雷鸟创新第三季度海外增长近四倍，蝉联全球AR智能眼镜销量第一

Core Insights - RayNeo has achieved a 24% market share in the global AR smart glasses market, maintaining its position as the leader for two consecutive quarters [2] - The company has also secured the top sales position in the Chinese mainland market, achieving a "double crown" in both global and domestic markets [2] Market Context - The AR market has become increasingly competitive since the second half of 2025, with major players like Meta, Alibaba, and Google launching new products [5] - Despite the heightened competition, RayNeo has demonstrated strong growth resilience, with international sales increasing by 3.8 times year-on-year [6] Product and Technology - RayNeo is one of the few companies with a fully self-developed and mass-produced core optical solution, creating a comprehensive product matrix [8] - The RayNeo X3 Pro is recognized as the world's smallest mass-produced dual-lens full-color MicroLED AR glasses, while the Air 4 series features the Vision 4000 chip, supporting HDR10 quality and AI 3D content [8] Industry Transition - The AR industry is transitioning from niche markets to mainstream consumer adoption, with major companies driving competition towards a focus on technology, user insights, product experience, and ecosystem capabilities [8] - RayNeo's achievements reflect the strategic foresight and correctness of its approach, positioning it as a significant player in the global AR industry [8]