Zhongtai's Research Reports indicate that AI-enabled smart glasses offer convenience in information acquisition and interaction. Compared to traditional electronic terminals, AI smart glasses can provide a more immersive interactive experience and serve as a high-potential carrier for the future development of AI applications. From 2018 to 2021, the global market size for smart glasses continued to grow, from $1.826 billion to $5.031 billion, corresponding to a CAGR of 28.84%. From 2021 to 2023, market growth has faced pressure, but in 2024, it may benefit from the rollout of multiple new head-mounted devices like Apple Vision Pro and return to positive growth. It is expected that growth will further accelerate in 2025 as consumer application scenarios increase. The current development stage of the AI smart glasses sector can be compared to that of smartwatches in 2014, suggesting that substantial volume growth can be anticipated later.
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中泰证券:AI智能眼镜已进入产品密集发布期,赛道潜力可期
Zhongtai: AI-enabled smart glasses have entered a period of intensive product launches, and the potential of this sector is promising.
The translation is provided by third-party software.
The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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