或达3000万副！Meta猛增AI眼镜产能，苹果入局小扎有点怕？

智东西01-15

智东西（公众号：zhidxcom）编译｜万贵霞编辑｜云鹏据Upload与彭博社报道，Meta正与依视路陆逊梯卡（EssilorLuxottica）讨论大幅扩张Ray-Ban AI眼镜的产能。他们计划最早在2026年底前将年产能从既定的1000万副，提升至2000万副，若市场需求持续强劲，甚至不排除进一步提高到3000万副以上的可能。多位知情人士透露，目前相关讨论仍处于内部磋商阶段，尚未做出最终决定...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260115182534a4c74046&s=b><strong>智东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智东西（公众号：zhidxcom）编译｜万贵霞编辑｜云鹏据Upload与彭博社报道，Meta正与依视路陆逊梯卡（EssilorLuxottica）讨论大幅扩张Ray-Ban AI眼镜的产能。他们计划最早在2026年底前将年产能从既定的1000万副，提升至2000万副，若市场需求持续强劲，甚至不排除进一步提高到3000万副以上的可能。多位知情人士透露，目前相关讨论仍处于内部磋商阶段，尚未做出最终决定...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260115182534a4c74046&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00B7KXQ091.USD","symbol_name":"Janus Henderson Balanced A Inc 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Meta has soared its production capacity of AI glasses, Apple is a little afraid of entering the game?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"META":1.96,"MACW.SI":0.6},"content_text":"智东西（公众号：zhidxcom）编译｜万贵霞编辑｜云鹏据Upload与彭博社报道，Meta正与依视路陆逊梯卡（EssilorLuxottica）讨论大幅扩张Ray-Ban AI眼镜的产能。他们计划最早在2026年底前将年产能从既定的1000万副，提升至2000万副，若市场需求持续强劲，甚至不排除进一步提高到3000万副以上的可能。多位知情人士透露，目前相关讨论仍处于内部磋商阶段，尚未做出最终决定。外媒认为，Meta希望在苹果、谷歌等科技巨头全面入局前，巩固其眼镜市场的地位。一、销量验证需求，产能目标一再上调依视路陆逊梯卡曾披露，Ray-Ban AI眼镜自2023年底上市以来，累计销量已达到约200万副，其智能眼镜业务已贡献了公司三分之一以上的收入增量。彭博社援引知情人士称，目前依视路陆逊梯卡的生产已接近1000万副。Meta和EssilorLuxottica正在讨论将年产量目标翻一番，达到2000万副，如果未来需求允许，还有可能将其提高到3000万副。去年9月，Meta在美国推出售价799美元（约合人民币5572元）的Ray-Ban Display眼镜，这是该系列首次将文字信息直接显示在镜片上。▲Meta首席执行官马克·扎克伯格于9月展示了Ray-Ban Display眼镜。（图源：Bloomberg）在上星期的CES消费电子展上，Meta直言，由于“前所未有的需求和有限的库存”，公司已暂停Ray-Ban Display推广至英国、法国、意大利和加拿大等市场，这在一定程度上进一步强化了扩产的紧迫性。但是，据加拿大皇家银行资本市场（RBC Capital Markets）的分析师称，Ray-Ban AI眼镜的毛利率预计将远低于依视路陆逊梯卡集团旗下其他产品线的毛利率。且随着销量增长，更高的营收和更低的零部件成本将缓解部分毛利率压力。分析师还预测说，依视路陆逊梯卡在今年二月上旬公布年度业绩时，将会询问其与Meta的合作生产计划。依视路陆逊梯卡的CFO斯特凡诺·格拉西(Stefano Grassi)在去年10月说，公司有能力通过自建或外包方式灵活扩充产能，并预计1000万副的目标可能会早于原计划实现。二、从VR转向AI眼镜，Meta战略重心生变过去一年中，Meta对旗下Reality Labs部门进行了大幅调整，裁减了超过10%的员工，并关闭了三家VR游戏工作室。公司已明确提到，将部分投资从“元宇宙”转向AI眼镜和可穿戴设备。外媒认为，Meta削减VR内容支出、转而加码眼镜产能，正是这一战略调整的直接体现。Meta进军智能眼镜领域的举措，与依视路陆逊梯卡的CEO弗朗切斯科·米勒里（Francesco Milleri）的不谋而合。米勒里在去年10月的一次采访中说，他预见到智能眼镜最终可能会取代智能手机。▲视路陆逊梯卡的CEO弗朗切斯科·米勒里（图源：视路陆逊梯卡官网）对Meta而言，智能眼镜被视为承载其AI服务的关键硬件入口，有助于降低对智能手机生态的依赖，并将AI能力掌控在自有硬件体系之中。三、苹果、谷歌逼近，窗口期正在收窄谷歌已多次在TED和I/O大会上展示带HUD的AI眼镜，并宣布与Gentle Monster、Warby Parker合作开发Gemini智能眼镜，未来还将携手开云眼镜（Kering Eyewear）。多家韩国媒体也报道称，三星计划今年推出一款搭载谷歌软件、对标Meta Ray-Ban Display的产品。此外，彭博社此前披露，苹果已将部分资源从轻量化Vision头显项目中转移，优先推进AI眼镜研发，其首款产品最早可能在今年亮相，并于2027年正式上市。▲苹果之前发售的Vision Pro头戴式显示器（图源：路透社）市场研究机构Counterpoint预计，Meta在2025年上半年将占据全球AI眼镜市场约73％的份额，但随着苹果、谷歌等巨头入场，这一领先窗口期正在迅速收窄。结语：产能背后的暗战，谁主AI穿戴未来十年总体来看，Meta与依视路陆逊梯卡正在推动的，不只是一次简单的产能扩张，而是一场围绕“AI下一代硬件入口”的提前卡位战。在苹果和谷歌全面登场之前，谁能率先把AI眼镜推向真正的大众市场，或将决定未来十年的AI终端格局。来源：Upload、Bloomberg","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 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":"4.42.0","shortVersion":"4.42.0","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/2603606109","isCrawlerRequest":true}