Google、苹果接力进场！ AI眼镜巨头混战

电子产品世界2025-12-17

智能眼镜将正式进入“巨头混战”时代，由Meta与雷朋联手推出的Ray-Ban Meta眼镜，成功结合AI与镜头功能，引爆市场关注后，而Google近日也发布新一代AI眼镜合作计画，宣布携手三星、WarbyParker等品牌于2026年推出新品，而苹果据传也将加入战局。Google日前宣布，将以Gemini AI为核心，明年将推出2款智能眼镜，一款主打语音助理，外观几与一般时尚眼镜无异，强调轻巧...

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AI glasses giants melee","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1.92,"GOOG":0.9,"GOOGL":1.94,"BABA":0.9,"MACW.SI":0.6,"USJW.SI":0.6,"META":0.9},"content_text":"智能眼镜将正式进入“巨头混战”时代，由Meta与雷朋联手推出的Ray-Ban Meta眼镜，成功结合AI与镜头功能，引爆市场关注后，而Google近日也发布新一代AI眼镜合作计画，宣布携手三星、WarbyParker等品牌于2026年推出新品，而苹果据传也将加入战局。Google日前宣布，将以Gemini AI为核心，明年将推出2款智能眼镜，一款主打语音助理，外观几与一般时尚眼镜无异，强调轻巧全天候配戴风格，用户可透过内建扬声器、麦克风与镜头，与Gemini对话、拍照并获得协助，主要竞争对手为Meta的Ray-Ban智能眼镜。另一款GalaxyXR的镜片内建屏幕显示器，可提供AR导航或实时翻译字幕，与三星、GentleMonster合作开发。苹果方面，传出最快将于明年推出首款智能眼镜，首波产品同样不内建显示萤幕，而是透过镜框内建的镜头、麦克风与扬声器，支持拍照与Siri语音互动。据悉，该产品将采用Apple Watch等级的S系列芯片，并搭配iPhone的“视觉智慧”功能，强化AI辨识与环境分析能力。除美系科技巨头外，大陆品牌也加速卡位，阿里巴巴已推出Quark眼镜，小米与字节跳动亦被市场视为潜在参战者，主打高性价比策略，进一步加剧竞争。随着Google高调进军，台供应链同步升温，市场点名宏达电、骅讯、英济、扬明光、大立光与GIS-KY等可望受惠。法人指出，相关台厂各具关键技术优势，包括光学镜头、音频IC、触控模组厂等，随着AI硬件从PC、手机延伸至穿戴装置，AI眼镜被视为“最贴近人体感官”的新终端，长线商机仍备受期待。不过，业界也提醒，显示镜片在成本、重量、续航与隐私伦理等面向仍待突破，短期内仍需时间验证市场成熟度。","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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","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/2592950978","isCrawlerRequest":true}