中国AI/AR眼镜产业（2025年）

1.过去12个月，主流厂商已推出30多款AI智慧眼镜

2024年至2025年，国内外众多厂商将推出AI智慧眼镜，尤其在CES 2025前后，市场将经历一段密集投放期。根据市场统计，2024年全球AI智慧眼镜销售量约152万副，其中中国AI眼镜品牌占比约3%，仅5万副。随着各大厂商持续注重技术研发与市场推广，未来AI智慧眼镜市场可望迎来显着成长。预计到2030年，全球AI智慧眼镜销售量将激增至9,000万副，成为消费性电子领域的重要成长点。

从技术层面来看，一些厂商将AR显示功能融入AI智慧眼镜，巧妙地将虚拟资讯与现实场景结合，并以更直观、生动的方式呈现给用户，有效拓展了AI眼镜的应用场景和功能范围。

在重量方面，AI眼镜的整体重量差异很大，从轻至25g到重至99g不等。大部分重量在31g到70g之间。重量更轻的趋势反映了硬体整合度的显着提高。

2. AI眼镜模型五大技术路径及30余款主流模型

AI眼镜与底层模型的连结越来越紧密。 AI眼镜厂商与基础模型供应商的合作主要有三大核心策略。

1.完全自主基础模型研发：此类玻璃生产厂需具备自主建构基础模型的能力，实现技术闭环，确保技术自主可控。

2.存取第三方服务：透过 API 和 SDK 呼叫外部底层模型的能力使玻璃製造商能够快速整合功能。有些厂商选择深度自订自己的基础模型，以优化互动体验；有些厂商则建构多模型生态，让使用者可以灵活地按需呼叫。

3. "自主开发+存取" 混合模式：此策略旨在平衡技术自主性和商业化效率。在主要场景中，製造商将开发自己的模型来满足他们的特定需求，而对于常见的功能，他们将连接到第三方基础模型以实现快速部署。

也就是说，AI眼镜透过多种方式来装备底层模型，包括深度整合自研底层模型、针对特定场景客製化模型、多种模型相容呼叫、端云协同策略来优化效能和功耗、轻量化技术实现本地部署等。

3. AI智慧眼镜生态系

AI眼镜采用 "一体化整合" 的方式。透过整合式扬声器、相机、生物感测器、AR显示器等核心零件，巧妙融合了近视眼镜、智慧音箱、运动相机、电子书、投影机等多种装置的功能，满足用户视听、拍照、健康监测、资讯互动等需求，为用户带来便利、多元、高效的体验。

AI眼镜正逐步为使用者建构一个全方位、智慧化、生态化的连网环境。其核心价值在于以用户为中心，依托高效的互联互通技术和混合运算架构，无缝连接我们生活、工作和娱乐中的各种终端——包括智慧型手机、电脑/键盘、游戏手把、智慧家居设备和IVI终端。

迦南科技于2024年12月31日正式发表AI智慧眼镜KANAAN-K1，该眼镜搭载语音助理小南，可轻鬆连接多种设备。使用者只需唤醒小楠，即可无缝连接智慧家庭生态，自由调节室内灯光亮度、空调温度、开关窗帘，充分实现 "语音即服务" 的便利体验。

本报告对中国AI/AR眼镜产业进行了研究分析，涵盖AI智慧眼镜的核心技术、国内外主要厂商的布局、发展趋势等内容。

目录

第1章 AI智慧眼镜概要

• 智慧眼镜的一般分类与定义
• AI智能眼镜产品格式定义
• AI智慧互动眼镜的发展历史
• AI智能眼镜产业链
• AI智慧眼镜的核心应用场景
• AI智慧眼镜的市场规模
• 全球AI智慧眼镜市场销售额
• 全球人工智慧智慧眼镜市场收入（按功能划分）
• 中国AI智慧眼镜市场销售额
• 智慧穿戴产品的政策环境
• AI智慧眼镜专利研发（2023-2025）

第2章 AI智慧眼镜核心技术

• AI智慧玻璃晶片方案总合
• AI智慧眼镜光学解决方案概述
• AI智慧眼镜显示方案总合
• AI智慧眼镜的AI演算法
• AI智慧眼镜基础机型对比
• 与AI智慧眼镜进行多模式交互

第3章 国外的主要製造商的 AI智慧眼镜趋势

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

第4章 中国的主要製造商的 AI智慧眼镜的设计

• 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智慧眼镜产品

第5章 智慧眼镜OEM相关生态系统企业的设计

• DreamSmart
• Huawei
• Xiaomi
• SUPERHEXA

第6章 AI智慧眼镜产业的摘要与开发趋势

• AI智慧眼镜:2024年～2025年上市产品的摘要
• AI智慧眼镜:2024年～2025年上市产品模式
• AI智慧眼镜:互动方法的摘要和趋势
• AI智慧眼镜:互动方法/设备概要
• AI智慧眼镜:功能的摘要和趋势
• AI智慧眼镜:功能的概况性的检讨
• AI智慧眼镜:基础模式装载的摘要和趋势
• AI智慧眼镜:基础模式的检讨
• 功能应用趋势一：多终端互联，涵盖智慧家庭及车侧互联应用
• 功能应用趋势二：多功能融合，实现全场景可用
• 功能应用趋势三：多模态融合交互，迈向智慧共生

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