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BackMeta推四款AI眼鏡 7檔台廠供應鏈迎長線商機
Meta推四款AI眼鏡 7檔台廠供應鏈迎長線商機
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自由时报2 hours agoBusiness2 min readChinaView translation

Meta推四款AI眼鏡 7檔台廠供應鏈迎長線商機

metaai眼鏡元大投顧

Quick Look

Meta於9月發表四款AI眼鏡，含僅音訊無鏡頭輕薄新品與自有品牌性價比產品，並導入具Agent代理能力的Muse AI功能。元大投顧報告預測2026年全球銷量達1304萬支，年增率35%，2024-2025年銷量年增率分別達168%、256%。已進Meta供應鏈的臻鼎、台郡、瑞昱因技術優勢被看好，華通、全新、GIS、亞光等台廠亦具長期機會。

AI-generated summary

Why It Matters

Meta在9月發表四款AI眼鏡，包含僅音訊無鏡頭的輕薄新品，以及自有品牌性價比產品，並宣布全面導入Muse AI功能，具Agent代理能力。

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Meta在9月發表四款AI眼鏡，包含僅音訊無鏡頭的輕薄新品，以及自有品牌性價比產品，更宣布全面導入Muse AI功能，具Agent代理能力，元大投顧看好已進Meta供應鏈的臻鼎（4958）、台郡（3019）、瑞昱（2379）具優勢，顯示相關的全新（2455）、GIS（6456）、亞光（3019）均具長期機會。

元大投顧報告指出，AI眼鏡估計2026年全年銷量1304萬支、年增率35%，上半年銷量為470萬支；2024年、2025年銷量271萬支、964萬支，年增率分別達168%、256%，為極高速成長年度，而Meta市占率達70%以上為領導廠商，小米眼鏡市占率僅個位數百分比。

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報告表示，AI眼鏡全球銷量於2026年將超越千萬支，雖然相關台廠營收占比不高，惟長期仍有機會成為成長動能；元大投顧也預期，已進入Meta 供應鏈的瑞昱、台郡、臻鼎因技術具優勢基本面穩健為推薦標的，至於已進入陸系供應鏈的華通（2313）也值得留意，未來市場可望陸續推出具鏡片視覺顯示產品，與客戶共同研發的全新、GIS-KY、亞光等均值得留意成長動能。

一手掌握經濟脈動 點我訂閱自由財經Youtube頻道

What to Watch

AI outlook — possibilities, not facts

  • AI眼鏡全球銷量將於2026年超越千萬支

    Likely · Within years

  • 具鏡片視覺顯示產品將陸續推出

    Possible · Within years

Open Questions

  • 具鏡片視覺顯示產品的具體推出時間
  • 台廠在Meta供應鏈中的具體佔比與貢獻度
  • 陸系供應鏈廠商如華通的未來合作規模

Related Topics

meta
People張慧雯
OrganizationsMeta元大投顧臻鼎台郡
Places台北
Topicsai眼鏡元大投顧臻鼎台郡瑞昱華通
This article was originally published by 自由时报.

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