改革护航，中国AR眼镜破局美国“337调查”

Core Insights - XREAL's AR glasses have captured over 40% market share in North America after successfully navigating a year-long "337 investigation" in the U.S. [1][5] - The "337 investigation" is a process initiated by the U.S. International Trade Commission (ITC) to address intellectual property infringement and unfair competition in imported goods [1][2] - The company faced a new "337 investigation" initiated by Ingeniospec in November 2023, prompting a rapid response from local intellectual property protection agencies [2][3] Company Response and Strategy - A specialized response team was formed, including legal experts and government support, to prepare for the investigation [3][4] - The team identified three key points that could lead to a favorable outcome: the plaintiff's technical deficiencies, the non-infringement of patents, and significant flaws in the plaintiff's patent validity [4][5] - Evidence collection was extensive, with the company preparing a large volume of documentation to support its case [4][5] Outcome and Market Impact - The turning point occurred in May 2024 when the evidence presented led to a shift in the plaintiff's stance, resulting in successful settlement negotiations [5] - The ITC announced a resolution on October 8, 2024, with no conditions, no injunctions, and zero compensation required from XREAL [5] - This victory not only solidified XREAL's position in the U.S. market but also enhanced its brand image as a company with independent intellectual property rights, facilitating deeper collaborations with global tech firms [5][6] Industry Context and Future Outlook - The smart glasses industry is rapidly growing, with global shipments expected to reach 2.555 million units by Q2 2025, reflecting a 54.9% year-on-year increase [5][6] - The Jiangsu provincial government has implemented reforms to strengthen intellectual property protection, providing support to companies facing international disputes [6][8] - The focus on proactive intellectual property strategies is seen as essential for Chinese companies aiming to compete globally, with XREAL's experience serving as a model for others [7][8]