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IDC最新报告：XREAL再度登顶全球AR市场第一，全球化多点同步领跑
IPO早知道·2025-09-02 02:00

Core Viewpoint - The article highlights the rapid growth of the AR market, with XREAL maintaining its position as the global leader in consumer AR glasses sales for four consecutive years, as reported by IDC [2][4]. Market Performance - In Q2 2025, global AR shipment volume increased by 85.5% year-on-year, with lightweight AR glasses entering the consumer market as a new trend [4]. - XREAL's shipment volume in Q2 2025 grew by 113.7% year-on-year, ranking second in the overall AR+VR market, just behind Meta [4]. - As of June 30, 2025, XREAL's cumulative shipment volume surpassed 700,000 units, making it the most widely used AR glasses brand among consumers [4]. Company Performance - XREAL achieved a market share of 43.9% in North America and 39.4% in Europe, leading in both regions [5]. - The company’s flagship model, XREAL One, continues to perform well, while the new model, XREAL One Pro, launched in July, is expected to enhance its market share in the high-end segment [5][7]. Product and Technology Advancements - The XREAL One Pro features significant upgrades in design and comfort, utilizing self-developed technologies such as the X Prism optical engine and X1 spatial computing chip, achieving a 57° ultra-wide field of view [7]. - The new chip enables stable native 3DoF spatial positioning with a latency reduced to 3 milliseconds, enhancing user experience [7]. - XREAL's collaboration with Google on Project Aura signifies a strategic shift towards integrating spatial computing and AI, reinforcing its technological leadership in the global AR market [7]. Recognition and Strategic Positioning - XREAL was included in the Fortune China Tech 50 list, marking the first time an AR glasses company has been recognized, highlighting its global influence and innovation in the AR and spatial computing sectors [9]. - The company is positioned as a key player in promoting the next generation of smart terminals, contributing to the development of intelligent economic core industries through the integration of AR and AI [9].