中经记者李立上海报道 继宇树机器人、安克割草机器人之后，更多中国黑科技正通过阿里巴巴旗下跨境电商平台速卖通 AliExpress，加速出海。 日前杭州人工智能公司Rokid宣布，将消费级AR Spatial眼镜放到速卖通全球独家首发，并加入"百亿补 贴BigSave"品牌出海计划。 今年1月，定价648美元的Rokid AR Spatial在CES 2025曝光后，被视为苹果Vision PRO的平替，引发业界 关注。 为什么最终选择在速卖通上首发，Rokid国际事业负责人邵华强接受《中国经营报》记者采访时称，此 前试水速卖通，销售额环比暴增600%，因此决定将在独立站、亚马逊上的发售时间推后。 记者注意到，从2025年开始，杭州六小龙之一的宇树科技机器人、安克机器人，以Rokid、XREAL为代 表的AR/VR眼镜，小米、添可等中国黑科技的新、老品牌，纷纷尝试在速卖通上打造出海新通道。 业内人士认为，超低售价可能是吸引消费者购买的重要因素。AR Spatial眼镜在速卖通上的首发价格648 美元，叠加AliExpress的"百亿补贴"，最低可能500多美元到手。 在上述业内人士看来，此前"苹果Vision ...

Core Insights - Rokid's AR Spatial glasses will launch globally on June 15 via AliExpress, marking a significant step in the company's strategy to penetrate the consumer market with a competitive price point of $518 after subsidies, compared to Apple's Vision Pro priced at $3,499 [1][2] - The glasses feature the world's first intelligent refractive and interpupillary distance adjustment system, allowing for dynamic adjustments without the need for custom lenses, thus targeting a broader consumer base [3][4] - Rokid aims to leverage its existing industrial AR expertise while transitioning to the consumer market, with 80% of its current revenue still derived from industrial-grade AR devices [2][7] Product Features - The AR Spatial glasses are designed for comfort and extended wear, supporting multi-window operations, 3D content viewing, and integration for both entertainment and work [3] - The glasses utilize advanced MEMS sensors for real-time eye parameter monitoring, achieving a dynamic adjustment range of ±600 degrees for refractive power and 55-75mm for interpupillary distance [3] - The optical module, developed in collaboration with Lens Technology, boasts a thickness of just 1.2mm, with a light transmittance of 85%, and supports dual 1920×1080 resolution at a refresh rate of 120Hz [4][5] Competitive Positioning - Rokid's AR Spatial is positioned as a cost-effective alternative to Apple's Vision Pro, with a price point at approximately 15% of Vision Pro's cost, aiming to capture a significant share of the consumer AR market [1][6] - The glasses are designed to integrate seamlessly with Alibaba's ecosystem, including applications like DingTalk and Taobao, which may enhance brand recognition and user engagement [6][7] - Despite its advantages, Rokid faces challenges in ecosystem scale and application availability compared to Apple, which has a more extensive app ecosystem and developer support [7] Market Outlook - The global smart glasses market is projected to reach 12.05 million units by 2025, with AR glasses expected to account for over 30% of this market, indicating a growing opportunity for Rokid [6] - Rokid's strategic partnerships and cost reductions in manufacturing could enhance its competitive edge in the price-sensitive consumer market [7] - If Rokid can successfully expand its developer ecosystem and reduce hardware costs, it may become the first Chinese AR brand to achieve annual sales exceeding one million units [7]