Group 1 - The core viewpoint of the article indicates that global XR (AR/VR) display shipments are expected to grow by 6% year-on-year by 2025, with AR showing a significant growth rate of 42%, compared to VR's modest 2.5% increase [1][5] - The growth in AR is driven by the launch of new AR smart glasses that utilize displays for AI-supported applications rather than just media consumption [1] - LCD technology is projected to dominate VR display technology, accounting for 87% of shipments in 2025, while AR's silicon-based OLED share is expected to decrease to 75% [5] Group 2 - The decline in XR display panel shipments in the previous year was attributed to manufacturers clearing inventory and adjusting business plans, along with the release of Meta Quest 3S, which uses a single LCD panel [5] - A similar recovery trend is anticipated for 2026, with AR display panel shipments expected to grow by 38% and VR by 2.1% [6] - The impact of U.S. tariffs on Chinese imports and its effect on XR device demand remains highly uncertain, with potential downward adjustments to future forecasts if trade tensions do not ease [6]