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智能眼镜赛道持续升温,科瑞技术以硬实力抢抓产业机遇
Cai Jing Wang· 2025-09-22 04:11
Core Insights - Meta's new consumer-grade smart glasses, Meta Ray-Ban Display, feature an integrated full-color micro-display in the right lens, allowing information display without obstructing the user's view, and include a neural wristband for gesture control [1][2] - The AR glasses market is heating up with major tech companies like Google, Xiaomi, Apple, and Amazon entering the space, driven by the increasing demand for high-precision and collaborative technologies [2][3] - Government policies are increasingly supporting the AR glasses sector, with initiatives aimed at integrating AI with AR technologies and promoting the development of smart glasses [3] Industry Trends - The global smart glasses market is projected to see significant growth, with an expected shipment of 284.6 million units in China by 2025, marking a 116.4% year-on-year increase [3] - The worldwide AR glasses shipment is anticipated to reach 600,000 units by 2025 and soar to 32.1 million units by 2030, representing over a 50-fold increase from current levels [3] Company Positioning - Core Technology is extending its core advantages into the XR (Extended Reality) sector, providing automation solutions for various assembly processes related to XR devices [4] - The company’s subsidiary, Eagle International, is addressing the challenges of multi-sensor integration in XR devices by offering innovative calibration solutions [5][6] - Eagle International has developed an OST calibration system to unify the calibration of key components, addressing industry challenges such as optical alignment and distortion correction [7] Standards and Future Outlook - Core Technology is actively involved in setting industry standards, contributing to the development of national standards for image quality testing in XR devices [8] - The company aims to continue its focus on XR technology, leveraging innovation and standardization to support the industry's growth and digital transformation [8]