transforming devices from mere tools to intelligent companions, as evidenced by the success of Meta's Ray-Ban Meta glasses [7] - The third stage aims to incorporate lightweight AR display modules, achieving "what you see is what you get" spatial computing, supported by accumulated orders that drive down optical module costs [8] Market Logic - The "gradual iterative" approach targets a substantial existing market of over 1.54 billion units of traditional glasses sold annually, providing a natural user base for smart glasses [9] - This paradigm shift redefines smart glasses as "smart traditional glasses," significantly lowering decision-making barriers and facilitating market penetration [9] - Investment in the AR sector is transitioning from a technology risk-driven model to one focused on market validation, with significant funding increases observed in 2025 [9] Competitive Landscape - The global AR glasses market is evolving, with competition shifting from short-term hardware comparisons to long-term ecosystem building [11] - Companies like Meta and Google are adopting different strategies, with Meta focusing on a closed-loop experience and Google promoting an open ecosystem [11] - Domestic players are leveraging rapid hardware iterations and vertical market penetration, while larger companies like Huawei and Xiaomi are creating seamless cross-device experiences [11] Capital Mechanism - The evolution of AR glasses represents a microcosmic experiment in the collaboration of technology, finance, and institutional evolution [12] - The "gradual iterative" paradigm addresses structural mismatches between technological innovation and financial capital, allowing for phased value release mechanisms [14] - This approach enables capital to receive mid-term market feedback and cash flow support without sacrificing long-term visions, alleviating common challenges faced by early-stage hard technology projects [14] Future Outlook - The true revolution of consumer-grade AR glasses lies in redefining the relationship between humans, information, and the world, facilitating seamless integration of digital information into physical reality [16] - AR glasses have the potential to enhance social interactions, transforming them from social isolators to social enhancers, provided they are designed thoughtfully [17] - The successful adoption of AR glasses will depend on the establishment of ethical frameworks and institutional support to address privacy concerns and ensure equitable access [18]

火热的智能眼镜市场实际销售情况如何？12月12日，国际数据公司（IDC）最新出炉相关市场跟踪结 果。 据IDC最新发布的《全球智能眼镜市场季度跟踪报告》，2025年第三季度全球智能眼镜市场出货量429.6 万台，同比增长74.1%。其中全球音频和音频拍摄眼镜市场出货量299.4万台，同比增长287.5%；AR/VR 市场出货130.2万台，同比下滑23.2%。 从区域表现来看，北美、西欧、中国及亚太（不含中国、日本）市场均实现50%以上的同比增长，其中 西欧以106.5%的增速位居全球首位。 IDC中国市场分析师叶青清认为，2026年，中国智能眼镜市场将呈现两大特征，一是头部厂商集中入 局，智能眼镜市场进入规模化增长；二是智能眼镜市场AI应用落地进程加快。 "今年年底至明年年初，多家头部企业将密集发布新款智能眼镜，巨头的战略性布局不仅带动了技术创 新和产品迭代，也进一步推动智能眼镜向下一代智能交互入口方向演进。随着更多厂商加入，市场认可 度和用户期待持续提升，行业正从前期探索阶段逐步迈向规模化增长阶段。"叶清清说，与此同时，竞 争焦点也转向生态协同、内容整合和场景落地等多维度较量。各大品牌通过打造差异化产品矩 ...

Core Insights - The global smart eyewear market is projected to ship 4.296 million units in Q3 2025, representing a year-on-year growth of 74.1% [1] - The audio and audio-capturing glasses segment is expected to see a significant increase in shipments, with a year-on-year growth of 287.5%, while the AR/VR segment is experiencing a decline of 23.2% [1] - Meta has launched new products, achieving a market share of 75.7%, while Chinese manufacturers like Xiaomi, Thunder, Xreal, and Viture are also gaining traction in the market [1] Global Market Overview - The global smart eyewear market is expected to see a shipment of 4.296 million units in Q3 2025, with a year-on-year growth of 74.1% [1] - The audio and audio-capturing glasses market is projected to ship 2.994 million units, showing a remarkable growth of 287.5% [1] - The AR/VR market is expected to ship 1.302 million units, but it is facing a decline of 23.2% [1] Chinese Market Insights - The Chinese smart eyewear market is projected to ship 623,000 units in Q3 2025, reflecting a year-on-year growth of 62.3% [3] - The audio and audio-capturing glasses segment in China is expected to ship 454,000 units, with a year-on-year growth of 79.2% [5] - The AR/VR market in China is expected to ship 169,000 units, showing a year-on-year growth of 29.4% [6] Product Innovations and Trends - Major Chinese brands are launching new products, including Alibaba's Quark G1 and Baidu's AI glasses, which are expected to enhance market dynamics [5] - The proportion of products supporting large models has reached 49.5%, indicating a trend towards AI integration in smart eyewear [5] - The AR/ER category is leading growth in the AR/VR market, with a market share of 83.4% and a year-on-year growth of 142.3% [6] Future Projections - The Chinese smart eyewear market is expected to reach 4.508 million units by 2026, with a year-on-year growth of 77.7% [6] - The audio and audio-capturing glasses segment is projected to ship 3.434 million units, reflecting a growth of 68.1% [6] - The AR/VR device shipments are expected to reach 1.073 million units, with a year-on-year growth of 62.1% [6] Competitive Landscape - The smart eyewear market is entering a phase of scale growth, with major companies launching new products and driving technological innovation [8] - Competition is shifting towards ecosystem collaboration, content integration, and practical application scenarios [8] - The market is expected to see a more diverse competitive landscape, with a focus on user experience, AI functionality, and ecosystem completeness [9]

（来源：映维网Nweon） 市场"起飞"遭遇隐私与竞争双重考验 （映维网Nweon 2025年12月10日）路透社报道指出，全球最大眼镜制造商依视路陆逊梯卡正在重注押 宝智能眼镜领域，而这场豪赌即将面临考验。其与Meta合作推出的、由人工智能驱动的雷朋Meta智能 眼镜今年已带来首次显著的收入增长，但分析师警告称，隐私担忧以及一大批新竞争对手可能会限制其 增长潜力。 这款于2021年推出的眼镜框架，旨在通过镜片中的微型摄像头让佩戴者拍摄照片和视频、将内容串流至 Meta应用以及与AI助手对话，从而颠覆智能手机时代。 然而，正是这些旨在将这副由马克·扎克伯格的Meta与法意眼镜巨头依视路陆逊梯卡合作打造的AI眼镜 变为必备设备的功能，引发了人们的担忧，因为旁观者几乎无法控制自己是否被录制或其数据如何被处 理。 欧洲数字权利倡导组织NOYB的律师Kleanthi Sardeli表示："AI智能眼镜引发了严重的隐私担忧。主要问 题涉及使用人们的个人数据来训练AI模型以及对旁观者的透明度。" 拥有Facebook、Instagram和WhatsApp，并且大部分收入来自广告的Meta正在利用用户数据为其人工智 能工具 ...

永远不充电 Apple Watch 作为一款可穿戴智能设备，最大的槽点就是需要频繁的充电。 能够养成习惯还好，但如果充电和你的作息打架，那它就会变成每天睡前一个很恼人的环节。 ▲ 图｜Apple Community 这个时候，如果有这么一款可穿戴产品：轻巧便携、防水防尘，而且永远不需要充电——你把它戴在手上，哪怕连续使用一整年都不用考虑续航。你会对 此感兴趣吗？ 听起来是不是有点像《赛博朋克 2077》里才有的黑科技？如果你是智能穿戴的老用户，听到这种「反常识」的设定，大概率会猜到一个名字：Pebble。 没错，那个曾经的智能手表鼻祖、极客心中的白月光，真的带着这么一款产品回来了。这个仿佛自带核能电池的可穿戴产品，就是 Pebble Index 01 戒指： ▲ 图｜Repebble 早在 Apple Watch 定义了所谓「智能手表」品类之前，Pebble 就已经是智能穿戴设备的第一批玩家了。 2012 年，苹果入场智能穿戴设备的两年前，Pebble 就凭借电子墨水屏、超长续航和开放的生态系统，在 Kickstarter 上创造了目标 10 万融资 1026 万美元 的「众筹神话」。 虽然 Pebble 后 ...

来自立讯的内部人士透露，夸克的工作人员上个月就已经密集在盯出货，"他们在我们的工厂内新增了 一条组装产线。"至格科技创始人孟祥峰称："我们正加紧生产来自夸克AI眼镜的大笔光波导片订单，新 购买的设备都已投入使用。" 新浪科技讯 12月11日下午消息，近日，夸克AI眼镜市场需求超预期，线上线下"一机难求"。据夸克AI 眼镜的核心供应商及内部人士披露，目前夸克AI眼镜已新增一条产线，产能将从下周陆续释放。 夸克AI眼镜的一位内部人士也透露，团队目前最大的目标是明年1月能够充分释放产能，赶上春节消费 热潮。 今年11月，夸克AI眼镜正式发布了S1、G1两个系列共六款单品，S1系列最低到手价为3799元，G1最低 到手价1899元起，这也是搭载千问的首款硬件。对阿里而言，这是千问首次走出屏幕，进入物理世界。 来自立讯的内部人士透露，夸克的工作人员上个月就已经密集在盯出货，"他们在我们的工厂内新增了 一条组装产线。"至格科技创始人孟祥峰称："我们正加紧生产来自夸克AI眼镜的大笔光波导片订单，新 购买的设备都已投入使用。" 夸克AI眼镜的一位内部人士也透露，团队目前最大的目标是明年1月能够充分释放产能，赶上春节消费 热潮 ...

影目科技INMO以长期主义深耕无线一体式AI+AR智能眼镜，逐一攻克了困扰全行业的关键瓶颈：光学引擎的迭代实现了 更高清晰度与私密性，镜框设计的优化解决了长时间佩戴的舒适度痛点，双电池磁吸换电设计则有效破解了用户的续航焦虑。 影目科技新品INMOGO3更是行业技术集大成者：采用CNC五轴工艺打造轻盈机身，首创领夹音箱INMOSpeaker搭配AI拟 声，实现261种语言的双向对话实时翻译，支持AI语速追随提词、AR识人等功能，不仅推动产品从"可行"走向"可用"，更重新 定义了智能眼镜"专业性与实用性兼具"的行业标准。与此同时，AI的能力让智能眼镜具备了更强的"入口属性"。过去的智能眼 镜更像是手机屏幕的延伸，而如今，借助AI翻译、提词、对话理解、拟声能力和正在拓展的多种原生场景，智能眼镜开始具备 了主动理解用户意图、主动提供服务的可能性。 （编辑 张明富） 本报讯 （记者桂小笋） 12月10日，深圳影目科技有限公司（以下简称"影目科技"）旗下INMO正式官宣知名财经作家吴晓波成为新的品牌挚友。 此次双方的合作，本质上是向整个市场传递核心信号：智能眼镜已从单纯的技术猎奇产品，进化为足以影响未来生活方式与商 业效 ...

毫无疑问，如果保持这一增长势头，来年必将迎来更为可观的销量爆发。 2025年的AI眼镜，正如兵法所说，"兵威已振，譬如破竹，数节之后，皆迎刃而解"。从极客追捧的小众产品，到如今大众市场爆发，我们不妨借此全面回 顾一下这场破竹之战，到底如何打，赢了谁，接下来的战况又会如何。 首先有必要搞清楚，AI眼镜2025战役，究竟在跟谁打、打什么？正如乐奇Rokid创始人祝铭明在直播中所说，当前AI眼镜行业尚处早期探索阶段，整个行 业真正的挑战在于市场教育不足，传统终端仍占据主流认知，AI眼镜这一品类自身的弱点尚未全部完美解决，所以，各企业的核心并非彼此竞争，整个 行业是在与时间赛跑。 这一轮大模型浪潮下，崛起了不少AI硬件，Humane AI Pin、Rabbit R1等曾备受关注的产品，或因体验拉垮退市，或因漏洞频发遭退款。AI眼镜，是为数 不多真正跑通市场的硬件品类。 AI眼镜的2025，已然实现向大众普及的关键突破，一派势如破竹的局面。IDC数据显示，全球智能眼镜出货量同比增长26%，其中AI眼镜占比超60%；消 费端表现更为亮眼，京东618期间AI眼镜成交量同比暴涨7倍，天猫双11智能眼镜品类成交额更是同比激增2 ...

在闲鱼等二手交易平台上，夸克AI眼镜S1的转卖价格普遍维持在4000元左右。对于部分能够"秒发货"的 现货产品，卖方更是给出了超过5000元的高价，远超官方售价。市场上还衍生出了"租赁"业务。据悉， 夸克AI眼镜的每日出租价格在40元至95元不等，足见市场尝鲜需求的旺盛。 据统计，在夸克AI眼镜S1开售后的4个小时内，产品便迅速登顶天猫、京东、抖音三大平台的智能眼镜 相关热销榜。11月27日的数据显示，该款产品一举夺得天猫XR设备行业销量与店铺双第一、抖音电商 智能设备榜榜首，并牢牢占据京东智能眼镜实时销售排行首位。 本报讯(记者袁传玺)近日，夸克AI眼镜S1在多个渠道频频"上架即售罄"。发货周期已被拉长至45天，而 在二手交易市场，现货价格更是被炒到4000元-5000元。天猫、抖音、京东等主流电商平台显示，夸克 AI眼镜S1均处于售罄状态。 针对"一镜难求"的现状，天猫旗舰店官方客服回应称，由于当前产能有限，每天上午10点会限量上架一 批货，"但通常不到半个小时就会被抢光，建议有需要的用户10点准时来选购"。客服表示，目前正在紧 急增产备货，尽快让消费者能收到货。 线上抢不到，线下同样面临严重的缺货问题。 ...