Guan Cha Zhe Wang·2025-12-09 11:57Core Insights - Google unveiled Project Aura and Android XR system, positioning it as the most complete hardware sample for Android XR to date [1] - The core goal of Android XR is to create an open, unified extended reality platform that integrates AI into the real world [1] - Project Aura is recognized as the "first native spatial eye" of Gemini AI, combining XREAL's optical, chip, and spatial algorithm capabilities [1] Group 1 - AI technology is rapidly evolving, with large language models enabling AI to "hear and speak," multimodal models allowing AI to "see and draw," and world models helping AI "understand real physical space" [1] - Project Aura aims to fundamentally change the current state of AI, allowing Gemini to construct "continuous, interactive, and understandable" spatial semantic models in the real world [1] - Aura integrates XREAL's optical, chip, and spatial algorithms with Google's Android XR and Gemini AI, completing a closed loop of "seeing → understanding → interacting" [1] Group 2 - XREAL's founder emphasized that agents should not just be software but "hardwareized agents" to maximize AI capabilities, with glasses being a natural carrier for the next generation of smart terminals [2] - The latest X-Prism optical system achieves a 70° field of view, enabling practical AR applications where digital content overlays seamlessly onto the environment [2] - Aura utilizes the X1S chip for low-latency, high-precision spatial intelligence, forming the foundational infrastructure for "spatial AI" [2] Group 3 - Project Aura's core hardware development is primarily conducted by a Chinese team, with the X-Prism optical system and X1S chip being independently developed and produced in China [4] - The complete supply chain is rooted in the Yangtze River Delta, achieving the highest global efficiency in iteration and production [4] - Shanghai serves as XREAL's global R&D center and future AI terminal innovation hub [4] Group 4 - The industry is experiencing structural changes, with no single company able to encompass all innovations in systems, AI, and hardware [5] - A global innovation alliance is deemed necessary for the next generation of computing platforms, with China positioned to define future standards due to its complete manufacturing chain and rapid hardware innovation [5] - Project Aura is set to officially enter the market in 2026 [5]