以下文章来源于暗涌Waves ，作者暗涌 暗涌Waves . 钱的流向，人的沉浮。36氪旗下投资报道账号。 同时光帆创始团队属于典型的"高P团队"，团队汇集了来自小米、华为、字节、阿里、腾讯等企业的资深专家，具有深厚的人工智 能软硬件及应用开发能力。近年来，高管创业屡见不鲜，据IT桔子数据，2024年共有13位前大厂高管选择创业，其中11位的创业 方向与AI硬件或AIGC相关。并且创始人背景已不再局限于传统的BAT，从新一代大厂如小米、理想，甚至AI六小龙出走的高管 也非常受市场和资本的关注，这不免让人回忆起移动互联网时代早期的创业潮，"水大鱼大、诸神混战"的时代场景再一次来临。 当下的AI硬件创业天下三分，有昂贵的具身智能公司，有入局收购成熟硬件团队以布局自有可穿戴入口的大厂，也有一众依赖敏 捷创新快速占领细分市场的初创公司。 诸神混战的时代又回来了。 文 ｜ 徐牧心 来源｜ 暗涌Waves（ID：waves36kr） 封面来源 ｜ IC Photo "暗涌Waves"独家获悉，小米早期初创团队成员、89号员工董红光离职创办的光帆科技，在三个月内迅速完成两轮累计1.3亿元人 民币融资，投后估值超5亿元。 投 ...

Core Insights - Light Sail Technology, founded by former Xiaomi employee Dong Hongguang, has raised a total of 130 million RMB in two funding rounds within three months, achieving a post-investment valuation of over 500 million RMB [1][2] - The investment partners include leading companies in the wearable technology sector, such as Baidu Capital, Soundcore, Goer, and Zhaoyi Innovation, indicating strong industry backing [1][2] - The company aims to develop AI wearable hardware and general AI agents, transitioning from specialized functions to general intelligence in the next five years [1][3] Investment Landscape - The investment landscape for Light Sail Technology is characterized by significant industry players, with Soundcore holding over 50% market share in bone conduction and open-ear headphones, and Goer being a leader in wearable ODM [2] - Dong Hongguang's background as a key member of Xiaomi's founding team and his experience in developing core operating systems contribute to the company's strong appeal to investors [2][3] Team Composition - The founding team of Light Sail Technology consists of senior experts from major tech companies like Xiaomi, Huawei, ByteDance, Alibaba, and Tencent, showcasing deep expertise in AI hardware and application development [3] - The trend of high-level executives from established companies starting their own ventures in AI hardware is on the rise, reminiscent of the early mobile internet era [3] Market Dynamics - The current AI hardware market is fragmented, with a mix of expensive embodied intelligence companies, large firms acquiring mature hardware teams, and agile startups rapidly capturing niche markets [3] - Light Sail Technology possesses the attributes of a "star project," but its success will depend on product rollout speed and ecosystem influence in the emerging AI hardware competition [3]

这也是为什么细看光帆科技选择的投资方后，会发现产业属性如此明显的原因：韶音作为最大的三方耳机厂商，在骨传导及开放式 耳机市场占据50%以上份额，歌尔作为可穿戴ODM龙头，兆易创新作为存储/存算一体芯片龙头，都拥有给光帆提供硬件支持和硬 件入口的能力。而柏睿资本作为宁德时代联创、副董事长李平创办的投资机构，能从关键器件、产业资源、上下游生态、资本市场 等给予全方位的顶级资源支持。 「 诸神混战的时代又回来了。 」 文 ｜ 徐牧心 「暗涌Waves」独家获悉，小米早期初创团队成员、89号员工董红光离职创办的光帆科技，在三个月内迅速完成两轮累计1.3亿元人 民币融资，投后估值超5亿元。 投资方 一方面 包括柏睿资本、韶音、歌尔 旗下同歌创投 、兆易创新朱一明旗下清辉投资及零以创投等， 几乎集齐了当下可穿戴领 域最头部终端硬件、ODM及核心零部件厂商 ， 是新一代AI native公司中罕见的将产业资源结合的最好的公司之一，除此之外， 头 部财务基金 鼎晖投资、 阿尔法公社、清华系英诺天使及 水木清华校友基金 也在股东名列 。 当前AI时代下，大模型的飞速发展使人工智能助理成为可能，人机交互也将从过去的GUI交互过渡 ...