Group 1 - JD's XR innovation team launched several 3D content products during the 618 shopping festival, including "JD Liying - Naked Eye 3D Advertising," "Liying - Beautiful Home," and "Liying - 3D Live Streaming," marking the beginning of the "3D Information Flow Era" [2][3] - The "Naked Eye 3D Advertising" allows users to view products in 360-degree 3D without glasses, enhancing the shopping experience across various categories such as electronics, beauty, and groceries [2] - Brands like SK-II and Huawei reported significant improvements in engagement and conversion rates after utilizing 3D advertising, with SK-II's click-through rate increasing by 60% and Huawei's earphones seeing a 37% boost in sales conversion [2] Group 2 - The "Liying - Beautiful Home" solution enables users to virtually arrange furniture and appliances, providing a realistic sense of how items will look in their homes, and will integrate with JD's 101home platform for online and offline experiences [3] - JD introduced 3D live streaming, allowing merchants to showcase products interactively, with partnerships for specialized 3D live events in gaming and kitchen categories [3] - JD's self-developed engine for 3D tools is optimized for e-commerce, capable of rendering high-quality visuals and real-time lighting effects, with plans to enhance rendering technology further [3][4] Group 3 - The XR innovation team emphasized that 3D technology offers more realistic visual presentations and immersive interactions, helping brands connect deeply with consumers, positioning "3D Information Flow" as a key content form for the future [4]

Group 1 - The company is committed to a strategic layout of components and complete machine product lines, continuously optimizing its product structure through a dual drive of intelligent and precision manufacturing [1] - The company has established a strong position in the XR glasses market, with advantages in optical components, optical-mechanical systems, core algorithms, and intelligent machine design and manufacturing capabilities [2] - The company is expected to benefit from the rapid growth of AI and AR glasses, with significant demand anticipated due to the maturity of spatial interaction technology and the expansion of application scenarios [2] Group 2 - The TWS earphones market is expected to see a steady recovery in orders and market share, supported by AI product iterations that will enhance revenue and profit margins [3] - The diversification of clients and products in smart hardware, including gaming consoles, wearables, and smart home devices, is projected to improve gross margins [3] - The company plans to spin off its subsidiary, Goer Micro, for a Hong Kong listing, strengthening its position in the microelectronics field and enhancing overall profitability [3] Group 3 - The company forecasts net profits of 3.26 billion, 4.12 billion, and 5.04 billion yuan for 2025-2027, indicating strong long-term growth potential [3] - The current market capitalization corresponds to price-to-earnings ratios of 24, 19, and 15 for 2025-2027, suggesting a favorable investment outlook [3]

Group 1 - The company signed an investment agreement with poLight, agreeing to subscribe for 63,743,112 shares at a price of 2.69 Norwegian Krone per share, totaling approximately 171,469,000 Norwegian Krone [1] - The private placement was completed on June 4, 2025, making the company the largest single shareholder of poLight, holding about 32.97% of the expanded share capital [1] - Two directors nominated by the company were appointed to poLight's board during the shareholders' meeting on May 21, 2025, representing two out of seven board seats post-placement [1] Group 2 - The completion of the private placement establishes a strategic partnership between the company and poLight, aiming to leverage their respective competitive advantages in technology development, product layout, and customer development [2] - The investment in poLight will enhance the company's vertical integration strategy and improve its core technology system, facilitating the expansion of optical module products into various applications including VR/AR/MR, robotics, drones, endoscopes, industrial cameras, and light field cameras [2] - This strategic move is expected to significantly boost the company's business scale and industry position in the optical module market, particularly in emerging markets such as XR and embodied robotics [2]

insights 量子位 Al眼镜「预选赛」格局报告 The Research Report of Al Glasses Industry 2025.06 量子位智库 QbitAl Insights 刘铁鹰 tieying@qbitai.com | 目 录 | 01 | ꢀꢁꢂꢃꢄꢅꢆ | | --- | --- | --- | | | 02 | ꢀꢁꢇꢈꢉꢊ | | | 03 | ꢀꢁꢋꢌꢍꢎꢏ | | | 04 | ꢀꢁꢐꢑꢒꢓ | | | 05 | ꢀꢁꢔꢕꢖꢗ | ꢀꢁAIꢂꢃꢄꢅARꢆꢇꢅꢈꢄꢉꢊꢋꢌꢍꢎꢏꢐꢑꢒꢓꢔꢕAIꢖꢗꢘꢙꢚꢛꢜꢝꢞꢟꢠꢡꢢꢣ ꢤꢥꢠꢦꢧRay-Ban Metaꢨꢩꢖꢗꢪ2023ꢫ10ꢬꢭꢮꢯꢰꢕꢱꢲꢳꢎꢴꢵꢶꢷꢸ200ꢹꢺꢣRay-Ban Metaꢐꢻ ꢼꢽꢾꢿꢨꢩꢖꢗꣀꣁꣂꣃ꣄ꣅꢐꢕꣅꢩꢻꢨꢩ꣎꣏꣐꣑ꢕ꣒꣓ꢋ꣔꣕꣖꣗꣘꣙ꢐꢜ ꢣ AIꢖꢗ꣠꣡꣢꣣ꢕ꣤꣥꣦꣧꣨ꢜ꣩ꢵꢦꢦꢧꢶ꣪꣫꣬꣭ꢕ꣮꣯꣰꣱ꣲꣳꣴꣵꣶꣷꢣ꣸꣹꣺ꣻ꣼ꢗꢂꣽꣾ꣓ꣿ ꣖꣗꤀ꣿ꤁ꢕ꤂꤃ꢤ꤄꤅꤆꤇꤈꤁꤄꤅꣥ꢐꣻ꤉ꤊ꤁ꣾꢣ꣭ꢝꤋꤌꢁꢜꤍꤎꣵꤏꢐꢦꢧꤐꤑꤒꤓꤔꢐꢘ ꤕꢝꢣ ꤖꤗ꣭ꢝꤘꤙꢕꢵꤚꤛꢨꤜꢘꤕꤝꣵꤞAIꢖꢗꣻ꤉ꤊ ...

本文共同第一作者为纽约大学研究生 Hongyi Zeng 和Wenxuan Liu。合作作者为 Tianhua Xia、Jinhui Chen、Ziyun Li。通讯作者为纽约大学电子工程系和计算 机系教授 Sai Qian Zhang，研究方向为高效人工智能，硬件加速和增强现实。 在 XR 正逐步从概念走向落地的今天，如何实现 "按用户所视，智能计算" 的精准理解，一直是视觉计算领域的核心挑战之一。 最近，一项来自 纽约大学和 Meta Reality Labs 的联合研究引发了行业关注：Foveated Instance Segmentation —— 一种结合眼动追踪信息进行实例分割的新方法， 已被 CVPR 2025 正式接收 。 论文连接：https://arxiv.org/pdf/2503.21854 1. 从算力瓶颈谈起 在当下主流的 AR / VR 头显中，内置相机往往具备 720 P、1080 P 乃至 1440 P 的拍摄能力，但要想在如此高分辨率的画面上做实例分割，推理延迟常常飙升至数 百毫秒甚至秒级，远超人眼在交互中对时延（50–100 ms）所能接受的舒适阈值。论文 Foveated ...

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Group 1: Overview of Digital Cultural Industry in Nanjing - Nanjing is leveraging "Digital Jinling" to promote cultural enterprises and explore new paths in the digital cultural industry, integrating culture and technology [1] - The Yuhuatai District has over 3,700 cultural enterprises and has established four major industry clusters: internet information services, digital content services, digital creative design, and smart cultural equipment manufacturing [1] - The district is also focusing on the cultural metaverse, creating a "4+1" model for its digital cultural industry [1] Group 2: Technological Innovations - Weike Network Technology Co., Ltd. is leading a new paradigm of virtual space interaction with its self-developed VS·work metaverse engine, enabling real-time collaboration in virtual environments [2][3] - Ruiyue Information Technology Co., Ltd. is innovating in the XR field by integrating AI technology with XR engines, significantly enhancing digital content creation efficiency [3][5] Group 3: Cultural Consumption and Market Trends - Kungfu Bean Technology Co., Ltd. has developed a smart printing ecosystem that combines digital memory with physical cultural products, tapping into the growing cultural tourism market [6][7] - Huizhi Huyu Network Technology Co., Ltd. is pioneering a digital human platform for live e-commerce, enhancing interactivity and engagement in product presentations [10] Group 4: Future Prospects and Strategic Goals - The Yuhuatai District aims to optimize its "4+1" digital cultural industry structure and enhance the competitiveness of its digital cultural industry parks [10]

观众与乒乓球智能发球机器人互动。 在医疗展区，3D打印药片技术颠覆传统制药模式。西安棣加生物科技创始人卜昕拿起一片多孔药片解释 道："这能让吞咽困难的老人轻松服药，未来还能根据患者体征定制'精准配方'。" 文化对话"黑科技" 舌尖碰撞新业态 在文旅消费展区核心位置，陕文投集团用AI+XR技术重新诠释历史密码——《尘封的帝国-秦始皇陵》大 空间沉浸式体验项目惊艳亮相。 "观众无需奔赴临潼，就能通过增强现实技术穿越时空隧道，在虚拟考古现场解密兵马俑彩绘工艺，借助 动作捕捉系统体验秦弩射击的震撼场景。"展位工作人员向记者介绍道。 在展馆另一端，陕西文化音像出版社打造的"声光走廊"正上演着跨越世纪的视听进化史。从黑胶唱片的 机械美学到云端音乐的智能分发，一面长达15米的数字编年史影像墙动态展示着音像产业百年技术迭代。 西安国际会展中心内，第九届丝绸之路国际博览会暨中国东西部合作与投资贸易洽谈会正在举行。这场 经贸文化盛会以"古今同框"为特色，将驼铃古道的历史厚重感与智能科技的现代冲击力相交织。步入展馆， 观众既能触摸到丝路文明的千年印记，又能与前沿科技产品"零距离"互动。 丝路起点换新颜 千年驼铃遇AI 步入会场，首 ...

Investment Rating - The report maintains an "Overweight" rating for the industry [6]. Core Insights - The AI industry is currently in a growth cycle, benefiting from continuous optimization of foundational models and the positive interaction between AI applications and models [1][2]. - Google has launched several AI models and XR devices, emphasizing the deep integration of AI and XR technologies, which accelerates the commercialization process [1][2]. - The Gemini series models have become the core focus, with the 2.5 Pro version leading in academic benchmarks and global rankings [11][12]. Summary by Sections AI Integration and Model Development - Google I/O 2025 showcased the comprehensive upgrades to the Gemini models, particularly the 2.5 Pro, which excels in performance and learning assistance [11]. - The introduction of the Gemini Diffusion model aims to enhance inference speed and creativity in text generation, achieving five times the speed of previous models [15]. - The programming assistant Jules integrates with user codebases to assist in various coding tasks, enhancing developer productivity [17][19]. XR Device Development - Google and XREAL have collaborated to develop Project Aura, a new Android XR device utilizing optical see-through technology and Qualcomm Snapdragon XR chips [3][53]. - The device features Gemini's multimodal assistant, enabling real-time environmental analysis and user interaction [56]. AI Shopping and Search Enhancements - Google has introduced a new AI shopping experience that integrates Gemini with Shopping Graph, providing users with extensive product information and virtual try-on capabilities [44]. - The AI Overviews feature in Google Search has been upgraded to cover over 200 countries and support more than 40 languages, improving user search experiences [35][38]. Future Outlook - The report highlights the potential for Gemini to evolve into a universal AI assistant, capable of managing daily tasks and enhancing user productivity [15]. - The strategic partnerships with fashion brands for Project Aura indicate a focus on the stylish attributes of smart glasses, positioning Google as a strong competitor in the AR hardware market [60].

Investment Rating - The report does not explicitly state an investment rating for the XR industry Core Insights - The XR industry is expected to enter a growth phase post-2025, following a period of adjustment from 2022 to 2024 [14] - The macro environment presents both opportunities and challenges, with technological innovation and regulatory frameworks being key factors [20][22] - The XR market is experiencing a significant divergence, with VR/MR device sales declining while AR devices show strong growth [54] Part 1: Industry Development Background and Macro Environment - The XR industry has undergone various phases, including a growth phase expected to start in 2025 [14] - The macroeconomic environment is complex, with factors such as economic recovery and technological integration influencing the industry [20][22] - Different countries are providing varying levels of support for XR technology, with the US leading in talent and technology support [25][30] Part 2: Market Size and Development Status - The global XR device shipment is projected to be 731 million units in 2024, a decrease of 10.3% year-on-year [52] - The XR market is showing a clear split: VR/MR devices are declining, while AR devices are expected to grow by 37% in 2024 [54] - In China, the XR market is also facing challenges, with a total sales volume of 53.6 million units in 2024, down 12.5% year-on-year [55] Part 3: Technology Development and Product Trends - Multiple technology routes are being explored in the XR market, with display technology being a critical focus [125] - Micro-OLED has emerged as the mainstream display technology for AR devices, with significant market share growth expected [137][140] - The XR market is characterized by a variety of product forms and functionalities, with a trend towards lightweight and user-friendly designs [141] Part 4: Operating Systems, Industry Applications, and Case Studies - Major XR operating systems are primarily based on Android, with companies like Meta and Apple leading the way in developing proprietary systems [152] - The XR ecosystem is evolving, with a focus on low-latency rendering and multi-modal interaction capabilities [152] - The report highlights the competitive landscape of XR operating systems, emphasizing the importance of ecosystem integration and developer engagement [159]