Core Viewpoint - The company, Thunder Technology, is positioning itself in the emerging smart glasses market, emphasizing the integration of AI with everyday life and targeting the needs of younger consumers [1][3]. Group 1: Market Position and Strategy - Thunder Technology focuses on user needs and precise cost control to maintain competitive advantage in the consumer electronics industry [2]. - The company has successfully expanded from high-performance gaming laptops to a variety of gaming peripherals, creating a comprehensive "Thunder Universe" for enthusiasts [2]. - In the first half of 2025, Thunder Technology achieved a revenue of 1.388 billion yuan, a year-on-year increase of 13.19%, and a net profit of 14.3353 million yuan, up 69.31% [2]. Group 2: Product Development and Innovation - The company is actively exploring the smart glasses sector, which is still in its early stages, with a competitive landscape that may ultimately narrow to a few key brands [3]. - Thunder Technology aims to create a benchmark product that is lightweight and equipped with advanced AI capabilities to enhance consumer acceptance [4]. - The company has announced a partnership to establish Jiangsu Leo Huading Smart Glasses Co., focusing on R&D and manufacturing of smart glasses [5]. Group 3: Future Outlook and Market Expansion - Thunder Technology plans to increase its overseas market sales to 60% within the next three to five years, with 40% of sales already coming from international markets [2]. - The company is preparing to enter the North American market, expecting to double its sales annually in the coming years [2]. - The global smart glasses market is projected to see significant growth, with an expected shipment of 14.518 million units by 2025, a 42.5% increase year-on-year [3].
雷神科技董事长路凯林： 在电竞生态与AI眼镜的双轨上加速跑