Core Viewpoint - The smart glasses industry is at a critical juncture, with the potential to replace smartphones as the next terminal for spatial computing, but it requires careful development and cannot take shortcuts [1][2]. Group 1: Company Insights - XREAL's latest product, XREAL One Pro, features a field of view of 57 degrees, an increase of 38% compared to its predecessor, XREAL One, which had a 50-degree field of view [1]. - XREAL has invested over $300 million in research and development, with 65% of the components in XREAL One Pro being self-developed, indicating a strong commitment to innovation across the entire supply chain [1][3]. - The company aims to create a million-level sales product before progressing to larger-scale targets, emphasizing the importance of a solid foundation in the AR market [2][3]. Group 2: Industry Trends - The AR and AI glasses market is currently characterized by a lack of clear consumer understanding, with many companies hoping for rapid success without adequate investment [2]. - The industry is still in its early stages, and the development of smart glasses requires a focus on spatial display and the establishment of a comprehensive spatial computing ecosystem [3]. - The current competition in the AI glasses market is seen as more of a speculative chase for concepts rather than a reflection of mature technology and user experience [2].
XREAL创始人兼CEO徐驰:智能眼镜行业需去泡沫化 以长期主义打造下一代终端
Zheng Quan Shi Bao Wang·2025-07-29 02:27