XR产业起“战火”：VITURE Pro德国遭禁售，全球专利布局成关键变量

Core Viewpoint - The XR industry is facing significant challenges as VITURE's products have been banned in Germany due to patent infringement, highlighting the importance of intellectual property in the competitive landscape of augmented reality technology [1][3]. Group 1: Legal Proceedings and Patent Infringement - The Munich District Court ruled that VITURE's products, including VITURE Pro, infringed on XREAL's European patent (EP3754409B1), leading to a temporary injunction against VITURE in Germany [1][3]. - The injunction prohibits Eden Future HK Limited from offering, marketing, using, or importing the infringing products in Germany, effectively removing VITURE from the largest consumer electronics market in Europe for several months [1][4]. - XREAL filed for the injunction on September 22, 2025, and the court's decision was made on November 13, 2025, confirming the infringement and the necessity of the injunction [2][3]. Group 2: Industry Context and Market Dynamics - The global smart glasses market is projected to see a shipment volume of 4.296 million units by Q3 2025, representing a year-on-year growth of 74.1%, with XREAL holding a 2% market share [2]. - The AR industry is viewed as a critical area for technological advancement, with expectations for a significant breakthrough akin to the "iPhone moment" anticipated between 2027 and 2028 [6][8]. - The industry is currently facing challenges related to technology, standards, and user expectations, necessitating breakthroughs in foundational technologies for smart glasses [6][7]. Group 3: Intellectual Property Strategy - XREAL emphasizes the importance of a robust intellectual property strategy, having filed over 800 patents globally, including nearly 450 invention patents [8]. - The company aims to maintain high levels of R&D investment focused on core technologies such as chips, optics, and algorithms to build comprehensive technical competitiveness [8]. - The shift from a product-centric approach to a knowledge property strategy is crucial for Chinese companies in the global market, as it allows them to convert patent assets into market expansion tools [8].