Holographic/VR/AR Industry Development Weekly Report, Week 36, 2025 (September 1-7)

Global AR glasses shipments are expected to reach 32.1 million units in 2030. Apple plans to introduce AI search functionality to Siri, Meta will release a smartglasses SDK, Tesla is focusing on AI and robotics, Amazon is upgrading its AR shopping features, Samsung may launch AI audio glasses, Google has filed a new patent for AI glasses, and WiMi is exploring a deep graph transfer reinforcement learning architecture.

I. Industry Development
[TrendForce: AR glasses shipments are expected to reach 32.1 million units in 2030]
Recently, data firm TrendForce released its “2025 Near-Eye Display Market Trend and Technology Analysis.” The report states that with the release of AR glasses prototypes by international brands and Meta’s expected release of Celeste AR glasses in the near future, market interest in AR devices is increasing. Coupled with falling OLEDoS product prices, global AR shipments are expected to reach 600,000 units in 2025. In the long term, the AR market for information notifications has strong growth momentum. Starting in 2028, as high-end, full-color AR technology matures and more sophisticated products from major international manufacturers are released, shipments will reach 32.1 million units in 2030. Looking at regional shipment share, China currently dominates shipments, but with the entry of tech giants like Meta and Google, its share is expected to drop to 50.2% in 2030.

[Apple (AAPL) Plans to Introduce AI Web Search Feature for Siri Next Year]
Recently, Bloomberg News reported that Apple is developing an AI search feature for Siri, internally referred to as “World Knowledge Q&A” or “Answer Engine.” The new Siri Q&A engine is expected to launch as early as March of next year with the iOS 26.4 update.
Apple has been weighing whether to implement these elements of Siri using its own LLM models or relying on external partners such as OpenAI, Anthropic, or Google. Currently, it appears that the collaboration between Apple and Google has made progress. Apple is still testing models designed by Anthropic and its own internally developed planner functionality, but it may also opt to use Google’s AI models. Apple’s own Foundation Models will be used to search user data, ensuring that customer data is not processed by third-party models.

[Meta (META) Connect Conference Schedule Released, Smartglasses SDK Expected]
The annual Meta Connect conference is coming up on September 18-19 (Beijing time), and the conference program has been confirmed. As Meta unveils its latest product lineup and updates, taking new steps on its journey toward the next generation of computing platforms, they are looking beyond the horizon.

Join visionaries Michael Abrash and Richard Newcomb to explore how glasses powered by contextual AI are creating an exciting future, and how Meta is poised to reshape the future of computing. Regarding the “New Developer Toolkit,” the first presentation was hosted by Meta Product Manager Lansing Lee, whose LinkedIn profile states, “I help companies bring their apps to AI smart glasses like the RayBan Meta.” The third event was hosted by Conor Griffiths, who oversees “software integration for RayBan Meta and Oakley Meta glasses with external parties” and “developing AR and AI content for Meta’s future wearables with external partners.”

[Tesla (TSLA) Elon Musk Reveals Ultimate AI “Ambition 4.0” Plan!]
On September 2nd, Beijing time, Tesla previewed the fourth chapter of its “Ambition” at the X conference. The cover shows the Optimus robot opening the trunk of a car, highlighting the core of Ambition 4.0, which focuses on artificial intelligence (AI) and robotics.

According to reports, Ambition 4.0 is primarily about integrating AI, autonomous technology, and large-scale manufacturing capabilities. This year, Musk has repeatedly outlined his vision for the Optimus robot’s scale, arguing that 80% of Tesla’s value will come from the humanoid Optimus.

Amazon (AMZN) Launches Lens Live, an AR Shopping Feature

Earlier, Amazon launched a service called Amazon Lens, which allows users to capture a specific object with their phone and retrieve similar products on the platform. Recently, Amazon has upgraded this feature to Amazon Lens Live. When users enable Amazon Lens Live, their camera quickly scans the surrounding products and displays the most relevant items in a swipeable carousel at the bottom of the screen. Searched items can then be added to their shopping cart and wishlist.

Amazon Lens Live also integrates with Rufus, an AI shopping assistant. Within the camera view, users can see suggested questions and a brief overview of product highlights. These prompts and summaries appear below the product carousel, making it easy for customers to quickly search for products and obtain key information.

Samsung (SSNGY) Rumored to Hold Another Unpacked Event on September 29th, Possibly Introducing AI Audio Glasses

Samsung will reportedly hold its third Unpacked event of 2025 in South Korea on September 29th, where it will unveil the Galaxy Z TriFold, a triple-foldable phone. At the same time, the company will also release its Project Moohan mixed reality (MR) headset and AI smart glasses.

Samsung also appears poised to challenge the Ray-Ban Meta with its own smart glasses. Samsung’s version will reportedly be an audio-only device powered by Qualcomm’s AR1 chip and likely run the Android XR operating system.

[Google (GOOG) Patent Introduces Post-Camera Calibration for AI Glasses]
Recently, Google unveiled an innovative method for verifying camera calibration in wearable devices such as AI glasses in a patent application. For products like AI glasses, their cameras are typically calibrated before shipment to ensure proper alignment with the device’s display.

In addition, the wearable device’s packaging will also serve as a calibration reference, as the box’s dimensions are defined and can be used to accurately scale joint measurements.

[EssilorLuxottica Opens First AI Glasses Experience Pop-up Store in Milan]
On September 1st, EssilorLuxottica opened a new AI pop-up store in Milan’s Brera district, an interactive experience center where users can learn how AI glasses are redefining the concept of wearables. The AI ​​pop-up store is scheduled to operate from September 1st to 28th.
In the pop-up store, users can experience various products that demonstrate the capabilities of Meta AI. These products are no longer just simple electronic gadgets; they are becoming an integral part of consumers’ lifestyles, integrating into fashion, sports, and daily life.

II. Market Dynamics
[Ming-Chi Kuo: Apple (AAPL) Vision Air Expected to Release in 2027, Price Could Be Reduced by 50%]
Recently, renowned Apple supply chain analyst Ming-Chi Kuo mentioned the latest progress on Apple’s lightweight Vision Air headset in his analysis report. Apple expects the Vision Air to be released in 2027, which will improve the Vision Pro’s heavy weight and high price.

Vision Air shipments are expected to reach 1 million units by 2027 (shipments of the current model are less than 400,000 units). GIS (German Industrial Group) is currently responsible for lamination of the existing Vision Pro and its upcoming M5 version (expected to be released in the second half of 2025). It will also replace the existing supplier and become the sole supplier of Vision Air Pancake lenses.

[WiMi (WIMI) Develops a Deep Graph Transfer Reinforcement Learning Architecture, Exploring Graph Construction and Dynamic Knowledge Transfer]
In today’s era of rapid technological advancement, artificial intelligence (AI) is undoubtedly one of the most transformative forces. Its development is becoming increasingly mature, and the organic integration of reinforcement learning, neural networks, and knowledge graphs has become a key development direction in this field.
However, deep reinforcement learning, as a key technology in AI, has been applied in many fields. However, issues such as low sample efficiency, poor knowledge transfer, and weak generalization capabilities have limited its application in more complex scenarios and hindered its advancement to higher levels.
Currently, Wimi Hologram Cloud Inc. is researching a deep graph transfer reinforcement learning method based on knowledge and data fusion. The core of this innovative approach is to achieve effective learning driven by knowledge and data fusion. On this basis, advanced graph matching methods are used to adapt knowledge domains based on similarity matching, identifying similarities between the source and target domains and building a bridge for knowledge transfer.
To better support deep graph transfer reinforcement learning methods, WiMi also proposed a graph construction algorithm that maps the Markov decision process involved in reinforcement learning into a directed graph. Markov decision processes describe the state transitions and decision-making processes of an agent in an environment. Converting them into a directed graph can more clearly display data features and relationships, providing powerful support for reinforcement learning exploration. Furthermore, this graphical representation can assist in reasoning about and explaining agent behavior, making complex agent decision-making processes more transparent and understandable.
In summary, WiMi’s deep graph transfer reinforcement learning method, with its innovative technical approach, powerful features, and broad application potential, has injected new vitality into the development of deep reinforcement learning. It is expected to overcome the current challenges of low data efficiency and cross-task transfer in deep reinforcement learning, propel artificial intelligence technology to new heights, and provide strong technical support for the intelligent upgrade and innovative development of numerous industries.

Meta (META) Smart Glasses Now Access Google Calendar and Outlook Calendars

Meta recently released a new system update, version V18, for its AI-powered glasses (including the Ray-Ban Meta and Oakley Meta). The new system supports integrating devices with Google Calendar and Outlook calendars. V18 also includes other updates and improvements, such as reduced latency for starting photos/videos and Live AI, and new Meta AI commands for controlling Amazon Audible.

EssilorLuxottica Rumored to Consider Doubling its Investment in Nikon

EssilorLuxottica, the world’s largest eyewear company, is reportedly in discussions to increase its investment in Tokyo-based camera and optics company Nikon to “approximately 20%.”

According to Bloomberg, citing sources familiar with the matter, the European eyewear giant initially invested in Nikon with a 5.1% stake in 2024. Nikon has a long history in eyewear, having partnered with Essilor in 2000 to provide optical lenses to Japanese customers.

Bloomberg notes that this move coincides with Essilor Luxottica’s further expansion into smart glasses, following its successful collaboration with Meta. Ray-Ban smart glasses, now in their second generation, have seen increasing popularity, with sales more than tripling in the first six months of 2025. Following this success, Meta and Essilor Luxottica have released the Oakley Meta glasses.