中国智能眼镜市场分化,音频类下跌、AR类上涨,上游影响几何?

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2026年是AI眼镜的显示之年。机构预计2026年全球AI/AR眼镜出货量同比增长约40%,将带动上游芯片、存储、光波导等部件需求。   今年中国智能眼镜市场出现分化,音频眼镜市场下跌,AI/AR眼镜市场增长。   据9月17日IDC发布的研报,2026年二季度,中国智能眼镜市场中,音频和音频拍摄眼镜出货量33.2万台、同比下滑35.4%;AR/VR市场出货量27.9万台、同比增长85.8%,...

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