由Meta与依视路陆逊梯卡（EssilorLuxottica）联手推出的雷朋智能眼镜近期遭遇强烈的舆论反弹，因多次被曝用于偷拍和骚扰女性而被戏称为“偷窥狂眼镜”，令人联想起2014年谷歌眼镜惨遭淘汰的“眼镜混蛋”风波，更有开发者推出了利用蓝牙检测该设备的追踪软件。然而出货量依然强劲：研究机构Omdia数据显示，2026年上半年全球AI眼镜出货量同比翻倍以上至420万副，内部人士透露Meta今夏出货量亦实现同比翻番。
面对公关危机，科技巨头不仅没有退缩，反而加速推进产品迭代：Meta升级了防篡改功能（若拍摄LED指示灯被遮挡则自动停用摄像头），并在9月23日的Connect开发者大会上推出了首款无摄像头的雷朋音频眼镜以平息隐私担忧，同时深度整合备受好评的Muse AI智能体，计划在年底前推出100款不同型号。与此同时，竞争对手纷纷入局，Snap推出了售价近2200美元（逾Meta基础款7倍）的高端增强现实眼镜SPECS，谷歌与三星亦将于今秋发布搭载安卓系统的竞品。
全球市场格局正加速多元化：虽然Meta在国际市场占据81%的统治性份额，但在本土销量增速最快的中国市场，阿里巴巴、小米和INMO三家合计占据了不到半数的出货量，竞争异常激烈。高通等芯片巨头正通过提供微型化模组推动白牌眼镜爆发，并将AI硬件形态延伸至智能戒指和吊坠；尽管隐私争议不断，但由于多模态AI智能体高度依赖视觉输入，智能眼镜已然成为科技巨头角逐下一代计算平台的核心战场。
Ray-Ban Meta smart glasses, developed in partnership with EssilorLuxottica, have triggered acute public outrage and been disparaged as "pervert glasses" following viral footage of wearers covertly recording and harassing women, reviving memories of the 2014 Google "Glasshole" backlash and inspiring detection apps like Nearby Glasses and ZuckOff. Nevertheless, market demand remains explosive: research firm Omdia reports that global AI glasses shipments more than doubled year-on-year to 4.2m units in the first half of 2026, with Meta’s internal shipments doubling over the summer.
Tech giants are aggressively expanding their product lines rather than retreating: Meta introduced software locks to deactivate cameras if recording LEDs are covered, and unveiled Ray-Ban Meta Audio—its first camera-free model—at its September 23rd Connect conference alongside its surging Muse AI agent, projecting 100 distinct eyewear models by year-end. Concurrently, competitors are advancing ambitious hardware, notably Snap's launch of augmented-reality SPECS priced just below $2,200 (over seven times Meta's base model), alongside upcoming Android-powered devices from Google and Samsung.
The competitive landscape is diversifying rapidly: while Meta retains an 81% global market share, in China—where unit sales expansion outpaces the rest of the world—domestic leaders Alibaba, Xiaomi, and INMO collectively command under half of shipments amid intense fragmentation. As Qualcomm supplies white-label Snapdragon modules across eyewear, rings, and pendants, hardware forms are multiplying; despite persistent surveillance concerns, onboard cameras remain indispensable for ambient AI agents seeking to observe the physical world.
Source: How tech firms hope to beat the backlash against “pervert glasses”
Subtitle: Creating a device for the AI era is hard
Dateline: Sep 24th 2026\n