近期，AI眼镜赛道热度持续攀升。12月10日，多位消费者向记者反馈，阿里于11月底发布的夸克AI眼镜S1目前市场处于"一镜难求"状态，在二手交易 平台上，该现货价格已被炒至4000—6000元区间。 作为夸克推出的旗舰AI眼镜产品，S1系列配有不同框型和颜色共三款单品，起售价3799元，于11月27日在天猫、抖音、京东等主流电商平台同步开 售。 记者查询发现，当前天猫、抖音、京东等线上平台均显示该产品已售罄。天猫旗舰店客服回应称，受产能限制，目前每天上午10点会限量补货，但通常 在半小时内即被抢空，建议消费者提前关注。客服同时表示，品牌方正在加紧备货，以缓解供应紧张。 值得一提的是，不仅线上渠道紧缺，线下门店同样面临供货压力。有合作门店工作人员表示，目前店内暂无现货，新订单普遍需等待一个月左右。 旺盛的市场需求催生了二手交易市场的火爆。在闲鱼等二手交易平台上，该款眼镜的转手价格普遍维持在4000元左右。而对于少数可"立即发货"的现 货，卖家叫价甚至超过5000元，远超3799元的官方起售价。此外，市场上还出现了租赁服务，夸克AI眼镜的日租金在40元至95元不等。 ¥6000 包邮 换机补贴 以旧换新享最高55 ...

梦瑶 发自 凹非寺 量子位 | 公众号 QbitAI 2025的硬件战场一开局就跑偏到眼镜上，而冲到最前面的，叫 乐奇Rokid 。 据IDC预测，2025年中国智能眼镜出货量预计同比暴涨107%，冲到275万台，手机厂说要重做交互，创业公司跟着一起涌过来，连车企都忍 不住来占个"眼镜位"。 满地都是新品，满眼都是入局者，智能眼镜正从极客玩具变成一门真正的抢手生意，在这场从年初卷到年尾的百镜混战里，有一家创业公司始 终稳稳站在「节奏」的前面。 今年2月， 乐奇Rokid 创始人 祝铭明 一句"发言稿就在我的眼镜里"让乐奇Rokid火爆出圈，之后Rokid Glasses五天售出 4万台 的渠道成 绩、Kickstarter 401万美元 的众筹纪录，像连环重拳一样砸进行业里。 不到一年， 乐奇Rokid 在产品、生态、全球化上的几次关键落子，让智能眼镜这条赛道的节奏和坐标系都悄悄换了版，越来越多厂商开始不 自觉地对齐它的路径。 而 乐奇Rokid 的2025，比这一串数字呈现的故事，更完整，也更耐看。 今年智能眼镜的路子被乐奇Rokid跑明白了 今年看一轮又一轮的智能眼镜新品，会发现行业的重心已经悄悄换了方向 ...

新华财经北京12月10日电近日，夸克AI眼镜S1在多渠道频频"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4000-5000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。 （文章来源：新华财经） 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。 据统计，在夸克AI眼镜S1开售后的短短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日晚的数据显示，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。 线上抢不到，线下同样面临严重的缺货问题。据线下合作门店工作人员透露，目前门店并无现货，新订 单普遍需要等待一个月左右。这意味着，夸克AI眼镜目前的订单量已经透支了未来约45天的产能，供 应链正面临极限考验。 在闲鱼等二手交易平台上，夸克AI眼镜S1已成为硬通货。数据显示，该款眼镜的 ...

近日，夸克AI眼镜S1在多渠道频频"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4000-5000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。 线上抢不到，线下同样面临严重的缺货问题。据线下合作门店工作人员透露，目前门店并无现货，新订 单普遍需要等待一个月左右。这意味着，夸克AI眼镜目前的订单量已经透支了未来约45天的产能，供 应链正面临极限考验。 在闲鱼等二手交易平台上，夸克AI眼镜S1已成为硬通货。数据显示，该款眼镜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元的高溢价，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开售后的短短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日晚的数据显示，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。 针对"一镜难求"的现状，天猫旗舰店官方客服 ...

当行业一度陷入"概念炒作""硬件堆砌"的浮躁期，影目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。其新品INMO GO3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INMO Speaker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。 影目INMO x 吴晓波：双向奔赴，一个新物种开始走向主流 吴晓波牵手影目INMO，对智能眼镜行业而言是一次极具分量的认知背书。作为以洞察时代趋势、记录 产业变革著称的财经作家，此次合作从来不是对短期流量的追逐，而是对行业发展的前沿判断。从《激 荡三十年》复盘中国商业变迁，到细致探究技术对产业结构的重塑，吴晓波始终关注行业发展。其选择 成为影目INMO品牌挚友，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 ...

Core Insights - The AI glasses market is rapidly transitioning from conceptual exploration to productization and ecological competition, with a 9.81% increase in the AI glasses theme index since November 24, 2023, and 10 out of 12 trading days showing gains [1] - Major players including tech giants, automotive companies, and startups are entering the AI glasses sector, leading to a diversification of product forms and increasing acceptance among consumers [1][6] - The industry is expected to see significant investment opportunities as technological advancements drive market demand [1] Product Launches - On December 9, 2023, the AI glasses theme index rose by 0.33%, with notable stock increases from companies like Qian Zhao Guang Dian (up 11.40%) and Pu Ran Co. (up 9.58%) [2] - Google announced collaborations with Samsung, Gentle Monster, and Warby Parker to develop two types of AI glasses, with the first product expected to launch in 2026 [2] - Alibaba's Quark AI glasses S1 topped sales charts shortly after its release, featuring advanced AI capabilities for voice and photo queries [3] - Li Auto launched its first AI glasses, Livis, which weigh only 36 grams and offer 18.8 hours of battery life, focusing on vehicle control and AI interaction [3] Company Involvement - Several listed companies are actively engaged in the R&D and manufacturing of AI glasses components, with Yu Tong Optical planning to supply molded glass for AI glasses and other new consumer markets in 2024 [4] - Crystal Optoelectronics is focusing on AR near-eye displays and other optical components for AR glasses [4] - Longying Precision has been collaborating with Google for over ten years, indicating a strong relationship with major tech players [4] Market Projections - IDC forecasts that by 2026, global smart glasses shipments will exceed 23.687 million units, with China's market expected to surpass 4.915 million units, marking a significant growth phase [5] - Analysts suggest that 2025 could be a pivotal year for AI glasses, with rapid growth anticipated in 2026 as product forms and interaction methods evolve [6] Investment Opportunities - Analysts recommend focusing on two main investment themes: the potential sales boost from new AI glasses releases in 2025-2026 and the anticipated turning point for AR glasses products [6][7] - The entry of major companies into the AI glasses market is expected to accelerate industry development, with smart glasses poised to become a major consumer electronics category [6][7]

Core Insights - The smart glasses industry is entering a new phase with significant product launches from major companies like Alibaba and Li Auto, indicating a growing market interest and competition [1] - Google has announced the Project Aura, a flagship AR device designed for the Android XR platform, set to launch globally in 2026, marking a strategic move to create a unified extended reality ecosystem [3][4] Group 1: Industry Developments - Alibaba's Quark launched AI glasses integrated with Tongyi Qianwen, while Li Auto introduced its AI smart glasses, Livis, showcasing rapid advancements in the domestic tech sector [1] - Google, in collaboration with XREAL, unveiled Project Aura, which aims to redefine the interaction between AI and the real world through an open and unified XR platform [3] Group 2: Company Highlights - XREAL, a leading player in the AR market, has maintained the largest market share for AR glasses globally for four consecutive years, with a projected 38% market share in 2024 [4] - XREAL's CEO has indicated that the company is on track for dual leadership in revenue and profitability within the AR glasses sector, with a goal of achieving full profitability by 2026 [4] - The core hardware development for Project Aura has been primarily conducted by a Chinese team, highlighting the country's capabilities in optical systems and spatial computing technology [4] Group 3: Strategic Collaborations - The partnership between Google and XREAL is seen as a significant step towards establishing standards in the next generation of computing platforms, emphasizing the need for global innovation alliances [5] - XREAL's CEO noted that China's complete manufacturing chain and rapid hardware innovation position it to define future industry standards, particularly in AI and AR technologies [5]

Investment Rating - The report does not explicitly provide an investment rating for the digital home appliance industry Core Insights - The digital home appliance industry is experiencing significant trends, including a price reduction wave in the robotics sector and explosive growth in AI glasses sales during the Double 11 shopping festival. Major investments are flowing into AI, with a competitive landscape emerging among six tech giants for computing power [1][2][4] Industry Environment - The robotics sector has initiated a price reduction trend, with companies like Yuzhu Technology and Accelerated Evolution lowering product prices to below 10,000 yuan to enhance market accessibility. This is expected to accelerate large-scale commercial use by 2025, with further cost reductions anticipated [2] - The AI glasses market is witnessing explosive growth, with sales on Tmall and JD.com increasing by 2500% and 346% year-on-year during Double 11. The integration of AI technology is a key driver, with predictions indicating that shipments of smart glasses in China will reach 2.846 million units by 2025, with AI glasses accounting for over 77% [2] - The AI hardware market is rapidly emerging, with financing in China reaching 14.5 billion yuan in the first half of 2025. However, challenges such as high prices and limited application scenarios remain [4] - Major tech companies are heavily investing in AI, with a combined capital expenditure of $118.4 billion in Q3 2025, marking a 69.22% year-on-year increase. This competition focuses on transforming financial advantages into AI barriers through infrastructure and core technology [4] - The smart home industry is transitioning towards a fully integrated smart ecosystem, with leading companies like Gree, Midea, and Haier driving innovation through cross-industry collaborations [8] - The AI toy market is projected to reach a scale of $100 billion by 2030, with a compound annual growth rate exceeding 70%. However, challenges such as hardware performance and user acceptance need to be addressed [10] Top Brand News - XPeng Motors has faced stock fluctuations due to its transition to a physical AI company, with plans to mass-produce advanced robots by 2026 while managing significant losses [12] - Alibaba has seen a market rebound under the dual strategy of AI and consumer growth, with a stock price increase of over 90% this year, regaining a market value close to 3 trillion HKD [12] - Blue Sky Technology, led by its founder, is heavily investing in the humanoid robot sector, with expectations of significant revenue growth despite challenges in profit margins [15]

Core Insights - The consumer-grade AR glasses industry is at a critical development turning point, with a "gradual iteration" paradigm breaking the previous stagnation in industry growth [1][7][8] - The global market for AI smart glasses is projected to reach 1.52 million units in 2024, significantly surpassing traditional AR glasses at 500,000 units [1][7][58] - The market potential is primarily driven by the replacement of traditional eyewear, with global sales of traditional glasses exceeding 1.5 billion pairs annually [1][8] Industry Growth Logic - The gradual iteration path involves three stages: audio glasses to cultivate user habits, AI glasses with smart cores to enhance stickiness, and finally, AI+AR glasses as the target form [1][7][8] - If the penetration rate increases from 0.01% in 2023 to 4.44% by 2030, and the average selling price drops to 1,500 RMB, the global AR smart glasses market could grow from 735 million RMB in 2023 to 118.7 billion RMB by 2030, with a CAGR of 106.7% [1][8] Competitive Landscape - The global competitive landscape is evolving towards ecological differentiation, with Meta leading with an "AI+AR" technology route and Google adopting an open ecosystem model [2][9] - Domestic players like Thunder and Rokid focus on rapid hardware iteration, while giants like Huawei and Xiaomi leverage their mobile ecosystems to build cross-device collaboration capabilities [2][9] - The competition is shifting from short-term hardware specifications to long-term ecological barriers, with cross-device collaboration and personalized services becoming core competitive strengths [2][9] Industry Chain Analysis - In the AR glasses BOM cost structure, optical display units account for 43%, while computing units centered around chips account for 31% [2][10] - The industry chain includes upstream hardware and software suppliers, midstream brand owners and content producers, and downstream sales and distribution channels, all collaborating to drive the industry from technological exploration to large-scale implementation [2][10] Future Outlook - The consumer-grade AR glasses industry is expected to gradually replace traditional eyewear, becoming the next generation of personal information centers covering various scenarios in life, work, and travel [3][26] - The rapid growth of AI glasses validates the feasibility of the gradual iteration path, with AI glasses expected to reach 3.5 million units in 2025, while traditional AR glasses are projected at 650,000 units [1][58]

以下文章来源于晚点Auto ，作者晚点团队 晚点Auto . 从制造到创造，从不可能到可能。《晚点LatePost》旗下汽车品牌。 编辑 丨 龚方毅 创业公司来了，雷鸟、Rokid、影目等，发布了数十款形态、功能各异的产品，他们觉得这是建立新 公司的机会。手机厂商来了，华为、小米、OPPO、荣耀等，看中这是重要的增长空间。互联网大厂 来了，Meta、阿里、百度已经发布，字节正在研发，他们看重这是新的 AI 入口。现在，车企也来 了。 12 月 3 日晚，理想汽车发布智能眼镜 Livis，起售价 1999 元，算上国补为 1699 元，标配无度数防蓝 光镜片，可以加钱换墨镜或配光学镜片；采用自由环面定制镜片、能够实现感光变色的高度近视版本 最贵，国补后价格去到 2974 元。 理想今年初成立穿戴机器人部门，由高级副总裁范皓宇负责。这款眼镜他们在汽车之外的第一款新 品，从内部研究到产品定型用了两年。 我们提前拿到两副 Livis，它们都从广州黄埔的蔡司仓库发货。平光镜片款在发布会开始前一周送达； 另一幅带度数的蔡司变色镜片款 12 月 3 日才到货。我们挑选了多个日常使用场景，测评了它的功 能。 李想说，这是 " ...