全球硬件 -AI 眼镜：下一类快速增长的边缘设备-Global Hardware AI Glasses the Next Fast-Growing Edge Device

E s s e n t i a l s | 11 Dec 2025 20:04:39 ET │ 34 pages Global Hardware AI Glasses – the Next Fast-Growing Edge Device CITI'S TAKE AI glasses, with still-evolving technology, look set to become the next fast- growing AI edge device. We forecast AI smart-glass shipments of c.112mn by 2030E, pacing up at a 105% CAGR from 2024, and market revenues of US$40bn in 2030E, rising at a 112% CAGR. We expect EssilorLuxottica- Meta to retain leadership near-term but with a smaller market share of 31% in 2030E vs. 90%+ ...