经济观察报记者 郑晨烨 市场的矛盾也体现在这里。 一方面，是研究机构给出的乐观预测一一根据Omdia在2025年9月28日发布的报告，AI眼镜的全球出货量在2025年的年增长率预计将达到158%，总量达到 510万台；该机构还预测，到2026年，市场规模有望突破1000万台。同时，这张牌桌上的玩家也分量十足，从Meta到谷歌，再从小米到华为，一众巨头都入 场已久。 但另一方面，对于需要把钱从口袋里掏出来的多数消费者来说，这事儿还没那么热闹。一副智能眼镜的价格不低，买回来到底能用来干什么，很多人还没完 全想明白。 不过，在AR眼镜这个目前还挺小众的市场里，已经有中国企业做到了全球出货量第一。 根据市场研究机构Counterpoint Research的数据，TCL电子（01070.HK）孵化的雷鸟创新，在2025年第二季度以39%的市场份额，取得了全球AR眼镜出货量 第一的位置。 从不带屏幕、主打AI功能的智能眼镜，以及技术更复杂的"AI+AR"融合型眼镜，雷鸟都有布局研发。 2025年，智能眼镜市场，正处在一个有些矛盾的节点上。 而要看懂这个市场，得先分清两个时常被混用的词——AI眼镜和AR眼镜。 简单地说， ...

Core Insights - The AR glasses industry is a significant part of China's strategic emerging industries and digital economy, with strong government support for innovation and industrialization in virtual reality and related fields [2][20] - The industry is characterized by a high market concentration, with the top five companies holding a combined market share of 89.9% in 2023, indicating a strong competitive landscape [16] - The AR glasses market in China is experiencing robust growth, with shipments reaching 261,000 units in 2023, and projections for continued expansion in 2024 [2] Industry Overview - The AR glasses industry is divided into three main segments: upstream (core technology R&D and component supply), midstream (device manufacturing and integration), and downstream (application scenarios and ecosystem services) [2] - Key technologies in the upstream segment include interaction technologies such as gesture recognition and voice control, with significant advancements in optical waveguide technology enhancing comfort and display quality [2][20] - The integration of AI technology with AR glasses is providing enhanced smart capabilities, contributing to the rapid growth of the consumer market [2] Market Data - According to IDC, the shipment volume of AR glasses in China reached 261,000 units in 2023, with split AR glasses accounting for 230,000 units and all-in-one AR glasses for 31,000 units [2] - The market is projected to continue growing, with expectations for increased shipments in 2024 [2] Key Players - The top ten representative companies in the AR glasses industry include: 1. Thunderbird Innovation - Focused on consumer-grade AR ecosystems with products like the Thunderbird Air series [4] 2. Tai Ruo Technology - Known for its Nreal Light and other MR devices [4] 3. Lingban Technology - Offers lightweight AR glasses with advanced AI features [4] 4. Yingmu Technology - Specializes in AI smart glasses and wireless AR solutions [4] 5. Liangfengtai - Develops AR terminals and cloud solutions for industrial applications [4] 6. GoerTek - A leading manufacturer in the AR glasses OEM sector, holding significant market share [4] 7. Luxshare Precision - Known for its innovative AR glasses using PVG optical waveguide technology [4] 8. Xingji Meizu - Focuses on AI-enabled AR glasses with a strong market presence [4] 9. Li Weike - Targets the youth market with trendy AR products [4] 10. Huawei - Recently entered the AR glasses market with its Vision Glass product line [4] Consumer Insights - The primary use case for AR glasses among consumers is for viewing content, which accounts for 59% of usage scenarios, highlighting the importance of entertainment features in product development [18] - Companies are encouraged to focus on enhancing user experience in entertainment, gaming, and commuting to meet evolving consumer demands [18]