【环球网科技报道】国内AR眼镜头部企业VITURE于近日正式向深圳市中级法院和北京知识产权法院 发起诉讼分别提起专利侵权诉讼，指控XREAL多款在售产品侵犯其电致变色核心发明专利。业内人士 称，这是VITURE对XREAL在德国发起专利诉讼的反击。依据《专利法》第十一条规定，若法院裁定 XREAL侵权，全线搭载电致变色技术的AR眼镜或将面临国内市场禁产禁售，相关海外渠道也可能因无 法出口而受限。 据了解，此次涉诉的电致变色专利为VITURE于2024年获批专利，核心覆盖AR眼镜镜片电致变色的驱 动控制方法、响应速度优化及光路协同设计，是实现镜片"快速调光、护眼节能、场景自适应"的关键技 术。VITURE在起诉书中称，该专利技术已应用于其旗舰产品，实现0.1秒快速变色，而XREAL旗下 XREAL One Pro、XREAL Air2 Pro等全线搭载电致变色功能的产品，其技术方案与涉案专利权利要求高 度重合，未获得VITURE任何形式的专利许可，构成直接侵权。 接近VITURE的行业人士称，VITURE此前对XREAL在电致变色专利侵权行为上保持宽容和克制，选择 了埋头做好产品共同做大行业蛋糕。而2025年V ...

Group 1 - The core viewpoint of the article highlights the significant growth in the domestic consumer-grade AI/AR market, with a year-on-year sales increase of 186% in Q3 2025, particularly driven by the AR segment which saw sales surpassing 129,000 units [1] - The domestic consumer-grade AR market experienced a year-on-year sales growth of 109% in Q3 2025, with notable contributions from brands like Thunderbird, Rokid, and XREAL [1][3] - The one-piece AR glasses category achieved remarkable growth, with sales soaring by 355% year-on-year, indicating a strong market expansion driven by new product launches from brands like Leqi and Yingmu [1] Group 2 - The market for non-screen AI glasses, while lacking display functionality, is actively cultivating the market, with notable performances from Xiaomi's AI smart glasses and Thunderbird V3 glasses in Q3 [2] - During the Double Eleven shopping festival, AI/AR glasses saw rapid growth across major e-commerce platforms, with new products from Alibaba and Baidu selling out quickly, demonstrating the strong impact of new product launches combined with promotional events [6] - Thunderbird maintained its leading position in the AR brand landscape, while Rokid surged to second place with significant sales growth, showcasing its strong market presence [3][8] Group 3 - Future developments in AI/AR glasses are expected to focus on multiple directions, including enhanced user experience through lightweight designs, improved display technology, and innovative battery solutions to address power concerns [7][8] - The price of AR glasses is anticipated to decrease, making them more accessible to a broader consumer base, which will further expand the market [8] - AI functionality is projected to become a core competitive advantage for AI/AR glasses, with brands continuously exploring and optimizing AI features to provide smarter and more convenient services to users [8]

Core Insights - The AR glasses market is experiencing significant growth, with Meta's recent launch of the Ray-Ban Display showing strong sales and high demand, indicating a robust interest in AR technology [1][2] - Despite the hype surrounding AR glasses, there are substantial challenges regarding market penetration, user experience, and product acceptance that need to be addressed for widespread adoption [1][10] Market Growth - According to IDC, global smart glasses shipments are expected to reach 12.8 million units by 2025, representing a 26% year-on-year growth, with China's market projected to hit 2.75 million units, a 107% increase [2] - CINNO Research reported that in the first half of 2025, sales of consumer-grade AI/AR glasses in China reached 262,000 units, marking a 73% year-on-year increase, setting a historical high [2] - The AR/VR industry saw 66 financing deals in the first half of this year, totaling 55.98 billion yuan, highlighting the sector's attractiveness to investors [2] Technological Advancements - Continuous technological improvements, such as the application of MicroLED and OLED display technologies, have enhanced the clarity and realism of AR glasses [3] - Innovations in optical technology, like waveguide technology, have made lenses lighter and improved user comfort [3] - The integration of AI technologies has empowered AR glasses with advanced interactive capabilities, including voice and image recognition [3] Application Potential - AR glasses show significant potential across various sectors, including entertainment, office collaboration, education, and healthcare, catering to diverse user needs [4] - In entertainment, users can enjoy immersive experiences, while in healthcare, AR glasses can assist in surgeries and remote diagnostics [4] Competitive Landscape - Major tech companies like Apple, Google, Huawei, and Xiaomi are entering the AR glasses market, leveraging their strengths in chip development and brand influence [5][6] - Emerging companies such as Rokid and XREAL are also making strides, focusing on niche markets and technological advantages [6][7] Consumer Challenges - Despite the market's enthusiasm, AR glasses face low market penetration due to high prices, with products like Apple's Vision Pro starting at 29,999 yuan, making them unaffordable for many consumers [10] - User feedback indicates significant dissatisfaction with product performance, with complaints about high prices and unmet expectations leading some to label AR glasses as "the most regrettable purchase of the year" [11][12] Ecosystem and Support Issues - The lack of a comprehensive application ecosystem limits the functionality of AR glasses, as users report a scarcity of compatible apps [13] - After-sales service remains a challenge, with limited support networks for repairs and maintenance, complicating the user experience [14] - Rapid technological advancements raise concerns about product obsolescence, further deterring potential buyers [14] Conclusion - The AR glasses market is at a critical juncture, with high demand and technological advancements driving interest, but significant barriers to widespread adoption remain [15] - Addressing issues related to ecosystem development, user experience, and product affordability will be essential for the industry to realize its full potential and achieve mass-market penetration [15]

Group 1 - The Chinese consumer-grade AI/AR glasses market experienced explosive growth, with sales reaching 262,000 units in the first half of 2025, a year-on-year increase of 73% [1][2] - The market is driven by government subsidies and the 618 e-commerce promotion, leading to a new wave of product iteration across three major segments: split AR glasses, screen AI glasses, and non-screen AI glasses [2][6] - Non-screen AI glasses led the market with a staggering year-on-year growth of 463%, driven by products like Thunder V3 and Xiaomi AI smart glasses, which integrate AI voice interaction and health monitoring features [2][4] Group 2 - Local brands are diversifying the market, with Thunder leading with a 39% market share and a year-on-year sales increase of 113%, while Xiaomi entered the market with a 12% share, achieving rapid sales growth [4][5] - Thunder's new product launches, including the Air 3S series and X3 Pro AR glasses, have contributed to its strong market position, while Xiaomi's AI glasses achieved 31,000 units sold in the first week [4][5] Group 3 - The dual engines of government policy and e-commerce promotions have significantly boosted the AI/AR market, with consumers benefiting from a 15% subsidy and promotional discounts during the 618 shopping festival [6] - During the core promotional period from May 20 to June 20, sales of AI/AR products across major e-commerce platforms reached 59,000 units, with AR products seeing an increase of over 130% [6] Group 4 - Local brands are focusing on building a content ecosystem to achieve breakthroughs, emphasizing cross-device collaboration, cross-domain applications, and cross-industry cooperation [8] - The integration of AR devices with mobile phones and partnerships with cloud services and content platforms are key strategies for enhancing user experience and expanding market applications [8]