AR眼镜的光学方案主要分为"鸟浴式"和"光波导"两大阵营。 鸟浴式（Birdbath）：结构相对简单，通过一个分光镜和一个曲面半透半反镜的组合，将显示器图像反射入眼，同时允许现实光透过。其优点是能提供大 视场角和高对比度，但代价是透光率较低（镜片类似太阳镜），且体积难以进一步压缩。"鸟浴式"光学方案的核心功能是媒体场景，是目前AR观影眼镜 的主流方案。 图片来源：雷鸟创新 具体的例子有： | 品牌 | 主力产品 | 光学方 案 | 光引擎 | 外部可见性 | 镜片更换 | | --- | --- | --- | --- | --- | --- | | XREAL Air 2 Pro / One | | 鸟浴式 | Micro | 镜片较暗，类似太阳镜，无法直接看到显示内容，但能看出设 | 不可更换；通过磁吸处方镜片插片实现 | | Pro | | | OLED | 备在工作 | | | Viture Luma Pro / Luma | XR | 鸟浴式 | Micro OLED | 镜片较暗，类似太阳镜 | 不可更换；支持屈光度调节或使用处方镜 片插片 | | | | | Micro | | | | 雷鸟 | ...

转自：推广 奋斗是时代的星火，青春是奔流的长河，当万千炽热的星火，汇入奔腾的长河，也汇成了照亮一座城未来的光芒。 为深入贯彻落实习近平总书记关于大思政课和青年工作系列重要论述精神，不断拓展实践育人和网络育人的空间和阵地，近年来，中央网信办"把青春华 章写在祖国大地上"大思政课网络主题宣传和互动引导活动陆续在北京大学、厦门大学、四川大学、南开大学、河海大学等高校举行。活动紧扣青春爱国 奋斗主题，通过主题演讲、互动分享等形式，讲述各行各业青年扎根祖国大地、践行青春使命的故事，激励广大青年奋进新征程、建功新时代。 在中央网信办"青春华章"主题活动示范引领下，成都强化"互联网+思政"思维，创新大思政课城市化表达，打造"青春大讲堂"大思政品牌，致力于把思政 小课堂同社会大课堂结合起来，引导广大青少年立大志、明大德、成大才、担大任，努力成为堪当民族复兴重任的时代新人。 2025年12月23日晚7点，"青春大讲堂·2026成都城市跨年演讲"大思政课网络主题宣传和互动引导活动在成都开讲。截至活动结束，新华网、光明网等多个 媒体线上直播平台全网观看达677.8万人次。 活动现场 来自各行各业的青春榜样带着滚烫的故事逐一登台，围 ...

国际信息系统协会（Association for Information Systems, AIS）近日在美国纳什维尔举办的ICIS 2025大会 上宣布，由亮亮视野（LLVision）作为唯一产业合作伙伴，联合伊拉斯姆斯大学、清华大学等顶尖高校 团队共同完成的"赋能听障人士的AR智能眼镜"项目，荣获"2025 AIS影响力大奖（AIS Impact Award 2025）"。这一奖项的获得，标志着中国科技企业在利用前沿技术解决全球性社会挑战方面，已经提供 了具有世界级影响力的范本。 据世界卫生组织（WHO）数据显示，全球超过5%的人口（约4.3亿人）存在听力障碍，他们不仅面临着 严重的沟通隔阂，更在教育、就业等领域遭受着隐形的不平等。该获奖项目正是为了应对这一严峻的全 球挑战。AIS评委会指出，该项目不仅在理论上建立了新的无障碍技术评估框架，更通过商业化落地， 让技术真正惠及了广泛的弱势群体。 亮亮视野创始人兼CEO吴斐在获悉得奖后表示："AIS的表彰是对'科技向善'理念最严谨的注脚。面对全 球数亿潜在受益者，我们深知责任重大。从品类的开创到AR眼镜行业"不可能三角"的突破，我们追求 的不仅仅是技术进步，而 ...

中经记者 秦枭 北京报道 12月19日，《中国经营报》记者注意到，德国慕尼黑第一地区法院就XR行业首例核心技术专利侵权案 作出一审裁决，认定VITURE公司旗下VITURE Pro等产品侵犯XREAL所持欧洲专利 VITURE方面对记者表示，目前除德国外，涉诉产品在其他欧洲国家均正常销售，产品未被禁售，也未 被亚马逊下架。公司会在合法范围内继续销售产品，保护公司和用户的合法权益。 VITURE Pro此次被判侵权的专利则是由XREAL在2019年12月申请的增强现实设备及其所用光学系统相 关技术，该技术直接决定了AR眼镜的显示效果。 XREAL成立于2017年，被称为国内"AR眼镜四小龙"之一，其已构建起覆盖中、美、日、欧的全球化业 务版图。根据IDC数据，自2022年起，XREAL已连续多年稳居全球消费级 AR 市场份额第一。 天使投资人、人工智能专家郭涛对记者表示，对VITURE而言，此次裁决或带来一定的负面影响。其核 心产品VITURE Pro在德国被禁售，可能引发其他海外市场的连锁专利诉讼。资本市场对其增长确定性 和抗风险能力的评估将趋于谨慎，品牌声誉受损严重，即便启动技术整改或上诉，短期内也难以挽回 ...

在AI+AR的这波浪潮中，中国品牌已经成为引领者，不仅销量在前五中占据四席，更是在技术创新上 持续引领。不过，海外市场不同于国内，不同的政策以及对专利不同的要求，使得出海时要更严谨。 VITURE Pro 日前，作者从海外的一名渠道商处独家得知，因涉及侵犯同行业公司所持有的欧洲专利，AR眼镜品牌 VITURE旗下的VITURE Pro在德国被禁售。据悉，这是XR行业首次因核心技术专利侵权而遭遇实质 性"禁售"的案例。 "德国慕尼黑第一地区法院已作出一审裁决，并当庭批准了一项临时禁令，要求VITURE的香港经销商 Eden Future HK Limited立即停止在德国境内提供、投放市场、使用或进口相关侵权产品。"上述渠道 商透露。 对此，作者向VITURE发去邮件求证，不过在得到的回复中并未作出明确的回应，只称"You can always purchase our product on viture.com or on Amazon. Our product should not be banned from Germany.（您始终 可以在viture.com或亚马逊上购买我们的产品。我们的产品不应该在 ...

共创智能生态：标准互通推动产业跃升 AR眼镜普惠化：从技术攻坚到场景赋能 针对AR眼镜从小众走向普惠的关键瓶颈，吴斐进行了深入剖析："无论大家戴什么样的智能眼镜，你都 要回答的第一个问题就是你解决什么事情？"他以自己佩戴的亮亮视野新一代消费级AR翻译眼镜Leion Hey2为例，解决的是"当你出国的时候，面对面沟通如何去克服语言的障碍"这一明确场景。基于此， 才能开展产品定义和技术创新，例如解决"在空旷或嘈杂的场景下收音也准"、"需要8个小时的长续 航"等具体问题。 吴斐进一步指出，AR眼镜产业的分层"和智能驾驶还有机器人都非常的相似，也是从L1到L5"，发展路 径也类似，"从辅助驾驶一直到真正的自动驾驶"。除了场景价值，还需要解决"怎么用得好"以及"够便 宜"等挑战，即"做最好的眼镜，还要让大家都买得起"。 聚焦于亮亮视野，深耕AR领域十一年，在B端应用积累了丰富经验。吴斐分享了物流分拣的具体案 例："眼镜可以直接告诉他要拿什么，原来是要每一站都停，现在变成拎着车跑着就可以把事情完成"。 在核电领域，工程师佩戴亮亮视野眼镜在井下作业，"专家看着他的画面，可以实时通过标记的方式指 导他怎么样去快速完成"，因为 ...

【环球网科技综合报道】AR眼镜正在从"概念玩具"走向"日常工具"。2025年12月18日，消费级AR眼镜 企业XREAL给出了它的最新答案：XREAL 1S。这款新品延续了畅销的XREAL One系列基因，融合500 英寸随身巨幕、稳定的空间显示、实时 2D 转 3D 能力，目标更明确：让空间显示真正"随身可用"。 XREAL创始人兼CEO徐驰表示："眼镜是离人类感知最近的终端，也是下一代计算入口的最佳载体。 XREAL始终聚焦两大方向：一是让空间显示真正'随身可用'，二是为未来空间计算打下坚实基础。 XREAL 1S的目标，就是把最难也最基础的事——让虚拟屏幕像真实显示器一样稳定、可靠、每天都能 用，一次性做到位。" 自研 X1 芯片： AR 眼镜的 " 稳定器 " XREAL创始人徐驰在发布会上直言："AI终端的竞争是万米长跑，胜负不在谁喊得响，而在谁把芯片、 光学、算法这些底层能力打扎实。"X1芯片正是XREAL在这场长跑中的"起跑器"。 首创实时 2D 转 3D ：内容 " 活 " 起来，无需额外资源 如果说稳定显示是"基础"，那么XREAL 1S的另一项突破则指向"升维"——系统级实时2D转3D。 ...

Group 1 - The core viewpoint of the news is that Thunder Innovation has achieved a leading position in the global AR smart glasses market, holding a 24% shipment share in Q3 2025, marking two consecutive quarters at the top [1] - Thunder Innovation's sales in the domestic Chinese market continue to lead, as reported by various research institutions including IDC and CINNO Research [1] - The AR glasses market is experiencing intensified competition, with new products launched by major companies such as Meta, Alibaba, and Google [3] Group 2 - Thunder Innovation's overseas market sales have increased by 3.8 times year-on-year in 2025, with products available in over 25 countries and regions, serving more than 500,000 users [3] - The Thunder Air 3s Pro was recognized as the "Best Seller" in the AR glasses and viewing glasses categories during the recent Amazon Black Friday sales [3] - Thunder Innovation has developed a comprehensive product matrix, including the Thunder X3 Pro, which is noted as the world's smallest mass-produced dual-lens full-color MicroLED AR glasses, and the Air 4 series featuring the Vision 4000 chip [3]

Core Insights - The conference highlighted the significant impact of AI on the semiconductor storage market, indicating that the demand is real and has altered the supply chain dynamics in high-tech manufacturing [3][9] - The year 2026 is viewed as a critical juncture for the industry, with various sectors expected to experience substantial growth driven by AI technologies [9] Group 1: Semiconductor Manufacturing - TrendForce forecasts a 19% annual revenue growth for the wafer foundry industry by 2026, with AI-related advanced processes expected to grow by 28%, significantly outpacing the overall market [3] - TSMC has already implemented 2nm process technology in production and plans to advance to 1nm, indicating a strong push towards cutting-edge manufacturing capabilities [3] Group 2: DRAM Market - AI servers and general servers are driving a new super cycle in the memory market, with applications related to AI and servers projected to account for 66% of total DRAM capacity by 2026 [4] - The average selling price (ASP) of DRAM is expected to increase by 36% in 2026, with revenue anticipated to surge by 56%, despite limited output growth due to cleanroom space and equipment delivery constraints [4] Group 3: NAND Flash and Storage Solutions - The NAND Flash market is transitioning from passive storage to an auxiliary computing core, with high-bandwidth flash (HBF) positioned as a cost-effective alternative to HBM [6] - A significant storage gap of 150EB is expected in the HDD market by 2026, leading to increased demand for high-density QLC eSSD [5] Group 4: AI and AR Integration - AI advancements in image recognition and language processing are enhancing the functionality of AR glasses, which are seen as the ultimate form of human-computer interaction [6] - The global shipment of AR glasses is projected to exceed 10 million units by 2030, driven by major brands like Google and Apple entering the market post-2027 [7] Group 5: Power Semiconductors - The shift in data center power supply architecture towards 800V HVDC is being driven by the rising power consumption of AI chips, with SiC and GaN technologies becoming crucial [8] - SiC is establishing a leading position in high-voltage applications, while GaN is entering a rapid growth phase across various sectors, including AI data centers and automotive [8] Group 6: Overall Industry Trends - The conference underscored a consensus that AI is catalyzing a new cycle centered around storage, with 2026 being a pivotal year for observing this trend [9]

Group 1 - The 2025 Greater Bay Area Cultural Investment Conference showcased eight quality enterprises in fields such as intelligent robots, AI chess robots, 3D printing, and AR, indicating strong investor interest in cultural technology integration [3] - Investors expressed a strong desire to participate in new financing rounds for promising projects, highlighting a growing trend towards investment in cultural industries that leverage key technologies [3][5] - The cultural manufacturing sector is anticipated to become a hot investment market following the explosion of AI technology investments [3] Group 2 - Shenzhen Intelligent Technology Co., Ltd. aims to achieve a revenue target of 5 billion within three years, leveraging its position as a leading consumer-grade 3D printing brand with a compound annual growth rate of 30%-50% over the past five years [4][5] - The company has expanded its offerings to include self-developed 3D design software and mobile apps, providing comprehensive support for users from virtual modeling to printing [5] - The company has maintained profitability since its inception and is now seeking to strengthen its R&D capabilities through strategic investments, including one from DJI [5] Group 3 - The conference highlighted the role of local tech companies in supporting popular cultural products, such as the game "Black Myth: Wukong," showcasing innovations in AI and spatial computing [6] - Companies presented advanced technologies, including optical positioning algorithms and motion capture techniques, which enhance the digital content generation for gaming [6] - TourBox, developed by Hefei Tuwatech Co., Ltd., is a hardware-software integrated solution that significantly improves creative efficiency for digital creators, already adopted by over 500,000 creators globally [7] Group 4 - The 2025 Guangdong-Hong Kong-Macao Greater Bay Area Cultural Industry Investment Trend Report indicates that from 2020 to October 2025, there will be approximately 720 financing events in the cultural industry, with an estimated total financing amount of about 56.41 billion [9] - Investment events are primarily concentrated in Guangzhou and Shenzhen, accounting for 85% of the total, focusing on cultural technology integration, digital creative production, cultural manufacturing, and new cultural consumption [9] - The integration of digital technologies such as AI, AR, VR, and NFTs into the cultural industry presents significant investment opportunities [9]