2025年,在AI模型和Meta扩张的驱动下,智能眼镜货运猛增139%,特别是在印度,北美和欧洲占据了市场主导地位。
Smart glasses shipments surged 139% in 2025, driven by AI models and Meta’s expansion, especially in India, with North America and Europe dominating the market.
2025年,全球智能眼镜运输量在AI动力模型和Meta扩大阵列的带领下,在H2 2025年逐年猛增139%,印度在Meta五月发射后经历了15倍的激增。
Global smart glasses shipments jumped 139% year-on-year in H2 2025, led by AI-powered models and Meta’s expanded lineup, with India seeing a 15-fold surge after Meta’s May launch.
人工智能化装置目前占货运总量的88%,平均价格上升到360美元。
AI-enabled devices now make up 88% of shipments, and the average price rose to $360.
北美和西欧占了市场的67%。
North America and Western Europe held 67% of the market.
中国的份额下降到了6%,尽管李汽车和白度等品牌有了新的新型号。
China’s share fell to 6% despite more new models from brands like Li Auto and Baidu.
预计2026年将有强劲增长,尽管长期保留用户仍不确定。
Strong growth is forecast for 2026, though long-term user retention remains uncertain.