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，也为中国智能制造企业出海敲响警 钟。据了解，案件中涉及双方专利储备悬殊：VITURE在欧洲、美国等关键海外市场专利布局为0，而 XREAL在全球范围内累计专利800余件，其中发明专利近450件，是VITURE的近20倍，并在欧洲、美 国、日本、韩国等高标准市场建立了系统性专利布局。 近日，德国慕尼黑第一地区法院已作出一审裁决，认定VITURE公司旗下的VITURE Pro等产品侵犯了同 行业公司闪耀现实（XREAL）所持有的欧洲专利（专利号：EP3754409B1），并当庭批准了一项具有 强制执行力的临时禁令。该禁令直接针对VITURE在德国市场的销售枢纽——其香港经销商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。此项裁决意味着，其涉诉 产品在德国市场已失去合法销售资格。 然而，核心技术和专利的布局，直接决定了企业在全球竞争中的位置。业内专业人士指出，VITURE的 产品竞争力更多体现在硬件集成和产品组合层面，尚未形成真正意义上的底层技术壁垒。这种模式在早 期市场或许能够快速起量，但一旦进入 ...

Core Insights - The global VR headset shipments are expected to decline by 14% year-on-year in the first half of 2025 due to continued weak demand in the consumer market [1] - Meta maintains a dominant position in the VR market, holding approximately 80% market share in the first half of 2025 [1] - The AR smart glasses market is projected to experience significant growth, with a compound annual growth rate (CAGR) of 69% from 2024 to 2027, driven by increased investments from major tech companies [1] VR Headset Market - The overall competitive landscape in the VR market remains stable, with few new product launches from major OEMs [1] - Meta continues to lead the market significantly, indicating a strong brand presence and product acceptance [1] AR Smart Glasses Market - Global AR smart glasses shipments increased by 50% year-on-year in the first half of 2025, signaling a recovery in market sentiment [3] - Birdbath technology-based AR smart glasses dominate the market with a 78% share, while waveguide technology-based glasses account for about 17% [3] - The average selling price of waveguide AR glasses is approximately 27% higher than that of more mature Birdbath products [3] Key Products and Innovations - Xreal One is the best-selling model among Birdbath technology products in the first half of 2025, followed by RayNeo Air 3s and RayNeo Air 3 [7] - RayNeo Air 3s features a competitive price of approximately $269 and significant improvements in optical systems [7] - Even Realities G1, a waveguide technology product, has shown strong sales despite its higher price point of $599 due to its lightweight and stylish design [7] Competitive Landscape - Xreal and RayNeo together hold over 60% of the global AR smart glasses market share in the first half of 2025 [8] - RayNeo surpassed competitors in Q2 2025 with multiple new product launches, including the RayNeo Air 3s and RayNeo X3 Pro [8] - Upcoming products like Xreal One Pro and Rokid Glasses are expected to enhance competition in the AR market [9] Future Outlook - The AR smart glasses market is anticipated to become more competitive in the second half of 2025, with new product launches expected to reshape market dynamics [9] - Notable upcoming products include Meta Ray-Ban Display and Alibaba's Quark "AR+AI" glasses, which are expected to increase the market share of waveguide products [9]