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3C设备周观点:Meta AR眼镜销售火爆,苹果或全力转向开发AI眼镜:机械设备-20251008
Huafu Securities· 2025-10-08 08:37
Investment Rating - The industry rating is "Outperform the Market" [5][12] Core Insights - Meta's Ray-Ban Display smart glasses have seen strong market response, with retail stores nearly sold out and trial appointments fully booked before November [1] - Apple is shifting focus from developing a low-cost Vision Pro headset to prioritizing AI glasses to compete with Meta, with plans to preview the product in 2025 and launch in 2027 [2] - The smart glasses market is expected to grow significantly, with global sales projected to reach 14.5 million units by 2025 and a compound annual growth rate (CAGR) exceeding 50% from 2025 to 2029, potentially reaching 60 million units by 2029 [3] Summary by Sections - **Meta's Smart Glasses**: The Meta Ray-Ban Display smart glasses are experiencing high demand, with plans for increased supply and sales points [1] - **Apple's Strategic Shift**: Apple is reallocating resources to focus on AI glasses, indicating a significant change in product development strategy [2] - **Market Growth Projections**: The smart glasses market is anticipated to grow rapidly, with significant sales increases expected in the coming years [3] - **Investment Opportunities**: Recommendations include focusing on companies involved in foldable screen hinges, panel equipment, liquid cooling pumps, automation assembly, and 3D printing applications [3]
机械设备3C设备周观点:Meta AR眼镜销售火爆,苹果或全力转向开发AI眼镜:强于大市(维持评级)-20251008
Huafu Securities· 2025-10-08 06:12
2025 年 10 月 08 日 行 业 研 究 行 业 定 期 报 告 机械设备 3C 设备周观点:Meta AR 眼镜销售火爆, 苹果或全力转向开发 AI 眼镜 投资要点: Meta Ray-Ban Display 智能眼镜市场反应火爆 近日,Meta 首席技术官安德鲁·博斯沃思(Andrew Bosworth)在 Threads 上发表文章称,Meta Ray-Ban Display 智能眼镜在全国各地的 线下零售店几乎全部售罄,11 月之前的试戴预约也几乎全部排满。 博斯沃思表示,目前这款产品的市场反应强于预期,公司正在努 力跟进。并且补货即将到来,本月将增加一倍的销售点数量,从而保 证供货量。目前,Meta 正在评估未来是否支持在线订购。 苹果或全力转向开发 AI 眼镜 据映维网 Nweon 报道,彭博社引述知情人士称,苹果正搁置开发 低成本 Vision Pro 头显的计划,转而优先开发能与 Meta 竞争的 AI 眼 镜,并且正在重新分配资源,包括人员方面。第一款智能眼镜或不配 备显示屏,并设计成为与 iPhone 配合使用。苹果计划在 2025 年预览这 款产品,并计划在 2027 年发布。另 ...