Building L4-level AI Glasses: Strategic Partnership Among Longji Technology

Introduction

On February 27, 2025, a landmark strategic cooperation was formed in China's AI/AR glasses industry. Longji Technology, Jingsheng Machinery, XREAL, and Kunyu Photonics officially signed the AI/AR Industrial Chain Strategic Cooperation Agreement, signifying a strategic breakthrough in the global AI/AR glasses market.

The Strategic Partnership

The four companies, all critical players in the AI/AR glasses value chain, have joined forces to develop L4-level AI/AR glasses. This alliance combines their expertise in chip design, optical R&D, application integration, and assembly production, creating a comprehensive technology system aimed at pushing the boundaries of AI/AR glasses technology.

• XREAL: As a leading AR technology innovator, XREAL has quickly emerged as a key player in the global AR glasses industry. With a robust portfolio of core patents and a strong focus on R&D, XREAL is well-positioned to contribute its technical积累 to the partnership.

• Longji Technology: Brings significant expertise in semiconductor technology, crucial for developing the specialized chips required for advanced AI glasses.

• Jingsheng Machinery: Contributes its strengths in precision manufacturing and optical design, essential for producing high-quality components for AI/AR glasses.

• Kunyu Photonics: Recognized for its optical design and manufacturing capabilities, Kunyu Photonics plays a pivotal role in developing the advanced optical systems needed for high-performance AR displays.

Industry Outlook

The global AI/AR glasses market is poised for explosive growth. According to XR Institute predictions, global shipments of AI/AR glasses are expected to surpass 130 million units annually by 2030, with the potential to form a trillion-dollar emerging market.

XREAL founder and CEO Xu Chi shared his perspective on the industry's evolution, stating that 2025 marks the beginning of the L2-level AI glasses era, with truly revolutionary L4-level AI/AR glasses expected to emerge in 2027.

Technical Advancements

This strategic partnership focuses on advancing key technologies for L4-level AI/AR glasses, including:

• Carbon Silicon Etched Waveguides: A core technology requiring extreme performance for next-generation AI glasses.

• Spatial Computing: Enabling more intuitive and responsive interactions with digital information overlaid on the physical world.

• Real-time Perception: Allowing AI glasses to understand and respond to the surrounding environment in real-time.

• Natural Interaction: Developing more intuitive and seamless ways for users to interact with AI glasses.

Conclusion

This collaboration between Longji Technology, Jingsheng Machinery, XREAL, and Kunyu Photonics represents a significant milestone in the development of AI/AR glasses. By combining their expertise and resources, these companies aim to establish a critical technical advantage and build a complete autonomous industrial ecosystem for AI/AR glasses. This initiative has the potential to reshape the global AI/AR glasses market and establish China as a leader in this emerging technology.