苹果或于2026年底入局智能眼镜市场，光学供应链加速布局

环球网02-03

【环球网科技综合报道】2月3日消息，据科技媒体MacRumors称，苹果公司计划在2026年底前正式推出智能眼镜产品，此举或将重塑全球AR/VR设备供应链。尽管Meta等品牌已在该领域占据先发优势，但业内预期苹果的入局将成为智能眼镜大规模商业化的关键催化剂，推动行业进入爆发式增长阶段。受苹果潜在需求驱动，光学行业多家核心供应商近期密集扩大资本支出，并将研发重心转向AR（增强现实）关键技术。其中，...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203103152a6cc711e&s=b><strong>环球网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【环球网科技综合报道】2月3日消息，据科技媒体MacRumors称，苹果公司计划在2026年底前正式推出智能眼镜产品，此举或将重塑全球AR/VR设备供应链。尽管Meta等品牌已在该领域占据先发优势，但业内预期苹果的入局将成为智能眼镜大规模商业化的关键催化剂，推动行业进入爆发式增长阶段。受苹果潜在需求驱动，光学行业多家核心供应商近期密集扩大资本支出，并将研发重心转向AR（增强现实）关键技术。其中，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203103152a6cc711e&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":"LU1823568750.SGD","symbol_name":"Fidelity Global Technology A-ACC 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chain","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPD":0.6,"APLY":0.6,"MACW.SI":0.6,"AAPL":1.91,"AAPU":0.6,"AAPB":0.6,"AAPY":0.6,"AAPX":0.6,"AAPW":0.6},"content_text":"【环球网科技综合报道】2月3日消息，据科技媒体MacRumors称，苹果公司计划在2026年底前正式推出智能眼镜产品，此举或将重塑全球AR/VR设备供应链。尽管Meta等品牌已在该领域占据先发优势，但业内预期苹果的入局将成为智能眼镜大规模商业化的关键催化剂，推动行业进入爆发式增长阶段。受苹果潜在需求驱动，光学行业多家核心供应商近期密集扩大资本支出，并将研发重心转向AR（增强现实）关键技术。其中，金科光学（Kinko Optical）动作最为显著：该公司已投资约560万美元新建AR/VR/MR（混合现实）研究中心，聚焦纳米压印光波导与光引擎两大核心技术。此外，金科光学预计将于2026年启动与客户的联合开发项目，时间节点与苹果新品发布传闻高度吻合。“光波导是AR眼镜实现轻薄化、高透光率的核心组件，而光引擎则直接决定显示效果与功耗。”行业分析师指出，“金科的技术储备使其有望成为苹果供应链的重要一环。”除金科光学外，亚洲光学（Asia Optical）、中扬光电（Young Optics）及Aiimax Innovation等企业亦在调整战略，通过扩产、并购或技术合作等方式抢占智能眼镜市场先机。外媒认为，尽管苹果尚未正式确认智能眼镜项目，但供应链动态已印证其布局意图。Meta、Snap等品牌近年推出的智能眼镜虽实现一定销量，但受限于技术成熟度与生态整合能力，尚未引发消费端爆发。而苹果凭借芯片、操作系统与生态协同优势，被视为打破这一僵局的关键力量。（青山）","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":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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