Core Insights - Wang Ziru has officially joined Thunder Innovation, a company specializing in AR devices, with speculation about his role as marketing director, although the company has not confirmed this [1][4] - A discussion between Wang Ziru and CEO Li Hongwei is scheduled for October 22, where they will reveal "business secrets," followed by the launch of the Air 4 on October 23 [4] Company Overview - Thunder Innovation was established in October 2021, emerging from TCL Electronics, focusing on the research, production, and sales of AR glasses and smart wearable devices [7] - The company has released several products, including the first dual-lens full-color MicroLED holographic waveguide AR glasses in 2021 [7] Market Position - According to RUNTO data, the AI glasses market is expected to see significant growth, with global and Chinese sales projected to reach 5.1 million and 1.37 million units by 2025, respectively, both showing over 200% growth [7] - CINNO Research reports that Thunder holds a 39% market share in the domestic consumer-grade AI/AR device market, with a remarkable 113% year-on-year sales increase in the first half of the year [8] - The company has undergone eight rounds of financing, with notable investors including China Resources Capital and Bilibili, and recently completed a C+ round in August 2023 [8]

Core Viewpoint - The article highlights the rapid development and market leadership of Thunderbird Innovation in the AR glasses sector, emphasizing its innovative technology and strong market performance. Company Overview - Thunderbird Innovation, founded by CEO Li Hongwei, has emerged as a significant player in the AR glasses market within four years, leveraging deep technological expertise and innovation capabilities [8][9]. - The company has launched several smart glasses, including the Thunderbird Air, V, and X series, which are recognized for their applications in viewing, first-person shooting, and spatial computing [10]. Technological Advancements - The latest product, the Thunderbird X3 Pro, features breakthroughs in five core technology areas: chips, interaction, spatial computing, weight, and optical display, and is the first AR glasses to support visual Live AI interaction [12]. - Thunderbird Innovation is the only AR company with a fully self-developed and mass-production capability for core optical solutions, focusing on AI and AR integration [11]. Market Performance - Thunderbird Innovation has achieved the number one market share in China's AR/AI shooting glasses online market with a 50% share, and the Thunderbird V3 holds a 95% share in the AI shooting glasses segment [11]. - The company has consistently ranked first in sales in the Chinese market for three consecutive years, with significant growth in overseas markets [11]. Future Outlook - Li Hongwei expresses confidence in competing with industry giants, asserting that Chinese AR companies can achieve global leadership [12].