機械設備行業3C設備周觀點：多款AI智能眼鏡亮相Meta Connect，智能眼鏡市場火熱

華福證券

09/21

（以下內容從華福證券《機械設備行業3C設備周觀點：多款AI智能眼鏡亮相Meta Connect，智能眼鏡市場火熱》研報附件原文摘錄）投資要點：多款AI智能眼鏡亮相MetaConnect在MetaConnect2025發佈會中，扎克伯格正式揭曉了Meta全新的AI+AR眼鏡產品線，包括新一代Ray-Ban Meta、Oakley MetaVanguard、MetaRay-BanDisplay。其中...

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Connect，智能眼鏡市場火熱》研報附件原文摘錄）投資要點：多款AI智能眼鏡亮相MetaConnect在MetaConnect2025發佈會中，扎克伯格正式揭曉了Meta全新的AI+AR眼鏡產品線，包括新一代Ray-Ban Meta、Oakley MetaVanguard、MetaRay-BanDisplay。其中MetaRay-BanDisplay具備右眼單鏡位全綵顯示屏，可顯示信息、通知、導航翻譯、AI回覆（文字形式），甚至能預覽手機App通知功能；搭配了一款名為MetaNeuralBand的肌電腕帶，可將肌肉活動產生的信號轉換為眼鏡命令，通過轉腕、捏指等手勢就能實現操控。蘋果或將推出首款無屏智能眼鏡根據映維網轉引彭博社消息，蘋果目前主要在探索下面更輕穿戴更舒適的Vision機型、以有線方式接入Mac的頭顯、帶攝像頭和麥克風的智能眼鏡、AR眼鏡等四款頭顯產品。蘋果或將在未來12-16個月內正式進軍眼鏡設備市場，第一款是無屏智能眼鏡，而最終目標則是AR眼鏡，AR版本將需要多年時間。智能眼鏡市場火熱根據VR陀螺報道，恆玄科技在第六屆中國AR技術應用高峯論壇上指出，智能眼鏡芯片成本未來三年內將顯著下降，性能大幅優化。當前市場火熱，預計2025年全球AI帶拍攝眼鏡銷量達1450萬台（中國150萬台），2025-2029年複合增長率超50%，2029年銷量或達6000萬副。建議關注摺疊屏鉸鏈（精研科技、東睦股份、統聯精密、宜安科技、領益智造、科森科技等）；面板設備、柔性蓋板貼合設備（聯得裝備、華興源創、精測電子、深科達、易天股份等）；液冷微泵、散熱（艾為電子、日豐股份、智動力、飛榮達、中石科技、蘇州天脈等）；自動化組裝設備（博眾精工、賽騰股份、快克智能等）；自動化檢測設備（燕麥科技、傑普特、強瑞技術、天準科技、科瑞技術、榮旗科技等）；3D打印應用（華曙高科、鉑力特等）。風險提示行業景氣度不及預期風險，宏觀經濟波動風險，行業競爭加劇風險。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}