Meta新款AI眼镜将于本周发布,有望开启千亿级市场空间

金融界
Sep 16, 2025

Meta Connect2025大会将于9月17日至18日举行,本次大会将聚焦AI眼镜人工智能元宇宙的融合进展等内容。马克·扎克伯格将介绍AI眼镜的最新进展,并阐述Meta在人工智能与元宇宙领域的愿景。市场预期Meta将发布Celeste智能眼镜、第三代Ray-Ban Meta眼镜及运动款Oakley眼镜。展示全新的“元宇宙软件”,从硬件、交互、软件层面重新定义AI眼镜。

根据相关统计数据,2025年上半年国际智能眼镜市场出货量同比增长110%,其中Meta的AI眼镜占据70%以上。今年第二季度全球AI眼镜出货约87万部,其中Meta出货约72万部,市场份额达到83%。Meta AI眼镜已成为行业标杆产品,持续引领市场趋势。

随着国产厂商Rokid、小米等后来者通过生态整合、光波导技术、供应链降本实现硬件成本下探,同步拓展B/C端场景,AI眼镜市场望加速爆发。

国泰海通预测,2025年AI眼镜中国市场销量预计增长188%,生态协同(跨设备互联)、技术迭代与成本优化三大引擎将驱动复刻智能手机的发展轨迹,从单一功能设备演进为平台型终端。对标智能手机与传统眼镜双十亿级年出货,未来AI眼镜有望开启千亿级市场空间。

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