千亿赛道爆发前夜：瑞声科技AR进入量产，卡位谷歌/META供应链

潮电穿戴12-18

Industry weatherman 产业气象员2025年下半年，XR赛道处于从概念探索迈向结构性增长的火爆阶段，不管是市场出货量、巨头动作，还是供应链表现，都凸显出行业的高热度，上游产业链也动作频频。据产业链消息，瑞声科技继收购全球光波导领军企业Dispelix后，下一代 AR 产品即将量产落地，预计2026 年实现大规模交付。其高价值核心部件（尤其是光波导、光引擎、声学等）通过深度卡位谷歌 ...

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核心部件开发 - 设备量产” 全链路，抢占全球高端 XR 市场核心席位。更值得关注的是瑞声科技的量产进度和布局：配备 4000 平米百级超洁净车间，良率处于行业第一梯队，“核心组件 + 系统模组” 的一站式交付模式大幅缩短客户产品周期。此外，其声学技术方案已广泛应用于雷鸟、Rokid、Xreal等主流厂商；与阿里巴巴夸克深度共创 5 麦克风阵列 + 骨传导的高精度拾音系统，成为夸克 AI 眼镜 S1 的核心交互支撑。同时，海外头部客户的触觉反馈系统、AR 专用扬声器供应也已正式落地，供应链优势持续凸显。03千亿赛道爆发前夜：300美元单副价值，领跑全球XR供应链花旗报告勾勒出XR赛道的爆发蓝图：2030 年AI眼镜出货量将达 1.12 亿副，年复合增长 105%；市场规模飙升至 400 亿美元，年复合增长率 112%，谷歌、苹果等巨头市占率持续攀升。而瑞声科技侧重锁定高价值赛道：聚焦 AR 眼镜核心部件，构建起覆盖声学、结构、光学、感知交互的全链条供应体系，单副产品价值或超300 美元，占核心硬件成本的70% 以上。其中，150 美元/副的光波导与120 美元/副的光引擎（单眼价值约 60 美元，一副眼镜需 2 片）价值量占比最大，协同实现高清晰度、高亮度画面输出，有效决定 AR 眼镜的显示性能上限，适配中高端消费级与专业级场景，成为终端厂商差异化竞争的关键支撑。随着端侧 AI 与空间计算的深度融合，XR 技术将全面渗透消费、专业两大场景。瑞声科技凭借技术壁垒、量产能力与巨头供应链绑定优势，正站在行业爆发的风口，有望成为全球 XR 核心供应链的高价值领军者。","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,"symbols":[],"gpt_button":1,"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,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","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/2592979977","isCrawlerRequest":true}