【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 ...

Core Insights - The acquisition of XREAL enhances Drone Nerds' portfolio by integrating wearable augmented reality technology, which transforms content experience and information visualization [1][2] - XREAL's product ecosystem aims to provide a seamless augmented reality experience, combining advanced display technology and mobile connectivity for personal and professional use [3][4] Company Overview - XTI Aerospace, Inc. focuses on vertical flight technology and, through its subsidiary Drone Nerds, offers unmanned aircraft systems and solutions [5] - Drone Nerds, established in 2014, provides comprehensive drone solutions tailored to various operational needs across multiple industries [7] Product Details - XREAL's flagship product, the XREAL One Pro, features an expanded field of view and high-quality audio for immersive experiences, while the XREAL 1S offers a compact option for everyday use [10] - Additional products include the XREAL Beam Pro for app-based virtual screens and the XREAL Hub for fast charging and video passthrough, enhancing user experience [10]

Core Viewpoint - The ongoing patent dispute between XREAL and VITURE highlights the increasing importance of intellectual property in the AR glasses industry, revealing deeper technological complexities beyond surface-level applications [2][5][21]. Group 1: Patent Dispute Overview - A German court ruled that VITURE's AR glasses infringed on XREAL's European patent EP3754409B1, leading to a temporary sales ban on VITURE's products in Germany [2][14]. - The patent EP3754409B1 is crucial for consumer-grade AR glasses, focusing on optical module design that enhances light transmission efficiency and reduces stray light [7][13]. Group 2: Technological Implications - The patent describes an optical structure that utilizes a dichroic film to selectively reflect and transmit polarized light, achieving an 82% light transmission efficiency and a 40% reduction in stray light [13]. - XREAL's technology innovations aim to create lightweight AR glasses with superior display quality, addressing challenges such as comfort, display performance, and AI integration [17][19]. Group 3: Industry Context and Future Outlook - The AR glasses market is characterized by high complexity and a lack of dominant products, leading to an increase in patent disputes as companies navigate technological overlaps [4][16]. - XREAL has strategically focused on foundational optical technologies, accumulating over 800 patents, including 133 related to core optical components for AR glasses, positioning itself for future competitive advantages [18][23].

Core Insights - The smart glasses industry is experiencing a significant surge in demand, with Rokid founder Zhu Mingming acknowledging underestimating the market potential for 2025, as the company has already received 200,000 orders this year, far exceeding initial expectations of 100,000 to 150,000 units [1][5][10] - The global smart glasses market saw a shipment of 4.065 million units in the first half of 2025, representing a year-on-year growth of 64.2%, with major sales events like Tmall's Double 11 showing a staggering 25-fold increase in transaction volume [1][10][11] - Rokid's strategic shift towards consumer-grade products is evident, focusing on enhancing the functionality of Rokid Glasses, which has become the company's primary product amid fierce competition from tech giants like Xiaomi, Alibaba, and Baidu [4][6][8] Market Dynamics - The smart glasses market is becoming increasingly competitive, with dozens of new products launched this year, leading to a crowded landscape [2][4] - Major brands are releasing products with similar features, resulting in a high degree of homogeneity in the market, particularly in AI capabilities and basic functionalities [3][4][16] - Rokid's market share remains relatively low despite the overall industry growth, with the company facing challenges from emerging competitors and the prevalence of less sophisticated products dominating sales [10][13][16] Product Development and Strategy - Rokid has shifted its focus to consumer applications, moving away from a mixed B2B and B2C approach, and is now prioritizing features that cater to entertainment and daily use [6][8] - The company has launched Rokid Glasses with a strong emphasis on an open ecosystem, allowing developers to create diverse applications, which has attracted nearly 30,000 developers and 5,000 enterprises [9][8] - Despite the positive reception of Rokid Glasses, the company is currently facing production capacity constraints, leading to delays in fulfilling orders and a halt on new product launches for the remainder of the year [5][6] Future Outlook - Rokid aims to achieve ambitious sales targets of 1 million units in the next year and 2 to 3 million units in the following year, but these goals may be overly optimistic given current market conditions [10][11] - The company is at a critical juncture, needing to differentiate its products significantly to avoid further commoditization in a rapidly evolving market [18][20] - The overall smart glasses market is projected to grow substantially, with IDC forecasting shipments to exceed 40 million units by 2029, indicating a robust future for the industry despite Rokid's current challenges [10][11][15]

Core Viewpoint - The article highlights the rapid growth of the AR market, with XREAL maintaining its position as the global leader in consumer AR glasses sales for four consecutive years, as reported by IDC [2][4]. Market Performance - In Q2 2025, global AR shipment volume increased by 85.5% year-on-year, with lightweight AR glasses entering the consumer market as a new trend [4]. - XREAL's shipment volume in Q2 2025 grew by 113.7% year-on-year, ranking second in the overall AR+VR market, just behind Meta [4]. - As of June 30, 2025, XREAL's cumulative shipment volume surpassed 700,000 units, making it the most widely used AR glasses brand among consumers [4]. Company Performance - XREAL achieved a market share of 43.9% in North America and 39.4% in Europe, leading in both regions [5]. - The company’s flagship model, XREAL One, continues to perform well, while the new model, XREAL One Pro, launched in July, is expected to enhance its market share in the high-end segment [5][7]. Product and Technology Advancements - The XREAL One Pro features significant upgrades in design and comfort, utilizing self-developed technologies such as the X Prism optical engine and X1 spatial computing chip, achieving a 57° ultra-wide field of view [7]. - The new chip enables stable native 3DoF spatial positioning with a latency reduced to 3 milliseconds, enhancing user experience [7]. - XREAL's collaboration with Google on Project Aura signifies a strategic shift towards integrating spatial computing and AI, reinforcing its technological leadership in the global AR market [7]. Recognition and Strategic Positioning - XREAL was included in the Fortune China Tech 50 list, marking the first time an AR glasses company has been recognized, highlighting its global influence and innovation in the AR and spatial computing sectors [9]. - The company is positioned as a key player in promoting the next generation of smart terminals, contributing to the development of intelligent economic core industries through the integration of AR and AI [9].

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].

Core Insights - The report highlights that a high level of crowding in sectors may indicate a peak in short-term sentiment, leading to potential downward adjustments in those sectors [2][6] - It emphasizes that sectors supported by industrial trends or strong policy backing are likely to recover and achieve excess returns after a period of emotional digestion [2][6] Market Review - The report notes that during the week of July 21-25, the overall A-share market rose by 2.65%, with significant performance from sectors like hydropower and rare earths [2][78] - The average daily trading volume reached 1.8398 trillion yuan, indicating increased market activity [2][78] - The report also mentions a notable increase in the number of stocks rising, with 2,941 stocks up compared to the previous week [2][78] Key Themes - **Childcare Subsidies**: The introduction of a national childcare subsidy policy is expected to stabilize birth rates and positively impact sectors such as maternal and infant products, early education, and assisted reproduction [3][95] - **Anti-Competition Policies**: The report discusses the government's efforts to eliminate excessive competition, which is anticipated to lead to an orderly exit of outdated production capacity and promote high-quality industry development [3][98] - **Innovative Pharmaceuticals**: The report highlights that business development (BD) transactions are opening up growth opportunities for innovative pharmaceutical companies, supported by favorable policies [3][101] Policy Dynamics - The report outlines several recent policy initiatives aimed at optimizing state-owned asset allocation and promoting high-quality urban development [3][104] - It mentions the emphasis on improving the quality of competition in various industries, particularly in sectors facing issues with low-price competition [3][98] Industry Trends - **Artificial Intelligence**: The report notes advancements in AI technology, including the launch of new AI products and participation in global AI governance discussions [3][104] - **Robotics**: The introduction of new robotic products is highlighted, indicating growth in the robotics sector [3][104] - **Biopharmaceuticals**: The report states that the approval of innovative drugs has significantly increased, with 43 new drugs approved in the first half of the year, marking a 59% year-on-year increase [3][104]

Core Viewpoint - The smart glasses industry is expected to enter a rapid growth phase, with related companies poised to benefit from an upward economic cycle driven by a surge in new product launches at WAIC 2025 [2][4]. Group 1: Market Trends - WAIC 2025 saw a significant increase in smart glasses brands and new product launches, contrasting with the limited exposure of products at WAIC 2024, where only XREAL and Rokid were prominent [2]. - The event highlighted the emergence of new brands such as Li Weike and Halliday, alongside major players like Alibaba, indicating a broadening market landscape [2][3]. - The market's heightened interest in smart glasses is attributed to advancements in large model functionalities, leading to innovative products like AI glasses represented by Rayban-Meta, focusing on audio, weight, and battery life for improved user experience [2]. Group 2: Product Innovations - Alibaba launched its first AI smart glasses, Quark AI glasses, integrating its ecosystem with advanced AI capabilities [3]. - XREAL introduced its flagship product, XREAL One Pro, evolving from traditional AR glasses to a versatile spatial screen adaptable to various scenarios [3]. - Rokid showcased two new products, Rokid Glasses and Rokid Cupcake, which excel in display, audio, and smart interaction, positioning them to lead the AR glasses market [3]. - New domestic brands like Halliday and Li Weike presented lightweight and user-friendly designs, with products emphasizing minimalism and extended battery life [3]. Group 3: Global Market Projections - According to Weishen Information, global smart glasses sales are projected to reach 1.52 million units in 2024, with RayBan Meta accounting for 1.42 million units, and expected to grow to 3.5 million units in 2025, representing a 230% year-on-year increase [4]. - The growth is primarily driven by the sustained sales of RayBan Meta and the introduction of multiple new AI smart glasses by major companies [4]. - The global market for smart glasses is anticipated to reach 60 million units by 2029, with a CAGR of 109% from 2025 to 2029, highlighting the significant share of the Chinese market [4].

Core Insights - The rapid development of artificial intelligence technology has made AI hardware a hot investment area, with OpenAI acquiring an AI hardware company for $6.5 billion, highlighting the growing interest in this sector [1] - In May 2025, China saw 87 financing events in the AI industry, with AI hardware being the most active segment, accounting for 42 of these events [1] - The WAIC 2025 showcased a shift from large model parameters to scenario-based applications, with AI hardware products prominently displayed [1] AI Glasses Market - Smart glasses have emerged as a key segment within AI hardware, with several companies, including Alibaba, Rokid, and XREAL, showcasing their latest products at WAIC [2][6] - Global shipments of AI glasses are projected to grow from 340,000 units in 2023 to 2 million units by 2028, indicating a significant market potential [4] - The success of AI glasses hinges on identifying practical use cases and achieving commercialization [4][24] Product Features and Competition - Various brands are focusing on different aspects of smart glasses, such as functionality and display capabilities, with products like Rokid Glasses and LAWK series emphasizing daily usability [9][12] - XREAL One Pro and Halliday AI glasses prioritize display features, with XREAL enhancing the field of view and Halliday utilizing a unique retinal imaging technology [13][14] - The competition is intensifying as companies aim to create lightweight, user-friendly designs while integrating advanced functionalities [19][20] Sales Performance and Market Dynamics - The AI glasses market is witnessing a surge in sales, with Rokid Glasses reportedly selling 300,000 units and Xiaomi's AI glasses achieving over 20,000 units in just three days [28] - However, high return rates and product homogeneity are emerging challenges, with reports indicating a return rate of up to 40% for Xiaomi's AI glasses [30][32] - The industry's growth is contingent on developing products that offer compelling reasons for consumers to adopt and regularly use smart glasses [32]

Core Insights - The "2025 World Artificial Intelligence Conference" has highlighted the competitive landscape of emerging technologies, particularly smart glasses, which have not yet seen explosive growth despite initial hype [1] - Major players like Xiaomi and Alibaba are expected to lead the market, but many manufacturers are still cautious and waiting for market education from these giants [1][4] - The smart glasses market is projected to grow significantly, with IDC forecasting a shipment volume of 2.907 million units in China by 2025, representing a year-on-year increase of 121.1% [8] Group 1: Market Dynamics - Smart glasses are categorized into three main technology paths: AI glasses, AR glasses, and AI+AR glasses, with companies like Xiaomi and Meta focusing on the AI and photography segment [3] - The introduction of new products is cautious, with companies like Alibaba announcing their "Wow" glasses without offering hands-on experiences [3][4] - The market is currently characterized by a lack of aggressive product launches, as many companies are still assessing user acceptance and the best technological path [5][6] Group 2: Competitive Landscape - Zhao Zhongxia, a researcher, identifies three types of companies likely to gain an advantage in the smart glasses market: those with large models, those with AI application entry points, and those with hardware ecosystems [2][7] - The competition is expected to intensify as more companies enter the market, with a notable increase in product launches anticipated in the second half of the year [16] - The smart glasses industry is still in a cautious phase, with many traditional eyewear manufacturers preparing for AI glasses production but not yet launching significant products [4][5] Group 3: Consumer Engagement - Current applications of AI glasses are primarily focused on photography, recording, and translation, leading to a degree of product homogeneity [9] - The market is seeing innovative marketing strategies, such as collaborations between tech companies and luxury brands to attract consumers [1][14] - User feedback indicates a need for improvements in design, functionality, and overall user experience to drive wider acceptance of smart glasses [14][8]