Meta豪掷35亿加码AI 智能眼镜，苹果/微美全息新战略引领跨界生态场景整合

CCTIME飞象网2025-07-17

根据彭博社发布博文，报道称美国科技巨头Meta（META.US）Platforms以约35亿美元的价格，收购全球最大眼镜制造商EssilorLuxottica SA近3%股权，表明其在智能穿戴领域正加速布局。豪赌AI智能眼镜按照当前市场价格，这笔交易的市值约为30亿欧元（约合252.46亿元人民币）。分析认为，如果这项投资属实，将表明Meta正在加码押注快速增长的智能眼镜市场。过去几年，两家公司...

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Meta，主要面向运动员和运动爱好者。扎克伯格表示，智能眼镜是公司AI战略的重要一环。先前，Meta的应用程序和服务都依赖于其他公司制造的智能手机，而智能眼镜则为Meta提供了自主研发硬件、掌握分发渠道的机会。未来这项合作也使Meta能够获取更深入的制造技术和全球分销网络，为智能眼镜走向大众市场打下基础。此外，另有消息称Meta公司正考虑进一步投资，未来几年内将持股比例增加到5%，但不排除未来变动的可能性。苹果智能眼镜专利曝光无独有偶，美国专利局近期刚公布了苹果（AAPL.US）公司的一项专利申请，此项专利聚焦于一种高度模块化、兼具舒适性与智能特性的硬件架构，其适用范围涵盖智能眼镜等头戴式电子设备。值得关注的是，苹果公司在该专利中提出了一项独特设计——可更换隐藏于智能眼镜臂内的电池，这一设计能有效为用户延长设备的续航时间。苹果在专利背景部分提到，智能眼镜的应用场景极为丰富多样，从躺在床上观看电影，到山地骑行、户外徒步等户外活动，几乎覆盖了生活中的各类场景与活动。如今，在这种旺盛的势头之下，“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AI眼镜领域。5月21日，谷歌宣布和XREAL共同开发新一代AR眼镜Project Aura；6月26日，小米推出首款AI眼镜竞争……逐渐白热化。而这火热的背后追究原因，从技术逻辑看，AI大模型与增强现实（AR）技术的深度融合，彻底重构了智能眼镜的交互方式。尤其，随着GPT-4o等各大模型实现端侧部署，AI眼镜的交互能力实现质的飞跃，让AI眼镜从“工具属性”迈向“智能助手属性”，成为连接物理世界与数字世界的核心入口。微美全息推动跨界生态与场景深耕公开资料显示，全息AR第一股微美全息（WIMI.US），近年来通过技术研发、产业链整合与生态合作，重点聚焦云计算、虚拟现实（VR）、增强现实（AR）和混合现实（MR）、深度学习和AI技术等，不断推动AI智能眼镜在跨界生态合作与行业场景应用中取得显著进展。此外，面对市场新挑战，产业界正积极寻求破局之道，微美全息凭借其独特的优势，采用双芯片架构优化功耗与续航，优先布局AR显示功能，以及AI引擎支持多模态交互（视觉、语音、触觉），进一步优化了实时环境感知与动态画面分析能力，不断在智能眼镜产业链中扮演着既是底层技术的赋能者，也是产业生态的组织者的角色。结语另一方面，根据洛图科技（RUNTO）发布的最新数据，2024年中国市场智能眼镜（含AR设备）销量为43.4万台，同比增长36.5%。该机构乐观预计，2025年销量将突破100万台，同比大幅增长约130%。目前来看，这些行业实践正逐步验证智能眼镜作为生产力工具的价值，，智能眼镜赛道正静待新一轮的爆发。","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 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