The Overseas Crowdfunding Perspective on the Global AI Smart Glasses Market

全球智能眼镜市场概览

Overview of the Global Smart Glasses Market

一、市场增长预测

I. Market Growth Forecast

• 2024年市场规模 (Market size in 2024): 19.3亿美元 (USD 1.93 Billion)

• 2025年市场规模 (Market size in 2025): 24.7亿美元 (USD 2.47 Billion)

• 复合年增长率 (CAGR, 2025-2030): 27.3%

• 2030年预计市场规模 (Market size in 2030): 82.6亿美元 (USD 8.26 Billion)
  
  

二、地区主导地位

II. Regional Dominance

• 北美市场占最大市场份额（2024年为35.39%）

• North America holds the largest market share (35.39% in 2024).
  
  

三、市场增长驱动因素

III. Market Growth Drivers

• 技术进步

• Advanced technological developments

• 消费者对创新可穿戴设备的高需求

• High consumer demand for innovative wearable devices
  
  

四、产业发展阶段及未来趋势

IV. Industry Development Stage and Future Trends

• 当前阶段：技术爆炸期，类似于2010年前后的智能手机

• Current stage: Technological explosion, similar to smartphones around 2010

• 2025年将成为市场爆发的关键年份，多家制造商将推出新品

• 2025 is a pivotal year for market explosion, with multiple manufacturers launching new products

• 未来潜力巨大，受益于技术突破、AI集成、用户体验提升和成本下降

• Huge future potential due to technological breakthroughs, AI integration, enhanced user experience, and decreasing costs
  
  

五、结论总结

V. Summary and Conclusion

全球智能眼镜市场有望实现显著增长，由于技术进步和不断增长的消费者需求推动，尤其是在北美地区。AI集成在智能眼镜中的应用将进一步推动市场迈向光明的未来。

The global smart glasses market is expected to achieve significant growth, driven by technological advancements and continuously increasing consumer demand, particularly in North America. AI integration in smart glasses will further propel the market towards a bright future.

图表数据细节

Chart Data Details

区域市场趋势（2025-2030）

Regional Market Trends (2025-2030)

• 北美地区：最大市场 (Largest market: North America)

• 亚太地区：增长最快 (Fastest growing market: Asia-Pacific)

• 2024年北美市场营收占比：35.4%

• North America Market Revenue Share in 2024: 35.4%
  
  

按连接类型划分市场规模（2020-2030）

Market Size by Connectivity Type (2020-2030)

连接类型（Connectivity Type）：

• 蓝牙 (Bluetooth)

• HDMI

• USB

2025年市场规模示例（Market size in 2025 example）：19亿美元 (USD 1.9 Billion)

当前技术挑战

Current Technical Challenges

1. 佩戴体验（Wearability）

• 智能眼镜可能是人工智能实施的理想终端设备。与手机和耳机不同，眼镜通常一整天都戴着。此外，它们靠近眼睛、嘴巴和耳朵，使得人工智能的精度需求更高。

• Smart glasses could be the ideal terminal devices for implementing artificial intelligence. Unlike phones or earphones, glasses are typically worn all day long. Furthermore, their proximity to eyes, mouth, and ears demands higher AI accuracy.

2. 元件微型化（Component Miniaturization）

• 制造商需要在不影响性能的情况下构建更小的组件，如摄像头、传感器和电池。

• Manufacturers must build smaller components such as cameras, sensors, and batteries without compromising performance.

3. 人体工程学与舒适性（Ergonomics and Comfort）

• 眼镜需要适合各种脸型和尺寸的舒适，并且需耐用且防水，适合日常使用。

• Glasses need to offer comfort suited for various face shapes and sizes, and must be durable and waterproof for everyday use.

4. 显示与投影技术（Display and Projection Technology）

• 显示器对于将信息直接呈现给用户的眼睛至关重要。制造商面临的挑战是选择合适的投影技术（例如，基于投影、波导或视网膜投影），该技术应在有限的镜头空间和低功耗电池使命下提供高分辨率。

• Displays are crucial for presenting information directly to users' eyes. The challenge for manufacturers is selecting the appropriate projection technology (e.g., projection-based, waveguide, or retinal projection) that delivers high resolution within limited lens space and low battery consumption.

5. 电池续航（Battery Life）

• 较长的电池寿命需求高效的电源和处理技术来平衡未来设备尺寸和重量。

• Longer battery life demands efficient power and processing technologies to balance future device size and weight.

全球AI眼镜生态系统

Global AI Glasses Ecosystem

一、技术供应商（Technology Providers）

• Microsoft、Snapchat、Apple、Meta、Qualcomm、Google、Lumus

二、设备制造商（Device Manufacturers）

• Lucyd、Razer、Realwear、Vuzix、EssilorLuxottica、Rokid、Dynabook、EPSON

三、软件开发商（Software Developers）

• Meta、XREAL、PTC、Microsoft、Magic Leap

四、内容创作者（Content Creators）

• Pokémon GO、Snapchat、Meta

五、电信公司（Telecommunications Companies）

• Verizon、AT&T、Deutsche Telekom

六、元器件供应商（Components Suppliers）

• SONY、Qualcomm、TSMC（台积电）、Goertek（歌尔股份）、LG Display

七、分销渠道（Distribution Channels）

• Amazon.in、Best Buy、Apple

八、行业应用（Industries）

• 教育与科研 (Education & Research)

• 医疗保健 (Healthcare)

• 汽车 (Automotive)

• 消费电子 (Consumer)

• 制造业 (Manufacturing)

• 仓储物流 (Warehousing)

• 其他（建筑、公共安全、农业等）(Others: Construction, Public Safety, and Agriculture)

AI 眼镜用户反馈 - Halliday

AI Glasses User Feedback - Halliday

用户关注点 (User Focus Areas)

1. 眼镜款式与舒适度（35%）

   • Frame Style & Comfort (35%)

   • 眼镜框形状、佩戴舒适度，适配不同脸型与头型的需求

   • Frame shape, wearing comfort, and suitability for different face and head shapes

2. 镜片类型与适配性（30%）

   • Lens Type & Compatibility (30%)

   • 光致变色（变色片）、处方镜片、室内外佩戴适配性

   • Photochromic (transition lenses), prescription compatibility, and adaptability for indoor/outdoor use

3. AI 功能与使用场景（30%）

   • AI Features & Use Cases (30%)

   • 了解 AI 眼镜的显示效果和交互方式，特别是如何无缝融入日常生活，如 AI 实时翻译、地图导航、日常应用

   • Understanding AI glasses’ display effects and interaction methods, especially how they integrate into daily life (e.g., real-time AI translation, navigation, daily applications)

4. 额外配件与适配性（5%）

   • Additional Accessories & Compatibility (5%)

   • 对比 Oura Ring、Ring Conn 等产品，希望品牌提供试戴套件，以确保尺寸匹配

   • Compared to Oura Ring and Ring Conn, users expect brands to provide fitting kits to ensure size compatibility

数据可视化 (Data Visualization)

Halliday 产品关注点占比 (Halliday Product Interest Breakdown)

• 眼镜款式与舒适度 (Frame Style & Comfort) – 35%

• 镜片类型与适配性 (Lens Type & Compatibility) – 30%

• AI 功能与使用场景 (AI Features & Use Cases) – 30%

• 额外配件与适配性 (Additional Accessories & Compatibility) – 5%

AI眼镜用户反馈·洞察总结

AI Glasses User Feedback · Summary Insights

核心洞察 (Key Insights)

1. 舒适度 & 设计

   • 是用户最关注的痛点，AI 眼镜普及关键在于“长时间佩戴无感”

   • Comfort & Design: The most critical pain point; mass adoption of AI glasses depends on long-term wearability without discomfort.

2. AI语音交互

   • 未来核心战场，用户期待更精准的语音识别与更自然的AI助手体验

   • AI Voice Interaction: The future core battlefield, with user expectations for more accurate voice recognition and natural AI assistant experiences.

3. 翻译 & HUD 现实增强

   • 主要应用场景，但目前产品体验仍存在延迟、准确度等问题

   • Translation & HUD AR Enhancements: Major use cases, though current products still face challenges with latency and accuracy.

4. 电池续航

   • 最大制约因素，影响AI眼镜的日常使用频率

   • Battery Life: The biggest limiting factor affecting daily usage frequency of AI glasses.

数据可视化 (Data Visualization)

六大关注核心卖点 (Six Key Focus Points):

• 佩戴舒适度 & 设计 (Comfort & Design) – 27%

• AI语音交互 & 操作 (AI Voice Interaction & Operation) – 25%

• 镜片 & 显示效果 (Lenses & Display Quality) – 18%

• 翻译 & 语言支持 (Translation & Language Support) – 12%

• 电池续航 & 硬件性能 (Battery Life & Hardware Performance) – 10%

• 隐私 & 安全性 (Privacy & Security) – 5%

• 生态兼容性 & 连接 (Ecosystem Compatibility & Connectivity) – 3%

未来产品定义方向：五项差异化战略

Future Product Definition Direction: Five Differentiation Strategies

1. 模块化架构设计

Modular Architecture Design

• 镜框、镜片、算力模块可拆卸组合（如近视用户选配处方镜片 + 摄影爱好者加装长焦模块）

• 适配 Halliday 用户“试戴套件”需求

• Frames, lenses, and computing modules are modular and detachable (e.g., prescription lenses for nearsighted users + telephoto modules for photography enthusiasts)

• Designed to meet Halliday users' “fitting kit” needs

2. 场景专用 OS 开发

Scenario-Specific OS Development

• 分场景优化交互逻辑：

  • 会议模式（增强降噪 + 演讲实时字幕）

  • 运动模式（防抖算法强化 + 极限环境 HDR 显示）

• Optimized interactive logic for different scenarios:

  • Conference Mode (enhanced noise cancellation + real-time speech captions)

  • Sports Mode (enhanced anti-shake algorithms + HDR display in extreme conditions)

3. 生物特征融合交互

Biometric Fusion Interaction

• 眼动追踪（注视点触发指令）+ 骨传导语音，减少手势依赖

• 解决 Looktech 用户对隐私的关注

• Eye-tracking (gaze-based command triggers) + bone conduction voice, reducing gesture dependence

• Addresses Looktech user privacy concerns

4. 可持续能源解决方案

Sustainable Energy Solutions

• 光伏充电镜腿（户外光照 10 分钟续航 1 小时）

• 磁吸快充（5 分钟充至 50%），突破续航瓶颈

• Solar-charging temples (10 minutes in sunlight = 1 hour of use)

• Magnetic fast-charging (50% battery in 5 minutes), breaking battery life bottlenecks

5. 医疗级健康监测

Medical-Grade Health Monitoring

• 集成微型光谱传感器，通过眼结膜血流监测血糖 / 酒精浓度（需 FDA 认证）

• 拓宽产品价值边界

• Integrated mini spectrometers to monitor blood glucose and alcohol levels via conjunctival blood flow (FDA certification required)

• Expands product value boundaries

Credibility 项目信任度

Credibility – Building Project Trust

众筹的本质是真诚的表达和沟通
The essence of crowdfunding is sincerity in communication and delivery.

1. 消除产品疑虑 (Address Product Concerns)

• 用户友好的退货政策 (User-friendly return policy)

• 软件/硬件 Demo (Software/Hardware demo)

• 生产图片/视频 (Production images/videos)

2. 专业团队支撑 (Professional Team Support)

• Founder Speech（创始人演讲）

• 团队介绍 (Team introduction)

• Live 直播 (Live streaming sessions)

3. 第三方背书 (Third-Party Endorsements)

• 网红评测 (Influencer reviews)

• Testimonial Video（用户口碑视频）

• Beta Tester China Tour（中国区测试者巡回体验）

• 专家背书 (Expert endorsements)