除智能眼镜外，谷歌还宣布了面向更广泛Android XR生态系统的更新，特别针对三星（Samsung）上个 月发布的Vision Pro竞品——Galaxy XR头显。一项仍处于测试阶段的新功能"PC Connect"允许用户将头 显连接至Windows电脑，支持"将电脑桌面或任意窗口拉入视野，与原生应用并排显示"。苹果的Vision Pro也具备同样的功能，而且是其最出色的功能之一。 谷歌的此次更新还面向商务差旅用户推出了"旅行模式"，可在飞行过程中稳定视觉体验；以及名 为"Likeness"的功能，可在视频通话中生成"逼真的数字化面部形象"，实时反映用户的面部表情与手 势。这些功能同样在首代Vision Pro中出现，但仍被视为提升生活质量的重要配置。 最后，谷歌预告了"Project Aura"，这是一款与智能眼镜初创公司XREAL合作打造的有线XR眼镜。其视 场角达70度，定位于"日常实用场景"，例如"做饭时观看悬浮的菜谱视频，或在维修电器时查看叠加在 设备上的可视化分步骤指导"。这款高端头显若成功面世，有望成为最接近Apple Vision Pro的安卓阵营 替代产品。（财富中文网） 译者：刘进龙 ...

就在最近，有关苹果可穿戴设备「下一章」的消息陆陆续续传出。不同于 Vision Pro 的厚重，这款被外界称为Apple AI Glasses（或 Apple Glass）的新 品，可能会彻底改变我们对「智能眼镜」的刻板印象。如果按照供应链和分析师的预测，我们最早可能在 2025 年底听到它的官方预告，并在 2026 年或 2027 年正式与大家见面。 今年 Vision Pro M5 发售的时候，大家的新鲜劲儿维持了多久？ 无论实际体验如何，作为目前「空间计算」领域硬件性能断档领先的存在，Vision Pro 系列还是用两代硬件产品，成功完成了苹果在 XR 领域秀肌肉的任 务。 Apple Vision Pro 是目前业内算力最强的 XR 设备｜图片来源：Apple 但同时也留下了一个显而易见的遗憾：它太重了，重到无法成为我们日常生活的一部分。只要一说起苹果的穿戴设备，人们依然更愿意戴上 AirPods，而 不是把一台 iPad 绑在脸上。 近日，根据 9to5Mac 等多家外媒的报道，苹果内部代号为「Project Atlas」的项目已经悄然启动，这标志着苹果对智能眼镜赛道的探索已经从「构想」进 入了「实 ...

Group 1 - Shenzhen Xinsong Semiconductor has successfully completed a C-round financing of approximately 269 million yuan, marking a significant milestone in its development and a key step for the Chinese automotive electronics industry [1][2] - Fuman Microelectronics announced that 2,498,750 restricted shares will be listed for trading on December 11, 2025, representing 1.14% of the company's total share capital [1][2] - Rockchip's flagship SoC product RK3588 has achieved a high market share in the robotics sector, collaborating with well-known companies such as Yushutech and Cloud Deep Technology [1][2] - China’s Kangqiang Electronics reported that 18.76 million shares held by China Resources Trust have been judicially auctioned and transferred, resulting in a passive reduction of holdings [1][2] Group 2 - Google announced an Android XR special event scheduled for December 8, focusing on XR-related content and the integration of AI capabilities into XR devices [1][2] - Former President Trump approved Nvidia's export of H200 AI chips to China, requiring a 25% sales commission, which could help Nvidia recover significant business losses in key global markets [1][2] - Intel has become the first major customer for Tata Electronics' upcoming semiconductor manufacturing facility in India, which is part of a broader investment of approximately $14 billion in semiconductor manufacturing [3]

以下文章来源于爱范儿 ，作者发现明日产品的 爱范儿 . 关注明日产品的数字潮牌 两大王牌：生态+AI。 文 ｜ 苏伟鸿 来源｜ 爱范儿（ID：ifanr） 封面来源 ｜ 视频截图 2012年，Google推出了「Project Glass」智能眼镜原型机，可以录像，支持语音交互，镜片上一寸不到的LED屏幕还能显示一些应用的界面，完全如同科 幻电影走进现实。 最终，这款超前的设备由于隐私争议和技术限制等原因，只度过了短暂的一生，但也让世人瞥见了一种全新的智能设备形态。 13年后的2025年，智能眼镜成为新兴的硬件浪潮，Google作为这个品类曾经的先行者，带着Android XR和Gemini又杀了回来。 刚刚的Android Show活动只有半个小时，内容却干货满满，Google正式披露了他们眼中四种XR设备路线： XR头显设备 有线XR眼镜 无线XR眼镜 AI眼镜 Android XR：把蛋糕做大 Android XR这个系统于去年年底首次正式公布，顾名思义就是一个为XR设备开发的Android系统。 Google强调， 为Android开发，就是在为Android XR开发 ，后者可以直接兼容使用Goog ...

依托先进AI模型和成熟的Android移动生态系统，谷歌已准备好向领先玩家Meta发起正面挑战，意图在 下一代计算平台竞争中占据主动。 21世纪进军报道记者 彭新 AI眼镜赛道再迎巨头入场。 美国时间12月8日，谷歌举办直播活动，展示其AI眼镜生态进展，并宣布首款AI眼镜产品将于2026年上 市。 谷歌介绍，目前正携手合作伙伴打造两类AI眼镜。首先是专为"免看屏幕"需求打造的AI语音助理眼镜， 整合了扬声器、麦克风与镜头，让用户无需动手就能与Gemini交谈、拍照并获得协助。另一种则是具备 显示功能的AI眼镜，能将信息直接呈现在镜片上，用户可以在不打扰周边环境的同时，查看导航指引 或实时翻译字幕。 此外，谷歌展示了与中国AR企业Xreal共同打造的AI眼镜，代号为"Project Aura"。作为首款搭载Android XR平台的有线XR设备，该产品无需连接手机即可独立工作。 抢占AI新入口 目前来看，谷歌此次深度布局AI眼镜，与其说是进军，不如说是"重返"。 2012年，谷歌推出AR（增强现实）眼镜Google Glass（谷歌眼镜），向全球普及AR概念，然而这一产 品并不成功。第一代谷歌眼镜1500美元的 ...

Core Insights - Google is re-entering the AR/AI glasses market with Project Aura, marking a long-term strategic investment in the next generation of computing platforms after 13 years since Google Glass [4][6] - The launch of three XR smart glasses, including wired XR glasses Project Aura and two AI glasses in collaboration with Samsung, Gentle Monster, and Warby Parker, highlights the integration of Android XR platform and Gemini AI [2][4] - The collaboration with Chinese AR glasses manufacturer XREAL signifies a shift in global XR industry dynamics, with Chinese companies leading in manufacturing while international giants focus on system integration [2][9] Group 1: Product Development - Project Aura features a significant upgrade in optical systems and spatial computing chips, primarily developed by a Chinese team, showcasing a complete closed-loop of "see-understand-interact" [5][8] - The X-Prism optical system enhances the field of view to 70°, surpassing the early Google Glass and meeting the maximum practical field standard for consumer AR [6] - The X1S spatial computing chip, designed for AR scenarios, addresses previous AR device shortcomings such as inaccurate positioning and delayed responses [6] Group 2: Market Positioning - The Android XR operating system aims to resolve the long-standing issue of ecological fragmentation in the XR industry, allowing developers to adapt existing applications to AR environments without rebuilding ecosystems [7] - The focus on lightweight, scenario-based applications indicates a shift from attempting to replace smartphones to creating "AI + visual" auxiliary terminals [4][7] - The partnership with XREAL provides a dual benefit for the Chinese XR industry, enhancing XREAL's brand value and technical standards while pushing domestic supply chains towards high-value segments [9] Group 3: Future Outlook - Project Aura is set to launch globally in 2026, with developers already able to access technical documentation [9] - The collaboration reflects a new trend in global XR industry division, where Chinese firms dominate manufacturing while international companies profit from system integration [9] - The potential for this partnership to lead to the accumulation of independent intellectual property and foster cluster innovation in the supply chain is a key area to watch [9]

Core Insights - Google is re-entering the smart glasses market, leveraging advancements in generative AI and a mature hardware supply chain, following the failure of Google Glass years ago [1][4] - The company aims to create a diverse range of smart glasses that seamlessly integrate AI and XR into users' lives, addressing different consumer needs and styles [5][6] - Google is positioning itself as a competitor to Apple and Meta in the XR space, with the potential for significant market impact due to its advancements in AI models like Gemini [4][15] Product Development - Google announced a collaboration with Samsung and XREAL to develop three different models of smart glasses, with a focus on integrating AI capabilities [1][5] - The Galaxy XR headset, priced at $1,799, is positioned as a direct competitor to Apple's Vision Pro, which costs $3,500 [5] - Upcoming products include Project Aura, a wired XR glasses model set for release in 2026, which will combine features of heavy headsets and lightweight glasses [6][10] Features and Functionality - The Galaxy XR will receive a system update introducing features like virtual displays, digital avatars, and travel modes, enhancing user experience [6] - Future smart glasses will include a lightweight AI model with built-in speakers, microphones, and cameras for natural interaction with the Gemini AI [10][13] - Display-type AI glasses will feature screens that provide useful information, such as navigation and translation, directly in the user's line of sight [13] Strategic Vision - Google's strategy in the XR field aims to unify hardware, software, and AI through the Android XR platform, allowing it to compete effectively in the smart glasses market [15] - The collaboration with XREAL is seen as a significant step towards realizing the potential of AI in everyday applications, with expectations for a transformative impact on consumer technology [15] - Industry experts predict that by 2027 and 2028, smart glasses may replace smartphones, driven by the emergence of AI-native multimodal operating systems [15]

Group 1 - Company signed a final agreement to acquire shares and other equity securities of Finnish AR diffraction waveguide technology leader Dispelix Oy, with the transaction expected to be completed in the first half of 2026, making Dispelix a wholly-owned subsidiary [1][3] - The acquisition stems from a long-term strategic partnership established in 2022, aiming to deepen synergies between Dispelix's expertise in waveguide design and manufacturing and the company's strengths in optics, precision manufacturing, and system-level integration [1][3] - The collaboration will leverage the company's global presence and key customer resources to accelerate the commercialization of AR waveguide technology in consumer and enterprise wearable devices [1][3] Group 2 - The company has already partnered with several leading OEM clients to develop the next generation of AR devices and is collaborating with top mobile terminal ecosystem builders to advance XR reference design hardware platforms [1][3] - Following the acquisition, Dispelix's products will enhance the company's XR product portfolio and solution capabilities, helping to solidify their global market leadership in diffraction optics [1][3] - This move is also a significant step for the company to expand into new product areas and create new growth engines [1][3] Group 3 - The company is also involved in the launch of the "Doubao AI phone" in collaboration with ZTE, which supports voice and side button wake-up methods, simulating human operations to complete complex tasks across applications [2][4] - This collaboration aligns with the trend of AI functionality transitioning from software to integrated hardware and software solutions, enhancing user experience [2][4] - The company aims to continue driving innovation across multiple fields by focusing on "AI + perception" and providing diverse perception solutions for the next generation of AI phones and wearable devices [2][4]

每经AI快讯，北京时间12月9日凌晨，谷歌发布了安卓XR生态的多项全新进展：首款安卓XR头显三星 Galaxy XR上线三大新功能；与中国创企XREAL合作的有线XR眼镜Project Aura确认将于2026年发布； AI眼镜原型机首次用上谷歌Nano Banana图像编辑能力；同时，面向安卓XR开发者的整套SDK与API全 面升级。 ...

接下来市场应重点关注发布会是否披露具体硬件合作伙伴、开发者支持细则、以及首批商品化机型与量 产时间表，这些细节将直接影响产业链的投资与备货节奏。 （校对/秋贤） 技术路线方面，谷歌预告重点在于将AI能力向端侧设备下沉，实现端侧推理与情境感知，从而减少对 云端的依赖并提升响应速度与隐私保护。端侧AI在计算、能耗与算法适配上有较高门槛；若Android XR将Gemini的轻量化或分层推理能力部署到可穿戴端，将推动芯片、传感、低功耗神经网络引擎及系 统级调度等环节的协同发展。产业链人士指出，端侧AI的实际落地还需要软硬件与生态（包括开发者 工具、算法模型微调和功耗管理）三方面配合。 回看进程，谷歌在今年 Google I/O 2025 已展示Gemini 2.5系列及Android XR相关技术框架，本次特别发 布会被市场视为从愿景展示向产品化落地的检验窗口。若发布会带来可量产的参考实现或开放性开发套 件（SDK/Platform），将大幅降低厂商与应用开发者的接入成本，推动AI眼镜、AR/VR一体机进入更快 的商业化轨道。谷歌生态的开放策略也可能促成芯片厂商与ODM加速针对XR优化的产品路线。 行业机构与券商研 ...