Raybird V3 Leads the Charge, Multiple Vendors Join the Race

At the beginning of 2025, the AI/AR smart glasses market became highly active. Raybird launched the AI Glasses V3 on January 7, which achieved significant breakthroughs in lightweight design and battery life. Thanks to new battery technology, it has a usage duration of up to 12 hours and weighs only 38 grams, offering users a more comfortable wearing experience. The smart voice assistant on the V3 supports multi - turn conversations and can accurately understand and execute complex commands, such as checking the weather and setting schedules. The launch of the V3 demonstrates the strong实力 of domestic brands in the AI glasses field.

On January 23, information about Samsung's XR headset was exposed, drawing intense industry attention. Samsung, with its deep technical reserves in display and semiconductors, is developing an XR headset that uses a MicroOLED screen with a resolution as high as 2K×2K and a pixel density exceeding 1500PPI, effectively reducing the screen - door effect. Additionally, it is equipped with a self - developed XR chip that has a built - in neural processing unit (NPU) for low - latency image processing and AI algorithm acceleration. Samsung's entry into the market is set to drive the development of XR devices towards being even thinner and more powerful.

On March 3, Transsion launched two AI glasses models, targeting different market segments. One focuses on a fashionable appearance with colorful frames to attract young consumers, while the other emphasizes business functionality, featuring real - time translation and document scanning. Transsion leverages its channel advantages in emerging markets to promote AI glasses globally.

On March 21, Alibaba Cloud hosted the AI Spark Conference, focusing on AI glasses application development. The conference saw the release of a series of AI development tools and platforms to lower the barrier for developers and encourage innovative applications. Alibaba Cloud also established a special fund to support promising AI glasses startups, aiming to build an open and thriving AI glasses ecosystem.

On April 6, Xiaomi unveiled a new AI glasses at its "Mi Fans Festival". The glasses are integrated with Xiaomi's AIoT ecosystem, enabling seamless control of smart home devices through eye or voice commands. With a one - piece design, the glasses incorporate the battery, chip, and sensors, measuring only 6 millimeters in thickness. Xiaomi's strong fan base and cost - effectiveness are expected to drive the adoption of AI glasses in the consumer market.

In May, China Telecom released its first AI glasses, combining 5G and AI technologies. Supporting real - time video calls and remote assistance, the glasses utilize the low - latency characteristics of 5G networks for smooth, high - definition video. They also have a built - in security encryption chip to ensure data transmission safety, offering efficient communication solutions for enterprises.

Also in May, Huawei launched its AI glasses, which are both fashionable and technologically advanced. The glasses feature detachable frames to suit different face shapes and styles. Running on the HarmonyOS, they enable multi - device collaboration, such as seamlessly switching display content between phones and tablets. The release of Huawei's AI glasses adds more options to the premium AI glasses market.

In June, Rokid Glasses officially hit the market, targeting outdoor sports scenarios. Equipped with a high - precision positioning system and environmental sensors, they provide real - time data support for activities like cycling and hiking, displaying information such as speed, heart rate, and altitude. The open - acoustic design ensures users remain aware of their surroundings for enhanced safety.

In August, ByteDance released its AI glasses, leveraging its content advantages in short videos and social platforms to offer personalized news and video recommendations. The glasses include a micro - projection module for an immersive viewing experience.

In September, Meizu introduced AR glasses designed to extend the capabilities of mobile devices, acting as a second screen for smartphones to display notifications and manage alerts. Using waveguide technology, the glasses are thin, transparent, and resemble regular eyewear while projecting virtual images.

Also in September, Alibaba launched AI glasses aimed at commercial applications in offices and retail. They feature smart office assistance functions like document editing and meeting recording, and in retail, they enable product recognition and price inquiries to boost operational efficiency.

Throughout 2025, China Mobile plans to release over ten AI glasses models across different price points and functionalities. These glasses will integrate deeply with communication services such as calls and data management, leveraging China Mobile's large user base to promote widespread adoption in the communications sector.

In the first half of 2025, Xiaodu released AI glasses with upgraded voice interaction capabilities, supporting dialect and accent recognition for accurate command execution even in noisy environments. The glasses are also applied in children's education for smart reading and knowledge Q&A.

In 2025, Meta launched a new AI/AR glasses model to enhance its metaverse hardware ecosystem. The glasses introduce innovations in social interaction, supporting multiplayer AR games and virtual meetings for an immersive social experience.

Samsung released AI glasses and XR headsets in the third quarter of 2025, expanding its wearable device portfolio. The AI glasses blend fashion and technology, while the XR headsets deliver high - performance visual experiences for professionals and gamers.

In the second half of 2025, XREA collaborated with Hisense to launch AR glasses with wide applications in industry and education. They offer professional - grade image recognition and data processing for efficient solutions in industrial maintenance and remote teaching.

Apple released its second - generation MR glasses in 2025, featuring significant technological advancements. With improved display technology and sensor fusion, the glasses provide industry - leading visual and interaction experiences, making mixed reality interactions more natural and smooth.

From 2026 to 2027, Apple continued to invest in R&D for AI/AR glasses, aiming to build a complete augmented reality ecosystem. Its R&D focused on key areas such as high - resolution waveguide technology and low - power AI chip design to lay the foundation for more competitive AI/AR glasses in the future.

In 2025, driven by technological innovation and market demand, the AI/AR smart glasses market experienced vigorous development. Numerous vendors launched new products catering to diverse application scenarios and user groups. As technology advances and the market matures, AI/AR smart glasses are expected to become essential smart devices in people's daily lives and work, ushering in a new era of visual computing.

2025 年 AI/AR 眼镜市场动态：关键产品发布与技术趋势

雷鸟 V3 领衔，多家厂商角逐

2025 年伊始，AI/AR 眼镜市场便热闹非凡。1 月 7 日，雷鸟率先推出 AI 眼镜 V3，这款产品在轻量化设计与续航能力上取得显著突破，采用新型电池技术，使用时长高达 12 小时，整机重量仅 38 克，为用户带来更舒适佩戴体验。其搭载的智能语音助手，支持多轮对话，能准确理解并执行复杂指令，如查询天气、设置日程等。雷鸟 V3 的发布，彰显国产品牌在 AI 眼镜领域的强劲实力。

三星 XR 头显曝光，技术储备深厚

1 月 23 日，三星 XR 头显相关信息曝光，引发行业高度关注。三星在显示技术与半导体领域拥有深厚积累，其 XR 头显采用 MicroOLED 屏幕，分辨率高达 2K×2K，像素密度超 1500PPI，能有效减少纱窗效应。同时，配备自研 XR 芯片，内置神经处理单元（NPU），实现低延迟图像处理与 AI 算法加速。三星的入局，将推动 XR 设备向更轻薄、高性能方向发展。

传音发布两款 AI 眼镜，拓展海外市场

3 月 3 日，传音推出两款 AI 眼镜，分别面向不同市场定位。其中一款注重时尚外观，采用多彩镜框设计，吸引年轻消费群体；另一款强调商务功能，具备实时翻译、文档扫描等实用功能。传音借助其在新兴市场的渠道优势，将 AI 眼镜推广至全球更多地区。

阿里云 AI 火花大会，推动生态建设

3 月 21 日，阿里云举办 AI 火花大会，聚焦 AI 眼镜应用开发。大会上，阿里云发布一系列 AI 开发工具与平台，降低开发者门槛，鼓励创新应用诞生。同时，设立专项基金，扶持优质 AI 眼镜创业项目，旨在构建开放、繁荣的 AI 眼镜生态系统。

小米 "米粉节"，AI 眼镜成亮点

4 月 6 日，小米在 "米粉节" 推出 AI 眼镜新品。该眼镜集成小米 AIoT 生态，与智能家居设备无缝连接，用户通过眼神或语音指令控制家电。其采用一体化设计，将电池、芯片与传感器高度集成，整机厚度仅 6 毫米。小米凭借其强大的粉丝基础与性价比优势，有望推动 AI 眼镜在消费级市场普及。

中国电信发布 AI 眼镜，布局智能通信

5 月，中国电信发布首款 AI 眼镜，融合 5G 与 AI 技术。这款眼镜支持实时视频通话、远程协助等功能，利用 5G 网络低延迟特性，实现高清画质无卡顿。同时，内置安全加密芯片，保障数据传输安全，为企业用户提供高效通信解决方案。

华为 AI 眼镜发布，引领时尚科技

5 月，华为发布 AI 眼镜，以时尚设计与强大功能兼具的特点受到关注。其镜框采用可拆卸式设计，适配不同脸型与时尚风格。搭载 HarmonyOS 智能操作系统，实现多设备协同，如与手机、平板无缝切换显示内容。华为 AI 眼镜的推出，进一步丰富高端 AI 眼镜市场选择。

Rokid Glasses 正式上市，运动场景突破

6 月，Rokid Glasses 正式上市，主打运动户外场景。配备高精度定位系统与环境感知传感器，为骑行、登山等运动提供实时数据支持，如速度、心率、海拔等信息显示。其采用开放式声学设计，在运动时保障用户对周围环境声音的感知，提升安全性。

字节跳动 AI 眼镜，内容生态优势

8 月，字节跳动发布 AI 眼镜，借助其在短视频与社交平台的内容优势，为用户提供个性化资讯、短视频推荐等服务。眼镜内置微型投影模块，可将虚拟画面投射至眼前，实现沉浸式观看体验。

魅族 AR 眼镜，拓展移动设备边界

9 月，魅族推出 AR 眼镜，作为手机的第二屏扩展，实现信息提醒、通知管理等功能。其采用光波导技术，镜片轻薄透明，外观与普通眼镜无异，却能在眼前呈现虚拟图像，为用户提供全新交互方式。

阿里巴巴 AI 眼镜，商业应用拓展

9 月，阿里巴巴发布 AI 眼镜，主要面向商业办公、零售等场景。具备智能办公助手功能，如文档编辑、会议记录等；在零售领域，实现商品识别、价格查询等应用，提升商业运营效率。

中国移动全年预计推出十余款 AI 眼镜

2025 年，中国移动计划推出十余款 AI 眼镜，覆盖不同价位段与功能定位。其 AI 眼镜将深度整合通信服务，如通话、流量管理等，同时借助其庞大用户基础，推动 AI 眼镜在通信领域的广泛应用。

小度 AI 眼镜上市，语音交互升级

2025 上半年，小度 AI 眼镜上市，其语音交互功能进一步优化，支持多方言、多口音识别，即使在嘈杂环境中也能准确理解用户指令。此外，小度 AI 眼镜在儿童教育场景应用丰富，如智能点读、知识问答等。

Meta 新款 AI/AR 眼镜

2025 年，Meta 推出新款 AI/AR 眼镜，持续完善其元宇宙硬件生态。这款眼镜在社交互动方面有所创新，支持远程多人 AR 游戏、虚拟会议等功能，为用户打造沉浸式社交体验。

三星 AI 眼镜/XR 头显发布

三星在 2025 年第三季度发布 AI 眼镜与 XR 头显产品，进一步丰富其智能穿戴设备矩阵。其 AI 眼镜注重时尚与科技融合，XR 头显则在性能上达到新高度，为专业用户与游戏爱好者提供高质量视觉体验。

XREA 合作海信发布 AR 眼镜

2025 下半年，XREA 与海信合作推出 AR 眼镜，这款产品在工业、教育等领域有广泛应用。具备专业级图像识别与数据处理能力，为工业维修、远程教学等场景提供高效解决方案。

苹果二代 MR 眼镜发布

2025 年，苹果发布二代 MR 眼镜，技术上实现重大突破。其采用更先进的显示技术与传感器融合方案，在视觉效果、交互体验等方面达到行业领先水平，为用户带来更自然、流畅的混合现实体验。

苹果 AI/AR 眼镜长期布局

苹果在 2026 - 2027 年期间，持续投入研发 AI/AR 眼镜，旨在构建完整的增强现实生态系统。其研发方向涵盖高分辨率光波导技术、低功耗 AI 芯片设计等关键领域，为未来推出更具竞争力的 AI/AR 眼镜奠定基础。

2025 年 AI/AR 眼镜市场在技术创新与市场需求推动下，呈现蓬勃发展态势。众多厂商纷纷推出新产品，涵盖不同应用场景与用户群体。未来，随着技术不断进步与市场逐渐成熟，AI/AR 眼镜有望成为人们生活与工作中的重要智能设备，开启全新的视觉计算时代。