在AI模型和Meta的扩张驱动下, 特别是在印度和北美, 智能眼镜销售在2025年底猛增139%。 Smart glasses sales surged 139% in late 2025, driven by AI models and Meta’s expansion, especially in India and North America.

全球智能眼镜运输量在H2 2025年逐年猛增139 % , 由AI动力模型和Meta的扩大阵列推动, 印度在Meta五月发射后出现了15倍的涨幅。 Global smart glasses shipments jumped 139% year-on-year in H2 2025, fueled by AI-powered models and Meta’s expanded lineup, with India seeing a 15-fold surge after Meta’s May launch. AI驱动的眼镜占货运总量的88%,平均价格上升到360美元。 AI-enabled glasses made up 88% of shipments, and the average price rose to $360. 北美洲以37%的销售额为首,其次是西欧,占30%。 North America led with 37% of sales, followed by Western Europe at 30%. 尽管本地品牌推出新产品,但中国的市场份额跌至6%。 China’s market share fell to 6% despite new product launches from local brands. 由于利润率高,记忆成本上升预计影响有限。 Rising memory costs are expected to have limited impact due to high margins. 据预测,2026年增长强劲。 Strong growth is forecast for 2026.