【环球网科技报道 记者 张阳】近期，德国慕尼黑第一地区法院的一纸禁令，在XR行业掀起轩然大波。当地法院认定Viture公司旗下Viture Pro等产品侵犯 XREAL（闪耀现实）所持有的欧洲专利（专利号：EP3754409B1），当庭批准针对其香港经销商Eden Future HK Limited的临时禁令，禁止相关侵权产品在 德国境内的销售、投放、使用及进口。 这场被业内人士称为"XR专利第一案"的知识产权纠纷，以其罕见的严厉程度，为中国科技企业出海敲响了警钟：当技术创新的号角吹响，在全球科技竞技 场，专利不是陈列在证书墙上的一张纸，而是决定市场生死的"硬通货"。 据了解，案件始于2025年9月22日。XREAL 针对 Viture Inc. 及其香港运营实体 Eden Future HK Limited 向德国法院递交临时禁令请求，所涉专利聚焦增强现 实设备及其光学系统这一核心技术领域。值得注意的是，Viture Inc.在初期并未应诉，直至9月29日法院已单方面批准针对其的禁令后，才于11月7日提交应 诉文件，并要求参与11月13日的正式庭审。德国法院经审理后，正式认定侵权事实成立，强化了禁令的法律效 ...

Group 1 - The article highlights the rapid integration of technological innovations into daily life, showcasing advancements in AR glasses and service robots as examples of how companies are transitioning from technological breakthroughs to market leaders [1][3]. - XREAL, an AR glasses company, has achieved significant milestones, including the development of the world's first retinal-level optical module and a dedicated spatial computing chip, leading to its position as the top seller of consumer AR glasses for four consecutive years [5][7]. - The service robot sector is also thriving, with a company reporting over 100,000 units shipped globally, emphasizing China's leadership role in the global market for service robots [13][15]. Group 2 - Shanghai has become a hub for artificial intelligence talent, with nearly 300,000 AI professionals, accounting for one-third of the national total, fostering a strong workforce for tech companies [16]. - The "Mosu Space" innovation ecosystem has emerged as a preferred location for young entrepreneurs, providing essential services such as computational resources, financial services, and talent support, facilitating collaboration among businesses [29][31]. - The establishment of "Mosu Space" and "Moli Community" in Shanghai has created a new industrial landscape for artificial intelligence, attracting mature companies with supportive policies and talent recruitment measures [35][37].

Core Viewpoint - The development of xAI's self-developed "X1" inference chip using TSMC's 3nm process is a significant move that signals deeper strategic shifts in the AI industry, beyond just addressing chip shortages and cost reductions [5][9]. Group 1: Strategic Considerations of Self-Developed Chips - Self-developed chips allow companies like Google, Meta, and xAI to escape the "performance shackles" of general-purpose GPUs, enabling them to create highly customized solutions that optimize performance and energy efficiency [11][13]. - By transitioning from external chip procurement to self-developed chips, companies can restructure their financial models, converting uncontrollable operational expenses into manageable capital expenditures, thus creating a financial moat [14][16]. - The design of specialized chips embodies a company's AI strategy and data processing philosophy, creating a "data furnace" that solidifies competitive advantages through unique data processing capabilities [17]. Group 2: The Semiconductor Supply Chain Dynamics - TSMC's advanced 3nm production capacity is highly sought after, with major tech companies like Apple, Google, and Meta competing for it, indicating a shift in power dynamics within the semiconductor industry [19][21]. - NVIDIA's long-standing ecosystem, particularly the CUDA platform, remains a significant competitive advantage, but the rise of self-developed chips by AI giants poses a long-term threat to its dominance [22][24]. Group 3: Future Insights and Predictions - The cost of inference is expected to surpass training costs, becoming the primary bottleneck for AI commercialization, which is why new chips are focusing on inference capabilities [25][26]. - Broadcom is positioned as a potential "invisible winner" in the trend of custom chip development, benefiting from deep partnerships with major AI companies [26]. - The real competition will occur in 2026 at TSMC's fabs, where the ability to secure wafer production capacity will determine the success of various tech giants in the AI landscape [27].

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 ...