AI与AR技术的深度融合，正在开辟一个全新的智能终端赛道。以眼镜为载体、以大模型为驱动、以近眼光学显示为基底的一体式AI+AR智能眼镜，正逐步从技术概念走向大众消费市场，成为继智能手机之后最具潜力的下一代随身计算平台。轻量化一体式正成为行业的核心共识——脱离外接设备、独立运行，才能让AI能力真正融入日常佩戴场景；与此同时，以MicroLED与光波导为代表的全彩显示方案加速渗透，推动产品体验从功能可用迈向沉浸可信。当前，中国在这一赛道上已形成从上游光学器件、芯片到终端品牌、生态服务的完整产业链，头部厂商加速技术迭代与规模化量产，行业整体进入高速成长期。
The deep convergence of artificial intelligence and augmented reality is opening an entirely new frontier in intelligent terminal devices. All-in-one AI+AR smart glasses, built on an eyewear form factor, powered by large language models, and grounded in near-eye optical display technology, are steadily transitioning from technological concept to mainstream consumer adoption, emerging as the most promising next-generation personal computing platform since the smartphone. Lightweight, wireless, and self-contained design has emerged as a defining industry consensus: only by operating independently of external devices can AI capabilities truly integrate into everyday wear. At the same time, full-color display solutions, led by MicroLED and optical waveguide technologies, are accelerating their penetration into the consumer market, elevating the product experience from functional utility toward genuinely immersive augmented reality. China has already established a comprehensive industry chain spanning upstream optical components and semiconductors through to terminal brands and ecosystem services, with leading players accelerating technology iteration and large-scale production as the sector enters a period of rapid growth.
如果您对中国AI+AR智能眼镜市场有进一步的研究需求，请联系我们：
沙利文 李女士
E-mail: livia.li@frostchina.com
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