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2025 年上半年全球智能眼镜市场同比激增 110%
Bei Jing Shang Bao· 2025-08-12 05:18
Core Insights - The global smart glasses market is projected to see a 110% year-on-year increase in shipment volume in the first half of 2025, driven by strong demand for Ray-Ban Meta smart glasses and the entry of new players like Xiaomi and TCL-RayNeo [1][2] Group 1: Market Growth - In the first half of 2025, AI smart glasses are expected to account for 78% of total smart glasses shipments, a significant increase from 46% in the first half of 2024 and 66% in the second half of 2024 [1] - The AI glasses segment is projected to grow over 250% year-on-year, significantly outpacing the overall market growth [1] Group 2: Brand Performance - Meta's market share in the global smart glasses market rose to 73% in the first half of 2025, with Ray-Ban Meta AI glasses experiencing over 200% year-on-year shipment growth [1] - Xiaomi's AI glasses emerged as a dark horse in the global smart glasses market, becoming the fourth best-selling model globally and the third best-selling in the AI glasses segment, despite only being on sale for about a week in the first half of 2025 [2]