全球智慧市場目光飆漲110%：元壟斷73% 中國三品牌進入TOP5

2025年上半年全球智能眼鏡市場迎來爆發式增長，出貨量同比暴漲110%，其中AI智能眼鏡占比攀升至78%，徹底改寫消費電子競爭格局。Meta以73%的絕對市占率持續主導市場，其Ray-Ban系列產品出貨量激增200%；與此同時，華為、雷鳥創新、小米首次集體躋身全球前五，形成強大的“中國品牌三角攻勢”。

華為聯手Gentle Monster以高端時尚設計穩居全球第二；TCL旗下雷鳥創新憑藉AR技術研發實力位列第三；小米則以黑馬姿態突襲市場，首款AI眼鏡上市僅一週即躍居全球第四。價格策略成為破局關鍵：小米以1999元人民幣的極致平價推動大眾市場普及，華為透過2000-4000元價位覆蓋輕奢人群，兩大品牌以差異化路線成功打破Meta的壟斷格局。

業內分析指出，下半年市場競爭將進一步升級：Meta計劃發佈第二代Ray-Ban強化AI功能；阿里巴巴智能眼鏡已進入量產倒計時；蘋果也在加速推進其智能眼鏡項目，全球智能穿戴市場或將迎來新一輪洗牌。

Global Smart Glasses Market Surges 110%: Meta Dominates with 73% Share, Three Chinese Brands Enter TOP 5

In the first half of 2025, global smart glasses shipments skyrocketed by 110% year-over-year, with AI smart glasses accounting for 78% of the market, reshaping the competitive landscape of consumer electronics. Meta leads with an absolute dominance of 73%, driven by a 200% surge in its Ray-Ban series shipments. Meanwhile, Huawei, TCL’s RayNeo, and Xiaomi collectively broke into the global top five for the first time, forming a “Chinese brand triumvirate.”

Huawei, partnering with Gentle Monster, secured the second spot with its fashionable design; RayNeo focused on AR R&D to rank third; and Xiaomi emerged as a dark horse, with its first AI glasses jumping to fourth globally within just one week of launch. Pricing strategies proved critical: Xiaomi’s ultra-affordable 1999 RMB model drove mass-market adoption, while Huawei targeted the premium segment with 2,000-4,000 RMB devices, collectively challenging Meta’s monopoly.

The competition is expected to intensify in the second half of 2025: Meta will launch a second-generation Ray-Ban with enhanced AI capabilities; Alibaba’s smart glasses are nearing mass production; and Apple is accelerating its smart glasses project, signaling potential market reorganization.