国君电子|2025年眼镜大战开启,雷鸟发布V3

Investment Rating - The report suggests a positive outlook for the smart glasses industry, particularly with the upcoming releases from various manufacturers, indicating a potential investment opportunity in the sector [2][3]. Core Insights - The launch of the Thunderbird V3 AI glasses marks a significant advancement in the AR optical field, featuring a custom 12MP camera, high-quality audio, and advanced AI capabilities, which could set a new standard in the market [1][2]. - The collaboration between Thunderbird Innovation and Doctor Glasses for customized lens services enhances the product offering, catering to diverse consumer needs [1]. - The report highlights the expected release of multiple smart glasses from various manufacturers in 2025, suggesting a growing competitive landscape and innovation within the industry [2][3]. Summary by Sections - Product Launch: Thunderbird Innovation released the V3 AI glasses, weighing 39 grams, equipped with a Snapdragon AR1 platform, a custom 12MP camera, and a high-quality audio system [1]. - Technological Advancements: The report mentions the development of proprietary optical engines and collaborations with companies like Applied Materials for advanced light waveguide technology [2]. - Market Trends: The report anticipates a surge in smart glasses releases in 2025, indicating a robust growth trajectory for the domestic smart glasses supply chain [2][3].