一年23轮融资，AI智能眼镜引爆资本市场

Core Insights - The smart glasses market is experiencing significant growth, with a surge in consumer interest and investment activity, indicating its potential as the next major human-computer interaction interface [1][2][3] Market Performance - During the Double Eleven shopping festival, the transaction volume of smart glasses increased by 25 times year-on-year, with brands like Rokid and Thunderbird Innovation seeing growth rates of over 7 times and 80% respectively [2] - IDC reported that global shipments of smart glasses are expected to reach 4.065 million units in the first half of 2025, marking a year-on-year growth of 64.2% [3] - By 2029, global shipments of smart glasses are projected to exceed 40 million units, with China's market share expected to grow significantly, achieving a compound annual growth rate of 55.6% from 2024 to 2029 [3] Investment Activity - In 2024, there have been 23 rounds of financing in the smart glasses sector, reflecting strong confidence from the capital market in the future value of this industry [3][6] - Notable financing events include Viture securing $100 million and Yingmu Technology raising over 150 million yuan, indicating robust support for leading brands [6] Industry Landscape - Guangdong province is a key player in the smart glasses manufacturing sector, accounting for approximately 40% of related enterprises in China, with Shenzhen and Guangzhou as major hubs [8][12] - The AI wearable device index has seen a growth of over 28% this year, with Guangdong housing 24 of the 67 component stock companies [8] Company Highlights - Thunderbird Innovation has achieved a market share of over 35% in the consumer-grade AR glasses market, positioning itself as a leader in the industry [11] - Skyworth Digital has transitioned from a hardware supplier to a provider of technology standards and scenario-based solutions in the XR field, showcasing its extensive patent portfolio [11] Future Outlook - The smart glasses industry is expected to continue evolving, with advancements in AI technology and product innovation driving further adoption and market growth [3][12] - The integration of AI capabilities into smart glasses is anticipated to enhance user experience and establish them as a central hub for daily activities [2][11]