TrendForce：預估2026年全球AR眼鏡出貨量躍升至95萬台

根據數據機構 TrendForce 集邦諮詢的最新調研結果，2026年全球AR眼鏡出貨量預計將攀升至95萬台，較上年成長53%，展現強勁增長動能。

在眾多AR眼鏡產品中，Meta 推出的 Ray-Ban Display Glasses 表現尤為亮眼，終端市場回饋遠超最初預期。近半年內，該產品大幅上調多項關鍵零組件訂單。最初，Meta 為這款產品下的訂單量僅約8萬台，屬試探市場水溫的小規模嘗試；然而上市短短半年內，拉貨節奏明顯改變，近期訂單量已擴大至15萬台，增幅達87.5%。

Meta Ray-Ban Display Glasses 的成功不僅體現在銷量上，更對上游供應鏈產生積極影響，有力推動產能優化與良率提升，為整體市場增長提供堅實支撐。

AI與AR技術的深度融合，是AR眼鏡市場良好發展的關鍵驅動力。隨著兩者融合程度加深，即時翻譯、物體識別、場景問答等AI功能已成為AR眼鏡標配，大幅提升產品實用性與消費者吸引力。

除了Meta，三星、Google等行業巨頭也紛紛布局，計劃於2026年推出自有品牌AR眼鏡，為市場注入新活力，擴大市場規模，吸引更多不同需求的用戶。

然而，AR眼鏡市場仍面臨挑戰。供應鏈方面，光學、顯示與組裝等關鍵環節的產能與良率能否跟上需求快速增長，是行業一大難題。此外，消費者對產品實際使用價值的接受度，也將深刻影響市場後續發展。唯有產品真正滿足需求，讓消費者感受到價值，市場才能持續健康成長。

TrendForce: Global AR Glasses Shipments Forecast to Reach 950,000 Units in 2026
According to the latest research from TrendForce, global AR glasses shipments are expected to reach 950,000 units in 2026, representing a 53% year-on-year increase and demonstrating strong growth momentum.

Among the various AR glasses products, Meta’s Ray-Ban Display Glasses have performed particularly well, with end-market feedback far exceeding initial expectations. Over the past six months, the company has significantly increased orders for several key components. Initially, Meta placed orders for only about 80,000 units as a small-scale trial to test the market. However, within just six months of launch, the pace of orders accelerated significantly, with recent orders expanding to 150,000 units—an increase of 87.5%.

The success of Meta’s Ray-Ban Display Glasses is not only reflected in sales volume but has also positively impacted the upstream supply chain, driving capacity optimization and yield improvements, thereby providing solid support for overall market growth.

The deep integration of AI and AR technologies is a key driver behind the positive development of the AR glasses market. As this integration deepens, AI functions such as real-time translation, object recognition, and contextual Q&A have become standard features of AR glasses, greatly enhancing product practicality and consumer appeal.

Beyond Meta, industry giants like Samsung and Google are also entering the space, planning to launch their own branded AR glasses in 2026. This will inject new vitality into the market, expand market size, and attract a broader range of user groups with different needs.

However, the AR glasses market still faces challenges. On the supply chain side, whether key areas such as optics, displays, and assembly can scale capacity and improve yields fast enough to meet rapidly growing demand remains a major industry concern. Additionally, consumer acceptance of the actual use value of these products will significantly influence future market development. Only when products truly meet user needs and deliver tangible value can the market sustain healthy growth.

Summary:
TrendForce forecasts 950K global AR glasses shipments in 2026, up 53% YoY. Meta orders surged 87.5%, driven by AI-AR integration. Samsung and Google plan 2026 entries, but supply chain scaling and consumer value perception remain challenges.