AI眼镜爆发：巨头入局与百镜大战开启

DoNews12-03

近期，AI眼镜迎来快速发展，小米、百度、阿里、理想、Rokid、影目科技、雷鸟创新等企业纷纷推出产品，争夺下一代人机交互入口。2025年11月27日，阿里旗下夸克发布S1、G1两大系列共6款AI眼镜，内置千问大模型，集成支付宝、高德、淘宝等生态应用，定位“随身超级助理”。12月3日，理想汽车Livis AI眼镜正式亮相，主打“戴着走的理想同学”，配备双摄像头与拾音器，支持远程控车、听音识曲及第一...

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AI眼镜正式亮相，主打“戴着走的理想同学”，配备双摄像头与拾音器，支持远程控车、听音识曲及第一视角拍摄，标志着车企跨界进入该领域。据IDC数据，2025年上半年全球智能眼镜出货量达406.5万台，同比增长64.2%。中国市场同期规模约百亿元，2025年第二季度单季出货66.4万台，同比增幅145.5%。市场研究预计三年内产业规模将突破千亿元。当前AI眼镜正从概念验证迈向规模化商用，其解放双手、增强感知、连接虚实的特性被视为重构人机交互的关键。尽管增长迅猛，行业仍面临泡沫风险。2025年上半年京东平台智能眼镜成交量同比增长超10倍，平均每9天有一款新品上市，但退货率约为30%，抖音平台甚至高达40%-50%。消费者反馈主要问题为功能实用性不足。中国传统眼镜年销量约1.2亿副，整体消费规模超2000亿元，近视等刚需人群达3.6–4.0亿人。相较之下，当前AI眼镜缺乏技术革命和新商业模式，多为手机功能的AI辅助延伸，尚未形成独立生态。AI眼镜面临性能、轻量、续航的“不可能三角”：更强算力增加功耗，更大电池加重重量，轻量化则限制电池容量与散热。现有解决方案包括加宽镜腿以容纳更多组件（如小米、小度、雷鸟V3），或采用可拆卸电池设计（如夸克AI眼镜），后者在保持美观的同时牺牲部分便携性。在“超级电池”出现前，这两类方案将成为主流。交互能力方面，尽管融合AI后功能扩展至支付、导航、识别万物等场景，实际体验仍属弱智能。语音交互成为核心方式，例如夸克AI眼镜可通过声纹识别唤醒支付宝实现安全支付。然而受限于体积，芯片、电池等硬件配置压缩，导致交互能力弱于智能手机与智能手表。微显示屏成为关键分水岭：具备显示功能的产品（如夸克S1）最低售价3799元，支持图文信息直接呈现；无屏型号（如G1）仅能依赖语音提示，功能与体验差距显著。价格门槛亦制约普及。2025年上半年智能眼镜均价由2000元以上降至约1500元，但“像样”产品起步价仍在2000元以上。相比基础款智能手表五六百元的价格，当前AI眼镜定价偏高。虽然谷歌与XREAL联合开发的新款Project Aura预计2025年底发布、2026年发售，行业前景被看好，但现阶段产品仍难以承担主力交互工具角色。语音交互深度与微显示技术的发展，将是决定AI眼镜由“玩具”转向“工具”的关键因素。","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":"","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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