2月18日，杭州市余杭区经济高质量发展大会上，杭州灵伴科技有限公司(以下简称"灵伴科技")创始人祝铭 明佩戴自研Rokid眼镜完成的 "脱稿" 演讲在短视频平台迅速走红。他坦言发言稿就呈现在眼镜上，通过戒指 完成翻页操作，"这应该是AR眼镜第一次出现在政府工作报告上。"这场别开生面的展示，不仅让大众直观 感受到AR眼镜的科技魅力，也折射出我国AR眼镜行业蓬勃发展的态势。 AR眼镜的产业化进程始于2012年谷歌发布的第一代Google Glass，尽管初代产品因技术不成熟遭遇市场冷 遇，却正式叩开了公众对增强现实技术的认知大门。随后，微软、百度、联想等科技巨头纷纷入局，推动了 行业的快速发展。 如今，我国AR眼镜产业链已形成完整生态：上游涵盖交互算法、计算机视觉等核心技术研发，以及光学模 组、芯片等零部件供应;中游聚集了雷鸟创新、亮风台、XREAL等设备制造商，以及腾讯、哔哩哔哩等内容 开发者;下游则渗透至消费娱乐、工业维修、医疗教育、军工级等场景，形成多元化应用格局。以灵伴科技 的Rokid眼镜为例，其通过戒指操控翻页的功能，已展现出AR设备在政务场景的落地潜力。 据Wellsenn XR预测，2027年全球 ...

中国AI眼镜行业丨研究报告 前言： 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，并将音频、 摄像等功能集成于一体而成。对于 AI 眼镜而言，人工智能属性是其最核心的属性。在此基础上， 根据集成的技术或硬件类型又可以细分为五大类型，每种类型的适用场景、适用人群存在一定差异 性，但共同点在于 AI 眼镜为用户的工作、生活带来了效率的提升或是体验的改善。 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。 ...

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]

研究意义 AR眼镜正推动虚实融合技术从概念验证迈向规模化产业应用。全球科技巨头与创新企业竞相布局，围绕光 学显示、人机交互等底层技术展开突破，推动AR设备在轻量化、沉浸感、场景适应性等维度实现迭代升 级。从工业应用再到星纪魅族、雷鸟创新等厂商推动消费级产品普及，技术路线差异化竞争格局已然形成。 本报告旨在理清技术演进脉络与产业生态逻辑，为行业参与者把握虚实融合时代的战略机遇提供决策参考。 消费级AR眼镜丨趋势洞察 核心摘要： 研究内容 报告从行业现状、市场现状、典型企业分析顺次深入，全面客观地完成了消费级AR眼镜行业整体情况的梳 理总结。 ➢ 行业现状： 国内外AR领域的企业和开发者持续加大研发投入，推动技术迭代与产品创新。互联网巨头、 手机制造商、AR初创企业、科技公司纷纷入局AR赛道，眼镜新品层出不穷。国内随着AI技术的发展，九成 厂商拥抱AI大模型，AI智能交互眼镜行业元年已至。国内AR眼镜凭借AI融合、场景创新、完善的供应链快 速占领消费级市场， 以星纪魅族、雷鸟创新、XREAL、 Rokid 、INMO组成的"AR眼镜五小龙" 共同吹响国 内AR眼镜行业冲锋号，完成对国外品牌多方面的超越，快速占领国 ...