Core Viewpoint - The AI glasses market is currently booming, with major players like Xiaomi and Alibaba entering the space, while XREAL, a leading AR glasses company, has not yet released its AI glasses, focusing instead on core technological advancements and product differentiation [1][2]. Company Overview - XREAL was founded in 2017 by Xu Chi and Wu Kejian, with nearly 500 employees and over $300 million in funding from investors including Alibaba and Sequoia [2]. - The company has established two optical factories in Wuxi and Kunshan, producing 65% of its components in-house, leveraging China's manufacturing advantages [2]. Market Position - XREAL has been the global sales leader in the AR sector for three consecutive years and ranks second in the global AR/VR market, only behind Meta [1][2]. - The company believes that the hardware still faces challenges in optical display and battery life, predicting that achieving the ideal form will take five years or more [2]. Product Innovations - XREAL recently introduced two products: XREAL One Pro and Project Aura, focusing on spatial display and spatial computing capabilities [6][7]. - The XREAL One Pro features an upgraded optical system with a field of view of 57 degrees, providing an immersive viewing experience [6][7]. - The self-developed X1 chip in the XREAL One series reduces latency to an industry-leading 3 milliseconds, enhancing the user experience [7]. Strategic Partnerships - XREAL has partnered with Google on Project Aura, which aims to create a unified operating system for XR devices, similar to the Android system for smartphones [10]. - This collaboration is expected to address the fragmentation in the XR industry, allowing developers to create applications that can run across various hardware platforms [9][10].

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 ...