On February 27, at the West Coast International Artificial Intelligence Center in Xuhui, an important carrier area of Shanghai's artificial intelligence industry, XREAL, Longqi Technology, Jingsheng Mechanical and Kunyou Optoelectronics signed the "AI/AR Industry Chain Strategic Cooperation Agreement", which was witnessed by the Shanghai Economic and Information Commission, Xuhui District Government and Zhejiang University. This cooperation aims to build in-depth collaboration of the AI/AR industry chain through the triple strategy of "technical standards + industrial closed loop + national brand" and build a solid moat for the industry. The four companies will use the breakthrough in L4-level smart glasses technology in 2027 as an anchor to issue collaborative innovation initiatives to global industry partners.
With a strong alliance, the global AI/AR industry ushered in the "Chinese standard" At the signing ceremony, the four companies announced that they would jointly release the "Lightweight AI/AR Glasses Technology White Paper", which is the first time that Chinese technology companies systematically define the technical framework for AI/AR equipment. The plan pioneered the collaborative mechanism of "standard openness, ecological co-construction, and value sharing".
As a key link in the AI/AR industry chain, the advantages of each of the four parties are also obvious: XREAL has the highest global AR glasses shipment, and has led the product definition and opened up the consumer market with its self-developed space computing chip technology and international standard formulation capabilities; Longqi Technology has been deeply involved in the industry for more than 20 years and has formed a layout of smart products covering smartphones, tablets, smart watches/bracelets, AI PCs, XR products, automotive electronics and TWS headphones. Relying on the whole machine research and development, manufacturing capabilities and green intelligent manufacturing system of smart products, Longqi Technology provides professional comprehensive services for global leading consumer electronics brands and global leading technology companies; in addition, Jingsheng Mechanical and Electrical is leading in the field of semiconductor materials and equipment, focusing on the domestic substitution of three major materials, silicon, silicon carbide and sapphire, and conquering the key technologies of the third generation of semiconductor materials. Silicon carbide manufacturing has entered the 8-inch era, promoting industry technological innovation and domestic substitution of equipment in the entire industrial chain, and providing intelligent factory solutions for the semiconductor, photovoltaic and compound substrate industries. Kunyou Optoelectronics is a leading enterprise in the AR optical waveguide industry. After years of deep cultivation, it has successfully built a complete IDM closed loop. With its deep R&D strength and high technical barriers, it has created six major optical waveguide product families covering diverse needs and multi-scenario applications. It has fully integrated into a variety of AR products from leading international and domestic companies. Whether it is foresight in technology or mass production and shipments, it has firmly ranked as the leading position in the industry. At this point, the optimized allocation of strong and powerful resources will also be an inevitable trend in future industrial upgrading and development.
The "Enterprise Innovation-Made in China-Global Export" industry model is officially established.
While intelligent technology is changing with each passing day, the integration of AI and AR technology is leading the transformation of the next generation of human-computer interaction and computing terminals. The alliance of the four enterprises will also help build an industrial collaboration model of "enterprise innovation-Made in China-Global Export", take the C-end consumer market as the core breakthrough point, and simultaneously deepen the B-end scenarios such as industrial meta-universe and smart medical care, and realize the large-scale penetration of the trillion-level AI/AR glasses market.
Kunyou Optoelectronics co-founder Dr. Lou Xinye, pointed out that Kunyou Optoelectronics takes wafer-level optical technology as the core and focuses on solving the industry pain points of optical waveguides. In the past, the complexity and high cost of optical waveguide technology have been the bottleneck restricting the large-scale popularization of AR glasses. However, with years of technical accumulation and innovation, Kunyou Optoelectronics has made major breakthroughs in wafer-level optical manufacturing processes, greatly reducing the production cost of optical waveguides, and improving optical performance and product yield. Lou Xinye said that AR glasses are the best carrier of AI. She is very looking forward to working closely with all partners, giving full play to their respective advantages, and jointly promoting the prosperity and development of the AR industry.
XREAL founder and CEO Dr. Xu Chi, CEO of Longqi Technology, and Dr. Cao Jianwei, Chairman of Jingsheng Mechanical and Electrical Engineering, also expressed their opinions and determination on industrial development respectively. Dr. Xu Chi believes that AI is the next generation of human-computer interaction, AI glasses are the next generation computing terminal and data entrance, 2025 is the first year of the start of L2 low-level AI glasses, and in 2027, L4 high-level AI glasses will become an industry competition point, and XREAL will adhere to long-termism to participate in the global cutting-edge technology division of labor. Ge Zhengang pointed out that Longqi Technology has steadily increased its shipment volume with its innovation and quality pursuit. Since 2017, it has invested in XR product research and development. In the future, it will increase investment in R&D and other research and development to promote industry progress and industrial upgrading. Cao Jianwei emphasized that Jingsheng Machinery Electronics Company Zhejiang Jingrui SuperSiC has built an intelligent manufacturing factory with the full-chain advantages of the silicon carbide field, providing support for the development of the AI/AR industry, ensuring the production capacity, quality and cost of silicon carbide substrates, and helping the popularization of AR glasses.
To sum up, leaders in the field of smart technology are working together to promote the innovative development of the AI+AR industry. The four parties firmly believe that through cooperation and innovation, they will bring users a more intelligent, convenient and efficient interactive experience, and jointly create a new future for intelligent technology.
$ Strategy Depth and Coordination of Government, Industry, Academic and Research
Recently, the State-owned Assets Supervision and Administration Commission of the State Council emphasized the core position of artificial intelligence in the "15th Five-Year Plan" of enterprises, aiming to promote technological innovation and industrial upgrading through systematic layout. Against this background, with the continuous maturity of technologies such as 5G, cloud computing, and big data, the AI/AR industry is regarded as an important growth point in the future of the smart wearable market.
The four-party enterprises participating in the strategic cooperation actively responded to the national call and announced that they will work together to drive the upgrade of the AI industry chain and drive ecological construction. Tang Wenkan, deputy director of the Shanghai Economic and Information Commission, delivered a speech saying: "Shanghai is in integrated circuits,
