中国AI眼镜行业丨研究报告 前言： 距离下一个"iPhone时刻"还有多远 "iPhone时刻" 用来描述那些标志性、划时代的时刻——当某个技术产品或创新的出现，彻底改变了某个行业或领域的格局，并且深刻影响了人们的日常生活和社会 结构。 而站在今天的视角，我们不禁要问：下一个"iPhone时刻"何时出现？ AI眼镜不仅是科技的产物，更可能成为一种新的生活方式，一种无形中打破人与世界之间的界限的媒介。无论是增强现实带来的全新体验，还是人工智能所赋予的智 慧，它们都在这副眼镜里找到了完美的容身之地。 我们可以想象，在不远的将来，它将不再只是一个工具，而是融入我们生活的伙伴，成为我们与世界、与他人、与自我之间沟通的桥梁。 但这一切，还距离我们究竟有多远？是几年的努力，还是更长时间的沉淀？也许今天的技术还在试探，设计还在蜕变，市场还在观察。 但AI眼镜，或许正悄然走在这条路上，等待着那个"iPhone时刻"的到来，等待着未来的一道曙光，帮助我们"看清"整个世界。 AI眼镜定义及分类概览 人工智能赋能传统眼镜产品，功能性及实用性日趋完善 AI 眼镜是一种创新型可穿戴设备，其在传统眼镜产品的基础上增加了人工智能技术，并将 ...

Core Viewpoint - The article discusses the potential of AI glasses to become a transformative technology akin to the "iPhone moment," suggesting that they may redefine user interaction with the world and integrate seamlessly into daily life [2][3]. AI Glasses Definition and Classification - AI glasses are innovative wearable devices that integrate artificial intelligence with traditional eyewear, enhancing functionality and practicality [3]. - They can be categorized into five types based on integrated technologies or hardware, all aimed at improving user efficiency and experience [3]. Market Growth and Trends - The global shipment of AI glasses is projected to reach 20 million units by 2028, driven by rapid advancements in AI and AR technologies [9]. - In September 2023, Meta and Ray-Ban launched the Ray-Ban Meta AI smart glasses, achieving over 2 million units in sales, indicating a surge in the smart glasses market [9]. Industry Landscape - Various manufacturers are entering the AI glasses market, focusing on the deep integration of AI models and AR technology, leading to a diverse range of lightweight and multifunctional products [14]. - Major brands include Bose, Huawei, Xiaomi, and others, each offering distinct AI glasses products tailored to different user needs [15]. Consumer Insights - A significant portion of consumers (61%) have either purchased or plan to purchase smart glasses, with a notable preference for AI-enabled models [25]. - The price range of 2000-3000 RMB is widely accepted among consumers, reflecting a strong market foundation for AI glasses [25][28]. User Preferences and Concerns - Users prioritize functionality, comfort, and natural interaction when considering AI glasses, with audio playback, photography, and navigation being key features [32]. - Concerns regarding price, functionality, and privacy persist among potential buyers, indicating areas for improvement in product offerings [34]. Supply Chain and Technological Advancements - The AI glasses market is experiencing a shift from niche products to mainstream demand, driven by technological advancements and improved supply chain capabilities [42]. - Key developments include breakthroughs in hardware performance, increased localization of components, and the expansion of manufacturer ecosystems [42]. Retail and Marketing Strategies - Effective retail strategies emphasize experiential marketing and the integration of online and offline channels to enhance consumer engagement and drive sales [45]. - The focus on personalized services and customer experiences is crucial for converting interest into actual purchases [45]. Future Outlook - The AI glasses industry is expected to evolve towards greater technological innovation and functional integration, with a strong emphasis on user experience and ecosystem collaboration [47].

Core Insights - The AR glasses industry in China is experiencing rapid growth, with a complete ecosystem formed, including upstream technology development, midstream manufacturing, and downstream applications across various sectors [1][4][9] - The global AR glasses shipment is projected to reach 1.8 million units by 2027, with China's market expected to see significant growth, potentially reaching 5 million units by 2030 [3][24] - Major tech companies are increasingly investing in AR technology, positioning AR glasses as the next generation of personal computing devices following smartphones [4][16] Industry Overview - The AR glasses industry began with the launch of Google Glass in 2012, which opened the public's awareness of augmented reality technology despite initial market challenges [1] - China's AR glasses market is characterized by a dominance of startup companies, with the top four firms (XREAL, Thunderbird Innovation, Rokid, and INMO) holding over 80% of the market share [9][21] - The industry is supported by local government initiatives to attract businesses and create a competitive ecosystem, as seen in regions like Shanghai and Pudong New District [4][8] Company Highlights - Thunderbird Innovation, established in December 2021, is a leading player in the AR glasses market, known for its self-developed optical solutions and the launch of the world's first dual-eye full-color MicroLED waveguide AR glasses [11][14] - Rokid, another significant player, has demonstrated the potential of AR devices in government settings, showcasing its Rokid glasses during a government conference [1][9] - The competitive advantage of Chinese companies lies in their ability to meet local demand, with products tailored for specific industries such as manufacturing and tourism [8][9] Market Dynamics - The consumer segment for AR glasses is primarily driven by entertainment, with 43.4% of users purchasing for gaming and immersive experiences [19] - The overall AR market is still predominantly B2B, with enterprise solutions accounting for 80% of the market, while consumer applications are expected to grow significantly in the coming years [21][24] - The AR glasses market is projected to see a compound annual growth rate (CAGR) of 37.7% from 2023 to 2027, indicating strong future growth potential [24]

Core Viewpoint - The AI glasses industry is on the verge of a significant breakthrough, potentially marking the next "iPhone moment" in technology, where AI glasses could transform daily life and communication [2][3]. Industry Overview - AI glasses are innovative wearable devices that integrate artificial intelligence with traditional eyewear, enhancing functionality and practicality [3]. - The global shipment of AI glasses is projected to reach 20 million units by 2028, driven by rapid advancements in AI and AR technologies [9]. Market Dynamics - The AI glasses market is experiencing explosive growth, with major brands entering the space and pushing for deeper integration of AI models and AR technology [14]. - As of September 2023, Meta and Ray-Ban's collaboration has resulted in over 2 million units sold, indicating a strong market interest [9]. Consumer Insights - A significant portion of consumers (61%) have either purchased or plan to purchase smart glasses, with a notable preference for AI-enabled products [25][28]. - The price range of 2000-3000 RMB is widely accepted by consumers, aligning with their monthly income levels [25][28]. User Preferences - Functionality is the primary consideration for consumers when purchasing AI glasses, with a focus on audio playback, photography, AI interaction, and navigation features [32]. - Users show a strong interest in mid-range priced products, often willing to exceed their budget for enhanced features [27][28]. Competitive Landscape - Major players in the AI glasses market include companies like Bose, Huawei, and Rokid, each offering unique products that cater to different consumer needs [15][16][19]. - The industry is characterized by a diverse range of products, including AI audio glasses, AI display glasses (AI+AR), and AI photography glasses [15][16]. Technological Advancements - The industry is witnessing significant technological breakthroughs, including improved hardware performance, local AI functionality, and enhanced user experience through lightweight designs and extended battery life [42]. - The integration of AI capabilities is expected to transition AI glasses from niche products to mainstream necessities [42][43]. Retail and Marketing Strategies - The retail landscape for AI glasses is evolving, with a focus on experiential marketing and the integration of online and offline sales channels [45]. - Consumer engagement through social media and experiential marketing is crucial for driving awareness and sales in the AI glasses market [23][45].

Core Insights - The AR glasses industry is experiencing unprecedented growth opportunities due to advancements in AI, 5G communication, and optical technology, with global AR shipments expected to reach 1.8 million units by 2027, reflecting a CAGR of 37.7% [2] - China, as the largest consumer electronics market, shows significant potential in the AR glasses sector, driven by a large consumer base, a complete industrial chain, and strong government support for technological innovation [5] Industry Overview - The AR glasses market is projected to exceed 8 million units by 2030, indicating a robust growth trend that attracts global attention [2] - A competitive landscape has emerged in China, characterized by a "battle of hundreds of glasses," with both established tech giants and emerging startups actively exploring the AR glasses market [5] Key Players - Leading domestic AR manufacturers are primarily startups, which have rapidly gained market presence through keen market insights and efficient execution [5] - Notable companies in the Chinese AR glasses market include: - **Thunderbird Innovation**: Founded in 2021, it has raised over 1 billion RMB in initial funding and completed multiple rounds of financing totaling over 500 million RMB [10][11] - **Rokid**: Established in 2014, it has raised over 2 billion RMB, with a valuation exceeding 1 billion USD [12][14] - **INMO**: Founded in 2020, it has achieved a valuation of 1.5 billion RMB and focuses on AR and AI integration [16] - **XREAL**: Founded in 2017, it has raised over 300 million USD and holds a significant market share in the global AR market [19][20] - **Lightwind**: Established in 2012, it has raised over 500 million RMB and provides AR solutions across various industries [21][22] Market Dynamics - The AR glasses market in China is dominated by a few key players, with XREAL, Thunderbird Innovation, Rokid, and INMO collectively holding over 80% of the market share based on shipment volume [6] - The market is characterized by a significant focus on consumer applications, with 91% of users primarily using AR glasses for viewing and gaming [23] Technological Trends - The industry is witnessing rapid technological advancements, including improvements in optical display technology and the integration of AI with AR, enhancing user experience and product capabilities [30] - The supply chain for AR components is increasingly localized, with a focus on domestic production of critical components like optical waveguide lenses and Micro-OLED displays [30] Future Outlook - The AR glasses market is expected to expand significantly, with shipments projected to reach 240,000 units in 2023, a year-on-year increase of 133.9%, and an estimated 484,000 units in 2024 [30] - The industry is supported by national strategies and policies, with significant funding allocated to promote research and development in AR technologies [30]

Core Insights - The report highlights the rapid evolution of consumer-grade AR glasses, driven by advancements in optical display and AI integration, leading to a competitive landscape among various manufacturers [1][2][4]. Industry Status - Continuous R&D investment in the AR sector by domestic and international companies is fostering technological innovation and product development. Major players include internet giants, smartphone manufacturers, and AR startups, with a significant shift towards AI integration in AR glasses [2][19]. - The domestic AR glasses market is characterized by a strong presence of local brands such as Starry Sky Meizu, Thunderbird Innovation, XREAL, Rokid, and INMO, collectively referred to as the "Five Little Dragons" of AR glasses, which are rapidly gaining market share against foreign competitors [2][19][21]. Market Overview - In 2024, AR glasses sales reached 286,000 units, with Q4 witnessing record-high sales due to new product launches. Leading brands dominate the market, each carving out niches based on specific advantages [2][23][26]. - The market is expected to maintain momentum into 2025, with ongoing product innovations enhancing portability, functionality, and technology [23][29]. Company Analysis - The report provides an in-depth analysis of leading brands such as Starry Sky Meizu, Thunderbird Innovation, and XREAL, focusing on their product launches, technological advancements, and ecosystem collaborations [3][34][46]. - Starry Sky Meizu is noted for its significant investment in optical waveguide technology and AI integration, positioning itself as a leader in the AR glasses market [42][44]. Technological Trends - Optical waveguide technology is identified as a key driver for the future of consumer-grade AR glasses, offering advantages in lightweight design, high transparency, and display quality [8][50]. - The integration of AI into AR glasses is enhancing user experience and expanding application scenarios, making these devices more appealing to consumers [51][52]. Competitive Landscape - The competitive dynamics of the AR glasses market are influenced by short-term hardware specifications and popular products, while long-term success will depend on cross-device collaboration, developer ecosystems, and data asset depth [55].