2025年，当VR头显逐渐成为"过气网红"，智能眼镜赛道却焕发"第二春"，再次热闹起来，尤其近期大厂入局的动作更是吸引了爆发式关注。 阿里巴巴近日正式开售夸克Quark AI眼镜S1，集成千问大模型，支持实时翻译、支付和互联网搜索等功能，正式进军消费级智能可穿戴设备市场。 昨日，理想汽车发布首款Livis AI眼镜，配合"理想同学"语音指令，实现用智能眼镜联动遥控理想汽车，包括空调开启、方向盘加热、尾门控制等操作。 一、智能眼镜赛道2025年融资"热"起来了 根据IT桔子数据，截至12月1日，全球智能眼镜赛道2025年内共记录36起融资事件，融资总额估算统计约43.67亿元，涉及26家创业企业，覆盖从上游零部 件、中游行业解决方案提供商到终端品牌（占比过半）的产业链环节。 | 公司名称 | | 轮次 | 融资金 | 投资方 | 时间 | | --- | --- | --- | --- | --- | --- | | | | | 额 | | | | | Gyges Labs | Pre-A | 未透露 | 璀璨资本 | 2025-11 | | | | નદ્દે | | Granite Asia | | | | ...

此 前 ， Gyges Labs 还 曾 获 得 金 沙 江 创 投 的 投 资 。 金 沙 江 创 投 主 管 合 伙 人 朱 啸 虎 彼 时 表 示 ： "Gyges Labs的DigiWindow技术相比其他等方案，有着一个非常重要的优势：它的显示模组隐 形，能把内容投到眼睛，成本很低。这种技术能极大拓宽信息提示型智能眼镜的使用场景，也能帮助 眼镜厂商进行智能化升级。很 看好大模型落地AI智能硬件这个方向，和PC互联网那一代很像。那一 代当初也是硬件出来一波机会，这一波先出来的肯定也是硬件机会，硬件会比消费端APP先出来。" 持续聚焦「超人装备」矩阵。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，Gyges Labs近期完成Pre-A+轮融资，本轮投资方为Granite Asia与璀璨资 本。本轮融资将重点用于拓展更多元的"超人装备"（AI可穿戴产品），相关新品计划于2026年初起 陆续亮相。 作为一家专注于"AI可穿戴"的创新企业，Gyges Labs的核心逻辑是将人工智能技术深度融入各类穿 戴设备，通过技术突破与场景实用的结合，实现商 ...

Core Insights - The article highlights the increasing international presence of Chinese companies in various sectors, particularly in drone technology, electric vehicles, AI, and 3D printing, showcasing significant partnerships and market expansions. Group 1: Drone Technology - Chinese drone manufacturers showcased their products at the Dubai Airshow, with companies like United Aircraft Group demonstrating delivery drones capable of carrying 5 kg and adapting to high-temperature environments [4] - EHang completed the first urban air mobility flight in Qatar, reducing travel time from 30 minutes to 8 minutes, marking a significant milestone for eVTOL technology in the Middle East [4] Group 2: AI and Digital Solutions - Epoint and Alibaba Cloud announced a framework cooperation agreement for AI comic series, aiming to create a comprehensive solution for overseas expansion in this emerging market [4] - Alibaba International Station launched AI Mode to automate cross-border e-commerce procurement processes for SMEs, enhancing decision-making and operational efficiency [5][6] Group 3: Electric Vehicles - Didi's 99 platform in Brazil expanded its electric vehicle services to five major cities, with over 30,000 electric and hybrid vehicles registered, significantly reducing carbon emissions [7] - NIO's Firefly right-hand drive model began mass production, with the first batch set for Singapore, indicating rapid global market penetration [8] Group 4: Market Expansion and Financing - Blue Dot Touch completed over 100 million C-round financing to enhance global market expansion, focusing on robotics sensor hardware [10] - Elegoo announced a strategic financing round, with a global shipment exceeding one million units, indicating strong growth in the 3D printing market [11] Group 5: Emerging Markets - Southeast Asia, Africa, and the Middle East are identified as key growth markets for Chinese companies over the next three years, with optimism in sectors like construction, healthcare, and IT [13] - China has become the largest trading partner in the Gulf region, surpassing the combined trade of the US, UK, and Eurozone, with trade expected to grow significantly by 2028 [13]

Group 1: Industry Developments - Chinese drone manufacturers showcased their products at the Dubai Airshow, with the United Aircraft Group demonstrating a delivery drone capable of carrying 5 kg, and another company, Rongqi Intelligent, exhibiting a dual-rotor drone with a maximum payload of 300 kg [3] - EHang completed the first urban air passenger flight in the Middle East with its EH216-S drone in Doha, reducing travel time from 30 minutes to 8 minutes [3] - Alibaba International Station launched AI Mode to automate cross-border e-commerce procurement processes for global SMEs, enhancing decision-making and operational efficiency [4] - Tencent's Hunyuan 3D model is set to launch internationally, with over 30 new models released in the past year, indicating a strong push for global expansion [4] Group 2: Company Expansions - WeRide received Switzerland's first pure unmanned Robotaxi license, allowing operations in Zurich, and plans to launch services to the public in mid-2026 [5] - NIO's Firefly right-hand drive model has officially entered mass production, with the first batch being shipped to Singapore [6] - GAC Group launched its operations in Australia, marking a significant step in its global strategy [6] Group 3: Investment and Financing - BlueDot Touch completed over 100 million RMB in Series C financing, aimed at expanding global market reach and enhancing production capabilities [7] - Elegoo announced a new round of strategic financing, with a cumulative shipment of over 1 million units of its consumer-grade 3D printers and laser engravers [7] - Gyges Labs launched the world's first invisible display AI glasses, funded by a recent financing round, targeting international markets [7] Group 4: Market Trends - Southeast Asia, Africa, and the Middle East are identified as key growth markets for Chinese companies in the next three years, particularly in construction, healthcare, and IT sectors [8] - China has become the largest trading partner in the Gulf region, with trade expected to reach 375 billion USD by 2028, surpassing Western economies [8]

Core Insights - Gyges Labs has successfully completed a Pre A+ funding round, attracting investment from Granite Asia and璀璨资本, following a record-breaking crowdfunding of nearly $4 million for their AI glasses at CES 2025 [1][3] - The company emphasizes a "Glass First" philosophy, focusing on creating a wearable that is primarily a pair of glasses, rather than a tech gadget [6][10] - Gyges Labs aims to differentiate itself in the crowded AI hardware market by prioritizing a discreet design that integrates seamlessly into daily life, avoiding the bulkiness and overt "smart" features of existing smart glasses [8][12] Company Background - Gyges Labs was founded by a team with strong credentials, including CEO 贾捷阳, who has a PhD from Stanford and experience in Silicon Valley startups, and CTO 吕正, who contributed to the development of Apple's Vision Pro [3] - The company has previously secured a Pre-A funding round in November 2024, led by 金沙江创投, with participation from notable investors [3] Product Features - The AI glasses utilize a proprietary technology called DigiWindow, which is claimed to be the world's smallest near-eye display system, allowing for a lightweight design of approximately 35 grams [10] - The design places the display module in the bridge of the glasses, enabling direct retinal imaging and maintaining a low profile that resembles ordinary eyewear [10][12] - Gyges Labs has opted for a minimalist approach in functionality, foregoing features like cameras to enhance user experience and daily usability [14][15] AI Capabilities - The AI functionality includes real-time translation, meeting summaries, and proactive knowledge assistance, designed to integrate smoothly into social interactions without causing awkwardness [16] - The AI can also provide corrections in conversations, enhancing the user's ability to engage in discussions without the need for external queries [16] Future Vision - Gyges Labs positions itself not just as an "AI glasses company," but as an "AI wearable company," with ambitions to create a distributed system for interaction and computation across various devices [17][20] - The company plans to launch a smart ring as its next product, aiming to expand its AI capabilities into multiple wearable formats [20]

Core Insights - Gyges Labs has successfully completed a Pre A+ funding round, attracting investment from Granite Asia and璀璨资本, following a previous Pre-A round led by金沙江创投 [2][4] - The company aims to create AI glasses that prioritize everyday wearability, emphasizing a "Glass First" philosophy, which contrasts with the trend of bulky, feature-heavy smart glasses [6][7][10] - Gyges Labs' innovative display technology, DigiWindow, allows for a lightweight design (35 grams) and discreet information display, enhancing user experience without compromising on aesthetics [11][14][15] Funding and Company Background - Gyges Labs raised significant capital in its Pre A+ round, building on a previous multi-million RMB Pre-A round [2][4] - The leadership team includes experienced professionals from Silicon Valley and major tech companies, enhancing the company's credibility and innovation potential [4] Product Philosophy and Design - The company focuses on minimalism in design, opting for a lightweight and unobtrusive product that can be worn daily without drawing attention [10][14] - The absence of a camera in the AI glasses reflects a strategic choice to avoid issues related to privacy, battery life, and usability [19][21][22] AI Functionality and User Experience - Gyges Labs emphasizes "active AI" capabilities, such as real-time translation and contextual information display, which aim to integrate seamlessly into users' daily lives [26][27] - The design philosophy prioritizes user comfort and social acceptance, avoiding features that could lead to awkward situations in social settings [27] Future Vision and Product Development - Gyges Labs envisions a broader ecosystem of wearable devices, with plans to introduce a smart ring in 2026, expanding its AI capabilities beyond glasses [33][35] - The company's ultimate goal is to empower users through various wearable technologies, enhancing their capabilities and experiences [35]

Core Insights - Gyges Labs, an AI wearable technology company, has completed a new round of financing to support product development and supply chain investments [1] - The company aims to create innovative smart wearable devices that combine technological breakthroughs with practical applications [1][3] - Gyges Labs is set to launch its first product, Halliday Glasses, in January 2025, which will be the world's first AI glasses with hidden display capabilities [1][3] Company Overview - Founded in 2022, Gyges Labs is headquartered in Singapore, with its software and AI team based in Silicon Valley, leveraging China's supply chain advantages [1] - The founding team consists of members from prestigious universities and companies, including Stanford, UCLA, and Tsinghua, with significant experience in the tech industry [1][3] - The company employs a workforce where 80% are research and development personnel [1] Product Features - Halliday Glasses utilize the proprietary DigiWindow technology, which projects content directly onto the retina, making it invisible to others [3] - The glasses weigh only 28 grams, have a battery life of up to 12 hours, and support vision correction from +800 to -800 degrees [3] - The product aims to address the challenge of all-day wearability in smart glasses, appearing indistinguishable from regular eyewear [3] Future Development - Gyges Labs plans to continue enhancing its optical and AI capabilities while exploring additional wearable device forms beyond glasses, including standalone rings [4] - The company aims to meet diverse daily needs of users by gradually launching various smart wearable products starting in 2026 [4] Investment Perspective - Investors view Gyges Labs as a key player in the consumer technology space, capitalizing on the trend of edge AI as the next major entry point in consumer tech [5] - The company's focus on integrating AI into everyday scenarios is seen as a significant advantage, positioning it well for future growth in human-computer interaction [5]

Core Viewpoint - The World Artificial Intelligence Conference (WAIC) showcased a variety of AI glasses from leading companies, highlighting the growing market for smart wearable devices and their innovative features [1][3]. Group 1: Rokid Glasses - Rokid introduced the Rokid Glasses, a lightweight AI+AR smart glasses weighing 49g, featuring AR display, AI visual recognition, and voice interaction for a seamless user experience [3][5]. - The AR display utilizes advanced diffraction waveguide imaging technology to project clear virtual interfaces onto transparent lenses, enabling tasks like object recognition, AI Q&A, real-time translation, and navigation [5][6]. - The glasses also feature a mobile payment function, allowing users to complete transactions using voice commands, making it the world's first smart glasses capable of payment [8][6]. Group 2: Halliday Glasses - Halliday launched its first invisible display smart glasses, Halliday Glasses, which support prescription lenses and utilize a technology called DigiWindow to project images directly onto the retina [9][10]. - The glasses weigh only 28.5g and offer a battery life of up to 12 hours, focusing on information display rather than additional features like cameras [10][13]. - The domestic launch price is set at 2499 yuan, with pre-sales starting in mainland China [10][13]. Group 3: Li Weike Technology - Li Weike showcased three new models of smart glasses, emphasizing lightweight design with the City series starting at 999 yuan and weighing only 23g [15][17]. - The glasses feature AI capabilities such as real-time translation supporting nearly 180 languages and AI note-taking for business users [17][18]. - The company aims to integrate AI deeply into the glasses' functionality, prioritizing AI over hardware in their development strategy [18]. Group 4: XREAL - XREAL presented its flagship AI glasses, XREAL One Pro, which features a wide field of view and high-resolution display, targeting immersive experiences in gaming and entertainment [19][22]. - The glasses utilize self-developed technologies to enhance visual quality and reduce latency, making them suitable for applications like gaming and cinema [22][25]. - The starting price for XREAL One Pro is 4299 yuan, and it supports various AR applications for real-time recognition and interaction [25][22]. Group 5: User Feedback - Users expressed mixed feelings about the functionality of the AI glasses, with some appreciating the convenience of features like real-time translation and voice payment, while others noted areas for improvement [26][27]. - Concerns were raised about the practicality of using the glasses in everyday situations, particularly regarding the need for multiple devices for effective communication [29][30]. - The high price point of these products was a common concern among potential buyers, impacting their willingness to purchase [31][30].

Group 1: AI Hardware Trends - The integration of AI technology into daily life is accelerating, with consumer-grade AI hardware emerging as the first carriers of this integration [1] - Various companies are launching diverse smart hardware products, including smart glasses, AI toys, and smart office devices, targeting specific verticals like elderly care and emotional companionship [1] Group 2: Smart Glasses Market - Smart glasses have become a focal point at the World Artificial Intelligence Conference (WAIC), with brands like XREAL showcasing their flagship product, XREAL One Pro, which features a wide field of view and low latency [2][3] - Other notable players include Rokid, which introduced Rokid Glasses with a teleprompter function, and Halliday, which launched Halliday Glasses that support prescription lenses and offer long battery life [3] Group 3: AI Companion Products - AI companion products are evolving beyond traditional toys, with offerings like the Fuzozo robot from SenseTime, which features realistic digital avatars and enhanced interaction capabilities [4] - Looi, a desktop robot, allows users to engage with it through emotional recognition and interactive games, while also providing development tools for customization [5] Group 4: Focus on Office and Education - AI hardware is increasingly being applied in office and educational settings, with companies like Outermost introducing products like TicNote, which combines hardware and software for various practical applications [6] - NetEase Youdao showcased the AI-powered learning tool SpaceOne, designed to enhance students' problem-solving skills and reduce dependency on standard answers [6] Group 5: Industry Challenges - Despite the excitement surrounding AI hardware, challenges remain, such as limitations in computational power and energy consumption, which hinder the full potential of AI functionalities [7] - The industry faces the core challenge of promoting deep integration between AI technology and hardware to create next-generation smart devices with continuous evolution capabilities [7]

Core Viewpoint - The article discusses the current state and future prospects of the AI and AR glasses industry, highlighting the mixed consumer reactions and the competitive landscape shaped by major tech companies entering the market [5][15]. Group 1: Industry Trends - The AI glasses market is experiencing a surge in interest, particularly during events like the World Artificial Intelligence Conference (WAIC), where products are available for hands-on experience [3]. - There is a notable emotional divide among consumers regarding AI glasses, with some expressing disappointment and others being pleasantly surprised by the technology [5][7]. - The industry is expected to face a challenge in aligning hardware capabilities with software advancements over the next decade, as consumer expectations evolve [7]. Group 2: Product Development - The success of Ray-Ban Meta glasses has significantly influenced the development of AI glasses, with a reported global shipment of 1.5 million units, setting a benchmark for other manufacturers [8]. - Many new AI glasses products lack logical positioning, with some focusing excessively on features like photography without a clear integration with social media platforms [9]. - Companies are beginning to refine their product positioning, with some like Halliday focusing on display capabilities rather than traditional features [10][12]. Group 3: Major Players and Competition - Xiaomi and Alibaba have recently entered the AI glasses market, showcasing the competitive pressure on smaller startups [16][18]. - Alibaba's Quark AI glasses are expected to leverage the company's extensive software ecosystem, offering features like real-time translation and integration with various services [18]. - The industry is likely to see a convergence of hardware specifications and core functionalities, leading to a more stratified competitive landscape where smaller firms focus on niche markets while larger companies dominate the mainstream [18].