市场火热，但产品交付却屡次延期，致歉声明也在频频上演，让人不禁疑问，智能眼镜行业到底怎么了？ | 128 | | 中国智能眼镜产品汇总 (2024.01-2025.06) | | | | | --- | --- | --- | --- | --- | --- | | 发布时间 | 曹 | 产品 | 发布时间 | 品牌 | 产品 | | 2025年6月 | 小米 | 小米AI眼镜 | 2024年12月 | XREAL | XREAL One | | 2025年6月 | 亮亮视野 | 亮亮视野AR眼镜Leion Hey2 | 2024年12月 | 闪极科技 | 闪极AI拍拍镜 | | 2025年6月 | 老凤祥 | 老凤祥AI拍摄眼镜 | 2024年12月 | 加南科技 | AI智能近视眼镜KANAAN-K1 | | 2025年5月 XREAL-谷歌 | | Project Aura | 2024年11月 | 谷东科技 | 谷东Star 1 | 6月7日，"AR五小龙"之一的影目科技发布说明，"面对发货的延迟、信息的不透明、沟通的不专业"，影目科技"郑重向大家致歉"，并将在发货信息透明 化、响应用户、客服时效、社 ...

6月26日，小米首款AI眼镜正式亮相，以1999元起售价直击Meta腹地，成为"人车家全生态"战略的关键入口。这款被雷军定义为" 面向下一代的个人智能设 备 "的眼镜，引发市场强烈反响。 图片来源：小米官网 今年以来，智能眼镜俨然成为消费电子领域炙手可热的单品。 据不完全统计，仅5月就有超过10款智能眼镜上市，雷鸟、Xreal、李未可等一众厂商纷纷携新 品抢滩市场。 在大洋彼岸，Meta CEO扎克伯格早已放话："2025年是AI眼镜的决胜之年"。 随着小米强势入局，这场席卷全球的"百镜大战"，或将迎来高潮。 全球巨头涌入"百镜大战"角力场 据观察者网报道，IDC最新发布的数据显示，今 年第一季度全球智能眼镜市场出货量达148.7万台，同比增长82.3%；中国市 场出货量49.4万台，占比超四 分之一。中国市场目前仍然以音频眼镜产品为主，主要玩家包括小米、华为、界环等。 预计全年全球出货量将达到1451.8万台 ，同比增长42.5％，这片市 场俨然是一片潜力无限的蓝海。 图片来源：观察者网文章 在这片蓝海中，Meta Ray-Ban占据C位，凭借时尚外观设计与成熟生态体系，其产品销量在今年2月份就已突破200 ...

Core Viewpoint - Xiaomi is set to launch its AI glasses on June 26, 2023, as part of a broader ecosystem event, aiming to capture market share in the smart eyewear sector [1][3]. Product Launch and Expectations - The event is themed "Xiaomi Human, Vehicle, Home Ecosystem Launch" and is expected to showcase the new generation of AI glasses, with a projected shipment of over 300,000 units [3]. - The AI glasses are designed to compete directly with Meta's Ray-Ban, featuring AI capabilities, audio modules, and camera modules, and will be released under Xiaomi's own brand [4]. Market Context and Competition - The global smart eyewear market is projected to reach 14.518 million units by 2025, reflecting a year-on-year growth of 42.5%, with audio and audio-capturing glasses expected to see a significant increase in shipments [5]. - In China, various brands are actively entering the AI eyewear market, with products ranging from basic audio glasses to advanced models with AR capabilities, leading to a competitive landscape [7]. Pricing Strategy - Xiaomi's AI glasses are rumored to be priced between 999 and 1299 yuan, which could provide a competitive edge in the market [8]. - The price range for AI glasses varies significantly, with basic models starting around 1199 yuan and advanced models priced much higher, indicating a diverse market segment [7]. Technical Challenges - Despite the anticipated launch, Xiaomi faces challenges in overcoming common issues in AI glasses, such as short battery life, SLAM accuracy, gesture recognition errors, and device compatibility [9].

Core Viewpoint - Xiaomi is expected to release its first AI glasses soon, amidst rising anticipation and competition in the smart glasses market [2][3][12]. Group 1: Product Development and Market Entry - Xiaomi has confirmed the existence of its own AI glasses, although the exact release date remains unspecified [3]. - The company has previously attempted to enter the smart glasses market with several products, but these were not branded as Xiaomi's own [13][18]. - The smart glasses market is projected to grow significantly, with expectations that they will become a key mobile terminal alongside smartphones [6][18]. Group 2: Competitive Landscape - Competitors like Huawei have already launched their smart glasses, achieving notable sales success [7][8][12]. - The smart glasses sector is becoming increasingly crowded, with various players including startups and established tech companies entering the fray [12][18]. - Xiaomi's entry into the market is anticipated to disrupt existing competition and pricing structures [18][19]. Group 3: Market Trends and Consumer Expectations - There is a growing consumer interest in smart glasses, evidenced by a reported 800% increase in sales for existing products [12]. - Xiaomi's strong cost control and value-for-money proposition are expected to generate high consumer expectations for its AI glasses [18]. - The potential use of advanced technology, such as the Qualcomm AR1+ chip, in Xiaomi's AI glasses could enhance their appeal [19].

在人工智能技术话语权争夺的关键节点，科技行业巨头对AI人才的争夺已进入白热化加速阶段。2025年以来，这场人才攻坚战的激烈程度持续升级加码， 深度映射出AI产业$科创人工智能ETF华夏(589010)以指数级增速迈向发展深水区的现实图景。 01AI人才军备竞赛各显神通，AI产业发展进入深水区 6月16日，腾讯发起算法大赛，拿出数百万丰厚奖金池和校招Offer吸引全球人才，其中冠军团队将获得200万元奖金，前十强选手可直接获得腾讯核心业务 部门录用机会。 6月15日，百度正式启动2026届"AIDU计划"，岗位数量较往年扩增超过60%，涵盖百度23个核心业务部门和11类技术研究方向，是百度最大规模的顶尖AI人 才招聘。同时，百度提出了offer薪资上不封顶的条件。 4月，阿里云在全球顶尖高校招募AI技术储备人才，为近年来规模最大的AI人才校园招聘。招募大语言模型、多模态理解与生成、模型应用、AI Infra等领域 技术人才。 5月，京东也推出"顶尖青年技术天才计划"，面向全球高校本硕博毕业生及毕业两年内的技术人才开放招募，薪酬不设上限，研究方向涵盖多模态大模型与 应用、AI Infra等方向。 2)AI智能硬件 ...

预约开启两个半小时后，预约人数即超4万。截至6月5日15时14分，华为商城数据显示，华为Pura 80系列预约购买人数已超6.7万。 搭载原生鸿蒙的华为Pura 80系列手机，依旧未发先约。 Pu r a 8 0预约购买人数已超6 . 7万 华为影像旗舰Pura 80今日开启预约。6月5日，华为终端宣布华为Pura 80 Pro+、Pro将于今日10:08正式开启预约。 据了解，华为线下店销售也已发布新机预售通知，消费者提前交100元订金，即可拥有优先取机权，且订金随时可退。 据悉，华为Pura 80 Pro、Pro+版本将于6月11日14:30结束预约，并于当天18:08开启全款预售。 同时，华为还晒出华为Pura 80 Pro+预热海报，新机设计首次亮相。从海报可见，该手机采用弧形金属中框，超大镜头模组较为吸睛。据悉， 本次Pura 80系列手机将在影像技术上有诸多突破，同时在性能、体验等维度升级。同时，华为Pura 80系列手机在操作系统方面会预装鸿蒙5 （原生鸿蒙）新系统。 据《证券日报》报道，知情人士透露，该系列手机将搭载5000万像素1/1.3英寸潜望长焦，首创一镜双焦段，影像模组成本创造历史纪录 ...

Investment Rating - The report maintains an investment rating of "Outperform" for the industry [2]. Core Insights - The evolution of eyewear terminals presents significant investment opportunities, particularly in smart interactive glasses, projection glasses, and AR glasses, each with distinct features and market potential [10][5]. - Smart interactive glasses are positioned as AI life assistants, integrating multiple functionalities such as cameras, sunglasses, and Bluetooth headsets, focusing on providing superior audio experiences [10][5]. - The report highlights the importance of ecosystem and model differentiation in smart interactive glasses, as hardware configurations become increasingly standardized [13][5]. - The rise of AI audio glasses is driven by the growing demand for wearable devices and the emergence of generative AI models, suggesting a new market segment for audio experiences [5]. Summary by Sections 1. Investment Opportunities in Eyewear Evolution - Smart interactive glasses are categorized into audio glasses and camera glasses, with the latter being the most mainstream and highest-selling category [10]. - Projection glasses focus on portable screen experiences and entertainment, with advancements in display technology and cost reduction paving the way for future growth [10][5]. - AR glasses, which combine audio and camera functionalities with augmented reality experiences, face challenges in hardware integration and power consumption [10]. 2. Key Features and Upgrades - Smart interactive glasses emphasize social capabilities, allowing users to capture and share content on social media platforms, enhancing their appeal among heavy social media users [17][5]. - The report discusses the fashion aspect of eyewear, noting a shift in consumer behavior towards purchasing frames separately, driven by factors such as self-confidence and personal style [19][5]. - The introduction of limited edition collaborations, such as Ray-Ban Meta x Coperni, aims to position smart glasses in the luxury market, validating the feasibility of high-end smart eyewear [24][5]. 3. Technological Trends - The report identifies silicon carbide and etching technology as key trends in optical development, suggesting a new ecosystem of consumer electronics comprising smartphones, smartwatches, and glasses [4][5]. - The advancements in optical solutions, such as the use of micro LED and waveguide technologies, are expected to enhance the performance and user experience of AR glasses [48][5]. - The report emphasizes the need for high brightness and low weight in AR glasses, highlighting the challenges in achieving these specifications while maintaining a compact form factor [48][5].

Core Insights - Huawei's audio products are experiencing strong sales during the 618 shopping festival, with a diverse product line catering to various user needs [1][12] - The company is offering significant discounts on its new audio products, enhancing their value proposition for consumers [1][12] Product Highlights - **Huawei FreeBuds Pro 4**: Positioned as a flagship in-ear audio product, featuring the Kirin A2 chip and supporting 2.3Mbps high-resolution lossless transmission, priced at a promotional price starting from 1149 yuan [3][12] - **Huawei FreeBuds 6**: A semi-open earphone with enhanced sound quality and a new high-frequency unit, available at a starting price of 849 yuan during the sale [5][12] - **Huawei FreeArc Earhook Earphones**: Designed for sports, featuring a secure fit and IP57 waterproof rating, with a promotional price starting at 749 yuan [7][12] - **Huawei FreeClip Earphones**: A stylish C-shaped design that ensures stability during movement, priced at 1099 yuan [8][12] - **Huawei Smart Glasses 2**: Combining audio and eyewear, offering features like weather updates and privacy listening technology, available at a starting price of 1399 yuan [11][12] Promotional Offers - Discounts of up to 350 yuan on FreeBuds Pro 4, 150 yuan on FreeBuds 6, 50 yuan on FreeArc, and 200 yuan on FreeClip are available during the 618 shopping festival [3][5][7][9][12] - The Smart Glasses 2 also has a discount of 300 yuan, making it an attractive option for consumers [11][12]

商报讯（记者 苗露） AI眼镜家族有望迎来新的"家庭成员"。5月19日，华为召开新品发布会，对已发布 的华为智能眼镜2进行多方面升级；5月20日至21日，谷歌将举行2025年I/O大会，或将展示搭载Gemini 模型的AI眼镜原型；苹果也有望在2026年推出首款AI智能眼镜。 受近期AI眼镜发布消息的影响，昨日A股市场AI眼镜概念板块保持微涨，好上好（001298）、中光学 （002189）、硕贝德（300322）、国脉文化（600640）等股领涨。同时，与之相关的光学芯片等关键环 节下游企业也有望受益。 AI眼镜迎来新一轮新品潮 昨日，华为召开新品发布会，主打产品为nova 14系列及鸿蒙电脑。不过，在此前华为终端官宣的待发 布新品中包含了"智能眼镜"，也赚足了"花粉"们的眼球。 不过在本次发布会现场，华为仅对此前已发布的华为智能眼镜2进行了升级，在外观上推出2025春季新 款钛空圆框。在功能方面，持续打造华为智慧生活随身助手，不仅可以帮助使用者进行电话、信息接 听，还具备颈椎健康管理功能，随时监控颈部状态。同时，此次升级还加入了三个新功能，即21种语言 面对面翻译、同声传译以及头部控制接听功能。 时间往前 ...

国泰岛通业务 产业观察 | 【数字经济周报】美国限制英伟达 H20 GPU、AMD 产业研究中心 | | | | --- | --- | --- | | MI308 等 AI 芯片对华出口 | CR | 朱峰(分析师) | | 摘要:数字经济动态事件速览 第10期(2025.04.12-2025.04.18) | 8 | 021-38676666 | | Q 一周投融资概况: 登记编号 | | S0880522030002 | | 2025年4月12日~4月18日期间,国内外科技产业共发生 14起融资事 | | | | 件,其中国内14起、国外0起;其中,先进制造、人工智能、VR/AR 行 | | | | 业的融资事件数分别为9、4、1件,位列国内市场前三。 | CS | 鲍雁辛(分析师) | | Q 一周科技产业上市、过会、招股书递交情况: | | 021-38676666 | | 1) 上市:宏工科技深交所创业板挂牌上市;Everbright Digital 纳斯达克挂 | | | | 牌上市:肯特催化上交所主板挂牌上市:信凯科技深交所主板挂牌上 宜比狮号 | | S0880513070005 | | 市 ...