来源：环球网 11月13日至14日，以"智联全球，共建6G技术创新生态"为主题的2025年6G发展大会在北京经开区成功 举办。大会指定亮亮视野新一代消费级AR字幕翻译眼镜Leion Hey2为官方指定翻译设备，为这一国际 盛会提供技术支持。在大会的北京6G产业发展论坛上，亮亮视野创始人兼CEO吴斐发表主题演讲，系 统阐述了AR眼镜在6G时代的发展路径，凸显了北京在培育"AR+AI+6G"创新生态方面的独特优势。 在大会的北京6G产业发展论坛上，亮亮视野创始人兼CEO吴斐发表了题为《通感融合的未来范式：AR 眼镜如何成为6G时代的"下一代计算平台"》的主题演讲。他指出，AR眼镜正从L1音频增强阶段向L5共 生智能终端演进，2027-2028年将是AR眼镜L3多模态沟通助手/L4全场景AI助手的"iPhone时刻"。 吴斐详细阐述了6G"通感融合"技术与AR眼镜的三重耦合关系，6G将铺设"高速公路"，AR眼镜是"智能 汽车"，AI则是"自动驾驶系统"，三者叠加才能构成真正的"下一代计算平台"。具体来看，首先 是"通"的层面，6G网络将实现云—边—端的高效协作，使多设备协同成为常态；其次是"感"的层面，网 络本身将 ...

Group 1: Overall Market Overview - The global AR glasses market is expanding, transitioning from consumer entertainment to industrial applications, with increasing shipment volumes and investment scales [1] - In the domestic market, policy support, mature supply chains, and the integration of new technologies like AI, 5G, and spatial computing are laying a solid foundation for AR industry development [3] Group 2: Growth Drivers - Accelerated digital transformation across industries such as manufacturing, energy, and healthcare is driving the adoption of AR glasses as essential tools for on-site operations and training [4] - The integration of AI and spatial computing technologies enhances the intelligence and interactivity of AR glasses, improving accuracy and operational efficiency in industrial inspections and training scenarios [4] - The maturation of domestic AR hardware and software ecosystems is leading to cost reductions and expanded application scenarios for AR glasses [4] Group 3: Industry Application Trends - In the industrial and manufacturing sectors, AR glasses are widely used for equipment installation, inspection, and quality control, enhancing operational efficiency and safety [5] - In the energy and power sectors, AR glasses facilitate visual management of power facilities, automate inspection records, and enable expert remote collaboration, reducing downtime [6] - In the medical and training fields, AR glasses provide visual guidance and real-time recording for complex procedures, enabling knowledge sharing [7] - In cultural exhibitions and tours, AR glasses enhance visitor experiences through immersive guided tours, intelligent explanations, and multilingual interactions [8] Group 4: Challenges Facing the Market - The promotion of AR glasses is hindered by the need for lightweight hardware and improved battery life, display brightness, and comfort [9] - The diverse application requirements in the industry demand higher standards for software compatibility and hardware standards, necessitating ecosystem collaboration [9] - Enterprises are focused on return on investment (ROI) and require validation of the long-term value of AR solutions through specific scenarios [10] Group 5: Future Trends - The future of AR glasses is expected to focus on "lightweight, intelligent, and industrialized" development [11] - Innovations such as micro-optical waveguide technology and efficient chips will enhance user experience, while AI recognition and spatial awareness will enable natural human-machine interaction [12] - The market is projected to continue growing over the next three to five years, with significant penetration in industrial, energy, medical, and educational sectors [12] - The competitive landscape is shifting from technology-driven to application-driven, requiring companies to adopt stable and innovative solutions for intelligent decision-making [12] - Longying AR is advancing the deep application of AR glasses in industrial, energy, and manufacturing scenarios through self-developed remote guidance and inspection systems, combined with domestic hardware and AI visual algorithms [12]

Core Insights - Meta has launched its first mass-produced AR device, the Meta Ray-Ban Display Glasses, utilizing LCoS display technology, which is expected to increase the market share of LCoS display products to 13% by 2026 [1] - The global AR device shipment is projected to grow by 9.1% annually, reaching 600,000 units by 2025, driven by AI-enabled information prompt applications [1] - The Meta AR product features a 20-degree field of view (FoV), a resolution of 600x600, a pixel density of 42 PPD, and a brightness of 5,000 nits, targeting the information prompt application market [1] Technology and Market Dynamics - Meta opted for LCoS full-color display screens supplied by OmniVision, combined with Lumus' array waveguide solution, due to LCoS's maturity, cost-effectiveness, and superior average power consumption [2] - The competition between LCoS and single-chip full-color LEDoS technologies is expected to intensify before significant breakthroughs in LEDoS technology are achieved, which are anticipated to occur post-2028 [2] - TrendForce predicts that by 2030, the market share of full-color LEDoS products could rise to 65% as advancements in QD color conversion technology and vertical stacking are realized [2]

Core Insights - VITURE, an AR glasses brand founded by a Chinese team, dominates the AR glasses market in 15 European and American countries, holding a 52% market share in the U.S. [1][9] - The brand gained significant recognition during major shopping events, achieving sales leadership in multiple countries [1][12] Company Overview - VITURE was established in 2021, with headquarters in Beijing and San Francisco. The founder, Jiang Gonglue, is a Harvard graduate and a former member of the Google Glass team [3] - The first product, VITURE ONE XR glasses, raised $3 million in a month on Kickstarter, breaking the previous record held by Oculus [3][6] Product Features - VITURE ONE XR glasses support remote cloud streaming with a latency of less than 12 milliseconds on a 5G network, allowing users to enjoy a 135-inch immersive experience anywhere [4] - The glasses feature a unique electrochromic function that can change color in 0.1 seconds, blocking 99.5% of light, enhancing user experience in various environments [4] Market Performance - In 2023, VITURE ONE XR glasses were officially launched in North America, receiving widespread acclaim and multiple awards from top tech media [6] - VITURE achieved a 52% market share in the North American AR glasses market by Q4 2024, making it the leading brand in the region [9] Strategic Partnerships and Innovations - VITURE partnered with a well-known gaming peripheral brand to launch a co-branded game controller, enhancing its gaming ecosystem [6] - The company is set to introduce a new product, VITURE Pro XR glasses, in 2024, which will feature flagship-level specifications [6] Upcoming Developments - VITURE plans to launch a groundbreaking AI-driven technology in late 2024 that converts 2D digital content into 3D images, enhancing user interaction with digital content [8] - The company will participate in the upcoming Cologne Game Show, showcasing its latest AR glasses products to European players [12]

Core Insights - The conversation during the World Artificial Intelligence Conference (WAIC 2025) highlighted the growing interest in AI+AR glasses, particularly focusing on the market status and future trends of these technologies [1][2]. Company Overview - Rokid is positioned as a leading platform company in the AI and AR space, known for its AR glasses, which gained significant attention following a notable event where the founder delivered a speech using the product without a script [2][3]. - The event on February 18 significantly boosted Rokid's visibility and attracted potential partners and investors, enhancing the company's reputation and opportunities in the AR glasses market [2][3]. Product Development and Features - Rokid's AR glasses integrate advanced AI capabilities, with a focus on developing an efficient operating system that minimizes latency and power consumption while enhancing user interaction [3][4]. - The glasses feature a range of practical applications, including an AI-powered teleprompter that can automatically track and display text based on the speaker's voice, and real-time translation capabilities for seamless communication across languages [3][4]. - Collaborations with companies like Amap and Alipay have led to features such as precise navigation and secure payment options, utilizing voice recognition for enhanced security [4][5]. AI Capabilities and Industry Position - Rokid does not engage in the development of foundational AI models but instead focuses on integrating various existing models into its products, allowing users to choose based on their preferences [5][6]. - The company has developed proprietary models for intent recognition, enabling the glasses to respond appropriately to user queries by leveraging different AI models based on context [6][8]. - The current AI capabilities of smart glasses are considered to be at the L2 stage, with some functionalities of L3 beginning to emerge, indicating a mature development phase for AI in this sector [8][9]. Future Trends - The integration of cloud and edge computing is seen as a future trend for smart glasses, enhancing efficiency and privacy [7][8]. - The industry is witnessing a surge in the development of intelligent agents, with Rokid's products positioned to leverage these advancements, particularly in specialized fields where deep expertise is required [9].

Group 1 - XREAL showcased its latest flagship product, XREAL One Pro, at the WAIC 2025, featuring the world's first self-developed X Prism optical engine and a wide field of view of 57° [1] - The XREAL One Pro is designed to be a versatile "all-ecosystem spatial screen," compatible across devices and suitable for various scenarios, driven by self-developed chips and optics [1] - The product has already gained popularity in major global markets and is set to launch in China, responding to local user demand after its overseas success [1] Group 2 - XREAL's founder and CEO, Xu Chi, believes XR devices could replace smartphones as the next-generation terminal, with Chinese companies positioned to lead this transition [2] - The newly established AI exhibition area at WAIC integrates AI with AR, utilizing XREAL's 6DoF spatial positioning technology to create seamless digital and real-world interactions [2] - Founded in 2017, XREAL has become a leading company in the AR glasses sector, focusing on mixed reality technology and production [2] Group 3 - Since its establishment, XREAL has completed 10 rounds of financing, raising over $300 million, with notable investors including Alibaba, Kuaishou, and Sequoia China [3] - In May, Pudong Venture Capital Group made a strategic investment of 200 million yuan in XREAL, prompting the company to relocate its headquarters to Pudong [4] - The integration of AI and spatial computing is emerging as a strategic focal point in the tech revolution, with AR and AI becoming key trends at WAIC 2025 [4] Group 4 - The global AR market is undergoing a deep evolution driven by AI and spatial understanding, with the Chinese supply chain maturing and costs decreasing, facilitating the transition from concept validation to consumer adoption [4]

Core Insights - Rokid AR Lite glasses are designed to provide a lightweight and immersive "giant screen" experience, attracting significant attention in the domestic AR market [1] - The product aims to complement existing devices rather than replace them, creating a new immersive "third screen" space for users [10] Product Features - Weighing only 75 grams, Rokid AR Lite breaks the stereotype of heavy AR glasses, featuring a titanium alloy hinge and a new generation air nose pad for enhanced comfort during prolonged use [3] - The glasses simulate a cinema-like experience with a 300-inch screen viewed from 6 meters away, utilizing a Sony Micro OLED display with a resolution of 1920×1080, peak brightness of 600 nits, and a refresh rate of 120Hz [4] - The device supports three-window parallel display, theoretically enhancing multitasking efficiency, although the motion mode is currently limited to video playback [6] User Experience - The AR Lite offers a high level of privacy and immersion, with directional speaker technology reducing sound leakage by approximately 90%, making it suitable for use in public spaces [9] - The built-in 5000mAh battery provides over 4 hours of usage, sufficient for a movie or short journey, but the compact design leads to increased heat and noise during heavy use, indicating a need for improved thermal management [9] Limitations - The adaptability of the device is limited, particularly in dynamic environments, and the glasses may slide down during frequent head movements, requiring user adjustments [5] - The current application ecosystem is underdeveloped, and the device's interaction logic can be confusing, requiring users to adjust to different operating styles [5][6] Target Audience - For audio/video enthusiasts, the immersive experience and multi-screen potential of Rokid AR Lite are unmatched, making it a benchmark in consumer-grade AR glasses [11] - Business professionals may find it a portable high-efficiency solution when paired with a keyboard and mouse, though improvements in ecosystem and heat management are necessary [11] - General consumers are advised to wait for more lightweight applications and enhancements in comfort and cost-effectiveness, as the current value is more about experimentation than practicality [11]

不可否认的是，更大的显示、更轻的机身、更流畅的空间计算、真实世界和虚拟屏幕的无缝融合，是 下一代终端从以手机为平台的移动互联网，转向以AR眼镜为平台的空间互联网跃迁的关键推动力。 AR眼镜将成为消费级别数字化变革的重要组成部分，成为空间互联网的重要入口。 在XREAL创始人兼CEO徐驰看来，XREAL One代表了目前市场上最先进的消费级AR眼镜。 "凭借 X1芯片，我们实现了自推出轻便、便携的有线AR眼镜以来最大的创新。X1芯片凝聚了三年多的前沿 研发成果，是全球首款专为空间显示定制的芯片。这标志着XREAL的一个变革性时刻——X1为我们 始终设想的空间计算提供了强劲动力，也正是用户一直期待的突破性技术。我感到非常激动，迫不及 待希望大家亲自体验XREAL One，亲眼见证X1芯片的强大性能。这款产品无疑是一次真正的颠 覆。" XREAL 潜心三年多研发了X1芯片，这也是全球首款专为空间显示定制的芯片。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，XREAL One AR眼镜于2024年12月10日正式首发。 事实上， 自XREAL Air系列 ...