文/VR陀螺 不同于许多初创公司凭借单一产品打造"爆品"的市场策略，雷鸟创新是目前国内极少数在多条智能眼镜产品线上并行，并均取得头部战绩的厂商。 具体来看，雷鸟创新目前主要围绕三大方向展开：第一是以 Air 系列为代表的观影眼镜，第二是以 V3 系列为代表的 AI 拍摄眼镜，第三是以 X3 Pro 为代表 的真 AR 眼镜。这三条产品线形成了从消费场景入门到专业、极客场景尝鲜的完整覆盖。 一笔天价融资刚刚落地。 2025 年 11 月 7 日，雷鸟创新宣布完成由中信金石领投、中信证券国际资本及中信证券投资共同参与的 C 轮融资，据称本轮融资创下 2025 年国内 AI+AR 眼 镜领域单笔融资金额的最高纪录。 雷鸟创新表示：资金将用于加速在 AI+AR 眼镜的技术研发及生态建设，进一步巩固和扩大雷鸟创新在全球消费级AI+AR眼镜市场的领先地位。 据悉，该笔融资金额或达数亿人民币，早前据雷鸟创新创始人&CEO 李宏伟透露，今年已融资规模已达 8 亿。当前，整个资本市场正逐步回暖，投融资动 作虽屡见不鲜，但单笔投资能在国内 XR 行业达数亿元的规模，却是寥寥可数。作为一家成立于 2021 年的公司，雷鸟创新近乎是 ...

Core Insights - RayNeo, a leading consumer AR brand, launched the fourth generation of its pocket TV "RayBird Air 4 series" AR glasses, which are the world's first AR glasses to support HDR10 [1] - The company achieved a market share of 39% in the global AR glasses market, surpassing Apple and ranking third in the global XR market [1] - The RayBird Air 4 series features the Vision 4000 image quality chip and a B&O audio system, marking a significant advancement in AR technology [1][2] Product Features - The RayBird Air 4 series supports HDR10, offering double brightness dynamics, 1200 nits brightness output, and up to 1.07 billion color outputs, enhancing richness by 64 times compared to traditional 8-bit [2] - It includes AI real-time SDR to HDR conversion technology and has been rated higher than professional industrial-grade large screens in blind tests [2] - The series is the first AR glasses to feature B&O tuning, equipped with four speakers and a new sound guide accessory that reduces sound loss by 80% [2] Market Position and Future Outlook - The retail price for RayBird Air 4 is 1599 yuan, and for Air 4 Pro is 1699 yuan, making high-end audio-visual experiences accessible to the mass market [3] - 2025 is projected to be a pivotal year for smart glasses entering the consumer market, with strong growth in AR glasses shipments despite overall weak demand in consumer electronics [3] - The launch of the Air 4 series is expected to accelerate the "mass experience" phase in the consumer AR industry [3]

Core Insights - RayNeo, a consumer AR brand, launched its fourth-generation pocket TV, the RayNeo Air 4 series AR glasses, during its autumn product launch event [1] - According to Counterpoint Research, RayNeo is projected to hold a 39% market share in the global AR glasses market by Q2 2025, surpassing Apple and ranking third in the global XR market [1] - The RayNeo Air 4 series features the Vision 4000 AR image quality chip, supporting HDR10 quality with double dynamic brightness, 1200 nits brightness output, and 1.07 billion color outputs [1] - The audio experience of the RayNeo Air 4 series includes support for B&O tuning, featuring four speakers and a large-area high-molecular diaphragm unit, driven by an independent DAC chip [1] Product Features - The RayNeo Air 4 series introduces AI 3D functionality, allowing users to convert 2D videos to 3D format with a single click, and supports AI conversion of SDR videos to HDR [2] - The pricing for the RayNeo Air 4 is set at 1599 yuan, while the Air 4 Pro is priced at 1699 yuan; the RayNeo Air 3s fourth-anniversary edition is available for 1299 yuan [2] - Additional products launched include the RayNeo V3 series AI shooting glasses, which received Apple MFi certification and support for Apple Watch gesture control, and the RayNeo X3 Pro AR glasses, which now support 3K video recording and feature AR mini-games [2]

Core Viewpoint - 雷鸟创新 has achieved a market share of 52% in the XR industry during the 2025 618 sales period, with a year-on-year sales growth of 3.36 times, making it the sales champion on both JD and Tmall platforms in China [2][4]. Group 1: Sales Performance - 雷鸟创新's products, including 雷鸟 Air 3s Pro, 雷鸟X3 Pro, and 雷鸟V3 series, have ranked top in their respective categories across both platforms [2][4]. - The overall sales of smart glasses in China are expected to exceed 2.75 million units in 2025, reflecting a year-on-year growth of 107% [6]. Group 2: Product Development and Innovation - 雷鸟创新 has launched several new products in May, including the revolutionary AR glasses 雷鸟X3 Pro and the next-generation pocket TV 雷鸟Air 3s series [6]. - The company is focusing on technology innovation as a core driver, showcasing new possibilities for AI+AR glasses at AWE 2025, marking a significant step towards independent smart devices [9]. Group 3: Strategic Partnerships - 雷鸟创新 has formed partnerships with major companies like Alibaba Cloud, Gaode Map, and Ant Group to explore new applications of AI and AR technologies in smart travel and urban living [6][7].