Core Insights - The consumer electronics industry is experiencing a surge in new product launches, particularly in AI glasses, with a notable increase in domestic supply chain localization and accelerated commercialization [1][2] - The Wind data indicates a 6.67% increase in the consumer electronics industry concept index over 13 trading days since June 23 [1] - Analysts predict a faster pace of global consumer electronics industry upgrades and highlight investment opportunities in the segmented supply chain [1] New Product Launches - AI glasses are driving innovation in the smart wearable device sector, with major tech companies and startups launching new products [1][2] - Meta has introduced two AI glasses products, including a collaboration with EssilorLuxottica, reflecting its commitment to the AI glasses market [1] - Xiaomi has unveiled its first AI glasses featuring a 12 million pixel camera and various interactive capabilities [2] - RayNeo has launched multiple new products, including the RayNeo X3 Pro AR glasses and the RayNeo V3 Slim AI shooting glasses [2] Positive Performance of Industry Chain Companies - Several listed companies in the consumer electronics supply chain have reported positive earnings forecasts for the first half of 2025 [2] - Industrial Fulian expects a net profit of 11.96 billion to 12.16 billion yuan, a year-on-year increase of 36.84% to 39.12% [2] - Rockchip anticipates a revenue of approximately 2.05 billion yuan, with a year-on-year growth of around 64% [2] - Espressif Systems projects a revenue of 1.22 billion to 1.25 billion yuan, with a year-on-year increase of 33% to 36% [2] Market Growth Projections - According to IDC, the global smart eyewear market shipped 1.487 million units in Q1 2025, a year-on-year increase of 82.3% [3] - The global smart eyewear market is expected to reach 14.518 million units in 2025, with a year-on-year growth of 42.5% [3] - In China, the smart eyewear market shipped 494,000 units in Q1 2025, a year-on-year increase of 116.1% [3] - The Chinese smart eyewear market is projected to reach 2.907 million units in 2025, with a year-on-year growth of 121.1% [3] Investment Opportunities in the Industry Chain - With the anticipated increase in AI glasses shipments, institutions are optimistic about investment opportunities in the related supply chain [3][4] - Analysts believe that 2025 will be a significant year for the concentrated release of smart glasses, which may accelerate technological maturity and cost reduction in the supply chain [3][4] - The AI glasses market is seen as a promising area for investment, driven by the dual forces of policy and AI technology [3][4]

编者荐语： 合作单位之一敬请大家深圳参会！可以在后台向我们报名 AI产品榜 . AI产品榜 aicpb.com 按月发布AI产品榜单。AI产品榜大会，是你必参的会。 发起人：李榜主 wx：QBB2378 Ai产品榜之周年大会 抽奖奖品 以下文章来源于AI产品榜 ，作者李榜主 | | AI产品榜创始人 学傍王 | | --- | --- | | | 2025全球AI产品趋势洞察 | | | 深圳国家高技术产业创新中心 | | | 数字经济研究所所长 邵哲文 | | | 浪潮之巅:2025全球AI黄金赛道 | | | 雷鸟创新 创始人兼CEO 李宏伟 | | | 交互·硬件·生态 Al时代穿戴设备的进化之路 | | | 万兴科技创始人 董事长 吴太兵 | | | 创意产业的Al进化论 从工具赋能到生态共赢 | | 11:00 | 大会合影 | | 11:10 | 第一轮抽奖 | | 11:20 | 圆桌对话: | | | Al软件:解密Al+Z世代全球化 | | | 流量密码从"卖工具"到"卖结果" | | | 主持:创投十问 创始人 梦雯 | | | 嘉宾：Co-Founder/CTO@OpenArtAl 乔顺 ...

Group 1 - The 2025 Shenzhen International Optical Expo opened on June 25, attracting over 200 exhibitors from more than 20 countries and over 30,000 professional visitors [1] - The exhibition covers an area of 15,000 square meters and is divided into nine themed zones, showcasing the entire industry chain [1] - The event features a special exhibition on the 45-year development history of the Longgang eyewear industry, highlighting its evolution from traditional to smart eyewear [1] Group 2 - Lohas Group showcased its first mass-produced AI smart glasses, "Paipai Mirror A1," which integrates multiple functions such as photography, video recording, and translation [2] - RayNeo, a leading AR brand, presented new AR glasses that achieved a market share of 52% during the recent "618" sales event [2] - The 2025 Shenzhen International Eyewear Design Competition announced its winners, aiming to discover and cultivate outstanding eyewear design talent [2] Group 3 - Shenzhen's eyewear industry has developed a complete industrial chain and rich resources over 40 years, actively embracing technological innovation for smart transformation [3]

尤其是Meta、谷歌等科技巨头纷纷转入AR赛道，甚至将功能更简单的AI眼镜卖爆后，苹果是否会在今年进入这一赛道"重写规则"，就成了大家都很关注 的话题。 这其中，猜测最多的是——苹果可能要发它的AR眼镜。 这样的猜测并非空穴来风。 就在WWDC 2025之前，大家都在猜测，今年的one more thing会是什么？ 毕竟，在这场发布会之前，苹果已经亮相的Vision Pro市场反响不及预期，而关于苹果AR眼镜的专利已经频频曝光。 不过，事实是，一如既往拖延的苹果，不出意外的再次没有迎合大家的希望。 在WWDC 2025上，苹果不仅没有发布AR眼镜，甚至这次我们连one more thing也没能看到。 倒是Meta和谷歌，以及正在崛起的中国厂商，将今年的AR和AI眼镜浪潮，推向了高潮。 01 谷歌的AR彩蛋 虽然今年的苹果WWDC没什么新意，但与之相隔不到一个月的谷歌I/O 2025，官方不仅高度重视XR眼镜，还让谷歌嫡子Android在谷歌I/O上为XR让了 路。 不可否认，Gemini是谷歌I/O 2025的重头戏，但谷歌CEO劈柴（Pichai）依然带着几位核心老将在今年I/O大会上强调了三项XR重要 ...

Investment Rating - The report assigns an investment rating of "Positive" for the industry, indicating an expected overall return exceeding the benchmark index by more than 10% [5]. Core Insights - The launch of the Thunder X3 Pro signifies a technological breakthrough in the AR industry, with advancements in optical solutions and a lightweight design that may push the consumer AR market towards an "ecological critical point" [2][30]. - The X3 Pro features a full-color optical engine capable of producing 16.7 million colors and achieving peak brightness of 6000 nits, addressing outdoor visibility challenges and enhancing user experience [2][20]. - The device's weight of only 76g, a 36% reduction from its predecessor, positions it close to the weight of regular eyeglasses, redefining comfort in AR wearables [3][15]. - The multi-modal interaction system allows for seamless user engagement through voice commands, touch controls, and gesture recognition, significantly lowering the learning curve for new users [4][24]. Summary by Sections Optical Innovations - The X3 Pro utilizes a 0.36cc full-color Micro-LED optical engine and etched waveguide technology, achieving a peak brightness of 6000 nits, which ensures clear visibility even in bright outdoor conditions [2][20][23]. - The combination of these technologies reduces rainbow artifacts by 95%, enhancing display purity and clarity [23]. Lightweight Design - The device's construction employs aerospace-grade magnesium-aluminum alloy and titanium alloy, resulting in a 40% weight reduction while increasing strength by 30% compared to nylon [3][15]. - The ergonomic design minimizes pressure on the face, making it suitable for prolonged use in various scenarios [3][15]. Interaction System - The integration of the Qualcomm Snapdragon AR1 Gen1 chip enables advanced interaction capabilities, including voice wake-up and touch controls, facilitating a user-friendly experience [4][24]. - The device supports Bluetooth connectivity with smartphones and smartwatches, expanding its functionality and user engagement [25]. Market Positioning - The pricing strategy for the Thunder X3 Pro aims to cater to a diverse consumer base, with various models designed to meet different needs, thereby enhancing market competitiveness [26]. - The report suggests that the advancements in the X3 Pro could set new standards in the AR industry, prompting competitors to innovate in materials and technology [27][29].

截至2025年5月30日 10:24，上证科创板人工智能指数(950180)下跌2.00%。成分股方面，中科星图 (688568)领跌9.47%，天准科技(688003)下跌5.41%，寒武纪(688256)下跌4.16%，优刻得(688158)下跌 2.91%，安路科技(688107)下跌2.77%。科创AIETF(588790)下跌1.91%，最新报价0.56元。拉长时间看， 截至2025年5月29日，科创AIETF成立以来累计上涨11.68%，涨幅排名可比基金2/6。流动性方面，科创 AIETF盘中换手2.63%，成交8162.72万元。拉长时间看，截至5月29日，科创AIETF近1年日均成交2.73 亿元，居可比基金第一。 2025年5月27日，雷鸟创新（RayNeo)举办了主题为"看见后智能手机时代See the Extraordinary"的旗舰新 品发布会，推出了多款AI+AR智能眼镜产品，包括雷鸟X3 Pro、雷鸟Air 3s系列、雷鸟V3 Slim以及雷鸟 魔盒2代。 银河证券指出，技术进步推动市场需求，智能眼镜产业链蓄势待发。 从收益能力看，截至2025年5月29日，科创AIETF自成立以 ...

作者 | 黄昱 编辑 | 王小娟 作为国内AR龙头，雷鸟创新向AR市场又投出了一枚重磅炸弹。 具体来看，雷鸟X3 Pro搭载了第一代骁龙AR1平台，在大幅降低功耗的同时，带来了下一代AI能力以及多媒体处理功能，其中包括高性能摄像头ISP可以实 现高质量的图像和视频功能。 在备受关注的光学显示技术上，雷鸟X3 Pro则搭载了目前最小可量产全彩Micro-LED光引擎，并与应用材料公司（Applied Materials）联合研发纳米光刻刻蚀 RayNeo光波导技术，能够实现43英寸全彩3D空中透明屏显示效果。 在空间感知方面，雷鸟X3 Pro则搭载了猎鹰影像Plus系统，雷鸟创新称可将空间定位误差控制在千分之五以内，让眼镜具备广泛适用的空间识别能力。 在交互方面，雷鸟X3 Pro首次实现了Apple Watch手表控制，并支持镜腿五维导航、语音、手机联动等多种交互方式的融合，以大幅提升交互效率。 除了硬件能力外，功能体验也是AR眼镜能否迎来"iPhone"时刻的关键。 5月27日，雷鸟创新举行一场以"看见后智能手机时代"为主题的旗舰新品发布会，推出AI+AR眼镜雷鸟X3 Pro、新一代口袋电视雷鸟Air 3s系 ...

眼镜，这个数百年的传统产业，在深圳这片土地上演绎着新的传奇。 深圳在眼镜产业有着超过40年的积淀，而在电子信息技术领域更是闻名遐迩。人工智能大模型的出现， 正在改变千行百业，赋能传统产业转型升级。"眼镜+大模型"正在成为智能穿戴的又一新高峰。 再造传统产业 眼镜是一个已经发展了数百年传统产业，深圳市龙岗区是全球眼镜产业集聚地之一，2024年，龙岗眼镜 产业总产值达43亿元。 据深圳市眼镜行业协会秘书长蔡斌介绍，以龙岗区园山街道和横岗街道为中心集聚着1500多家眼镜企 业，年产眼镜达1.25亿副，占据全球中高端眼镜市场的50%以上。 近期，深圳智能眼镜公司动作频频，雷鸟创新发布了X3 Pro AR眼镜、新一代口袋电视雷鸟Air 3s系列以 及AI拍摄眼镜雷鸟V3 Slim等多款新品。 除了上述的厂商发布的新品，在近日的深圳的人工智能终端展上，来自GYGES LABS、影目科技、 LOHO等厂商的多款智能眼镜产品展出。 从传统制造到智能创新，深圳眼镜产业在AI浪潮中迭代升级。过去传统眼镜的制造经验，让眼镜制造 商更懂消费者对智能眼镜的需求。 由于人类七成以上的信息都是通过眼睛获得的，智能眼镜也被誉为最佳的穿戴单品 ...

Core Viewpoint - The AR industry faces significant challenges in achieving widespread adoption, with current AR device shipments projected to be only 0.06% of smartphone shipments in 2024, highlighting the struggle for AR to move beyond being a niche market [2] Group 1: Industry Challenges - The lack of a robust native ecosystem for AR devices has been a major barrier to consumer adoption, with many users finding limited functionality beyond gaming [4][8] - High costs associated with building a self-sustaining ecosystem deter many startups from pursuing this route, as establishing even a small ecosystem can require hundreds of millions in investment [5] - Current AR device shipments are projected at 731 million units globally in 2024, with AR devices accounting for only 10.7% of this market, indicating a cold and niche market for AR glasses [6] Group 2: Strategic Partnerships - Companies like Thunder Innovation and INMO are leveraging existing mobile ecosystems to enhance the functionality of their AR devices, integrating popular applications to lower the entry barrier for users transitioning from smartphones to AR glasses [3][6] - Thunder Innovation's new AR glasses, the RayNeo X3 Pro, feature the "RayNeo AR Application Virtual Machine," allowing seamless integration with Android applications, while INMO AIR3 has partnered with Tencent's application market to expand its content ecosystem [3][6] Group 3: Market Dynamics - The AR market in China shows a clear concentration of market share, with Thunder Innovation holding a 50% share, followed by competitors like XREAL and Starry Meizu with significantly lower shares [6] - Despite current reliance on mobile ecosystems, companies express confidence that AR glasses will eventually develop their own ecosystems, with new applications emerging beyond those available on smartphones [7] Group 4: Consumer Sentiment and Pricing - Consumer feedback indicates ongoing hardware issues with AR devices, such as short battery life and slow startup times, which hinder broader adoption [8] - Pricing remains a significant barrier, with new products from Thunder Innovation priced between 1,499 to 8,999 yuan, even after government subsidies [8] - Industry leaders predict that AR will reach a pivotal moment similar to the iPhone's launch within the next 2-3 years, potentially leading to a significant increase in adoption rates [8]

责任编辑：韦子蓉 价格方面，雷鸟X3 Pro首发定价为8999元起，国家补贴后价格7649元。 发布会上，雷鸟创新还发布了新一代口袋电视雷鸟Air 3s系列，以及新一代多功能内容终端雷鸟魔盒2 代。雷鸟Air 3s系列全系采用孔雀光学引擎2.0+第5.5代全新Micro-OLED屏幕，带来了全新的3D环绕音 效系统，搭载全新 FlyTouch 触控系统，配备3.5英寸高精度触控板。雷鸟Air 3s售价1499元，国家补贴 后价格1274元起；Air 3s Pro售价1599元起，国家补贴后价格1359元起。 新浪科技讯 5月28日中午消息，雷鸟创新近日推出AR眼镜雷鸟X3 Pro、新一代口袋电视雷鸟Air 3s系 列，以及AI拍摄眼镜雷鸟V3 Slim等多款新品。 雷鸟X3 Pro AR眼镜是雷鸟创新发布的第三代彩色AR眼镜，搭载全球最小可量产全彩Micro-LED光引 擎，并与应用材料公司联合研发纳米光刻刻蚀RayNeo光波导，实现43英寸全彩3D空中透明屏显示效 果；在空间感知方面，雷鸟X3 Pro搭载猎鹰影像Plus系统。在交互方面，雷鸟X3 Pro实现了Apple Watch 手表控制，并支持镜腿五维 ...