Core Insights - XREAL has launched its latest consumer AR glasses, XREAL One Pro, which has already garnered significant consumer interest with over 26,000 online reservations on JD platform [1][3] - The company has maintained its position as the global sales leader in the AR sector for three consecutive years and is projected to become the second-largest market share holder after Meta by Q1 2025 [3] - XREAL's advancements in optical modules and computing architecture have led to a 38% increase in the field of view (FoV) to 57 degrees, enhancing user experience [3][4] - The introduction of the X1 chip has resolved key issues related to computing power distribution, latency control, and bandwidth optimization, achieving a low latency of 3 milliseconds [3][4] - XREAL One Pro supports both 3DoF and 6DoF experiences, allowing seamless connectivity with various devices, thereby improving work and entertainment efficiency [3][4] Product Innovations - The XREAL Eye, a detachable portable camera, weighs only 2 grams and features a 12-megapixel module, enhancing the One series from 3DoF to 6DoF spatial anchoring [4] - The camera supports various functionalities including photo capture, video recording, gesture recognition, and AI capabilities, addressing concerns about battery life [4] - XREAL has partnered with Google to develop Project Aura, the first smart glasses compatible with the Android XR platform, featuring a split architecture design and XREAL's proprietary X1S chip [4][6] Industry Positioning - The company is positioned at the forefront of the AR/VR market, leveraging advancements in AI technology to enhance user experiences [6] - XREAL aims to create a historically significant product and is optimistic about leading the space computing trend, which is expected to become the core of the next generation of computing terminals [6] - The company will participate in the 2025 World Artificial Intelligence Conference (WAIC) in Shanghai, showcasing its latest technologies and products [6]

Core Viewpoint - XREAL has launched its new flagship product, XREAL One Pro, which aims to redefine the consumer-grade AR glasses experience, showcasing significant advancements in performance, display, and interaction capabilities [2][4]. Product Launch and Market Performance - XREAL One Pro is now available for pre-order on platforms like JD.com and Tmall, with over 26,000 online reservations on the launch day [2]. - In 2024, XREAL One achieved a global shipment of over 10,000 units within 45 hours, generating sales exceeding 10 million yuan [5]. - XREAL has maintained its position as the global sales leader in the AR sector for three consecutive years, with a market share in 2024 that surpasses the combined total of its second, third, and fourth competitors [2]. Technological Advancements - The XREAL One Pro features a groundbreaking 57-degree field of view (FoV), setting a new benchmark for consumer-grade AR glasses [7]. - The new X Prism optical engine technology, developed in-house, utilizes PIR total reflection optical principles to enhance visual clarity and expand the viewing area by over 63% compared to the previous model [7]. - The device incorporates the X1 spatial computing chip, which addresses critical issues such as power distribution, latency control, and bandwidth optimization, achieving a low latency of 3 milliseconds [7][8]. User Experience and Compatibility - XREAL One Pro supports seamless connectivity with various devices, including Windows PCs, Android phones, Macs, iPhones, and Steam Decks, enhancing multitasking capabilities for users [8]. - The product is designed to provide an optimal experience in both work and entertainment settings, as stated by the CEO [8]. Awards and Recognition - XREAL has been recognized as the most innovative company in the XR field by Fast Company and is the only Chinese company to receive this honor [10]. - The X1 chip has won the 2025 Edison Award Gold and has received accolades for innovative product design, including the Red Dot Design Award and iF Design Award [10]. Future Developments - XREAL is collaborating with Google on the Project Aura, a next-generation smart glasses project that will feature the X1S chip, specifically designed for the Android XR platform [15][18]. - Project Aura is expected to launch in 2026 and aims to set a new technical standard for smart glasses within the Android XR ecosystem [18]. - The company envisions creating a significant new industry ecosystem, potentially worth trillions, through advancements in smart glasses technology [18].

全球AR/VR市场正迎来历史性发展机遇。市场研究机构Verified Market Research报告预测，2024-2031年全球AR/VR市场将保持31.7%的年复合增长率， 市场规模将从2024年的237.3亿美元跃升至2031年的2148.2亿美元，呈现指数级增长态势。 在这一产业风口下，7月22日，全球智能眼镜头部品牌XREAL正式发布全新AR眼镜旗舰产品——XREAL One Pro，定价4299元，并在京东、天猫双平 台同步开启预售。记者留意到，该新品未售先火，京东平台预约人数已突破2.6万人次，市场热度可见一斑。 XREAL是国内较早开始研究AR眼镜的智能硬件创业公司，成立于2017年，已相继推出包括消费级AR眼镜XREAL Light及其开发者版本、第二代产品 XREAL Air，硬件配件XREAL Beam投屏盒子与空间计算终端XREAL Beam Pro等产品。2024年12月，其推出了首款搭载自研X1空间计算芯片的AR眼镜 XREAL One，时隔7个月，其升级产品XREAL One Pro快速面世。 马云飞/摄 根据官方介绍，相比XREAL One，XREAL One Pro的一大 ...

Core Insights - XREAL has launched its new flagship product, XREAL One Pro, which features a groundbreaking 57-degree field of view (FoV), representing a more than 63% increase in visible area compared to its predecessor, XREAL One [1][2] - The XREAL One Pro is designed for seamless connectivity with various devices, including Windows PCs, Android phones, Macs, iPhones, and Steam Decks, enhancing its usability [1] - The product utilizes XREAL's proprietary X1 spatial computing chip, which addresses key issues such as power distribution, latency control, and bandwidth optimization, achieving a low latency of 3 milliseconds [2] - The XREAL One Pro is priced at 4,299 yuan and has begun online pre-orders in the domestic market, with special promotions available on e-commerce platforms [2] - XREAL has also introduced a detachable portable camera, XREAL Eye, which supports various functionalities including photo capture, video recording, gesture recognition, and AI features [2] - A collaboration with Google is underway for the development of Project Aura, a new generation of smart glasses set to launch in 2026, which will support the Android XR platform and aim to enhance mixed reality experiences [2][3] - The industry consensus is that smart glasses are poised to become a key mobile terminal in the AI era, with XREAL aiming to create a historically significant product akin to the "iPhone moment" in the space computing era [3]

引领全球AR技术革新。 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，作为全球顶尖的AR科技公司，XREAL日前亮点CES 2025，不仅展示了最新的 XREAL One系列产品和创新体验，为全球观众呈现AR的无限可能；还携手宝马、Google、高通、 Bose等国际前沿科技公司，共同定义AR技术的新边界。 在CES 2025的首日，XREAL凭借卓越创新与优质体验，在CES 2025斩获多项大奖。其中包括两 项「CES创新奖」，该奖项被誉为全球消费技术领域最具影响力的荣誉之一，专注于表彰在产品设 计和工程技术方面达到极高标准的企业和产品。 XREAL One系列全球首秀： 开启消费级AR眼镜2.0「芯」时代 作为CES 2025的明星产品，XREAL One系列凭借其卓越的性能和独特的设计吸引了众多观众的目 光。该系列产品搭载了XREAL自研的X1空间计算芯片，实现了先进的原生3DoF空间计算能力，为 用户提供更极致的沉浸式增强现实体验。X1芯片作为全球首款专为OST AR眼镜定制的自研芯片， 将延迟降低至3毫秒，大幅提升了AR体验的流畅性和稳定 ...