隨著生成式 AI、大型語言模型與多模態互動技術快速發展，個人運算介面正逐步從智慧型手機螢幕，延伸至更貼近日常情境與身體感知的穿戴式裝置。在此趨勢下，AI 驅動之擴增實境智慧眼鏡，逐漸被主要科技企業視為下一階段人機互動與平台競爭的重要可能方向。
本研究並不主張 AR 智慧眼鏡已經取代 PC 或智慧型手機，也不認為任何單一企業已在此平台競爭中取得最終勝出地位。本文的核心觀察是：在 AI Agent、多模態感知、近眼顯示、空間定位與邊緣運算技術逐步成熟的背景下，AR 智慧眼鏡正在被重新定義為一種可能的新型運算入口。其競爭焦點也不再只是硬體規格、外觀設計或單一產品銷售，而是逐漸轉向作業系統、開發者工具、AI 代理介面、內容生態系與供應鏈價值分配。
本研究採用多個案研究法、文件分析法與次級資料分析，選取 Apple、Meta、Snap、Google、中國 AR 生態系與台灣供應鏈作為分析對象，並結合平台生態系理論、資源基礎觀點與全球價值鏈觀點，探討 AI × AR 時代下不同企業的平台策略與供應鏈重組邏輯。
研究發現，不同平台企業正在形成差異化的競爭路徑。Apple 代表高階封閉式空間運算平台的標準建立；Meta 以社交關係、AI 眼鏡與日常穿戴體驗作為切入點；Snap 則提供一條以 Lens Studio、Snap OS、AR 開發者生態、AI Agent 與多人共享體驗為核心的平台建構路徑；Google 透過 Android XR 與 Gemini，展現開放式 AI 眼鏡平台之可能性；中國 AR 生態系則展現場景整合、供應鏈速度與本地服務結合的商業化能力。
對台灣而言，AI 驅動之 AR 智慧眼鏡並不只是另一項消費性電子產品，而可能牽動半導體、光學模組、顯示技術、感測器、系統整合與邊緣 AI 硬體的價值重組。台灣若只停留在代工與零組件供應角色，可能面臨價值鏈位置被壓縮的風險；若能進一步發展 AI × XR 系統整合能力、先進光學與顯示模組、邊緣 AI 硬體平台與共同設計能力，則有機會在下一階段空間運算供應鏈中取得更高的策略位置。
本研究之貢獻在於提出「AI Agent Interface Layer」作為理解未來 AR 平台競爭的新分析角度，並從平台策略、使用者情境與台灣供應鏈升級三個層次，說明 AI 驅動之 AR 智慧眼鏡如何成為科技產業下一階段競爭的重要觀察場域。

With the rapid advancement of Generative AI, Large Language Models (LLMs), and multimodal interaction technologies, personal computing interfaces are gradually extending beyond smartphone screens toward wearable devices that are more closely embedded in everyday contexts and bodily perception. In this transition, AI-driven Augmented Reality (AR) smart glasses are increasingly regarded by major technology firms as a potential direction for the next stage of human–computer interaction and platform competition.
This study does not argue that AR smart glasses have already replaced PCs or smartphones, nor does it assume that any single firm has secured a dominant position in this emerging platform competition. Rather, the core observation of this study is that, as AI Agents, multimodal perception, near-eye displays, spatial positioning, and edge computing technologies continue to mature, AR smart glasses are being redefined as a potential new computing interface. The locus of competition is therefore moving beyond hardware specifications, product design, or short-term device sales, and increasingly toward operating systems, developer tools, AI agent interfaces, content ecosystems, and supply chain value distribution.
This study adopts a multiple case study approach, document analysis, and secondary data analysis. The cases examined include Apple, Meta, Snap, Google, China’s AR ecosystem, and Taiwan’s supply chain. Drawing on Platform Ecosystem Theory, the Resource-Based View (RBV), and Global Value Chain (GVC) perspectives, this research analyzes platform strategies and supply chain restructuring logics in the AI × AR era.
The findings suggest that major platform firms are developing distinct strategic pathways. Apple represents the establishment of premium, closed spatial computing standards; Meta approaches the market through social relationships, AI glasses, and everyday wearable experiences; Snap provides a platform-building path centered on Lens Studio, Snap OS, AR developer ecosystems, AI Agents, and shared AR experiences; Google, through Android XR and Gemini, demonstrates the possibility of an open AI glasses platform; and China’s AR ecosystem shows strong commercialization capabilities through scenario integration, supply chain speed, and local service integration.
For Taiwan, AI-driven AR smart glasses are not merely another category of consumer electronics. Rather, they may trigger a restructuring of value across semiconductors, optical modules, display technologies, sensors, system integration, and edge AI hardware. If Taiwan remains limited to contract manufacturing and component supply, it may face the risk of being constrained within the middle layer of the value chain. However, if Taiwan further develops AI × XR system integration capabilities, advanced optical and display modules, edge AI hardware platforms, and co-design capabilities, it may obtain a more strategic position in the next stage of the spatial computing supply chain.
The contribution of this study lies in proposing the concept of the “AI Agent Interface Layer” as a new analytical perspective for understanding future AR platform competition. By integrating platform strategy, user context, and Taiwan’s supply chain upgrading, this study explains how AI-driven AR smart glasses may become an important arena for the next stage of competition in the technology industry.

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