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9月|XR全球融资月刊:国内外共计6笔,已披露总额约2.172亿美元
Sou Hu Cai Jing· 2025-10-09 12:04
【VRAR星球原创稿件,未经许可禁止转载】 据 VRAR星球 不完全统计,2025 年 9 月,全球 VR/AR 领域共发生 6 起融资事件,披露融资数额约 2.172 亿美元(约合15.46亿人民币, 按1美元≈7.12人民币汇率估算)。 在全球范围内,有 2 起融资事件,比上月减少 3 起,融资金额约 1.75亿美元,比 8 月增长约 1.43亿美元,主要原因在于存在一笔 1 亿美 元大额融资。 | | | | | 2025年9月 VR/AR行业全球融资一览表 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 | 企业名称 | 地区 | 融资轮次 | 融资金额 | 投资方 | 技术/业务方向 | | | 灵明光子 | 中国 | C3轮 | 近亿元人民币 | 浙江省国资平台 | 高质量dToF传感芯片和系统解决方案 | | 2 | 耐德佳 | 中国 | C342 | 未披露 | 北京市石景山区现代创新产业发展基金 | XR显示光学 | | 3 | 阿法龙科技 | 中国 | A++轮 | 近亿元人民币 | 梅花创投领投 | 超表面光栅波导芯片、AR终 ...
【深度】杭州六小龙后,深圳硬科技新星“群狼”涌现
Xin Lang Cai Jing· 2025-10-09 02:00
智通财经记者 | 梁宝欣 智通财经编辑 | 林腾 深圳硬科技新星,正在集体浮出水面。 近期,智通财经记者统计发现,继登陆科创板的影石创新后,深圳正集中涌现一批类似的高成长硬科技 企业。 | 企业 | 估值/市值 | 主营业务 | 成立时间 | | --- | --- | --- | --- | | 元象XVERSE | 18亿美元 | VR/AR | 2021年 | | 云鲸智能 | 14亿美元 | 机器人 | 2016年 | | 元戎启行 | 14亿美元 | 自动驾驶 | 2019年 | | 云豹智能 | 12亿美元 | 集成电路 | 2020年 | | 10H 海柔创新 | 12亿美元 | 机器人 | 2016年 | | 思谋科技 | 12亿美元 | 人工智能 | 2019年 | | 创想三维 | 10亿美元 | 3D打印 | 2014年 | | 正浩创新 | 10亿美元 | 清洁能源 | 2017年 | | 众警机器人 | 约45亿元 | 机器人 | 2023年 | | 逐际动力 | 20亿元-50亿元 | 机器人 | 2020年 | | )智平方 | 约10亿美元 | 机器人 | 2023年 | | ...
AI智能眼镜成VR/AR行业热浪焦点,Meta/PICO/微美全息加速技术融合迈向新革命
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-07-31 02:54
Group 1 - The XR industry is advancing steadily, particularly driven by AI, with VR/AR technologies and ecosystems continuously improving and expanding application scenarios [1] - In the first half of 2025, there were 26, 21, and 19 financing and acquisition events in the VR, AR, and XR sectors respectively, with a total financing amount of 26.98 billion yuan, representing a 1203.4% increase compared to the first half of 2024 [1] - The rise of AI smart glasses is expected to further drive the VR/AR industry chain, complementing the resource advantages of tech companies and traditional eyewear manufacturers [1] Group 2 - Meta is expanding its XR technology applications into the medical field, in addition to its existing focus on education and enterprise sectors [2] - PICO is quietly entering the lightweight mixed reality device market, with plans for a new headset that features a design similar to goggles and a tethered computing ball to reduce the headset's weight [2] - ByteDance is also advancing a dedicated chip development project aimed at enhancing image processing efficiency and interaction response speed, marking a strategic shift for PICO [2] Group 3 - WIMI, a leader in the holographic AR field, is integrating AI algorithms with AR hardware to create a multi-modal interaction system that enhances immersive visual human-computer interaction [3] - WIMI's core technology matrix focuses on the development, market expansion, and ecosystem construction of smart glasses, combining cutting-edge technology with hardware to improve interaction precision [3] Group 4 - The fusion of AI and AR technologies is becoming a key force in transforming lifestyles and work methods, with the AI glasses market experiencing unprecedented enthusiasm and innovation in 2025 [4] - This natural interaction method significantly enhances user engagement with virtual environments, integrating VR, AR, and XR technologies into daily life and work [4]
报告显示:深圳市42家独角兽企业总估值达1599亿美元
Xin Hua Cai Jing· 2025-07-18 14:35
Group 1 - As of the end of 2024, Shenzhen has 42 unicorn companies with a total valuation of $159.9 billion, with 4 super unicorns contributing 56% of this valuation [1][2] - Shenzhen leads the nation with 13 newly recognized unicorn companies, showcasing its strength in nurturing innovative enterprises [1][2] - The unicorn companies in Shenzhen are primarily concentrated in "hard technology" sectors, with 66.7% of them operating in cutting-edge technology fields [1] Group 2 - The newly recognized unicorn companies include notable names such as Honor (smart hardware), Yuanxiang XVERSE (VR/AR), and Laplace (clean energy), with Laplace being a newly listed company in the same year [2] - Shenzhen's government emphasizes the importance of supporting unicorn companies, having introduced a comprehensive action plan for 2025-2027 to foster their development [2] - The city aims to enhance its innovation ecosystem by optimizing policies, capital, and talent to become a globally influential hub for unicorn companies [2]
长城战略咨询武文生:深圳独角兽企业领跑全国!新增第一!
Feng Huang Wang Cai Jing· 2025-07-18 03:40
Core Insights - The report highlights Shenzhen's dominance in the growth of unicorn companies, with 42 unicorns and a total valuation of $159.9 billion, making it the city with the highest number of new unicorns in China [2][4] Group 1: Unicorn Growth in Shenzhen - In 2024, Shenzhen added 13 new unicorns, accounting for 25% of the national total, while the overall number of new unicorns in China decreased by 10 [2] - Shenzhen's unicorns have an average valuation of $3.71 billion, with a total valuation of $159.9 billion [2] - The city is the only one among "Beijing, Shanghai, Shenzhen, Guangzhou, and Hangzhou" to see an increase in unicorn numbers [2] Group 2: Characteristics of Shenzhen Unicorns - Shenzhen's unicorns are heavily concentrated in "hard technology" sectors, with 66.7% of them in advanced technology fields such as integrated circuits and robotics [4] - The average number of authorized invention patents per unicorn in Shenzhen is 141, significantly higher than Beijing and Shanghai [4] - Over 80% of Shenzhen's unicorns are global companies, expanding through overseas factories and marketing networks [4] Group 3: Regional Distribution - Nanshan District leads with 20 unicorns, accounting for 48% of the total, followed by Bao'an District with 7 [5] - Nanshan's unicorns contribute a valuation of over $70 billion, representing 45% of the total valuation [5] - The presence of two super unicorns, Honor and Huolala, significantly boosts the valuation in the Futian District, which has a total valuation of over $49 billion [5]
全息/VR/AR行业发展动态周报2025年第28周(7月7日-7月13日)
Sou Hu Cai Jing· 2025-07-14 08:48
Policy Environment - Anhui's quantum computing center is advancing the application of quantum artificial intelligence through its "Benyuan Wukong" quantum computing capabilities, collaborating with various institutions to transition from laboratory validation to industrial implementation [1] Industry Development - Elon Musk's xAI has launched the Grok 4 AI model, claiming it to be the strongest AI model globally, achieving a 25.4% accuracy rate in "Humanity's Last Exam," surpassing competitors like Google's Gemini 2.5 Pro and OpenAI's o3 [3] - Meta has acquired less than 3% of EssilorLuxottica, valued at approximately €3 billion, to strengthen its long-term collaboration in the smart glasses sector [5] - Nvidia has become the first company to surpass a $4 trillion market capitalization, driven by the surge in demand for high-performance AI chips, with analysts predicting it may reach $5 trillion in the next 18 months [7] - Apple has quietly acquired AI companies TrueMeeting and WhyLabs to enhance its technology in the Apple Vision Pro and Apple Intelligence domains [9] - Meta has recruited a senior AI executive from Apple to lead its new "Meta Superintelligence Labs," reflecting its aggressive expansion in AI capabilities [11] - Google is integrating its Gemini AI into Android XR-supported smart glasses and headsets, enhancing user interaction and support [13] - Samsung is set to launch Project Moohan later this year, which includes the development of smart glasses powered by Android XR [15] - Meta has launched a Zoom application for its Quest platform, enabling immersive video conferencing experiences [17] Market Dynamics - Apple plans to upgrade its Vision Pro headset this year, aiming to improve performance and comfort, with a redesigned model expected by 2027 [19] - WIMI has developed an intelligent edge computing scheduling platform using digital twin technology and multi-agent deep reinforcement learning to address challenges in managing heterogeneous tasks [21][22] - Nintendo is exploring new technologies such as VR/AR to create innovative gaming experiences, focusing on various hardware and software advancements [25]
“小块头”大能量中小企业秀创新
Si Chuan Ri Bao· 2025-06-28 20:55
Group 1 - The 20th China International Small and Medium Enterprises Expo showcased innovative products from various companies, including 50 from Sichuan, highlighting the region's advancements in technology and innovation [3] - Sichuan has cultivated 10,810 innovative SMEs, 4,521 specialized and new SMEs, and 486 national-level "little giant" enterprises, ranking 10th in the country for the latter [3] - The "wireless dry electrode brain function assessment and autism auxiliary diagnostic device" can analyze brain signals in just 5 minutes, achieving over 90% accuracy in diagnosing autism risk [3] Group 2 - The AI glasses launched by Xiaomi and Sichuan Yingmu Technology's smart glasses can provide real-time translation in 40 languages and support various entertainment functions [3] - The expo featured robots, including an ice cream kiosk operated by a robot, which can serve customers in under 50 seconds, showcasing advancements in automation and customer service [3][4] - The immersive VR experience project "Silk Journey" allows users to walk in a virtual world, demonstrating the growing popularity of large-space VR projects across the country [4]
哪吒等文化IP“破壁”VR困局,以5D+VR文化剧场重构商业想象
2 1 Shi Ji Jing Ji Bao Dao· 2025-05-29 10:50
Core Insights - The VR industry is facing a dilemma where professional users find the hardware inadequate, while ordinary users are reluctant to purchase due to poor experiences, leading to a vicious cycle of low content investment and user engagement [1][2] - The future of VR is believed to lie in content rather than hardware, with a focus on immersive and interactive experiences that resonate with younger consumers [1][3] Industry Challenges - VR devices are criticized for their poor visual quality, heavy equipment, and overall user experience, which has resulted in a stagnation of user growth, with only 300,000 monthly active users projected in China by 2024 [2] - The industry is currently dependent on a limited number of large clients in the B2B and government sectors, which weakens the market resilience of VR/AR companies [3] Content Innovation - There is a growing emphasis on creating engaging content that can evoke empathy and provide immersive experiences, moving away from traditional gaming and film applications [3][4] - New generational consumers prioritize experiential consumption that reflects their self-worth, indicating a shift in market demand [3] Case Studies and Applications - The "Nezha 5D VR" project exemplifies the integration of 5D holographic technology with VR to create immersive cultural experiences, attracting a wide audience from children to adults [4][5] - The potential for VR technology to enhance various commercial applications, such as transforming underutilized hotel spaces into multi-functional venues, is being explored [5] Market Potential - The immersive industry in China is projected to reach a scale of 250 billion yuan by 2026, with "cultural tourism + technology" identified as a key growth driver [5] - Companies are planning to open 200 to 300 stores nationwide, aiming to establish 5D VR as a new highlight in the cultural tourism sector [5]
AI赋能 消费焕新
Zhong Guo Qing Nian Bao· 2025-04-29 01:12
Group 1: AI in Consumer and Manufacturing Sectors - AI is transforming consumer experiences by understanding personal feelings and preferences, leading to more personalized interactions in smart vehicles [1] - The integration of AI in CNC machines is enhancing their capabilities, allowing them to learn and improve processing efficiency and precision [2] - The Chinese manufacturing sector is positioned for a significant transformation towards intelligent manufacturing, with a notable increase in its global manufacturing value added from 20% in 2010 to an expected 34% in 2024 [2] Group 2: Emerging Consumer Trends - There is a shift in consumer preferences towards emotional value and quality-price ratio, driven by an aging population and smaller family units [5] - Young consumers are increasingly investing in experience-oriented products and services, with a focus on personal growth and lifestyle [6] - The demand for smart home appliances is rising, with sales expected to double in 2024, as these products free up time for consumers to engage in family and personal interests [6] Group 3: Future of Consumption - The "Artificial Intelligence+" initiative aims to promote the development and application of new technologies in various sectors, including autonomous driving and smart wearables, to create high-growth consumption opportunities [7] - The evolving consumer landscape, driven by digital natives, is expected to reshape the consumption ecosystem, impacting various industries from education to healthcare [7]
融合航天科幻+文明瑰宝+商业场景,“华夏漫游+”正式发布
Hua Xia Shi Bao· 2025-04-28 10:38
Core Viewpoint - The "Hua Xia Tour+" initiative was launched, integrating aerospace science fiction, cultural heritage, and commercial scenarios to create a new paradigm for urban cultural tourism consumption [2][5][7] Group 1: Initiative Overview - "Hua Xia Tour+" combines aerospace science fiction and cultural treasures with commercial scenes, driven by a dual-engine strategy of "space civilization + local culture" [5][7] - The initiative aims to create a closed-loop ecosystem of "technology-culture-commerce" through digital means, AI activation of cultural relics, and metaverse consumption spaces [5][12] Group 2: Market Potential - The global VR large space solution market is projected to exceed $12 billion by 2025, with a compound annual growth rate of 58%, making China a core growth area [4] Group 3: User Experience - "Hua Xia Tour+" features two main themes: aerospace science fiction and cultural treasures, offering immersive experiences such as lunar exploration exhibitions and ancient civilization reconstructions [9][12] - Users can interact with virtual characters and experience historical events through AR technology, enhancing cultural understanding and engagement [7][12] Group 4: Strategic Collaborations - The initiative involves collaborations with various organizations, including the Hua Xia Urban Development Research Institute and People VR, to ensure technical support and content quality [12] - Commercial venues like shopping centers and scenic spots will provide space and participate in the design and operation of the new consumption scenarios [12]