2025年,在AI模型和Meta扩张的驱动下,智能眼镜货运在H2 2025年猛增了139%,而印度的增长居首位。 Smart glasses shipments surged 139% in H2 2025, driven by AI models and Meta’s expansion, with India leading growth.

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. AI眼镜现在占货运总量的88%,平均价格升至360美元。 AI glasses 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. 尽管记忆成本上升,但预计工业利润率将吸收影响。 Despite rising memory costs, industry margins are expected to absorb impacts. 随着新品牌推出竞争模式,中国的市场份额下降至6%。 China’s market share fell to 6% as new brands launched competitive models. 据预测,2026年增长强劲。 Strong growth is forecast for 2026.