2026年1月6日，全球规模最大，影响力最广泛的国际消费电子展(CES)在美国拉斯维加斯正式开幕。作 为XR技术产业链的代表企业，本届CES歌尔带来了"XR新年大礼包"：从具备肌电交互、采用"三芯"架 构的Rubis全彩显示多模态AR眼镜，到兼顾颜值和轻量化的Spinel AI 眼镜、Rubis全彩显示多模态AR眼 镜，再到各类不同组合的AR光学、VR光学、传感方案等，全面展现了消费电子领域中国智造的综合实 力。 一、 "三芯"架构+EMG交互打造旗舰产品，全彩刻蚀光波导AR眼镜Rubis亮相 消费级AI+AR眼镜迟迟难以爆发，核心痛点在于如何平衡显示效果、算力功耗与交互体验。歌尔此次 带来的展品——Rubis全彩显示多模态AR眼镜，提供了一套实现多维度性能平衡的系统化破局方案。 在核心的近眼显示光学上，Rubis使用歌尔光学自研全彩刻蚀光波导显示模组，这一全彩竖屏显示方案 带来更好的用户场景适配性，既保证了拍摄预览、AI信息提示、翻译等内容的清晰呈现，又最大限度 减少了对现实视野的遮挡，消除了佩戴者的隔离感。 不同于传统依赖单SoC方案，Rubis AR眼镜采用MCU+ISP+NPU三芯异构系统。该架构通过 ...

12月16日，由XR户外大空间品牌AStation主办的"大空间产品解析与应用破界"XR技术分享会举行。这 场活动汇聚XR领域精英，更有十余位实战派嘉宾围绕技术攻坚、产品创新、商业化落地、行业趋势四 大纬度展开深度解析，既有硬核经验拆解也有前瞻洞见分享，为XR户外大空间标准化、场景化发展注 入强劲动力。 技术攻坚：直击户外场景痛点，输出可落地解决方案 本次活动的技术深耕板块，聚焦XR户外应用的核心难题，嘉宾们结合实操案例拆解优化路径。AStation 制作人老钱以"具身性与空间中移动"，为主题进行活动开场；万有引力市场营销总经理张武龙 以"AI+XR，空间计算芯时代"为主题，结合算力提升案例，阐述XR专用芯片如何解决XR实时渲染与交 互的瓶颈。 场景创新：多元赛道布局，解锁 XR 落地新可能 理性研判：逆向思考+宏观展望，校准行业发展方向 虫洞科技CTO韩琪以"大空间技术与市场的下一站"为题，结合行业数据，预判未来3年技术落地的重 点，提出"场景细分优于规模扩张"的发展建议，贴合当前XR行业发展现状；中国传媒大学副教授高尔 东则从更宏观的视角，围绕"空间计算+空间智能；时空新融合未来新体验"，展望技术XR与文 ...

Core Insights - The XR industry is transitioning from conceptual exploration to structural growth, with significant market activity and supply chain developments expected in the second half of 2025 [1] - AAC Technologies' acquisition of Dispelix positions it to leverage advanced optical technologies for AR products, aiming for mass production by 2026 [1] Group 1: Technological Advancements - Dispelix's etched waveguide technology represents a generational leap, addressing key AR challenges such as weight, image quality, and power consumption [3] - Dispelix products achieve a field of view (FOV) of 20°-70°, significantly outperforming traditional waveguide technologies [5] - The thickness of Dispelix's etched waveguide products ranges from 0.4 to 0.7mm, reducing size by over 60% compared to traditional options, while maintaining high optical performance [6] Group 2: Strategic Partnerships - AAC Technologies is collaborating with major tech players like Google and Meta to develop next-generation XR reference design platforms, enhancing its supply chain influence [7] - The integration of core components and system modules allows AAC Technologies to streamline production cycles and enhance product delivery [8] Group 3: Market Potential - The XR market is projected to see explosive growth, with AI glasses expected to reach 112 million units by 2030 and a market size of $40 billion, reflecting a compound annual growth rate of 112% [11] - AAC Technologies focuses on high-value components for AR glasses, with individual product values exceeding $300, which constitutes over 70% of the core hardware costs [11] - The company is well-positioned to become a leading player in the global XR supply chain, capitalizing on technological barriers and strategic partnerships [11]

几经沉淀，如今上海的元宇宙产业生态更盛、场景更多，愈发地触手可及、落到实处。 以沉浸式体验重塑教育 戴上智能头显设备，你便能够让上海工人阶级第三次武装起义的历史场景和现实的室内场景交叠起来。 在设定好的故事线中，你可以收集物品、扣动扳机、开动列车，完成一项项任务，沉浸式地走入那个烽 火年代的碎片之中。 《红色黎 明》项目内场景 受访者 供图 这是"上海商学院·中共一大纪念馆新媒体与元宇宙实验室"开发的MR大空间场景《红色黎明》。实验室 于2024年6月正式揭幕，由上海商学院与中共一大纪念馆共建，并联合复旦大学等高校开展元宇宙交互 技术研发，面向公众和大学生开展沉浸式的思想政治教育。 在众多未来产业赛道中，元宇宙一度掀起热潮，而上海的系统性布局也早早展开。。2022年和2023年， 上海先后发布《上海市培育"元宇宙"新赛道行动方案（2022—2025年）》和《上海市"元宇宙"关键技术 攻关行动方案（2023—2025年）》。 如今行动计划将至收官，得见成效，黄浦江畔元宇宙的"风"又吹起来。今年9月底，上海举行2025元宇 宙发展论坛，发布了第一批上海市元宇宙创新产品和解决方案优秀成果。论坛透露，截至2024年底 ...

证券日报网讯12月12日，海信视像（600060）在互动平台回答投资者提问时表示，公司积极探索XR技 术融合创新，已为多个客户完成VR一体机、AR眼镜和AI眼镜的定制开发。基于端云协同技术架构，公 司采用自研AR/VR设备，在XR工业实训、AR远程协作、3D数字人互动平台及VR医疗康复等行业场景 实现了多个典型解决方案落地。2025年10月，公司正式发布ViddaG11智能眼镜，目前公司正稳步推进 智能穿戴产品的迭代与场景拓展。 ...

格隆汇12月12日丨海信视像(600060.SH)在互动平台表示，公司积极探索XR技术融合创新，已为多个客 户完成VR一体机、AR眼镜和AI眼镜的定制开发。基于端云协同技术架构，公司采用自研AR/VR设备， 在XR工业实训、AR远程协作、3D数字人互动平台及VR医疗康复等行业场景实现了多个典型解决方案 落地。2025年10月，公司正式发布Vidda G11智能眼镜，目前公司正稳步推进智能穿戴产品的迭代与场 景拓展。 ...

央视网消息：这两天，2025年中国金鸡百花电影节正在福建厦门举行。本届电影节特别设立"金鸡XR影展"及相关电影创作对谈活动，集中展 示多部运用XR技术创作的电影，成为科技赋能电影艺术的新亮点。 本届金鸡XR影展征集到全球多个国家和地区的60余部作品，涵盖VR叙事、交互电影、AR剧场等多元类型，其中，12部入围终评单元。展区 内，许多观众戴上头戴式显示设备解锁"沉浸式观影"。不同于传统影院的被动旁观，他们亲身走进故事，成为剧情的参与者与亲历者。 2025中国金鸡百花电影节 跟着"金鸡"游厦门 陕西西影无界科技有限公司市场部负责人李坤介绍，虚拟现实观影终端，是由虚拟现实专用头显、渲染服务器和势能座椅组成，它给观众可以 带来360度"沉浸式观影体验"，也就是进入虚拟现实的一个电影世界。 XR技术的赋能更给电影创作端打开了无限可能。目前，不少高校正研发新的数字合成工具助力前期制作。香港演艺学院团队带来的cine DESK 数字影视制作系统，根据虚拟演员与摄影机动作实时渲染3D动画，让学生获得更直接的拍摄体验。 XR技术不仅革新创作与观影，更推动电影行业诞生新范式、新形态、新场景。同期，"构建与变革：当空间已成为故事" ...

Core Insights - The integration of XR technology in Xiamen is revolutionizing immersive experiences in tourism and education, with multiple projects like "Earth Dream," "Piano Island Adventure," and "Qin Tide Awakening" enhancing consumer engagement and cultural appreciation [3][4][5] Group 1: XR Projects Overview - "Earth Dream" by Ant Worker is a leading XR project in Xiamen, featuring over ten experience stores that allow visitors to interact with nature through immersive environments [3] - "Piano Island Adventure" reimagines Gulangyu Island's cultural heritage using XR technology, transforming traditional sightseeing into deep immersive experiences [4] - "Qin Tide Awakening" focuses on the Qin Dynasty, allowing participants to engage with historical events through XR, appealing particularly to younger audiences [5] Group 2: Economic Impact - The proliferation of XR projects in Xiamen signifies a significant upgrade in the city's digital economy, enhancing foot traffic in commercial complexes and boosting off-peak tourism [5] - Xiamen has attracted over ten XR-related companies, establishing a complete industry chain from content creation to scene implementation, with expectations of rapid market growth in the next three years [5] Group 3: Government Support and Future Outlook - The Xiamen Cultural and Tourism Bureau plans to optimize the digital tourism ecosystem and introduce supportive policies to encourage XR technology development and content innovation [5] - The ongoing development of XR projects positions Xiamen as a leading destination for immersive consumer experiences, blending technology with cultural narratives [5]

Group 1 - The core product launched by Thunderbird Innovation is the fourth-generation pocket TV AR glasses, featuring the AR image quality chip "Vision 4000" developed in collaboration with Pixelworks, which supports HDR10 quality [1] - The glasses utilize AI capabilities to convert 2D videos to 3D format and to transform SDR videos into HDR videos through AI analysis [1] - The global smart glasses market is projected to reach a shipment volume of 4.065 million units in the first half of 2025, representing a year-on-year growth of 64.2% [1] Group 2 - Industry analysts predict that the influx of various players in the second half of the year will elevate competition from hardware to a comprehensive competition involving hardware, ecosystem, and channels, leading to further market segmentation [2] - Unique advantages of different vertical tracks will drive intense competition, pushing the industry towards a more mature and healthier value competition stage [2]

Core Insights - Pixelligent Technologies LLC has launched PixMicro™, a new series of micro-imprinting formulations that achieve significant breakthroughs in the field of micro-optical materials, supporting the manufacturing of high-performance sensors, micro-lens arrays, waveguides, 3D printed optical components, CPO, and diffractive optical elements (DOE) [1][2] Group 1: Product Features - PixMicro™ features a solvent-free formulation with an impressive refractive index of up to 1.90, providing excellent optical clarity, ultra-low haze of less than 0.1%, and high light transmission exceeding 95% in the visible spectrum [1][4] - The product line supports high-yield micro-imprinting for structures with thicknesses ranging from 30 µm to 50 µm and offers adjustable viscosity [4] Group 2: Market Position and Demand - The demand for optical sensors, 3D printed precision optical devices, and display applications is rapidly increasing, necessitating continuous material innovation to meet the needs of both consumer and industrial markets [2] - Pixelligent aims to occupy a central position in the next generation of display technology innovation with the new PixMicro™ product line, alongside existing products like PixNIL® and PixJet® [2]