美国加州山景城，2026年1月6日 ——谷歌与XREAL今日宣布达成深度长期战略合作。在备受期待的 ProjectAura之外，双方将进一步携手，加速AndroidXR 在消费级与企业级市场的落地与普及。 在GoogleI/O 2025上发布ProjectAura之后，双方合作持续升温。此次合作升级，正式确立XREAL作为谷 歌的长期核心硬件合作伙伴，并将XREAL的长期产品规划与AndroidXR的平台能力进行深度对齐。双 方共享一个共同愿景：让扩展现实真正"有用、可及"，解锁更加自然的人机交互方式，为日常生活带来 实质性的价值提升。 美国加州山景城，2026年1月6日 ——谷歌与XREAL今日宣布达成深度长期战略合作。在备受期待的 ProjectAura之外，双方将进一步携手，加速AndroidXR 在消费级与企业级市场的落地与普及。 据36Kr报道，有知情人士透露谷歌计划年内完成对XREAL的投资，以此完善AndroidXR端到端生态 圈，应对Meta、苹果的竞争挑战。 ProjectAura 被定位为迄今最完整、最接近AndroidXR 理 想形态的系统级参考硬件。Aura不只是硬件样本，它还 是Ge ...

本次合作升级正式确立XREAL成为谷歌的长期核心硬件合作伙伴。 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，谷歌与XREAL在2026 CES期间宣布达成深度长期战略合作。 某种程度上而言， 本次合作升级，也正式确立XREAL成为谷歌的长期核心硬件合作伙伴，并将 XREAL的长期产品规划与Android XR的平台能力进行深度对齐。 双方共享一个共同愿景：让扩展 现实真正"有用、可及"，解锁更加自然的人机交互方式，为日常生活带来实质性的价值提升。 整体而言，在《人工智能+》行动的政策背景下，XREAL正成为推动新一代智能终端普及的重要力量 ——连续四年稳居消费级AR眼镜销量冠军、与Google持续深化合作，以及在光学与芯片上的自主突 破，使XREAL正在以行动证明：中国企业不仅能够提出下一代计算平台的解决方案，更有能力在全 球科技格局中发挥引领作用。 另据了解，谷歌计划年内完成对XREAL的投资，以此完善Android XR端到端生态圈，应对Meta、 苹果的竞争挑战。 早在2025年5月举行的Google I/O开发者大会上，谷歌就已宣布与X ...

Core Insights - Google, in collaboration with Chinese AR hardware company XREAL, unveiled key details of its AR glasses project "Project Aura" at The Android Show event, marking the first instance where Gemini AI can "see the world" [1] - Project Aura aims to integrate Google's Gemini AI multimodal capabilities with the AR glasses' cameras and sensors for real-time understanding and interaction with the user's environment [1] - The device features a 70-degree optical see-through field of view provided by XREAL and is powered by XREAL's self-developed X1S spatial computing chip [1] Company and Industry Summary - XREAL's founder and CEO Xu Chi emphasized that glasses are a natural carrier for the next generation of smart terminals, and the incremental data generated is crucial for AI development [1] - The core hardware development of Project Aura is primarily conducted by a Chinese team, with both the optical system and chip being self-developed, and the supply chain rooted in the Yangtze River Delta region [1] - Google stated that the Android XR system aims to provide an open and unified platform for extended reality, with Project Aura scheduled for market launch in 2026 [1]

Core Insights - Google unveiled Project Aura and Android XR system, positioning it as the most complete hardware sample for Android XR to date [1] - The core goal of Android XR is to create an open, unified extended reality platform that integrates AI into the real world [1] - Project Aura is recognized as the "first native spatial eye" of Gemini AI, combining XREAL's optical, chip, and spatial algorithm capabilities [1] Group 1 - AI technology is rapidly evolving, with large language models enabling AI to "hear and speak," multimodal models allowing AI to "see and draw," and world models helping AI "understand real physical space" [1] - Project Aura aims to fundamentally change the current state of AI, allowing Gemini to construct "continuous, interactive, and understandable" spatial semantic models in the real world [1] - Aura integrates XREAL's optical, chip, and spatial algorithms with Google's Android XR and Gemini AI, completing a closed loop of "seeing → understanding → interacting" [1] Group 2 - XREAL's founder emphasized that agents should not just be software but "hardwareized agents" to maximize AI capabilities, with glasses being a natural carrier for the next generation of smart terminals [2] - The latest X-Prism optical system achieves a 70° field of view, enabling practical AR applications where digital content overlays seamlessly onto the environment [2] - Aura utilizes the X1S chip for low-latency, high-precision spatial intelligence, forming the foundational infrastructure for "spatial AI" [2] Group 3 - Project Aura's core hardware development is primarily conducted by a Chinese team, with the X-Prism optical system and X1S chip being independently developed and produced in China [4] - The complete supply chain is rooted in the Yangtze River Delta, achieving the highest global efficiency in iteration and production [4] - Shanghai serves as XREAL's global R&D center and future AI terminal innovation hub [4] Group 4 - The industry is experiencing structural changes, with no single company able to encompass all innovations in systems, AI, and hardware [5] - A global innovation alliance is deemed necessary for the next generation of computing platforms, with China positioned to define future standards due to its complete manufacturing chain and rapid hardware innovation [5] - Project Aura is set to officially enter the market in 2026 [5]

Core Insights - Google officially launched Project Aura, an XR hardware reference design, in collaboration with Chinese AR hardware company XREAL, marking a significant advancement in Android XR operating system architecture [1][3] - Project Aura integrates Gemini AI with spatial awareness capabilities, transitioning AI from a "screen-based intelligence" to a "physical world intelligence" [1][3] Group 1: Project Aura Overview - Project Aura is positioned as the closest realization of the ideal Android XR hardware, enabling Gemini AI to construct environmental semantic maps and understand user intentions in real-time [3][5] - The strategic goal of Android XR is to create an open and unified extended reality platform, embedding AI into the real world [3][5] Group 2: Technical Innovations - Project Aura features a 70° optical field of view (FOV), the largest practical limit for consumer AR, enhancing the natural integration of digital content with the physical environment [5][6] - The X1S spatial computing chip, developed by XREAL, is optimized for spatial AI, providing a high-efficiency inference link from sensor input to semantic output [6][8] - Gemini AI is deeply integrated into the Android XR operating system, functioning as an OS-level service rather than a standalone application, enabling continuous and context-aware interactions [6][8] Group 3: Manufacturing and Future Outlook - Project Aura's core technology relies heavily on Chinese manufacturing, with key components like the X-Prism optical module and X1S chip developed and produced in China [8] - The global supply chain for Project Aura is based in the Yangtze River Delta, facilitating rapid hardware iteration cycles [8] - Project Aura is set to be commercially available by 2026, potentially transforming the XR industry from "display devices" to "spatial intelligent terminals" [8]

Core Viewpoint - Google has unveiled Project Aura and Android XR, marking a significant step towards creating an open and unified extended reality platform that integrates AI into the real world [3][4][5]. Group 1: Project Aura and Android XR - Project Aura is described as the most complete hardware sample closely aligned with the ideal form of Android XR, enabling Gemini AI to "see the world" for the first time [3]. - The collaboration with XREAL is pivotal, as Aura is positioned as the first native spatial eye for Gemini AI and a standard for developers in the Android XR ecosystem [4]. - Project Aura aims to transform AI from being screen-bound to interacting with real-world environments through continuous, interactive, and understandable spatial semantic models [5]. Group 2: Core Capabilities of Project Aura - The optical system of Aura features a 70° field of view (FOV), allowing Gemini to perceive the real world and recognize scenes, objects, and actions, enhancing user interaction [9]. - Aura utilizes the X1S spatial computing chip, designed specifically for AR, providing low-latency and high-precision spatial intelligence [10]. - The integration of multi-modal Gemini AI with Aura's sensors enables real-time semantic understanding and natural interaction, evolving AI from an application to a system [11]. Group 3: Open Native AI Operating System - Android XR provides foundational support for spatial computing, addressing fragmentation in the XR industry and unifying the developer and content ecosystem [12]. - The hardware development and manufacturing of Project Aura are primarily conducted by Chinese teams, showcasing a complete and scalable industrial chain advantage [12]. - China is positioned as a global leader in hardware innovation and manufacturing, allowing its companies to participate deeply in defining the standards and discourse of the next-generation computing platform [13]. Group 4: Market Launch - Project Aura is set to officially enter the market in 2026, indicating a timeline for the rollout of this innovative technology [14].

Core Insights - Google unveiled Project Aura and Android XR system at The Android Show, positioning it as the most complete hardware sample to date for Android XR, marking the first time Gemini AI can "see the world" [1][3][5] Group 1: Project Aura Overview - Project Aura is recognized as a system-level reference hardware by Google, integrating XREAL's optical, chip, and spatial algorithm capabilities with Android XR and Gemini AI [3][5] - The core capabilities of Project Aura include a 70° optical field of view, the X1S spatial computing chip, and deep integration with Gemini AI, forming the infrastructure for this generation of AI terminals [3][5] Group 2: Android XR Objectives - The primary goal of Android XR is to create an open and unified extended reality platform, allowing AI to interact with real-world light, space, and behavior rather than being confined to flat screens [3][5] - Android XR aims to address the long-standing fragmentation issues in the XR industry by providing foundational support for spatial computing, enabling developers and content ecosystems to enter a unified track [3][5] Group 3: Market Launch - Project Aura is set to officially launch in the market in 2026, according to official disclosures [3][5]

Core Viewpoint - XREAL, in collaboration with Google and Qualcomm, has unveiled its new flagship AR glasses, Project Aura, marking a significant advancement in spatial computing and transitioning from consumer to enterprise-level applications [2][6]. Group 1: Product Features - Project Aura is the first AR glasses natively supporting the Android XR platform, showcasing advancements in AI capabilities, computational architecture, and user interaction [2]. - The device features a dual-chip architecture, incorporating Qualcomm's Snapdragon chip and XREAL's proprietary X1S spatial computing chip, which enhances computational efficiency, AI collaboration, and sensor integration [4]. - Aura boasts a 70° ultra-wide field of view (FOV), the largest for consumer-grade AR glasses, while reducing lens size by 44% to improve user comfort [4]. - The device supports native 6DOF spatial tracking, gesture interaction, and environmental awareness, providing an immersive experience for developers and users [4]. Group 2: Market Position and Strategy - XREAL has announced its entry into the enterprise XR market, marking a new phase in its commercial strategy and service system in the spatial computing era [6]. - Over the past eight years, XREAL has sold more than 600,000 AR glasses, maintaining the top position in global AR shipments for five consecutive years [6]. - According to IDC data, XREAL is expected to retain the leading market share in the global AR and optical see-through (OST) market throughout 2024 and into the first quarter of 2025 [6]. - XREAL ranks among the top five in the overall AR/VR industry, being the only AR glasses manufacturer to achieve this status [6].

Core Viewpoint - XREAL is transitioning from spatial display to spatial computing, moving from consumer-level products to enterprise-level solutions, with the launch of its new flagship AR glasses, Project Aura, in collaboration with Google and Qualcomm [2][8]. Group 1: Product Features - Project Aura is the first AR glasses natively supporting the Android XR platform, featuring significant advancements in AI capabilities, computational architecture, and user interaction experience [2]. - The device utilizes a dual-chip architecture, incorporating Qualcomm's Snapdragon chip and XREAL's self-developed X1S spatial computing chip, which enhances computational efficiency, AI collaboration, and sensor integration [4]. - Aura boasts a 70° ultra-wide field of view (FOV), the largest for consumer-grade AR glasses, while reducing lens volume by 44% to improve user comfort [4]. - The device supports native 6DOF spatial tracking, gesture interaction, and environmental awareness, providing an immersive experience for developers and users [4]. Group 2: Market Position and Strategy - XREAL has sold over 600,000 AR glasses in the past eight years, maintaining the top position in global AR shipments for five consecutive years [7]. - According to IDC data, XREAL is expected to retain the leading market share in the global AR and optical see-through (OST) market throughout 2024 and into the first quarter of 2025 [7]. - The company is entering the enterprise-level XR market, marking a significant expansion in its commercial landscape and a comprehensive upgrade of its service system in the spatial computing era [7][8].