苹果智能眼镜布局全面加速，Meta/微美全息产业生态协同撬动万亿市场

CCTIME飞象网2025-07-09

据新消息，苹果（AAPL.US）对智能眼镜市场蓄势待发，即将进军智能眼镜市场。近日，天风国际分析师郭明𫓹公布了一张苹果Vision产品线的路线图，揭示了苹果在未来三年内对眼镜和头显设备的布局。苹果智能眼镜布局全面展开据该路线图显示，苹果计划在2025年第三季度发布搭载M5处理器的Vision Pro，而在2027年，将推出主打拍摄、音频以及AI功能的智能眼镜“Vision Air”，以及更轻便的...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2550506461?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-09 10:20","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2550506461","market":"us","top_or_hot":-1,"title":"苹果智能眼镜布局全面加速，Meta/微美全息产业生态协同撬动万亿市场","media":"CCTIME飞象网","content":"<div>\n<p>据新消息，苹果（AAPL.US）对智能眼镜市场蓄势待发，即将进军智能眼镜市场。近日，天风国际分析师郭明𫓹公布了一张苹果Vision产品线的路线图，揭示了苹果在未来三年内对眼镜和头显设备的布局。苹果智能眼镜布局全面展开据该路线图显示，苹果计划在2025年第三季度发布搭载M5处理器的Vision Pro，而在2027年，将推出主打拍摄、音频以及AI功能的智能眼镜“Vision Air”，以及更轻便的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250709110326979f2274&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果智能眼镜布局全面加速，Meta/微美全息产业生态协同撬动万亿市场</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果智能眼镜布局全面加速，Meta/微美全息产业生态协同撬动万亿市场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-09 10:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250709110326979f2274&s=b><strong>CCTIME飞象网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据新消息，苹果（AAPL.US）对智能眼镜市场蓄势待发，即将进军智能眼镜市场。近日，天风国际分析师郭明𫓹公布了一张苹果Vision产品线的路线图，揭示了苹果在未来三年内对眼镜和头显设备的布局。苹果智能眼镜布局全面展开据该路线图显示，苹果计划在2025年第三季度发布搭载M5处理器的Vision Pro，而在2027年，将推出主打拍摄、音频以及AI功能的智能眼镜“Vision Air”，以及更轻便的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250709110326979f2274&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1316542783.SGD","symbol_name":"Janus Henderson Horizon Global Technology Leaders A2 SGD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250709110326979f2274&s=b","article_id":"2550506461","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250709110326979f2274&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2550506461","pubTimestamp":1752027600,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"据新消息，苹果对智能眼镜市场蓄势待发，即将进军智能眼镜市场。苹果智能眼镜布局全面展开据该路线图显示，苹果计划在2025年第三季度发布搭载M5处理器的Vision Pro，而在2027年，将推出主打拍摄、音频以及AI功能的智能眼镜“Vision Air”，以及更轻便的设计搭载iPhone处理器的头显设备。这一策略不仅有助于提升苹果产品的整体实力，也为未来的智能眼镜和头显产品打下了坚实的基础。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","META":"Meta Platforms, Inc.","AAPL":"苹果","BK4550":"红杉资本持仓","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","MACW.SI":"APPLE 3xLongSG261006","LU1046421795.USD":"富达环球科技A-ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU0109392836.USD":"富兰克林科技股A","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","BK4009":"广告","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","FB":"ProShares S&P 500 Dynamic Buffer ETF","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","WIMI":"微美全息","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC"},"translate_title":"Apple's smart glasses layout is accelerating in an all-round way, and the Meta/WIMI holographic industry ecosystem collaborates to incite the trillion-dollar market","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"WIMI":1,"META":1,"FB":1,"MACW.SI":0.6,"AAPL":1},"content_text":"据新消息，苹果（AAPL.US）对智能眼镜市场蓄势待发，即将进军智能眼镜市场。近日，天风国际分析师郭明𫓹公布了一张苹果Vision产品线的路线图，揭示了苹果在未来三年内对眼镜和头显设备的布局。苹果智能眼镜布局全面展开据该路线图显示，苹果计划在2025年第三季度发布搭载M5处理器的Vision Pro，而在2027年，将推出主打拍摄、音频以及AI功能的智能眼镜“Vision Air”，以及更轻便的设计搭载iPhone处理器的头显设备。彭博社也爆料称，苹果内部正在探索一款有线版Vision Pro，需要通过连接Mac使用。这一系列新品不仅丰富了苹果的产品线，也展现了苹果在智能眼镜和头显领域的雄心壮志，并且2028年还将发布Vision Pro 2和带有显示技术的XR眼镜。此外，在探索新产品的过程中，苹果采用了一种“头脑风暴”式的方法，将自家不同的产品结合一起，寻求新的创新点。这一策略不仅有助于提升苹果产品的整体实力，也为未来的智能眼镜和头显产品打下了坚实的基础。Meta智能眼镜Hypernova曝光与此同时，7月1日消息，Meta（META.US）与Ray-Ban合作推出的智能眼镜在市场上取得了巨大成功，如今该公司正加大投入，推出更多款式。除了现有的产品线，Meta还被传闻正在研发一款高端版本的智能眼镜，这款眼镜内置屏幕，预计将于今年年底发布，现在这款名为Hypernova的眼镜的渲染图已曝光。据此前的报道，Hypernova眼镜将配备一款名为Ceres的“神经”腕带控制器。这款控制器原本是为Meta的Orion增强现实眼镜开发的，但似乎也可以用于Hypernova眼镜，以识别诸如旋转手掌浏览应用、用拇指和食指捏合选择项目等手势。方正证券表示，随着更多品牌厂商的加入，将头戴式设备视为消费电子产品的下一个主要趋势。而智能眼镜作为AI应用落地的最佳载体，驱动智能穿戴设备迭代升级，智能眼镜既弥补了XR设备在佩戴舒适性上的不足，又开创了更契合现代生活方式的交互模式，眼镜市场正由初探期向高速发展期迈进。微美全息跃跃欲试构筑产业生态公开资料显示，微美全息（WIMI.US）作为全球领先的AR+AI技术企业，近年来通过技术研发、产业链整合与生态合作，全面布局智能眼镜领域，通过全新全场景架构，带来更创新的全场景应用，其技术积累与场景化能力为未来AR眼镜的普及奠定了基础，展现出显著的战略前瞻性与技术竞争力。当前，微美全息自主研发的动态实时渲染引擎显著降低AR内容制作门槛，支持高精度环境感知与虚实交互优化，提升手势识别、人脸识别等能力。并且，微美全息通过MicroLED光机模组与光波导技术，推出MicroLED光机模组及衍射光波导显示技术，兼顾轻量化与高显示性能，嵌入AI智能眼镜后可实现3D内容叠加与实时翻译功能。结语当前，智能眼镜作为XR技术的重要衍生品类，在AI大模型技术发展的推动下迎来爆发式增长，越来越多的企业将应用拓展至智能眼镜。伴随“百镜大战”愈演愈烈，包括互联网大厂、智能硬件厂商乃至传统眼镜企业都竞相入局智能眼镜领域，这将进一步赋能办公、影视、游戏等领域。","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.0","shortVersion":"4.44.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2550506461","isCrawlerRequest":true}