影目科技成立于2020年，专注于轻量一体式AI+AR智能眼镜的研发与产业化。此次落子梁溪，是其走向规模化、产业化发展的关键部署，无锡市影目显 示科技有限公司作为影目科技在华东地区的重要生产基地，核心承载光学模组研发与整机组装业务，进一步强化公司在光波导模组等核心环节的自主产研 能力。 近日，无锡市影目显示科技有限公司正式投产，这是影目科技在全国布局的首条产线，也是全国首条阵列光波导量产AI眼镜整机产品产线。 无锡市影目显示科技有限公司由梁溪产发集团下属子公司空天科技与四川影目科技共同出资设立，其中，空天科技占股49%，四川影目科技占股51%。此 次投产的光波导模组产线，位于江苏无锡梁溪区的梁溪空天产业园卫星物联网产业基地，专注于光学模组的研发与组装。该产线满产可实现AR眼镜年产 能10万台。 该产线落地投产，不仅为核心光学模组环节提供了关键支撑，更有助于梁溪构建从显示驱动、整机制造到软件系统的完整AI+AR智能眼镜产业链，将进 一步强化本地制造能力，加速上下游资源集聚，推动形成更具规模与竞争力的智能硬件产业集群。 未来，双方将基于"AR+文旅、AR+导览、AR+教育、AR+政商"等重点方向开展深度合作，共同打 ...

Core Insights - The article discusses the advancements in AR+AI glasses, highlighting the importance of lightweight optical waveguide technology as a key solution for the industry [1][2] - The industry is experiencing accelerated technological iterations, expanded market scale, and emerging ecological patterns, driven by breakthroughs in AI models and optical technologies [1] Group 1: Company Overview - Gu Dong Technology is positioned as a unique player in the industry, possessing comprehensive capabilities in array waveguide and holographic waveguide technology, along with full-chain coverage from optical materials to AI algorithms [2] - The company has successfully developed new optical materials for waveguide modules, breaking the long-standing monopoly of international giants like Covestro and Digilens [2] Group 2: Technological Advancements - The core hardware technology breakthroughs in AR+AI glasses are laying the foundation for industry growth, with ultra-thin waveguide lenses achieving mass production and thickness reduced to 0.7mm [2] - Gu Dong Technology has made significant advancements in addressing challenges such as outdoor brightness visibility, rainbow effect, and external light leakage, which are critical for the performance of AR+AI glasses [2][3] Group 3: Cost Control and Market Expansion - The company has achieved substantial cost reductions in optical waveguide production, with self-developed GDPA3 optical orientation dye costing only 1/10 of imported products, and production costs for single waveguides reduced by 60%-90% compared to imports [3] - Due to the explosive growth in the consumer market, Gu Dong Technology is expanding its production lines, with expectations to ship around 10,000 units of AR+AI glasses by the end of the year [3]

Financing Transactions - "月之暗面" completed a Series C financing round, raising several hundred million dollars, positioning itself as a leading AI large model startup in China [1] - "乐聚机器人" secured 1.5 billion RMB in a Pre-IPO financing round, making it one of the largest financing events in the humanoid robot sector [2] - "瀚博半导体" completed a Pre-IPO financing round, with strategic importance for China's AI infrastructure and high-performance chip development [3] - "新石器无人车" raised 600 million USD in a Series D financing round, transitioning its business model towards large-scale expansion [4] - "星锐医药" completed a 300 million RMB Series B financing round, focusing on RNA technology for innovative drug development [5][6] - "理湃光晶" secured a B+ financing round, specializing in geometric waveguide modules for AR applications [7] - "蓝色向量" completed several million RMB in a Pre-A financing round, focusing on cloud-native PLM and QMS platforms for high-end manufacturing [8] - "Chainguard" raised 280 million USD in a Series D financing round, setting a record in software supply chain security [9] - "Crusoe Energy Systems" completed a 1.38 billion USD Series E financing round, innovating in the energy-computing synergy model [10] - "Redwood Materials" received 350 million USD in strategic investment, focusing on battery material recycling and sustainability [11]

Core Insights - The domestic XR consumer market in China is experiencing a significant divergence, with VR device sales declining while AR device sales are growing rapidly [1] VR Market - In the first half of 2025, domestic consumer-grade VR device sales reached only 75,000 units, marking the lowest sales for the same period in nearly three years [2] - The decline is attributed to insufficient investment in the domestic VR content ecosystem and a lack of major new product releases [2] - The market share is relatively stable, with PICO leading at 46%, followed by Meta at 28%, and Goovis at 7% [2] - Major VR manufacturers are focusing on cost control and ecosystem integration to maintain their core market shares [2] - Fast LCD screens regained an 87% market share in VR devices, while Micro OLED screens remain primarily in high-end products [2] AR Market - In contrast to VR, domestic consumer-grade AR device sales reached 186,000 units in the first half of 2025, showing a year-on-year growth of 35% and a quarter-on-quarter growth of 28% [3] - This growth is driven by the continuous release of new AR glasses and government subsidies combined with promotional events like the "618" e-commerce festival [3] - The AR market is becoming increasingly competitive, with Thunder Innovation leading at 35% market share, followed by XREAL at 22% and Xingji Meizu in third place [3] - Micro OLED screens dominate the AR device market with an 87% share, while domestic screen manufacturer Visionary Technology has increased its market share by 30 percentage points through partnerships [3] - The market share for waveguide technology remains stable at 13%, with companies like Kunyou Optoelectronics and Zhige Technology reducing costs and enhancing product features [3] Annual Forecast - CINNO Research predicts that the overall sales of domestic consumer-grade XR devices will reach 606,000 units in 2025, representing a year-on-year growth of 6.5%, primarily driven by the continued strength of AR devices [4]