AI眼镜行业观察：高确定性环节有哪些？

Ofweek光电信息网2025-08-12

2025年的消费电子市场，AI眼镜以惊人增速宣告新硬件的崛起。据央视财经报道，电商平台数据显示，今年上半年，智能眼镜市场迎来爆发式增长。品类成交量同比激增10倍，入驻品牌数量较去年增长超3倍。此外，在国家补贴和产业链协同下，产品入手门槛正在降低，智能眼镜均价已从2000多元降至1500元左右。与此同时，研究机构维深Wellsenn XR公布的数据显示，2024年全球AI眼镜销量达到152万台。...

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C战略正式攻入硬件领域。阿里巴巴智能信息事业群终端业务负责人宋刚在大会现场透露：“夸克AI眼镜将融合阿里及支付宝生态：具备通义千问大模型和夸克最新AI能力，还支持高德导航、支付宝看一下支付、淘宝比价、飞猪商旅提醒等。”除了阿里外，小米、中国电信等企业密集入场，试图抢占新一代人机交互的感官中枢。这背后深层逻辑在于眼镜占据人类头部生态位，可捕获80%感知信息，具备穿透办公、旅行、医疗等全场景的潜力。而AI眼镜会是智能穿戴方向重要的产品形态，它将成为人类另一双“眼睛”和“耳朵”，具备极强的场景穿透能力。对此有机构认为，眼镜为高频日用品，消费者较易接受每日长时间佩戴，AI 眼镜凭借轻量、美观时尚、亲民价格、AI 大模型交互赋能，以及所需技术已初步成熟，有望较快迭代出达普及水平的产品。其一体集成相机、蓝牙耳机等高渗透率品类功能，适配工作、娱乐高频场景，存在刚需，具备快速普及潜力。同时，AI+AR 的终极形态有望成为继智能手机下一代移动智能终端。02.未来的竞争要点：如何平衡重量、续航、性能在产品功能上，除了前文提到的阿里外，目前AI眼镜产品已经实现了万物识别、提词字幕、实时翻译、拍照、录音、录像、打电话、听歌等诸多功能。例如，雷鸟创新技术(深圳)有限公司的雷鸟V3AI拍摄眼镜，于今年1月份正式上市；灵伴科技自主研发的智能眼镜Rokid Glasses，今年2月份在浙江杭州余杭区经济高质量发展大会上展示时，凭借提词功能火遍全网。海外企业Meta 推出的Ray-Ban Meta，已于今年4月份面向用户开放实时翻译功能。(AI眼镜可实现的功能和场景，图片来源：国投证券研报《AI 眼镜万亿市场如何掘金？》)虽然AI眼镜已经实现了多种功能，但在行业面前仍然有一个共性问题制约着渗透率的提升，那就是如何做好性能、续航、重量的平衡？不论是AI眼镜还是AR眼镜，作为一个需要长时间佩戴的设备，其首先是需要满足用户对于一款眼镜的基本需求，那就是佩戴舒服，因此其对于眼镜的重量有着极为严苛的要求。在Omdia高级分析师林麟看来，如果AI/AR眼镜的重量超过50克，就很难在市场上存活。以Meta产品为例，3-4小时续航仅支持30分钟全时录像，若实现12小时全天候佩戴，需在50g重量限制下将续航提升4倍。因此如何平衡好三者的关系将是未来行业竞争的重点。对此有业内人士指出智能眼镜大家一般简单理解为“智能+眼镜”，但关键的问题是智能和眼镜各自所占的比例是多少。目前，大部分人佩戴的是传统眼镜，对于下一代的智能化产品，是一开始就大幅提高智能比例，还是逐步渗透，这是需要思考的原点。03.产业链确定性较高的环节有哪些即便AI眼镜还有需要解决的问题，但从整个行业和产业链来看，仍然有一些确定性较高的环节。国投证券认为AI 眼镜产业链价值分配为微笑曲线，价值集中于核心零部件、下游品牌及渠道。具体来看，国投证券指出AI眼镜上游为核心器件与模组制造的研发及制造，是 AI 眼镜性能与成本的核心决定因素。除了AR 光学显示和光学环节以外，产业链上游技术基本没有难点和障碍。从价值分布来看，核心计算芯片(SOC)(价值占比约 20-40%)和结构件占主导，AR 眼镜还包括光学显示模组及镜片(高精度超薄)，根据艾瑞咨询，光学显示模组成本占比约 43%。芯片目前由高通主导高端市场(如 AR1 芯片), 国产厂商(恒玄科技、瑞芯微)在中低端加速替代。美国 Lumus、WaveOptics 在光波导技术与微型显示领域领先，光学显示模组行业当前卡点在于光波导良率低、Micro-LED 量产难度大，建议关注技术发展关键节点。中游为整机制造，由 ODM/OEM 厂商构成。歌尔股份、蓝思科技等代工厂布局全球供应链。下游产业链则包括品牌运营及渠道销售，由品牌商、渠道商(传统视光渠道商和消费电子渠道商)组成。当前品牌厂商 Meta 主导全球市场，国内小米、Rokid、雷鸟伴随有望打开国内市场。(AI眼镜产业链，图片来源：国投证券研报《AI 眼镜万亿市场如何掘金？》)04.结语：未来取决于技术进展综上，2025年作为AI眼镜的“爆发元年”，市场以惊人数据宣告了新硬件的崛起。阿里巴巴、小米等巨头纷纷入局，竞相将AI眼镜定位为下一代“感官中枢”，依托大模型能力融合导航、支付、翻译等高频场景功能，试图穿透工作与生活的全场景。然而，重量、续航与性能的“不可能三角”仍是行业普及的最大拦路虎。如何在50克极限重量下实现全天候续航，同时支撑复杂AI运算，成为所有玩家必须攻克的工程难题。但随着技术瓶颈突破与生态持续融合，AI眼镜有望从极客玩具蜕变为真正的“第二感官”。当轻量化与长续航不再制约体验，其作为“智能世界新入口”的潜力将彻底释放，人机交互的新纪元或将由此开启。- End -","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":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; 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