Holographic/VR/AR Industry Development Weekly Report, Week 37, 2025 (September 8-14)

I. Industry Development
[Apple (AAPL) VisionOS 26 Now Supports Software-Adjustable Prism Prescriptions]
The Vision Pro is Apple’s first spatial computing device. Equipped with dual 4K Micro-OLED screens, it offers excellent display quality. However, it does not support diopter and other eye prescription adjustments, requiring users with myopia to use additional magnetic lenses.
Recently, sources discovered that the latest Vision Pro visionOS 26 system version has added a new feature for software-adjustable prism values. This feature is suitable for users with strabismus or double vision and can be enabled or modified in the “Eyes & Hands” settings.

[Meta (META) Plans to Open Its First Physical Store in London, Focusing on VR Headsets and AI Glasses]
Mark Zuckerberg’s Meta is reportedly preparing to open its first physical store in London to boost consumer interest in its VR/MR headsets and AI glasses. Meta has opened pop-up stores across the US, including at a Ray-Ban store in Los Angeles. Sales of its smart glasses, produced in partnership with Ray-Ban owner Essilor Luxottica, have tripled over the past year as more users experience the technology.

[Samsung (SSNGY) Executive Hints at New AI Devices, Possibly Galaxy Glasses Unveiled on September 29th]
It’s no secret that Samsung, Google, and Qualcomm are collaborating on wearables powered by Android XR. After all, the three companies have been talking about this for two and a half years, and they’ve confirmed that the Project Moohan XR headset, designed to rival the Apple Vision Pro, will be released before the end of 2025.

[Amazon (AMZN) Rumored to be Developing Two AR Glasses, Available as Early as Next Year]
Recently, foreign media outlet The Information broke the news that Amazon is developing two AR glasses with single-eye displays, one for consumers and one for delivery drivers. The logistics version of the glasses will be relatively bulky and feature a monochrome screen. It’s expected to launch in mid-2026, with an initial production capacity of approximately 100,000 pairs. The consumer version, internally codenamed Jayhawk, features a sleeker design and a full-color screen. It’s expected to launch late next year or early 2027.

Amazon has been developing smart glasses for a while now, launching the audio-only Echo Frames in 2019. These cameras-free glasses support listening to music, podcasts, and the Alexa AI assistant, and have already gone through three generations.

[Meta (META) Horizon Worlds Creators Can Now Add Scriptable Conversational AI NPCs]
Meta has reportedly opened its platform to creators, allowing creators in Meta Horizon Worlds to add scriptable conversational AI NPCs with which adult users in the United States can converse naturally.

The Horizon AI NPCs are powered by Meta’s Llama 4 large-scale language model, which Meta claims can be used for storytelling, contextual awareness guidance, and social immersion. Meta has also added a character builder tool to customize the personalities of AI NPCs, including names, backstories, descriptions, and guardrails. Meta stated that later this year, AI NPCs will be able to trigger virtual world actions, making them active participants in the virtual world.

[Samsung (SSNGY) Introduces 3D Shooting Feature for Galaxy XR Headset]
The latest version of Samsung’s flagship camera assistant app reportedly shows that users can record 3D videos for the Samsung Galaxy XR headset, allowing them to view spatial content on the headset. Samsung also confirmed in the settings that the headset is named Galaxy XR, the same as previously leaked versions.

The 3D shooting feature is only supported on flagship models such as the Galaxy Z Fold 7, Galaxy Z Flip 7, and the Galaxy S25 series, depending on their camera hardware. Ice Universe also shared a video showing this feature in action. The video is recorded in 4K resolution at 30 frames per second and is labeled “3D Shooting” in the Gallery app.

[Snap (SNAP) Sprints to 2026: AR Glasses Specs at the Core, Driven by AI and Organizational Change]
Snap CEO Evan Spiegel noted that as 2026 approaches, Snapchat’s parent company has entered a “critical juncture” in its development. He emphasized that the outcome of this crucial phase will depend on the growth and performance of the company’s AR glasses, Spectacles, and will also be closely tied to the development of artificial intelligence, advertising, and direct revenue streams.

III. Market Dynamics
[Apple (AAPL) Applies for AppleEyeSight Trademark Registration to Enhance Vision Pro’s Perspective Feature]

According to Tianyancha, Apple has newly applied for the “APPLE EYESIGHT” trademark, which is internationally classified as a scientific instrument and is currently awaiting substantive examination.

Public information indicates that EyeSight is a feature of the Apple Vision Pro that allows users to communicate with the outside world through eye contact. This means that people in the real world can see the wearer’s eyes through the Vision Pro, and vice versa. Apple’s application to register the “APPLE EYESIGHT” trademark may be intended to further strengthen the brand recognition of this feature in the market and position it for a more advantageous position in future market competition. With the continuous development of virtual reality technology, innovative features like these will become a key factor in attracting consumers. Apple’s move has also sparked widespread industry attention on the development of interactive VR technology.

[WiMi (WIMI) Researches Metaverse Blockchain Sharding Models Under Cloud-Edge Collaboration to Empower the Construction of a Metaverse Ecosystem]

In today’s digital age, the metaverse is sweeping the world with unprecedented momentum, widely recognized as the next evolution of the internet, attracting close attention from global industry and academia.

The metaverse creates a virtual space that mirrors and interacts with the real world. Users can immerse themselves in it anytime and anywhere through their digital avatars, engage in social interactions, create unique content, and trade digital assets with real value, greatly expanding the boundaries of human life and activities.

Against this backdrop, Wimi Hologram Cloud Inc. is exploring a cloud-edge collaborative metaverse blockchain-linked sharding model, aiming to fundamentally address blockchain scalability issues and enhance the overall performance and user experience of the metaverse. This model includes a two-stage, linked sharding scheme.
To fully tap the enormous potential of the metaverse, low-latency transmission is crucial for ensuring real-time user interaction. High resource availability ensures the virtual world can run a variety of complex applications smoothly, while wide geographic accessibility enables seamless access for users worldwide.
WiMi’s innovative breakthrough in blockchain sharding technology has significant practical significance and broad application prospects. This innovation will significantly advance the maturity of the cloud-edge collaborative metaverse, providing users with a smoother, more secure, and trustworthy virtual world experience. It will also promote the in-depth application of the metaverse in a wide range of fields, including social networking, entertainment, education, healthcare, and industry, and usher in a new chapter in the development of the digital economy.

[Google (GOOG) Launches Low-Cost Subscription Plan “AI Plus”: Targeting Indonesia and Other Markets, Costing Only $4.6 Per Month]

On September 10th, according to foreign media reports, Google launched a new subscription service, “AI Plus,” designed to enable users in emerging markets to access Google AI more efficiently and at a lower cost.
AI Plus sits between the free version and AI Pro, which costs $19.99 per month in the United States. Subscribers will receive access to Gemini 2.5 Pro, while free users can only use five prompts per day.
AI Plus also includes Veo 3 Fast, which is expected to be integrated into the Gemini app, and provides additional access to Google Flow’s video creation tool and Whisk’s image-to-video tool. Users can also use the Gemini sidebar in Gmail, Google Docs, and Sheets, and gain expanded access to NotebookLM. Furthermore, subscribers receive 200GB of Google One storage.

[Tencent (TCEHY) Open Sources Hunyuan Image 2.1! Native 2K Resolution for Raw Images, Instantly Understand Thousand-Word Texts]

Tencent has reportedly open-sourced Hunyuan Image 2.1, which boasts the highest image quality and can understand texts up to 1,000 words long, even rendering mixed Chinese and English texts. Tencent’s new generation model features comprehensive technical upgrades, significantly improving image-text semantic consistency and cross-scenario generalization. It also enables precise control of scene, character pose, and even multi-object descriptions, achieving state-of-the-art performance among open-source raw image models. Since its open-source release, the model has soared on the Hugging Face trending list, currently occupying the top spot.