Holographic/VR/AR Industry Development Weekly Report, Week 44, 2025 (November 3rd – November 9th)

I. Industry Development

[Roblox (RBLX) Daily Active Users Exceed 150 Million, Significant Growth Outside North America]

Roblox recently released its Q3 2025 financial results. Revenue increased by 48% year-over-year to $1.4 billion, with subscription revenue (total purchases of the virtual currency Roblox) increasing by 51% year-over-year to $1.9 billion. Daily active users (DAU) reached 151.5 million, a 70% year-over-year increase; total engagement time reached 39.6 billion hours, a 91% year-over-year increase.

This financial report confirms Roblox’s continued rise in global popularity. DAU previously peaked at 111.8 million in Q2 2025, and has now achieved a breakthrough growth. Coupled with the simultaneous increase in total engagement time, the average engagement time per user is also trending upwards.

[Samsung (SSNGY) Galaxy XR to Launch in UK, Canada, Germany, and France Next Year] Last month, Samsung released its first MR headset, the Galaxy XR. The device runs Android XR, features a Qualcomm Snapdragon XR2+ Gen 2 chip, and dual 4.3K Micro-OLED screens. The Galaxy XR is currently available in South Korea and the United States for ¥1799.

Recently, foreign media reported that the Galaxy XR is planned to expand to more countries early next year, potentially launching first in Germany, France, Canada, and the United Kingdom. The report also mentioned that “this list may not be final; Samsung may expand to more countries as production capacity increases and more apps and XR experiences are launched.”

[Musk Reveals New Developments in Tesla (TSLA) AI5 Chip Mass Production] On November 5th, Musk stated on the social media platform X that AI5 chip samples are expected to be available in 2026, with mass production planned for 2027. The AI6 chip will use the same foundry but will offer approximately twice the performance. Musk explicitly stated that mass production of the AI5 chip is expected to be completed in 2027, while the AI6 chip will be launched in 2028.

Furthermore, the AI5 chip will be manufactured in different versions by TSMC and Samsung Electronics. Due to differences in design and physical form conversion between TSMC and Samsung Electronics, Tesla will produce slightly different versions of the AI5 chip, aiming to ensure that AI software can achieve completely consistent performance across different chip versions.

[XPeng Motors (XPEV) Unveils New Generation Humanoid Robot IRON!] Recently, XPeng Motors unveiled its new generation humanoid robot IRON at the 2025 XPeng Technology Day event. Featuring a humanoid spine, bionic muscles, and fully covered flexible skin, it will enter mass production by the end of 2026.

At the launch event, IRON made its entrance with a cat-like gait, its highly human-like physique and posture attracting widespread attention and controversy. XPeng revealed that its robots will have an open SDK, allowing other companies and individuals worldwide to use XPeng robots for secondary development to achieve more functions and application scenarios.

[Meta (META) Opens West Hollywood Flagship Store] Meta Lab, Meta’s newest offline retail store, recently opened. In addition to products like the Quest headset and Ray-Ban Meta, the store also features a mini skate park, a vinyl record listening room, and exhibition/experience spaces showcasing artist Saber’s graffiti.

[Microsoft (MSFT) Partners with AI Computing Unicorn to Sign Billion-Dollar AI Infrastructure Deal!] Lambda, the US AI development cloud platform unicorn, announced a multi-billion-dollar AI infrastructure partnership with Microsoft, deploying tens of thousands of NVIDIA GPUs, including the latest NVIDIA GB300 NVL72 system.

Under the agreement, Lambda will leverage NVIDIA GPUs to provide high-performance training and inference services to Microsoft Azure customers, meeting their infrastructure needs. However, the specific amount of the agreement has not yet been disclosed.

[Tesla (TSLA) Officially Debuts at the China International Import Expo] The 8th China International Import Expo opened on November 5th. Tesla reportedly showcased two humanoid robots named Optimus at the 2025 China International Import Expo. Elon Musk stated that developing a human hand structure for Optimus was an “extremely difficult engineering challenge.”

II. Market Dynamics

[Microsoft (MSFT) has developed Mixed Reality Link functionality for Windows 11 users of the Meta Quest headset]

Microsoft has reportedly made Mixed Reality Link available to all Windows 11 users with the Meta Quest headset. This feature, which has been in testing since 2024, allows users to create and work on multiple virtual desktops within a VR environment.

Furthermore, Mixed Reality Link can connect to both local Windows computers and cloud-based work environments, such as Windows 365 Cloud PCs and Azure Virtual Desktops.

[WiMi (WIMI) Breakthrough: Single-qubit quantum neural networks enable innovative applications of regression and classification technologies]

In recent years, classical machine learning has made rapid progress in areas such as image recognition, natural language processing, and data analysis. An increasing number of data-driven algorithms are propelling productivity and scientific research to the forefront. However, classical machine learning inherently relies on the computing power of traditional von Neumann architecture computers. Its complexity increases exponentially with data size, ultimately making it difficult to overcome the bottlenecks of computing power and energy consumption.

Meanwhile, quantum computing, with its potential for exponential speedup through quantum properties such as superposition, entanglement, and interference, is gradually becoming a crucial technological direction reshaping the future of algorithms. However, most existing quantum neural network designs rely on multi-qubit structures, resulting in large circuit depths and complex gate operations, making efficient operation on near-near-term quantum devices (NISQ) difficult.

To address this issue, Wimi Hologram Cloud Inc. has proposed a single-qubit quantum neural network that is extremely efficient in resource utilization, scalable, and exhibits near-error-free learning performance under limited hardware conditions.

It is reported that WiMi discovered during its research that by using carefully designed parameterized single-qubit unitary operators, combined with appropriate quantum measurements and classical optimization methods, it is possible to achieve both regression and classification tasks within a single-qubit framework. This not only significantly reduces hardware requirements but also provides a more feasible path for the practical application of near-term quantum computing.

Currently, WiMi technology has broad application prospects. In financial engineering, it can be used for regression prediction and risk classification of market data; in the medical field, it can be applied to gene data modeling and disease classification and diagnosis; and in autonomous driving and the Internet of Things, it can be used for real-time classification and prediction of sensor data.

Going forward, WiMi plans to further extend this technology to a hybrid quantum-classical neural network framework to explore its performance on larger-scale datasets. Simultaneously, it will focus on researching how to further improve the model’s stability and scalability with the support of quantum error correction and quantum parallel computing.

[Snapchat (SNAP) to Host AR Hackathon This Month] Snap recently announced an AR glasses hackathon to be held in Paris from November 6th to 8th. The event aims to “expand the boundaries of augmented reality using Snap Spectacles glasses, providing a fantastic opportunity to showcase skills and creativity.”

[Snke Officially Releases Medical AR Glasses!] German medical technology company Snke OS GmbH recently announced the launch of SnkeXR medical AR glasses. SnkeXR can be used in various clinical practices, including surgical planning, clinical training, and remote assistance. The company has completed the first prototype and plans to launch it in mid-2027.