TrendForce集邦咨询是一家全球高科技产业研究机构，研究领域横跨存储器、AI服务器、集成电路与半 导体、晶圆代工、显示面板、LED、AR/VR、新能源（含太阳能光伏、储能和电池）、AI机器人及汽车 科技等，提供前瞻性行业研究报告、产业分析 根据TrendForce集邦咨询最新近眼显示产业调查，随着AI与穿戴式装置深度融合，Meta Ray- Ban Display Glasses在终端市场获得的回馈明显优于预期，近半年内已大幅上修多项关键零部件 订单。在大厂推波助澜之下，TrendForce集邦咨询预估2026年全球AR眼镜出货量将跃升至95万 台，年增率为53%。 以下文章来源于TrendForce集邦 ，作者TrendForce TrendForce集邦 . TrendForce集邦咨询供应链调查结果显示，Meta初期对AR眼镜市场需求采取相对保守的态度， 除了考量过往VR装置销售的表现，也因关键光学零部件的供应仍受限。以Lumus阵列光波导为 例，由于制程相对复杂与精密，Meta最初的订单仅约8万台，属于测试市场水温的规模；产品上 市半年内，拉货节奏迅速调整，近期已扩大至15万台，增幅高达87.5 ...

Core Viewpoint - Danyang High-tech Zone is experiencing significant growth in manufacturing investment, with a focus on high-quality development and industrial upgrading, supported by various projects and initiatives aimed at enhancing the local economy and community well-being [1][2][12]. Group 1: Economic Development - Manufacturing investment in Danyang High-tech Zone has maintained over 100% growth, achieving the best performance in five years [2]. - The zone has signed 16 new projects with a total investment of 8.052 billion yuan, indicating strong development momentum and investment attractiveness [2]. - The "2+1" leading industries, including high-end equipment manufacturing, electronic information, and modern services, account for 65.1% of the industrial output value [3]. Group 2: Innovation and Technology - Danyang High-tech Zone is integrating cutting-edge technologies to promote industrial transformation and economic development, exemplified by the AI+3D technology exchange event [2]. - The zone has introduced several brain science companies and established a cognitive impairment specialist alliance, highlighting its focus on innovative healthcare solutions [3]. - The collaboration with Nanjing University of Aeronautics and Astronautics aims to enhance resource sharing and talent cultivation, fostering a dual-high collaboration model [5][6]. Group 3: Community and Social Welfare - The construction of the new rural community project in Huayuan Village is progressing well, with the first phase completed and the second phase expected to enhance living conditions for residents [7]. - Initiatives such as the "Wan Shan Yun Yang" action plan focus on social stability, support for vulnerable groups, and community engagement through various activities [8]. - The zone is improving social services, including elderly care and healthcare facilities, to enhance the quality of life for residents [8][9]. Group 4: Safety and Environmental Management - The implementation of a smart fire safety system has been a priority, with extensive coverage across various community sectors, enhancing overall safety [10][11]. - The smart fire system utilizes IoT and cloud computing technologies to monitor fire hazards and ensure rapid response to emergencies [11]. - Environmental management efforts include water quality improvement projects and urban drainage enhancements, contributing to a more sustainable community [9].

Core Insights - XREAL has launched the XREAL1S, the latest addition to its XREAL One series, targeting a broader young consumer demographic with features like a 500-inch portable screen and real-time 2D to 3D conversion [1][2] - The AR glasses market is becoming increasingly competitive, with major companies like Baidu, Quark, Rokid, and Li Auto releasing new AI glasses, indicating a crowded landscape [1] - XREAL's strategy focuses on two main directions: Spatial Display and Spatial Computing, aiming to enhance existing computing devices and lay the groundwork for future AR experiences [1] Product Details - The XREAL1S is priced at 3299 yuan and will be available for pre-order on JD.com and Tmall starting December 18, with official sales commencing on December 22 [3] - The X1 chip, developed by XREAL, enables the world's first system-level real-time 2D to 3D capability, allowing content to transition from flat screens to spatial experiences without increasing user barriers [2] Market Position - XREAL has established a global business presence across China, the US, Japan, and Europe since its founding in 2017, and has maintained the largest market share in the global consumer AR market since 2022 according to IDC data [3] - The market is viewed as entering a phase of explosive growth for both AR and AI glasses, with the potential for these products to become the next generation of smart devices, similar to headphones and smartwatches [3]

Core Insights - The global technology industry is expected to experience a dual trend of differentiated end-user demand and accelerated AI innovation by 2026, driven by rapid iterations of AI large models [1][4] - The demand for computing power and the innovation cycle of edge AI products (AI smartphones, AI PCs, AI glasses) will be the main growth drivers, while low-end consumer electronics demand is anticipated to face short-term pressure due to macroeconomic uncertainties and rising storage costs [1][4] AI Computing Infrastructure - The global server market will be dominated by AI infrastructure investments, with AI server shipments expected to grow by 50% year-on-year to 2.32 million units in 2026 [2][6] - The market will exhibit a "GPU/ASIC dual-drive" pattern, with GB/VR iterations driving specification upgrades and self-developed ASICs enhancing value [2][6] - ODM leaders and core component suppliers with "mechatronics" capabilities are expected to benefit, including companies like Luxshare Precision, Hongteng Precision, and BYD Electronics [2][6] Smartphone Market - Global smartphone shipments are projected to decline by 5% year-on-year to 1.18 billion units in 2026, primarily affecting low-end models due to macro uncertainties and rising storage costs [2][6] - The high-end market remains resilient, driven by AI innovations, with Apple expected to launch significant upgrades including the iPhone 18 and the first foldable iPhone [2][6] - Opportunities in optical components, structural parts, and thermal management are highlighted, with companies like Luxshare Precision, AAC Technologies, and Xiaomi Group being key players [2][6] AR/VR Market - The global AI glasses market is expected to exceed 10 million units by 2026, marking a new era for smart glasses [2][6] - Major tech companies are accelerating their investments, with Meta focusing on social ecosystems and Google building an ecosystem through the open Android XR platform [2][6] - Companies with core optical technologies and assembly capabilities are likely to benefit from industry growth, including Sunny Optical, AAC Technologies, and Q Tech [2][6] PC and Automotive Electronics - The global PC market is projected to see a slight decline of 2% year-on-year to 275 million units, influenced by the end of the Windows 11 upgrade cycle and rising storage costs [2][6] - AI PCs are expected to penetrate the market significantly, with their share projected to exceed 50% by 2026 [2][6] - The commercialization of L4-level autonomous driving is expected to accelerate, with opportunities in high-voltage connectors, automotive optics, and smart cockpit displays, benefiting companies like Luxshare Precision, Hongteng Precision, BYD Electronics, Sunny Optical, AAC Technologies, and BOE Technology Group [2][6]

Core Insights - The global technology industry is expected to experience a divergence in end-user demand alongside accelerated AI innovation by 2026 [2] - High-end markets are showing resilience driven by AI functionalities, while low-end consumer electronics are facing short-term pressure due to macroeconomic factors and cost challenges [2] AI Computing Infrastructure - The demand for AI computing power is expected to expand, with a focus on AI infrastructure, including VR/ASIC architecture upgrades that will drive both volume and price increases for ODM and components [2][3] - AI server shipments are projected to grow by 50% year-on-year to 2.32 million units, driven by investments in AI infrastructure [3] Smartphone Market - Global smartphone shipments are anticipated to decline by 5% year-on-year to 1.18 billion units due to macroeconomic uncertainties and rising storage costs [4] - High-end smartphones, particularly Apple's innovations, are expected to maintain resilience, with the introduction of the first foldable iPhone and AI-driven features [4] AR/VR Market - The global AI glasses market is projected to exceed 10 million units by 2026, marking a significant growth in wearable technology [5] - Major tech companies are intensifying their investments in AR/VR, with expectations for AR glasses to reach 32 million units by 2030 [5] PC and Automotive Electronics - The global PC market is expected to face a slight decline of 2% year-on-year to 275 million units, influenced by the end of the Windows 11 upgrade cycle and rising storage costs [6] - AIPC penetration is forecasted to exceed 50% by 2026, becoming a mainstream standard, while L4-level autonomous driving is expected to accelerate due to regulatory improvements and cost reductions [6]

Core Viewpoint - Google has unveiled Project Aura and Android XR, marking a significant step towards creating an open and unified extended reality platform that integrates AI into the real world [3][4][5]. Group 1: Project Aura and Android XR - Project Aura is described as the most complete hardware sample closely aligned with the ideal form of Android XR, enabling Gemini AI to "see the world" for the first time [3]. - The collaboration with XREAL is pivotal, as Aura is positioned as the first native spatial eye for Gemini AI and a standard for developers in the Android XR ecosystem [4]. - Project Aura aims to transform AI from being screen-bound to interacting with real-world environments through continuous, interactive, and understandable spatial semantic models [5]. Group 2: Core Capabilities of Project Aura - The optical system of Aura features a 70° field of view (FOV), allowing Gemini to perceive the real world and recognize scenes, objects, and actions, enhancing user interaction [9]. - Aura utilizes the X1S spatial computing chip, designed specifically for AR, providing low-latency and high-precision spatial intelligence [10]. - The integration of multi-modal Gemini AI with Aura's sensors enables real-time semantic understanding and natural interaction, evolving AI from an application to a system [11]. Group 3: Open Native AI Operating System - Android XR provides foundational support for spatial computing, addressing fragmentation in the XR industry and unifying the developer and content ecosystem [12]. - The hardware development and manufacturing of Project Aura are primarily conducted by Chinese teams, showcasing a complete and scalable industrial chain advantage [12]. - China is positioned as a global leader in hardware innovation and manufacturing, allowing its companies to participate deeply in defining the standards and discourse of the next-generation computing platform [13]. Group 4: Market Launch - Project Aura is set to officially enter the market in 2026, indicating a timeline for the rollout of this innovative technology [14].

Core Insights - The article highlights a significant growth in the domestic consumer-grade XR market, driven by the 10'25 Double Eleven pre-sale and a wave of new product launches, resulting in a year-on-year increase of 64% [2][4]. Group 1: Market Sales Trends - The sales trend of the consumer-grade AR/VR market in China from October 2024 to October 2025 shows a robust upward trajectory, indicating strong consumer demand and market expansion [4]. Group 2: Market Structure Trends - The structure of the consumer-grade AR/VR market in China is evolving, with new entrants and innovations reshaping the competitive landscape [4]. Group 3: Price Segment Trends - The price segments within the consumer-grade AR/VR market are experiencing shifts, reflecting changes in consumer preferences and technological advancements [4]. Group 4: Brand Trends - Brand dynamics in the consumer-grade AR/VR market are changing, with certain brands gaining prominence due to their innovative offerings and marketing strategies [4]. Group 5: Display Technology Trends - The trends in screen display technology for consumer-grade AR/VR products are advancing, with improvements in resolution and refresh rates enhancing user experience [4]. Group 6: Optical Technology Trends - Developments in optical technology are influencing the consumer-grade AR/VR market, leading to better performance and more immersive experiences [4]. Group 7: Top Rankings in AR and VR Markets - The top rankings for consumer-grade AR and VR products in October 2025 reflect the competitive positioning of various brands and their market share [4]. Group 8: Upstream Industry and New Product Information - Insights into the upstream XR industry and new product information for November 2025 provide a comprehensive view of the market landscape and future opportunities [4].

Core Insights - The article discusses the advancements in AR+AI glasses, highlighting the importance of lightweight optical waveguide technology as a key solution for the industry [1][2] - The industry is experiencing accelerated technological iterations, expanded market scale, and emerging ecological patterns, driven by breakthroughs in AI models and optical technologies [1] Group 1: Company Overview - Gu Dong Technology is positioned as a unique player in the industry, possessing comprehensive capabilities in array waveguide and holographic waveguide technology, along with full-chain coverage from optical materials to AI algorithms [2] - The company has successfully developed new optical materials for waveguide modules, breaking the long-standing monopoly of international giants like Covestro and Digilens [2] Group 2: Technological Advancements - The core hardware technology breakthroughs in AR+AI glasses are laying the foundation for industry growth, with ultra-thin waveguide lenses achieving mass production and thickness reduced to 0.7mm [2] - Gu Dong Technology has made significant advancements in addressing challenges such as outdoor brightness visibility, rainbow effect, and external light leakage, which are critical for the performance of AR+AI glasses [2][3] Group 3: Cost Control and Market Expansion - The company has achieved substantial cost reductions in optical waveguide production, with self-developed GDPA3 optical orientation dye costing only 1/10 of imported products, and production costs for single waveguides reduced by 60%-90% compared to imports [3] - Due to the explosive growth in the consumer market, Gu Dong Technology is expanding its production lines, with expectations to ship around 10,000 units of AR+AI glasses by the end of the year [3]

Core Insights - The report by TrendForce highlights the competitive landscape of AR glasses display technologies, particularly focusing on the growth opportunities for LEDoS (Micro LED on silicon) and LCoS technologies, with projected penetration rates of 37% and 7% by 2025, respectively, and further growth to 65% and 11% by 2030 [2][3]. Group 1: AR Glasses Market Dynamics - Major brands like Meta, Apple, Amazon, and RayNeo are intensifying their investments in AR glasses, leading to increased competition in display technology [2]. - Chinese brands dominate the AR glasses shipment market, initially focusing on viewing applications where brightness specifications are less critical, making the mature and cost-effective OLEDoS solution the mainstream display technology [2]. - As the industry evolves, the demand for brightness and light transmittance in AR glasses is rising, prompting brands to shift resources away from viewing products, with OLEDoS technology expected to reach a 53% penetration rate by 2025 before declining [2]. Group 2: Technology Penetration and Development - The short-term market for AI-assisted information display glasses is heating up, with various players, including Chinese cloud service providers and traditional consumer electronics brands, entering the AR terminal market and investing in LEDoS technology [3]. - The penetration rate of LEDoS technology is anticipated to rise to 37% by 2025, driven by rapid product development and supply chain collaboration [3]. - International brands are focusing on full-color LEDoS development, which may result in longer development timelines, but once products from Apple, Meta, and Google are mass-produced, they are expected to boost LEDoS penetration to 65% by 2030 [4]. Group 3: LCoS Technology Outlook - LCoS technology is favored by Meta due to its mature technology and cost-effectiveness, with expected penetration reaching 7% by 2025, although it faces challenges in high brightness and contrast performance [4]. - Chinese brands are less competitive in establishing LCoS technology barriers and have heavily invested in LEDoS, leading to a slowdown in LCoS growth, projected to reach 11% by 2030 [4].

Core Insights - The report from TrendForce indicates that the competition in AR glasses display technologies is intensifying, with significant growth opportunities for LEDoS and LCoS technologies, projected to reach penetration rates of 37% and 7% respectively by 2025, and further increasing to 65% and 11% by 2030 [2][3][4] Group 1: AR Glasses Market Dynamics - Major brands like Meta, Apple, Amazon, and RayNeo are actively investing in AR glasses, leading to a competitive landscape in display technology [2] - Chinese brands dominate the AR glasses shipment market, initially focusing on viewing applications, which has made OLEDoS the mainstream display technology due to its cost-effectiveness and mature processing technology [2] - As the industry evolves, the demand for brightness and transparency in AR glasses is increasing, leading to a decline in OLEDoS's market share after reaching a 53% penetration rate by 2025 [2] Group 2: LEDoS Technology Development - The market for AI-assisted information glasses is heating up, prompting various players, including Chinese cloud service providers and traditional consumer electronics brands, to enter the AR terminal market and invest in LEDoS technology [3] - The penetration rate of LEDoS technology is expected to rise to 37% by 2025, driven by rapid product development and collaboration with supply chains [3] - International brands are focusing on full-color LEDoS, which may result in longer development timelines, but once products from major players like Apple and Meta are mass-produced, the penetration rate is expected to reach 65% by 2030 [3] Group 3: LCoS Technology Outlook - LCoS technology is favored by Meta due to its mature technology and cost-effectiveness, with an expected penetration rate of 7% by 2025, although it faces challenges in high brightness and contrast [4] - Chinese brands are less competitive in establishing LCoS technology barriers and have heavily invested in LEDoS, which may slow LCoS's growth, projected to reach 11% by 2030 [4]