XREAL发布AR眼镜One Pro，总部将落地浦东张江

Core Insights - The global AR/VR market is projected to grow at a compound annual growth rate (CAGR) of 31.7% from 2024 to 2031, increasing from $23.73 billion in 2024 to $214.82 billion by 2031 [1] - XREAL, a leading brand in smart glasses, launched its new flagship AR glasses, XREAL One Pro, priced at 4,299 yuan, with over 26,000 pre-orders on JD.com, indicating strong market interest [1] Industry Overview - The AR/VR industry is experiencing significant growth opportunities, with a forecasted exponential increase in market size [1] - The smart glasses sector is evolving towards three product forms: AI glasses, immersive devices, and AR glasses, with XREAL focusing on the AR segment [4] Company Developments - XREAL has introduced the XREAL One Pro, featuring a groundbreaking 57-degree field of view (FoV) enabled by its proprietary X Prism optical engine technology, enhancing the user experience [4] - The company aims to achieve full profitability by 2026 and has established a professional team to track developments in AI glasses technology, although it will not rush to launch AI products this year [5] - XREAL also unveiled the XREAL Eye, a detachable camera that enhances the functionality of the One series, allowing for 6DoF spatial anchoring and various interactive features [5] Future Prospects - XREAL is set to move to a new headquarters in Zhangjiang, Pudong, with aspirations to create a trillion-dollar new industry ecosystem [6] - The company is collaborating with Google on Project Aura, a next-generation smart glasses product that integrates XREAL's upgraded X1S chip and is expected to launch in 2026 [6]