SoftBank(US:SOBKY) 3 6 Ke·2025-08-22 01:35Core Insights - Shenzhen Montong Intelligent Technology Co., Ltd. has recently completed a Pre-A round financing of several tens of millions, led by strategic investment from a listed company, with funds allocated for product development, team expansion, and ecosystem implementation [1][3] - The company focuses on the development of AI+AR glasses and a spatial AI operating system, aiming to create intelligent AI entities for the spatial intelligence era [1][3] - The founder, Zhang Maolei, has a strong background in consumer electronics, having been a core member of Gionee Mobile, which aids in rapid technology commercialization [1][3] Company Overview - Montong Intelligent was established in 2022 and specializes in self-developed AI terminal products centered around AI+AR glasses and spatial AI systems [1][3] - The team comprises members from leading companies such as Gionee, OPPO, VIVO, Alibaba, and others, providing a robust background in hardware, software, and AI algorithms [1][3] Market Trends - The global AR/AI glasses market is predicted to experience explosive growth, with shipments expected to exceed 100 million units by 2028 and the spatial intelligent interaction market projected to reach trillions by 2030 [3][4] - The integration of AI large models with AR technology is transforming human-computer interaction, moving from 2D to 3D interfaces [3][4] Industry Challenges - Despite the presence of major players like Meta and Xiaomi, the smart glasses market is still in its infancy, primarily attracting early adopters, and has not yet penetrated mainstream consumer groups [4][6] - The industry is currently likened to the early stages of autonomous driving, indicating that the market is not yet ready for a breakthrough akin to the "iPhone moment" [4][6] Strategic Direction - Montong Intelligent aims to define the next generation of AI entry points between 2025 and 2028, drawing parallels to the smartphone industry's evolution from 2007 to 2010 [6] - The company employs a strategy of "producing one generation, developing one generation, and researching one generation" to build a diverse ecosystem of AI products, including AI Pocket, AI Station, and AI Connect [6][11] Product Development - In 2023, Montong Intelligent launched the world's first third-generation AR glasses with the largest field of view, integrating high-performance display systems into a lightweight form factor [9][11] - The company plans to release a cost-effective AI glasses solution and a new model featuring anti-glare technology to enhance visibility in bright environments [9][11] Financial Projections - Montong Intelligent anticipates a 300% revenue increase in the first half of 2025 compared to the entire year of 2024, with plans for large-scale production and delivery by 2026 [11] - The company is in discussions with major global firms like SoftBank and Honor to expand its AI brand globally [11]