Group 1 - The core viewpoint of the article emphasizes the consolidation and expansion of Thunderbird Innovation's leading position in the global consumer-grade AI+AR glasses market through significant funding [2][4]. - Thunderbird Innovation recently completed a Series C financing round led by CITIC Jinshi, setting a record for the highest single financing amount in the domestic AI+AR glasses sector for 2025, aimed at accelerating technology research and ecosystem development [2][4]. - The company, founded in October 2021, is recognized as a global leader in consumer-grade AR, possessing unique capabilities in optical design, self-developed AI algorithms, and multimodal human-computer interaction [4]. Group 2 - Thunderbird Innovation's product lineup includes the X series, Air series, and V series of AI+AR glasses, with the X series being the world's first mass-produced dual-color MicroLED AR glasses [4]. - The Air series has maintained the top position in China's consumer-grade AR glasses sales for three consecutive years, while the company has also pioneered the "AI+AR" field with its lightweight AI shooting glasses V3 series [4]. - According to Counterpoint Research, Thunderbird Innovation holds a 39% market share, ranking first in global AR glasses sales as of the second quarter of 2025, and has been the top seller in China for three and a half years [4].

在AI+AR的推动下，今年国内多家AR企业均获得了一轮或多轮融资，金额在上亿元。据悉，雷鸟创新 近期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，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。官方称本轮融资创下2025年国内AR领域单笔融资金额的最高纪录，但具体金额并未透露。 同时，作者还从接近雷鸟的人士处独家获悉，目前旗下产品国内海外销量占比为6:4，后续海外的占比 还会进一步上升。此轮融资后，雷鸟也会加速迈向IPO，可能会在未来2-3年内上市。 公开资料显示，雷鸟创新成立于2021年10月，在近眼显示光学设计、自研AI算法模型，以及多模态人 机交互等领域持续布局。在产品层面，雷鸟拥有涵盖AI+AR眼镜X系列、观影眼镜Air系列，以及AI拍 摄眼镜V系列，也是全球唯一实现量产全彩Micro LED AR眼镜的企业。 值得一提的是，AI+AR在迈向大众市场的过程中，也迎来了更多的玩家。除了垂直AR创业公司，包括 小米、阿里等巨头也都纷纷入局。通常情况下，像小米这样的生态大厂入局，必然是对垂直创业公司的 重击，但 ...