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对话XREAL创始人徐驰:AI眼镜,时机未到
Hua Er Jie Jian Wen· 2025-07-29 11:39
Core Insights - The smart glasses sector is on the verge of a breakthrough, driven by the AI model wave, with a record number of manufacturers participating in the 2025 World Artificial Intelligence Conference (WAIC) [2] - XREAL, a leading player, showcased its latest AR glasses, XREAL One Pro, which has already been launched overseas and entered the Chinese market during WAIC [2][3] - XREAL's CEO, Xu Chi, emphasized that the company will not release AI glasses this year due to the current inadequacies in user experience [2][3] Company Strategy - XREAL's strategic focus includes three main product lines: AI glasses, AR glasses, and XR headsets, with a long-term coexistence expected among these products [2][3] - The company aims to create a "million-level blockbuster" in the AR glasses sector, as no product in the Chinese AR glasses market has achieved this milestone yet [3][4] - XREAL believes the industry is still in the "first half" of development, requiring supply chain maturity before entering the "second half" where more companies can differentiate their products [4] Market Position - XREAL has been the global leader in AR glasses sales for three consecutive years, with a market share in 2024 that surpasses the combined total of its second, third, and fourth competitors [3][5] - In Q1 2025, XREAL held the second-largest share in the global AR/VR industry, following Meta [3] Technological Development - Xu Chi described the current state of AI glasses as still in the "0 to 1" phase, indicating that significant technological advancements are needed before reaching mass-market appeal [5][6] - XREAL has categorized AI glasses into five levels, with 2025 expected to be the year for L2 level AI glasses, which are not anticipated to achieve blockbuster status [5][6] Strategic Partnerships - XREAL is collaborating with Google on the Project Aura, a new generation of AR glasses, which is expected to significantly impact the AR industry [6][7] - This partnership is seen as a milestone for XREAL, reinforcing its position as a technology leader in the global AR market [6][7] Future Outlook - Xu Chi predicts that the industry may experience its "iPhone moment" around 2027, contingent on breakthroughs in underlying technologies [5][7] - XREAL's commitment to developing core technologies has established a strong competitive advantage, positioning the company for future growth and market leadership [7]