2026 AI 智能眼镜教育产业蓝皮书

2026AI Smart Glasses for EducationIndustry Landscape, Market Sizing, and Strategic Outlook A Note on Method: How This Report Was Produced with AI Assistance AI-SLI · Produced with AI Assistance This blue book represents a systematic exploration by AI-SLI into AI-assisted knowledge production.Throughout its development, generative artificial intelligence served as a research assistant under the directionand oversight of the research team, undertaking four kinds of labour-intensive work. First, evidence-basedresearch and data verification: fanning out multi-source searches across policy documents, sell-side research,industry reports, and vendor materials; tracing every key figure—market size, shipments, share, and price—to its primary source, cross-checking it, and issuing corrections where warranted; and systematically mappingthe latest policies of more than a dozen countries and regions and of international organisations such asUNESCO and the OECD. Second, market sizing and literature synthesis: mapping the upstream, midstream,and downstream of the global and Chinese AI-smart-glasses value chain, together with the adjacent lecture-capture and student-behaviour-analytics markets, triangulating market sizes and the competitive landscapeacross sources, and building a layered total-addressable-market (TAM) model on that basis. Third, drafting,figure generation, and citation management: composing the chapters and rendering the value-chain and datafigures to a unified specification, and maintaining a fully traceable citation apparatus with graded credibilityannotations. Fourth, a parallel bilingual edition: producing semantically aligned Chinese and English versionsunder a controlled terminology glossary. We state plainly that the role of AI here was to carry out the labour-intensive work of searching, sizing,drafting, illustrating, and managing citations; the choice of subject, the judgements of value, the industryassessments, and the final conclusions were directed and vouched for by the research team. Every datum andpolicy cited is required to be real and independently verifiable, and every market figure is required to becorroborated by no fewer than two independent sources. We offer this report as a forward-looking referenceworkflow for colleagues across the education industry to scrutinise and improve upon—a sincere experimentin a new paradigm of knowledge production, and in no way a substitute for expert judgement or professionaldue diligence. Table of Contents Chapter 1 Executive Summary................................................................................................................11.1 The Core Thesis.............................................................................................................................11.2 Five Industry Insights.....................................................................................................................2Insight 1—AI-glasses hardware has matured............................................................................2Insight 2—Lecture capture has entered an AI-driven restructuring period...............................2Insight 3—China's market is structurally different....................................................................2Insight 4—The policy window closes in Q4 2027.....................................................................3Insight 5—Investment has entered a divergence phase.............................................................31.3 Reading Paths for Three Audiences...............................................................................................41.4 Report Structure and Methodology................................................................................................4References............................................................................................................................................5Chapter 2 The Global Market: Shipments, Growth, and Structure....................................................82.1 The Global Shipment Curve (2022–2027F)...................................................................................82.1.1 Comparing the Institutional Bases......................................................................................82.1.2 2022 → 2027F: An Inflection Curve from 0.8 Million to 55 Million Units.......................92.2 Market Share Structure................................................................................................................102.2.1 Meta's Share Leap from 73% to 82%................................................................................102.2.2 The Domestic Top Five: Xiaomi / Huawei / Rokid / XREAL / VITURE........................102.2.3 TCL RayNeo: Global No. 3 / China No. 1........................................................................112.2.4 The Breakout of AR Smart Glasses as a Standalone Subcategory...................................112.2.5 AI Glasses at 88% of Tota