中國AI/AR眼鏡產業（2025年）

1.過去12個月，主流廠商已推出30多款AI智慧眼鏡

2024年至2025年，國內外眾多廠商將推出AI智慧眼鏡，尤其在CES 2025前後，市場將經歷一段密集投放期。根據市場統計，2024年全球AI智慧眼鏡銷售量約152萬副，其中中國AI眼鏡品牌佔比約3%，僅5萬副。隨著各大廠商持續注重技術研發與市場推廣，未來AI智慧眼鏡市場可望迎來顯著成長。預計到2030年，全球AI智慧眼鏡銷售量將激增至9,000萬副，成為消費性電子領域的重要成長點。

從技術層面來看，一些廠商將AR顯示功能融入AI智慧眼鏡，巧妙地將虛擬資訊與現實場景結合，並以更直觀、生動的方式呈現給用戶，有效拓展了AI眼鏡的應用場景和功能範圍。

在重量方面，AI眼鏡的整體重量差異很大，從輕至25g到重至99g不等。大部分重量在31g到70g之間。重量更輕的趨勢反映了硬體整合度的顯著提高。

2. AI眼鏡模型五大技術路徑及30餘款主流模型

AI眼鏡與底層模型的連結越來越緊密。 AI眼鏡廠商與基礎模型供應商的合作主要有三大核心策略。

1.完全自主基礎模型研發：此類玻璃生產廠需具備自主建構基礎模型的能力，實現技術閉環，確保技術自主可控。

2.存取第三方服務：透過 API 和 SDK 呼叫外部底層模型的能力使玻璃製造商能夠快速整合功能。有些廠商選擇深度自訂自己的基礎模型，以優化互動體驗；有些廠商則建構多模型生態，讓使用者可以靈活地按需呼叫。

3. "自主開發+存取" 混合模式：此策略旨在平衡技術自主性和商業化效率。在主要場景中，製造商將開發自己的模型來滿足他們的特定需求，而對於常見的功能，他們將連接到第三方基礎模型以實現快速部署。

也就是說，AI眼鏡透過多種方式來裝備底層模型，包括深度整合自研底層模型、針對特定場景客製化模型、多種模型相容呼叫、端雲協同策略來優化效能和功耗、輕量化技術實現本地部署等。

3. AI智慧眼鏡生態系

AI眼鏡採用 "一體化整合" 的方式。透過整合式揚聲器、相機、生物感測器、AR顯示器等核心零件，巧妙融合了近視眼鏡、智慧音箱、運動相機、電子書、投影機等多種裝置的功能，滿足用戶視聽、拍照、健康監測、資訊互動等需求，為用戶帶來便利、多元、高效的體驗。

AI眼鏡正逐步為使用者建構一個全方位、智慧化、生態化的連網環境。其核心價值在於以用戶為中心，依托高效的互聯互通技術和混合運算架構，無縫連接我們生活、工作和娛樂中的各種終端——包括智慧型手機、電腦/鍵盤、遊戲手把、智慧家居設備和IVI終端。

迦南科技於2024年12月31日正式發表AI智慧眼鏡KANAAN-K1，該眼鏡搭載語音助理小南，可輕鬆連接多種設備。使用者只需喚醒小楠，即可無縫連接智慧家庭生態，自由調節室內燈光亮度、空調溫度、開關窗簾，充分實現 "語音即服務" 的便利體驗。

本報告對中國AI/AR眼鏡產業進行了研究分析，涵蓋AI智慧眼鏡的核心技術、國內外主要廠商的佈局、發展趨勢等內容。

目錄

第1章 AI智慧眼鏡概要

• 智慧眼鏡的一般分類與定義
• AI智能眼鏡產品格式定義
• AI智慧互動眼鏡的發展歷史
• AI智能眼鏡產業鏈
• AI智慧眼鏡的核心應用場景
• AI智慧眼鏡的市場規模
• 全球AI智慧眼鏡市場銷售額
• 全球人工智慧智慧眼鏡市場收入（按功能劃分）
• 中國AI智慧眼鏡市場銷售額
• 智慧穿戴產品的政策環境
• AI智慧眼鏡專利研發（2023-2025）

第2章 AI智慧眼鏡核心技術

• AI智慧玻璃晶片方案總合
• AI智慧眼鏡光學解決方案概述
• AI智慧眼鏡顯示方案總合
• AI智慧眼鏡的AI演算法
• AI智慧眼鏡基礎機型對比
• 與AI智慧眼鏡進行多模式交互

第3章 國外的主要製造商的 AI智慧眼鏡趨勢

• Google
• Meta
• Brilliant Labs
• Solos
• Emteq Labs
• Samsung

第4章 中國的主要製造商的 AI智慧眼鏡的設計

• RayNeo
• LAWK Technology
• Rokid
• SHARGE Technology
• INMO Technology
• EmdoorVR
• Gyges Labs
• Baidu
• Goolton Technology
• Transsion
• DPVR
• Thundersoft
• Thunderobot
• Kanaan Technology
• Enter Tech
• 其他的AI智慧眼鏡產品

第5章 智慧眼鏡OEM相關生態系統企業的設計

• DreamSmart
• Huawei
• Xiaomi
• SUPERHEXA

第6章 AI智慧眼鏡產業的摘要與開發趨勢

• AI智慧眼鏡:2024年～2025年上市產品的摘要
• AI智慧眼鏡:2024年～2025年上市產品模式
• AI智慧眼鏡:互動方法的摘要和趨勢
• AI智慧眼鏡:互動方法/設備概要
• AI智慧眼鏡:功能的摘要和趨勢
• AI智慧眼鏡:功能的概況性的檢討
• AI智慧眼鏡:基礎模式裝載的摘要和趨勢
• AI智慧眼鏡:基礎模式的檢討
• 功能應用趨勢一：多終端互聯，涵蓋智慧家庭及車側互聯應用
• 功能應用趨勢二：多功能融合，實現全場景可用
• 功能應用趨勢三：多模態融合交互，邁向智慧共生

ResearchInChina released the " AI/AR Glasses Industry Research Report, 2025", which deeply explores the field of AI smart glasses, sorts out product R&D and ecological layout of leading domestic and foreign manufacturers, and analyzes OEM-related eco-chain enterprises in AI glasses field. It conducts a panoramic review of typical AI glasses products newly launched between 2024 and 2025, and presents their technical highlights and functional characteristics in multiple dimensions.

1. In the past 12 months, mainstream manufacturers have released more than 30 AI smart glasses

Between 2024 and 2025, many manufacturers at home and abroad have launched AI smart glasses, especially around the CES2025, the market ushered in an intensive release period. Market statistics show that in 2024, the global sales of AI smart glasses were about 1.52 million pairs, of which AI glasses brands in China accounted for about 3%, or only 50,000 pairs. As major manufacturers continue to exert their efforts in technology R&D and market promotion, the AI smart glasses market has great potential for future growth. It is estimated that by 2030, the global sales of AI smart glasses are expected to soar to 90 million pairs, becoming a growth point that cannot be ignored in the field of consumer electronics.

From a technical perspective, some manufacturers have incorporated AR display functions into AI smart glasses, cleverly combining virtual information with real scenes and presenting them to users in a more intuitive and vivid way, effectively broadening the application scenarios and functional scope of AI glasses.

In terms of weight, the overall weight of AI glasses varies greatly, ranging from as light as 25g to 99g. The weight of most products is concentrated between 31g and 70g. The trend of lightweight reflects the significant improvement in hardware integration.

2. Five technical paths for AI glasses foundation models, with more than 30 mainstream models

AI glasses are increasingly connected to foundation models. From the cooperation between AI glasses manufacturers and foundation model suppliers, there are mainly three core strategies:

1.Completely independent research and development of foundation models: This type of glasses manufacturer needs to have the ability to independently build foundation models, aiming to achieve a closed loop of technology and ensure the autonomy and controllability of the technology.

2.Access to third-party services: Through the ability to call external foundation models through API or SDK, glasses manufacturers can quickly integrate functions. Some manufacturers choose to deeply customize their own foundation models to optimize the interactive experience; while others build a multi-model ecosystem to give users the flexibility to call on demand.

3."Self- developed + access" hybrid modes: This strategy aims to balance the autonomy of technology and commercialization efficiency. In key scenarios, manufacturers will independently develop models to meet specific needs; for general functions, they will access third-party foundation models to achieve rapid deployment.

In short, AI glasses use a variety of methods when equipped with foundation models, including deep integration of self- developed foundation models, customized models for specific scenarios, compatible calls of multiple models, end-cloud collaborative strategies to optimize performance and power consumption, and lightweight technology to achieve local deployment.

3. AI smart glasses ecosystem

AI glasses are based on the "all-in-one integration" mode. By integrating core components such as speakers, cameras, biosensors, AR displays, etc., they cleverly combine functions of multiple devices such as myopia glasses, smart speakers, sports cameras, e-books, projectors, etc., to meet users' needs in audio-visual, photo, health monitoring, information interaction, etc., bringing users a convenient, diverse and efficient experience.

AI glasses are gradually building a comprehensive, intelligent ecological interconnected environment for users. Its core value lies in being user-centric, relying on efficient interconnection technology and hybrid computing architecture to seamlessly connect various terminals in life, work, and entertainment (such as smartphones, computers/keyboards, game controllers, smart home devices, and IVI terminals).

Kanaan Technology officially released the KANAAN-K1 AI smart glasses on December 31, 2024. The glasses are equipped with voice assistant "Xiaonan", which can easily connect to various terminals. Users only need to wake up "Xiaonan" to seamlessly access smart home ecosystem, freely adjust the brightness of indoor lights, the temperature of air conditioners, and the opening and closing of curtains, and fully realize the convenient experience of "voice as a service".

4. Application prospects of AI glasses in vehicles

DreamSmart's AR+AI smart glasses, powered by the Flyme AI OS and Flyme Link technology, enable seamless connectivity and smooth switching across multiple devices (including smartphones, IVI systems, and other terminals) in all scenarios, delivering a boundless intelligent experience.

AI glasses technology is accelerating its iteration, and the standardized system platforms and interconnection technologies built by major manufacturers are becoming more mature, which gives AI glasses a broad application prospect in automotive field.

As seen from the above functions, AI glasses and AR-HUD share some overlapping functionalities. However, AI glasses far surpass AR-HUD in terms of virtual display size, display richness, multimodal interaction capabilities, and upgradability.

Beyond enabling "display enhancement" in the cockpit, AI glasses can also provide "computing power enhancement." With the advancement of foundation models, smart cockpits are demanding increasingly higher computing power. Upgrading the built-in IVI system's computing capacity is often challenging, whereas some AI glasses come equipped with a computing power module that can enhance the cockpit's processing capabilities.

Table of Contents

Preface

Related Definitions

1 Overview of AI Smart Glasses

• 1.1 General Classification and Definition of Smart Glasses
• 1.2 Definition of AI Smart Glasses Product Form
• 1.3 Development History of AI Smart Interactive Glasses
• 1.4 Industry Chain of AI Smart Glasses
• 1.5 Core Application Scenarios of AI Smart Glasses
• 1.6 Market Size of AI Smart Glasses
• Market Sales of Global AI Smart Glasses
• Market Sales of Global AI Smart Glasses by Function
• Market Sales of China's AI Smart Glasses
• 1.7 Policy Environment for Smart Wearable Products
• 1.8 Patent Research and Development of AI Smart Glasses (2023-2025)

2 Core Technologies of AI Smart Glasses

• 2.1 Summary of AI Smart Glasses Chip Solutions
• System-level SoC solution
• MCU-level SoC + ISP solution
• SOC + MCU Solution
• Comparison of AI Smart Glasses Chip Solutions
• 2.2 Summary of Optical Solutions for AI Smart Glasses
• BirdBath Optical Solutions
• BirdBath Optical Solutions: Supplier Solutions
• BirdBath Optical Solutions: Smart Glasses Application
• Optical Waveguide Technology Summary
• Optical Waveguide Technology (1): Geometric Waveguide
• Optical Waveguide Technology (1): Geometric Optical Waveguide Supplier Solutions and Applications
• Optical Waveguide Technology (2): Diffractive Waveguide - Surface Relief Grating Waveguide
• Optical Waveguide Technology (3): Diffractive Waveguide - Volume Holographic Waveguide
• Optical Waveguide Technology (3): Diffractive Optical Waveguide for Smart Glasses Applications
• 2.3 Summary of AI Smart Glasses Display Solutions
• Near-Eye Optical Display System of Smart Glasses
• LCoS Display Solution
• DLP Display Solution
• LBS Display Solution
• Micro OLED Display Solution
• Micro LED Display Solution
• 2.4 AI Algorithm of AI Smart Glasses
• 2.5 Comparison of Foundation Models for AI Smart Glasses Applications
• 2.6 Multimodal Interaction of AI Smart Glasses

3. AI Glasses Layout of Major Foreign Manufacturers

• 3.1 Google
• Smart Glasses Development History
• Smart Glasses Layout: Multiple Acquisitions Help Google Enter the XR Smart Glasses Field
• Release of New Android XR Operating System
• Multimodal Foundation Model Gemini 2.0
• Launch of Multimodal AI Assistant Project Astra, Integrated into New Smart Glasses
• 3.2 Meta
• Profile
• AI Smart Glasses Cost Structure
• AI Smart Glasses Products (1)
• AI Smart Glasses Products (2)
• AR+AI Smart Glasses Products
• 3.3 Brilliant Labs
• Profile
• AR+AI Smart Glasses Products
• Developer Partner Program
• 3.4 Solos
• Profile
• AI Smart Glasses Products
• 3.5 Emteq Labs
• Profile
• AI Smart Glasses Solution
• AI Smart Glasses
• 3.6 Samsung
• AI Smart Glasses Layout (1)
• AI Smart Glasses Layout (2)

4. AI Glasses Layout of Major Chinese Manufacturers

• 4.1 RayNeo
• Profile
• AI + AR Ecosystem Architecture
• AI+AR glasses products: X3 series
• AI photography glasses products: V3 AI Photography Glasses
• AR+AI Smart Glasses Products (1)
• AR+AI Smart Glasses Products (2)
• Establish Joint Venture with Doctorglasses To Develop AI Glasses
• Reach Exclusive Strategic Cooperation with Alibaba Cloud In AI Glasses
• 4.2 LAWK Technology
• Profile
• Smart Glasses Layout
• AI Smart Glasses Product Series
• AI Smart Glasses
• Smart Glasses Cooperation Dynamics
• 4.3 Rokid
• Profile
• AR Space Operating System
• AR+AI Smart Glasses Products
• Smart Glasses Ecosystem Cooperation
• 4.4 SHARGE Technology
• Profile
• AI Smart Glasses Layout
• AI Photography Glasses: SHARGE A1 Photo Glasses
• Launches Overseas Version of AI Glasses Brand and Products
• Status Quo of AI Glasses Product Delivery
• 4.5 INMO Technology
• Profile
• Builds AI+AR Industry Ecosystem
• AI Smart Glasses Product Series
• AI Smart Glasses
• AR+AI Smart Glasses
• 4.6 EmdoorVR
• Profile
• "AI + Strategy" Layout
• AI Glasses Rapid Productization System
• AI Glasses Full-Link Solution
• AI+AR Product Planning
• AI Glasses Cooperation Dynamics
• 4.7 Gyges Labs
• Profile
• Core Technology
• Jointly Launch AI Smart Glasses with Moody
• Halliday AR+AI Smart Glasses
• 4.8 Baidu
• Profile
• AI Smart Glasses
• AI Smart Glasses Technology Base
• AI Glasses Foundation Model Interactive Solution of Baidu Intelligent Cloud
• Qianfan Foundation model Platform of Baidu Intelligent Cloud
• Smart Glasses Cooperation Dynamics of Baidu Intelligent Cloud
• 4.9 Goolton Technology
• Profile
• Optical Module Products
• Launches Multimodal AI Platform
• AR + AI Smart Glasses
• 4.10 Transsion
• Profile
• Launches AI Smart Glasses Product
• AI Smart Glasses
• AR + AI Smart Glasses
• Cooperation Dynamics of AI
• 4.11 DPVR
• Profile
• AI Smart Glasses
• AI Smart Glasses Cooperation Dynamics
• 4.12 Thundersoft
• Profile
• AI Glasses Solution
• Lightweight AI Glasses of Thundercomm
• 4.13 Thunderobot
• Profile
• AI Smart Glasses Products
• 4.14 Kanaan Technology
• Profile
• AI Smart Glasses
• 4.15 Enter Tech
• Profile
• AI Smart Glasses
• 4.16 Other AI Smart Glasses Products
• Other AI Smart Glasses Products (1)
• Other AI Smart Glasses Products (2)
• Other AI Smart Glasses Products (3)

5 Smart Glasses Layout of OEM-related Ecosystem Enterprises

• 5.1 DreamSmart
• Profile
• ALL in AI Development Strategy
• AR+AI Smart Glasses Products (1)
• AR+AI Smart Glasses Products (2)
• AR+AI Smart Glasses Products (3)
• AR+AI Smart Glasses & Vehicle-Side Fusion Applications
• Smart Glasses Cooperation Dynamics
• 5.2 Huawei
• Profile
• Ecosystem Strategy: Building a Harmony World Based on Five Scenarios and Innovative Technologies
• Ecosystem Strategy: 1+8+N Full-Scenario Strategy
• Smart Wearable Technology Brand: Xuanji Sensing System
• AI Smart Glasses Products
• 5.3 Xiaomi
• Ecosystem Strategy
• Smart Glasses Product Iteration Process
• AI Smart Glasses Specifications Forecast
• AI Smart Glasses BOM Forecast
• 5.4 SUPERHEXA
• Profile
• Smart Glasses Product Series
• AI Audio Glasses Products
• Jiehuan AI Framework
• Smart Glasses Cooperation Dynamics

6 Summary and Development Trends of AI Smart Glasses Industry

• 6.1 AI Glasses: Summary of Products Launched in 2024-2025
• 6.2 AI Glasses: Product Models Launched in 2024-2025
• 6.3 AI Glasses: Summary and Trend of Interaction Methods
• 6.4 AI Glasses: Overview of Interaction Methods / Device
• 6.5 AI Glasses: Functional Summary and Trends
• 6.6 AI Glasses: Panoramic Review of Functions
• 6.7 AI Glasses: Summary and Trends of Foundation Model Installation
• 6.8 AI Glasses: Review of Foundation Models
• 6.9 Functional Application Trend 1: Multi-terminal Interconnection, Covering Smart Home and Car-Side Interconnection Applications
• 6.10 Functional Application Trend 2: Multi-function Integration to Achieve Full-Scenario Usability
• 6.11 Functional Application Trend 3: Multimodal Fusion Interaction, Towards Intelligent Symbiosis