{
 "updated": "2026-11-02",
 "about": "AI 硬件图谱：每家公司 / 产品的用途、国家、AI 功能、售价、融资、估值和关键数据，每个数字附出处（src）。layer 对应 layers.json 的 code。中国、美国和其他国家的公司都收；单品数据见 https://aiwatch-hardware-rankings.vercel.app/ 。",
 "companies": [
  {
   "name": "Curio Interactive",
   "layer": "c1",
   "url": "https://heycurio.com",
   "hq": "红木城",
   "founded": 2023,
   "founded_month": "2023-03",
   "product": "Grem / Grok / Gabbo",
   "use": "陪伴与情感",
   "country": "美国",
   "desc": "接入 OpenAI 模型的无屏 AI 毛绒玩具",
   "ai_features": "大模型对话，家长 App 控制，对话数据 90 天后删除",
   "price": {
    "v": "$99",
    "date": "2025-08",
    "src": "https://www.livemint.com/technology/tech-news/ai-plush-toys-promise-screen-free-play-for-kids-but-at-what-cost-11755412679064.html"
   },
   "stage": "在售",
   "funding": [
    {
     "date": "2023-11",
     "round": "天使轮",
     "amount": "未披露",
     "lead": "Dunbar Capital",
     "src": "https://m.cyzone.cn/article/761378"
    },
    {
     "date": "2024-02",
     "round": "后续一轮",
     "amount": "未披露",
     "lead": "Shine Capital",
     "src": "https://m.cyzone.cn/article/761378"
    }
   ],
   "note": "融资金额、估值、销量都没查到。Grok 由 Grimes 配音并投资。价格为 2025-08 媒体报道值，非官网当前价。"
  },
  {
   "name": "Embodied（Moxie）",
   "layer": "c1",
   "url": "https://moxierobot.com",
   "hq": "帕萨迪纳",
   "founded": 2016,
   "product": "Moxie 儿童情感机器人",
   "use": "陪伴与情感",
   "country": "美国",
   "desc": "面向 5–10 岁儿童社交情感发展的陪伴机器人",
   "ai_features": "大模型对话、人脸识别、课程化互动",
   "price": {
    "v": "$799",
    "date": "2024",
    "src": "https://www.theregister.com/software/2024/12/16/800-ai-robot-for-kids-bites-the-dust-along-with-its-maker/858475"
   },
   "stage": "停售",
   "total_raised": "约 $86.3M（聚合站 fobi.com；另一聚合站写 $60M，口径不一）",
   "note": "2024-11 底领投方临时退出，公司关停，云端依赖的 Moxie 失效。聚合站称产品后被 FamPay 创始人 Kush Taneja 接手维持，未见一手来源。投资方含 Intel Capital、丰田 AI Ventures、亚马逊 Alexa Fund、索尼创新基金。"
  },
  {
   "name": "FoloToy",
   "layer": "c1",
   "hq": "新加坡",
   "product": "Kumma AI 泰迪熊",
   "use": "陪伴与情感",
   "country": "新加坡",
   "desc": "可自选大模型的 AI 毛绒玩具与开发套件",
   "ai_features": "接入 GPT-4o 等大模型对话",
   "price": {
    "v": "$99",
    "date": "2025-11",
    "src": "https://edition.cnn.com/2025/11/19/tech/folotoy-kumma-ai-bear-scli-intl"
   },
   "stage": "在售",
   "note": "2025-11 被 US PIRG 报告点名，Kumma 出现性话题和刀具建议，公司下架全线产品并做内部审计，OpenAI 停用其开发者账号；2025-11 底媒体报道重新上架（The Star）。融资、销量没查到。"
  },
  {
   "name": "Miko（Emotix）",
   "layer": "c1",
   "url": "https://miko.ai",
   "hq": "孟买",
   "founded": 2015,
   "product": "Miko 3 / Miko Mini",
   "use": "陪伴与情感",
   "country": "印度",
   "desc": "面向儿童的 AI 学习陪伴机器人，带订阅服务",
   "ai_features": "语音对话、人脸识别、内容与学习互动",
   "stage": "在售",
   "valuation": {
    "v": "约 $550M",
    "date": "2025-08",
    "kind": "投后估值，媒体转述监管文件（Entrackr）",
    "src": "https://www.linkedin.com/posts/anurag-jindal-3249101b6_miko-the-child-companion-robot-manufacturer-activity-7366830332098060289-ZR7s"
   },
   "revenue": {
    "v": "约 $41.7M",
    "date": "2024",
    "kind": "聚合站（CB Insights）",
    "src": "https://www.cbinsights.com/company/emotix/financials"
   },
   "total_raised": "CB Insights 称累计约 $83M（聚合站，口径与 PitchBook 不一致）",
   "funding": [
    {
     "date": "2025-08",
     "round": "D 轮",
     "amount": "约 $155M",
     "lead": "AMDG-PAX Foundation",
     "post": "投后约 $550M",
     "src": "https://www.linkedin.com/posts/anurag-jindal-3249101b6_miko-the-child-companion-robot-manufacturer-activity-7366830332098060289-ZR7s"
    },
    {
     "date": "2025-11",
     "round": "战略投资",
     "amount": "$10.5M",
     "lead": "iHeartMedia",
     "src": "https://parsers.vc/startup/miko.ai/"
    }
   ],
   "key_data": [
    {
     "k": "覆盖国家",
     "v": "140+",
     "date": "2025-08",
     "src": "https://www.linkedin.com/posts/anurag-jindal-3249101b6_miko-the-child-companion-robot-manufacturer-activity-7366830332098060289-ZR7s"
    }
   ],
   "note": "PitchBook 把 D 轮标为「Upcoming」，未见交割确认。印度售价 ₹15,000–25,000（媒体），美国官网价没核到。"
  },
  {
   "name": "奥飞娱乐 AI 智能喜羊羊",
   "layer": "c1",
   "hq": "广州",
   "founded": 2024,
   "product": "喜羊羊超能铃铛娃娃 / 哄睡 AI 喜羊羊",
   "use": "陪伴与情感",
   "country": "中国",
   "desc": "用喜羊羊 IP 做的 AI 对话玩具",
   "ai_features": "IP 角色大模型对话、哄睡陪伴",
   "price": {
    "v": "¥399（超能铃铛娃娃）/ ¥299（哄睡款）",
    "date": "2024",
    "src": "https://www.sgpjbg.com/labelsyh/aiwanjuipshangyehuajihui/1/6648193.html"
   },
   "stage": "在售",
   "product_line_of": "奥飞娱乐",
   "public": true,
   "note": "AI 玩具销量未单独披露；公司 2026-09 投资者活动记录称 IP+AI 属探索业务、尚未规模化。价格为 2024 年首发价（券商研报），非官网当前价。"
  },
  {
   "name": "实丰文化 AI 玩具",
   "layer": "c1",
   "hq": "汕头",
   "product": "麦克 AI 飞飞兔 / AI 守护星",
   "use": "陪伴与情感",
   "country": "中国",
   "desc": "传统玩具商转型的 AI 毛绒与儿童智能穿戴",
   "ai_features": "对话、AI 拍学问答，接入喜马拉雅、贝瓦内容",
   "stage": "在售",
   "key_data": [
    {
     "k": "2026 上半年智能玩具营收",
     "v": "¥1181.91 万（同比 +439.91%）",
     "date": "2026-H1",
     "src": "https://www.cs.com.cn/ssgs/01/2026/08/29/detail_2026082910035541.html"
    }
   ],
   "product_line_of": "实丰文化",
   "public": true,
   "note": "参编 2026-07 发布的《人工智能（AI）玩具通用技术规范》。公司 2026 上半年总营收 2.12 亿元。"
  },
  {
   "name": "汤姆猫 AI 童伴（金科汤姆猫）",
   "layer": "c1",
   "founded": 2024,
   "product": "汤姆猫 AI 童伴 / 随身 AI",
   "use": "陪伴与情感",
   "country": "中国",
   "desc": "用「会说话的汤姆猫」IP 做的儿童 AI 陪伴硬件",
   "ai_features": "大模型对话陪伴，AI+IP+Agent",
   "stage": "在售",
   "key_data": [
    {
     "k": "公司 2026 上半年总营收",
     "v": "¥4.47 亿（同比 -3.32%，含全部业务）",
     "date": "2026-H1",
     "src": "https://data.eastmoney.com/notices/detail/300459/AN202608260006751675,JUU2JUIxJUE0JUU1JUE3JTg2JUU3JThDJUFC.html"
    }
   ],
   "product_line_of": "浙江金科汤姆猫文化产业",
   "public": true,
   "note": "半年报称 AI 智能产品以硬件销售为主要收入，但没有单列 AI 营收和销量。2024-12 起推出 AI 童伴。"
  },
  {
   "name": "灵宇宙 LingOS（原物灵 Luka）",
   "layer": "c1",
   "founded": 2023,
   "product": "Luka 卢卡绘本机器人 / 小方机",
   "use": "陪伴与情感",
   "country": "中国",
   "desc": "识别绘本并陪读的儿童 AI 陪伴机器人",
   "ai_features": "绘本图像识别、多模态 AI 智能体、情感与记忆",
   "stage": "在售",
   "funding": [
    {
     "date": "2025-11",
     "round": "Pre-A 轮",
     "amount": "¥2 亿",
     "lead": "国方创新、国泰海通、广发信德、滴滴出行（跟投）、考拉基金（跟投）",
     "src": "http://ec100.cn/detail--6654135.html"
    }
   ],
   "key_data": [
    {
     "k": "Luka 全球销量",
     "v": "近千万台",
     "date": "2025-11",
     "src": "http://ec100.cn/detail--6654135.html"
    },
    {
     "k": "Luka 阅读机器人销量（公司口径）",
     "v": "1000 万台",
     "date": "2026-09",
     "src": "https://antihype.com.br/c/ia/projetor-com-ia-criancas-luka-desenho/"
    }
   ],
   "note": "总部城市、估值没查到。双 11（2025）销售额增长超 230%。价格没核官网。"
  },
  {
   "name": "珞博智能 Robopoet",
   "layer": "c1",
   "hq": "上海",
   "founded": 2024,
   "product": "Fuzozo 芙崽",
   "use": "陪伴与情感",
   "country": "中国",
   "desc": "可挂包的 AI 养成系毛绒潮玩，有记忆和性格",
   "ai_features": "多模态情感模型、长期记忆、性格随互动演化",
   "price": {
    "v": "¥399 起",
    "date": "2025-07",
    "src": "http://app.myzaker.com/news/article.php?pk=6a55a71bb15ec01dc20340c9&f=qqconnect"
   },
   "stage": "在售",
   "funding": [
    {
     "date": "2025-09",
     "round": "天使+ 轮",
     "amount": "数千万元",
     "lead": "红杉中国、金沙江创投（跟投）",
     "src": "http://www.jushenyanxishe.com/archives/498410"
    },
    {
     "date": "2026-01",
     "round": "Pre-A 轮",
     "amount": "亿元级",
     "lead": "华映资本、广和通、涂鸦智能（跟投）",
     "src": "http://app.myzaker.com/news/article.php?pk=6a55a71bb15ec01dc20340c9&f=qqconnect"
    }
   ],
   "key_data": [
    {
     "k": "国内累计销量",
     "v": "近 30 万台",
     "date": "2026-06",
     "src": "https://hub-assets-cache.baai.ac.cn/view/56327"
    }
   ],
   "note": "价格为上市定价（媒体），非官网当前价。投后估值未披露。2026-05 登陆日本 Makuake 众筹，72 小时破 3500 万日元。"
  },
  {
   "name": "跃然创新 Haivivi",
   "layer": "c1",
   "hq": "深圳",
   "product": "BubblePal / CocoMate",
   "use": "陪伴与情感",
   "country": "中国",
   "desc": "给毛绒玩具挂上大模型的 AI 对话挂件与毛绒玩具",
   "ai_features": "大模型角色扮演对话、联合讲故事、长期记忆",
   "stage": "在售",
   "revenue": {
    "v": "超 ¥1 亿",
    "date": "2025-11",
    "kind": "过去一年营收，媒体报道",
    "src": "https://finance.eastmoney.com/a/202511073558228648.html"
   },
   "total_raised": "A 轮系列 ¥2 亿；此前轮次未查到",
   "funding": [
    {
     "date": "2025-08",
     "round": "A 轮系列",
     "amount": "¥2 亿",
     "lead": "中金资本、红杉中国种子基金、华山资本、愉悦资本、招银国际（跟投）",
     "src": "https://eu.36kr.com/en/p/3439433663122821"
    }
   ],
   "key_data": [
    {
     "k": "BubblePal 累计销量",
     "v": "超 35 万台",
     "date": "2026-09",
     "src": "https://finance.eastmoney.com/a/202609183878635372.html"
    },
    {
     "k": "过去一年出货",
     "v": "25 万台",
     "date": "2025-11",
     "src": "https://finance.eastmoney.com/a/202511073558228648.html"
    }
   ],
   "note": "估值未公开（公司称较上一轮翻三倍）；官网、售价没核到，未填。2023 年末总部由北京迁深圳。"
  },
  {
   "name": "Digital Dream Labs（Anki Vector）",
   "layer": "c2",
   "hq": "匹兹堡",
   "product": "Vector",
   "use": "陪伴与情感",
   "country": "美国",
   "desc": "接手 Anki 后继续运营的桌面陪伴机器人",
   "ai_features": "语音交互、视觉与情绪表现",
   "price": {
    "v": "$249.99",
    "date": "2026-08",
    "src": "https://www.roboatlas.ai/en-US/products?type=desktop_robot&page=2"
   },
   "stage": "在售",
   "owner": "2019 年收购倒闭的 Anki 机器人 IP（金额未查到）",
   "note": "价格来自聚合站，非官网。融资、销量没查到；Cozmo 已停售。"
  },
  {
   "name": "GROOVE X",
   "layer": "c2",
   "url": "https://groove-x.com/",
   "hq": "东京",
   "founded": 2015,
   "founded_month": "2015-11",
   "product": "LOVOT",
   "use": "陪伴与情感",
   "country": "日本",
   "desc": "有体温、会撒娇的家庭型陪伴机器人",
   "ai_features": "50+ 传感器、端侧 AI 感知人和环境，行为随互动变化",
   "stage": "在售",
   "total_raised": "可查轮次合计约 ¥81.5 亿（DEEPPOINT 汇总，不含无单独出处的 2018–2020 B 轮）",
   "funding": [
    {
     "date": "2021-01",
     "round": "B 轮",
     "amount": "¥9 亿",
     "lead": "NTT docomo、日本政策金融公库（融资）",
     "src": "https://deeppoint.remixpoint.co.jp/startups/groove-x"
    },
    {
     "date": "2020-12",
     "round": "B 轮",
     "amount": "¥18 亿",
     "lead": "SOMPO 控股、日立 GLS",
     "src": "https://deeppoint.remixpoint.co.jp/startups/groove-x"
    },
    {
     "date": "2017-12",
     "round": "A 轮",
     "amount": "¥43.5 亿",
     "lead": "未来创生基金（SPARX）、INCJ",
     "src": "https://deeppoint.remixpoint.co.jp/startups/groove-x"
    }
   ],
   "key_data": [
    {
     "k": "在运行 LOVOT",
     "v": "1.8 万台以上",
     "date": "2026-01",
     "src": "https://robotstart.info/article/2026/01/23/381575.html"
    },
    {
     "k": "有效订阅合同",
     "v": "约 2 万台",
     "date": "2026-06",
     "src": "https://deeppoint.remixpoint.co.jp/startups/groove-x"
    },
    {
     "k": "3 年留存率",
     "v": "90%",
     "date": "2026-01",
     "src": "https://robotstart.info/article/2026/01/23/381575.html"
    }
   ],
   "note": "估值、营收、官网售价没查到。2026-01 的股东含 Tiger Global、前泽友作基金等。"
  },
  {
   "name": "Intuition Robotics",
   "layer": "c2",
   "url": "https://elliq.com",
   "hq": "帕洛阿尔托",
   "founded": 2016,
   "product": "ElliQ 3",
   "use": "陪伴与情感",
   "country": "美国",
   "desc": "面向老年人的主动式 AI 陪伴机器人",
   "ai_features": "大模型驱动的主动对话，鼓励健康行为与社交",
   "price": {
    "v": "$29.99/月（2022 首发订阅价）",
    "date": "2022-03",
    "src": "https://roboticsregistry.net/companies/intuition-robotics"
   },
   "stage": "在售",
   "total_raised": "累计约 $83–85M（聚合站）",
   "funding": [
    {
     "date": "2023-08",
     "round": "新一轮（$20M 股权 + $5M 债权）",
     "amount": "$25M",
     "lead": "Woven Capital",
     "src": "https://profiles.crustdata.com/company/intuition-robotics"
    },
    {
     "date": "2025-09",
     "round": "战略投资",
     "amount": "未披露",
     "lead": "Kanematsu",
     "src": "https://roboticsregistry.net/companies/intuition-robotics"
    }
   ],
   "key_data": [
    {
     "k": "纽约州老龄办部署",
     "v": "800+ 台",
     "date": "2022-05",
     "src": "https://roboticsregistry.net/companies/intuition-robotics"
    },
    {
     "k": "华盛顿州 Medicaid 报销",
     "v": "首个获全额报销的社交 AI 机器人",
     "date": "2026-03",
     "src": "https://roboticsregistry.net/companies/intuition-robotics"
    }
   ],
   "note": "价格为首发订阅价，非官网当前价；估值、营收没查到。计划 2026 与 Kanematsu 进入日本。"
  },
  {
   "name": "Living.AI",
   "layer": "c2",
   "hq": "深圳",
   "product": "EMO / AIBI Pocket",
   "use": "陪伴与情感",
   "country": "中国",
   "desc": "表情丰富的桌面 AI 陪伴机器人",
   "ai_features": "语音与情绪表情互动",
   "price": {
    "v": "$279（EMO）",
    "date": "2026-08",
    "src": "https://www.roboatlas.ai/en-US/products?type=desktop_robot&page=2"
   },
   "stage": "在售",
   "note": "资料偏少：融资、销量、成立时间没查到。AIBI Pocket $249 预售中（RoboAtlas 聚合站）。"
  },
  {
   "name": "Ludens AI",
   "layer": "c2",
   "hq": "东京",
   "product": "COCOMO / INU",
   "use": "陪伴与情感",
   "country": "日本",
   "desc": "前大疆工程师做的关系型家庭陪伴机器人",
   "ai_features": "毫米波存在感知，触摸、表情、动作的非语言交互",
   "stage": "预售",
   "funding": [
    {
     "date": "2026-04",
     "round": "天使轮（集团层面）",
     "amount": "约 ¥6 亿日元",
     "lead": "CWB Capital、Linear Capital、PKSHA Algorithm Fund",
     "src": "https://thebridge.jp/2026/04/ludens-ai-raises-600-million-yen-in-angel-round"
    }
   ],
   "note": "INU 在日本众筹至 2026-11-29，预计 2027-02 起发货。日本运营公司 2025-12 成立，团队主体在中国；官网、成立月份、价格没核到。"
  },
  {
   "name": "Takway AI 零动未来",
   "layer": "c2",
   "url": "https://www.kickstarter.com/projects/sweekar/sweekar-the-ai-pocket-pet-that-grows-up-with-you",
   "product": "Sweekar 话话糖",
   "use": "陪伴与情感",
   "country": "中国",
   "desc": "会长大的 AI 口袋电子宠物，拓麻歌子式养成",
   "ai_features": "长期情感记忆、MBTI 建模、声纹识别",
   "stage": "预售",
   "key_data": [
    {
     "k": "Kickstarter 众筹",
     "v": "1,817 位支持者，HK$5,022,754",
     "date": "2026-09",
     "src": "https://www.kickstarter.com/projects/sweekar/sweekar-the-ai-pocket-pet-that-grows-up-with-you/posts/4802214"
    }
   ],
   "note": "2026-10 进入试产。预计售价 $100–150（CES 2026 报道）；融资、估值、总部城市没查到。"
  },
  {
   "name": "Tombot",
   "layer": "c2",
   "url": "https://tombot.com",
   "founded": 2017,
   "product": "Jennie",
   "use": "陪伴与情感",
   "country": "美国",
   "desc": "给失智老人用的仿真机器狗",
   "ai_features": "触摸反应、语音指令、护理人员 App",
   "price": {
    "v": "约 $1,500（计划售价）",
    "date": "2025-06",
    "src": "https://www.eweek.com/de/news/tombot-dog-robot/"
   },
   "funding": [
    {
     "date": "2025-06",
     "round": "A 轮",
     "amount": "$6.1M",
     "lead": "未查到",
     "src": "https://www.eweek.com/de/news/tombot-dog-robot/"
    }
   ],
   "note": "计划 2026 Q1 发货，是否已交付没查到，未填 stage。外形由 Jim Henson 创意工坊设计。"
  },
  {
   "name": "三星 Ballie",
   "layer": "c2",
   "hq": "首尔",
   "founded": 2020,
   "product": "Ballie",
   "use": "陪伴与情感",
   "country": "韩国",
   "desc": "球形家用 AI 伴侣机器人，内置投影，接 Gemini",
   "ai_features": "Gemini 大模型、投影交互、空间感知",
   "stage": "停售",
   "product_line_of": "三星",
   "public": true,
   "note": "从 CES 2020 起反复预告，2025-07 推迟；2026-01 三星对彭博称其为内部「创新平台」，美国官网页面 2026-03 已下线（Forbes）。从未公布价格，从未发售。"
  },
  {
   "name": "亚马逊 Astro",
   "layer": "c2",
   "hq": "西雅图",
   "founded": 2021,
   "product": "Astro（家用版）",
   "use": "陪伴与情感",
   "country": "美国",
   "desc": "Alexa 驱动的家用移动机器人，可巡逻看家",
   "ai_features": "Alexa 语音、视觉识别、自动跟随、Ring 联动",
   "price": {
    "v": "$1,600（邀请制预览期）",
    "date": "2023",
    "src": "https://www.techdirt.com/tag/amazon/"
   },
   "product_line_of": "Amazon",
   "public": true,
   "note": "2024-09 停掉商用版 Astro for Business（$2,350 起，机器失效，退款 + $300 券）。家用版 2026 年当前售价、销量没查到，未填 stage。"
  },
  {
   "name": "卡西欧 Moflin",
   "layer": "c2",
   "hq": "东京",
   "founded": 2024,
   "product": "Moflin",
   "use": "陪伴与情感",
   "country": "日本",
   "desc": "无脸无屏的毛绒 AI 宠物，靠情绪模型成长",
   "ai_features": "自研情绪模型，随被对待方式形成性格，无大模型",
   "price": {
    "v": "$429",
    "date": "2026-10",
    "src": "https://robotcompanion.online/casio-moflin-review/"
   },
   "stage": "在售",
   "key_data": [
    {
     "k": "日本销量",
     "v": "约 1 万台",
     "date": "2025-06",
     "src": "https://companionrater.com/robots/moflin"
    }
   ],
   "product_line_of": "卡西欧 Casio",
   "public": true,
   "note": "价格出自评测站引用 Casio 美国官网（2026-10-12 核对），含充电窝、无订阅。销量为评测站转述，Casio 官方数字没核到。2025-10 在美英上市。"
  },
  {
   "name": "可以科技 KEYi Tech",
   "layer": "c2",
   "hq": "北京",
   "founded": 2014,
   "product": "Loona / Loona DeskMate",
   "use": "陪伴与情感",
   "country": "中国",
   "desc": "萌系情感陪伴机器狗与桌面 AI 伙伴",
   "ai_features": "多模态感知、情感交互模型、仿生动作",
   "stage": "在售",
   "funding": [
    {
     "date": "2026-01",
     "round": "新一轮",
     "amount": "超 ¥1 亿",
     "lead": "吴中金控、元禾太湖湾；基石资本、黎万强（跟投）；蓝驰创投（老股东）",
     "src": "https://startupintros.com/orgs/keyi-tech"
    }
   ],
   "key_data": [
    {
     "k": "Loona 累计销量",
     "v": "近 10 万台",
     "date": "2026-01",
     "src": "https://glacier.mba/mp/20260106-keyi-new-round.html"
    }
   ],
   "note": "融资数据来自聚合站与公众号转载，未找到 36氪 原稿。历史投资方含小米、顺为、安克创新、源码资本。估值、营收、官网和价格没查到。Loona 2022 年 Kickstarter 众筹。"
  },
  {
   "name": "索尼 aibo",
   "layer": "c2",
   "url": "https://electronics.sony.com/more/aibo/p/ers1000-h",
   "hq": "东京",
   "founded": 2018,
   "product": "aibo ERS-1000",
   "use": "陪伴与情感",
   "country": "日本",
   "desc": "学习性格的机器狗，需云端订阅",
   "ai_features": "深度学习识别最多 100 张脸，云端记忆与成长",
   "price": {
    "v": "$2,899.99（黑芝麻限定款，含 3 年云计划）",
    "date": "2026-07",
    "src": "https://electronics.sony.com/more/aibo/p/ers1000-h"
   },
   "stage": "在售",
   "key_data": [
    {
     "k": "2018 年首发半年销量",
     "v": "2 万台",
     "date": "2018",
     "src": "https://today.rtl.lu/news/business-and-tech/sony-discontinues-japan-sales-of-robot-puppy-aibo-1991482148"
    }
   ],
   "product_line_of": "索尼",
   "public": true,
   "note": "2026-06 索尼宣布日本区库存售完即停，美国继续销售（唯一海外市场）。白色款 $3,199.99 出自评测站（2026-10-19），官方页未核到。云计划续费 $300/年。"
  },
  {
   "name": "萌友智能 Ropet",
   "layer": "c2",
   "hq": "北京",
   "product": "Ropet",
   "use": "陪伴与情感",
   "country": "中国",
   "desc": "带养成机制和 AI 记忆的宠物式陪伴机器人",
   "ai_features": "生物性反馈、养成、AI 记忆",
   "stage": "在售",
   "funding": [
    {
     "date": "2026-04",
     "round": "A 轮（分两批交割）",
     "amount": "超 $10M",
     "lead": "北京市人工智能产业投资基金、峰瑞资本（第二批领投）",
     "src": "http://mp.weixin.qq.com/s?__biz=Mzk2NDE5OTc0OA==&mid=2247487760&idx=2&sn=ef732d18a982403bb73b5517b7845a6c"
    }
   ],
   "key_data": [
    {
     "k": "《驯龙高手》联名款预售",
     "v": "5 天超 1000 台",
     "date": "2026-03",
     "src": "http://mp.weixin.qq.com/s?__biz=Mzk2NDE5OTc0OA==&mid=2247487760&idx=2&sn=ef732d18a982403bb73b5517b7845a6c"
    }
   ],
   "note": "目前仅有公众号一个来源（AI玩具之家），未找到媒体原稿；官网、成立时间、估值、价格没查到。"
  },
  {
   "name": "赋之科技 Enabot",
   "layer": "c2",
   "url": "https://enabot.com",
   "hq": "深圳",
   "founded": 2018,
   "founded_month": "2018-06",
   "product": "EBO Max / EBO X",
   "use": "陪伴与情感",
   "country": "中国",
   "desc": "可全屋移动的家庭陪伴与安防机器人",
   "ai_features": "AI 大脑、跌倒识别、移动安防、儿童与宠物互动",
   "stage": "在售",
   "funding": [
    {
     "date": "2025-09",
     "round": "C 轮",
     "amount": "数千万元",
     "lead": "未查到（老股东含红杉中国、龙湖资本）",
     "src": "https://m.cyzone.cn/article/635964"
    }
   ],
   "key_data": [
    {
     "k": "用户数",
     "v": "近 150 万",
     "date": "2026-04",
     "src": "https://www.cyzone.cn/article/830996.html"
    },
    {
     "k": "销往国家和地区",
     "v": "160+",
     "date": "2026-04",
     "src": "https://www.cyzone.cn/article/830996.html"
    }
   ],
   "note": "C 轮时间取自创业邦公司页，领投方未查到。估值、营收、官网价格没查到。"
  },
  {
   "name": "Fi",
   "layer": "c3",
   "url": "https://tryfi.com",
   "founded": 2017,
   "product": "Fi Series 3+",
   "use": "健康与睡眠",
   "country": "美国",
   "desc": "智能狗项圈，GPS 定位加活动与睡眠监测",
   "ai_features": "活动、睡眠、行为监测与健康提示",
   "stage": "在售",
   "total_raised": "累计约 $40M",
   "funding": [
    {
     "date": "2021-02",
     "round": "B 轮",
     "amount": "约 $30M",
     "lead": "Longview Asset Management、Advance Venture Partners",
     "src": "https://www.caplight.com/company/fi"
    }
   ],
   "note": "估值、营收、销量、官网价格没查到；总部城市未核。融资金额来自聚合站（Caplight、CB Insights）。"
  },
  {
   "name": "Petcube",
   "layer": "c3",
   "url": "https://petcube.com",
   "hq": "旧金山",
   "founded": 2012,
   "product": "Petcube Cam / Water Fountain",
   "use": "看与提示",
   "country": "美国",
   "desc": "带互动功能的联网宠物摄像头与饮水机",
   "ai_features": "机器学习识别宠物，健康与行为监测",
   "stage": "在售",
   "total_raised": "约 $13.7M（聚合站）",
   "funding": [
    {
     "date": "2017-10",
     "round": "A 轮",
     "amount": "$10M",
     "lead": "未查到",
     "src": "https://parsers.vc/startup/petcube.com/"
    }
   ],
   "note": "近年融资、估值、销量、官网价格没查到。2025-01 发布首款饮水机。"
  },
  {
   "name": "Tractive",
   "layer": "c3",
   "url": "https://tractive.com",
   "hq": "帕兴",
   "founded": 2012,
   "product": "Tractive GPS 项圈（DOG 6 / CAT 6）",
   "use": "健康与睡眠",
   "country": "奥地利",
   "desc": "全球用户最多的猫狗 GPS 定位与健康项圈",
   "ai_features": "定位、活动与睡眠监测、吠叫与抓挠识别",
   "stage": "在售",
   "revenue": {
    "v": "约 $115M",
    "date": "2026-03",
    "kind": "近 12 个月收入，聚合站估算",
    "src": "https://multiples.vc/private-comps/tractive"
   },
   "total_raised": "约 $37M（聚合站）",
   "funding": [
    {
     "date": "2021-05",
     "round": "成长融资",
     "amount": "$35M",
     "lead": "Guidepost Growth Equity",
     "src": "https://multiples.vc/private-comps/tractive"
    }
   ],
   "key_data": [
    {
     "k": "付费订阅用户",
     "v": "160 万",
     "date": "2025-12",
     "src": "https://www.handelsblatt.com/technik/it-internet/haustiere-tierhalsbaender-bringen-oesterreichs-tractive-an-die-weltspitze/100184656.html"
    }
   ],
   "owner": "2026-03 被 Bending Spoons 收购（聚合站称 $900M；德国媒体称金额未披露）",
   "note": "官网价格没核。收购价只见聚合站，未见公司确认。"
  },
  {
   "name": "友愉 Tomofun Furbo",
   "layer": "c3",
   "url": "https://furbo.com",
   "hq": "台北",
   "founded": 2014,
   "product": "Furbo 宠物摄像机",
   "use": "看与提示",
   "country": "中国台湾",
   "desc": "可远程抛零食、带 AI 提示的宠物摄像机",
   "ai_features": "吠叫、呕吐等行为识别提醒，Calm 安抚，订阅服务",
   "stage": "在售",
   "key_data": [
    {
     "k": "订阅收入占比",
     "v": "2023 年起超过硬件，占营收一半以上",
     "date": "2026-10",
     "src": "https://www.bnext.com.tw/article/92570/furbo-tomofun-ai-subscription-pet-camera"
    }
   ],
   "note": "2016 年 Indiegogo 众筹超 $51 万。外部融资、估值、官网售价没查到（Tracxn 称无融资记录，未核实）。"
  },
  {
   "name": "小佩 PETKIT",
   "layer": "c3",
   "hq": "上海",
   "founded": 2013,
   "product": "AI 智能猫砂盆 ULTRA / 喂食器 / 饮水机",
   "use": "健康与睡眠",
   "country": "中国",
   "desc": "宠物智能用品头部品牌，主打吃喝拉撒",
   "ai_features": "AI 识别猫咪如厕与健康、智能喂食",
   "stage": "在售",
   "revenue": {
    "v": "约 ¥11 亿",
    "date": "2024",
    "kind": "年收入，媒体报道（另一报道写 ¥12.6 亿）",
    "src": "https://www.cyzone.cn/article/809893.html"
   },
   "funding": [
    {
     "date": "2021-08",
     "round": "D 轮",
     "amount": "$50M",
     "lead": "未查到",
     "src": "https://www.cyzone.cn/article/809893.html"
    }
   ],
   "note": "2025 初传筹备港股 IPO（百科词条）。估值没查到；海外收入占比一半左右（创业邦）。"
  },
  {
   "name": "星联未来 SATELLAI",
   "layer": "c3",
   "product": "SATELLAI Collar Go / Petsense AI",
   "use": "健康与睡眠",
   "country": "中国",
   "desc": "卫星定位加 AI 健康模型的宠物智能项圈",
   "ai_features": "多模态传感，宠物健康数字孪生与风险预警",
   "stage": "在售",
   "funding": [
    {
     "date": "2026-01",
     "round": "A 轮",
     "amount": "数千万元",
     "lead": "商汤国香资本、零一创投（前轮领投方持续加注）",
     "src": "https://eu.36kr.com/zh/p/3628704248476424"
    }
   ],
   "note": "2025 春季在美国上市，亚马逊新品宠物项圈榜第一（公司称）。成立时间、总部、估值、价格没查到。"
  },
  {
   "name": "Apple AirPods",
   "layer": "e1",
   "url": "https://www.apple.com/airpods-pro/",
   "hq": "库比蒂诺",
   "founded": 2025,
   "product": "AirPods Pro 3",
   "use": "翻译与沟通",
   "country": "美国",
   "desc": "带实时翻译、心率和助听功能的苹果耳机",
   "ai_features": "Apple Intelligence 实时翻译（需双方都戴 AirPods Pro 3）",
   "price": {
    "v": "$249",
    "date": "2025-09",
    "src": "https://www.usatoday.com/story/tech/2025/09/09/apple-airpods-pro-3/86062802007/"
   },
   "stage": "在售",
   "product_line_of": "Apple",
   "public": true,
   "note": "founded 取 AirPods Pro 3 首发年份；AirPods 出货量苹果未单独披露，没查到。2026-06 Amazon 折后 $179（Gizmodo），官方价仍 $249。"
  },
  {
   "name": "Cleer 冠旭电子",
   "layer": "e1",
   "hq": "深圳",
   "founded": 2012,
   "product": "Cleer ARC 6 音弧 / Cleer X 钉钉 H1",
   "use": "办公效率",
   "country": "中国",
   "desc": "冠旭电子旗下声学品牌，主做开放式 AI 耳机",
   "ai_features": "端侧 AI 降噪、识别说话者语言，2026 年新品接入钉钉",
   "price": {
    "v": "1399 元（ARC 6 音乐版）",
    "date": "2026-06",
    "src": "https://watchmono.com/e/cleer-arc-6"
   },
   "stage": "在售",
   "product_line_of": "冠旭电子",
   "note": "2024-04 发布号称全球首款开放式 AI 耳机 ARC 3；2026-04-22 发布 ARC 6、Cleer X 钉钉 H1 等。母公司冠旭电子 1997 年成立、做 Yamaha 等品牌代工。融资、出货量、官网售价这次没查到。 价格据日媒转述中国官网；官网网址没查到。"
  },
  {
   "name": "Google Pixel Buds Pro 2",
   "layer": "e1",
   "url": "https://store.google.com/product/pixel_buds_pro_2",
   "hq": "山景城",
   "founded": 2024,
   "product": "Pixel Buds Pro 2",
   "use": "翻译与沟通",
   "country": "美国",
   "desc": "谷歌自研 Tensor A1 芯片、接入 Gemini 的耳机",
   "ai_features": "Gemini 语音对话、Live Translate 实时翻译（70 多种语言）",
   "price": {
    "v": "$229",
    "date": "2026-08",
    "src": "https://www.androidpolice.com/nows-the-perfect-time-to-pick-up-googles-pixel-buds-pro-2/"
   },
   "stage": "在售",
   "product_line_of": "Google",
   "public": true,
   "note": "2024-09 开售；2026-09 软件更新加入 Gemini 音频控制与升级版 Live Translate（Android Police）。出货量没公开。"
  },
  {
   "name": "iyO",
   "layer": "e1",
   "url": "https://iyo.audio/",
   "hq": "红木城",
   "founded": 2021,
   "product": "IYO ONE",
   "use": "办公效率",
   "country": "美国",
   "desc": "无屏幕的定制入耳式 AI 音频电脑",
   "ai_features": "语音驱动的 agent，替代手机屏幕交互",
   "stage": "预售",
   "key_data": [
    {
     "k": "诉讼资金方",
     "v": "Omni Bridgeway（ASX: OBL）出资支持对 OpenAI 的诉讼",
     "date": "2026-05",
     "src": "https://litigationfinanceinsider.com/p/omni-bridgeway-backs-iyo-in-ip-fight-against-openai-altman-and-jony-ive"
    }
   ],
   "note": "融资额、出货没查到。数据库显示背后有谷歌系资本（Digital Watch Observatory 称 Google-backed）。2025-06 起与 OpenAI、io 打商标和商业秘密官司；2026-05 诉讼方 Omni Bridgeway 提供诉讼资金（官方新闻稿见 PRNewswire）。 成立于 2021（从 Google X 分拆，聚合站口径）；预订价聚合站写 $999 起，官网未显示价格。"
  },
  {
   "name": "Ozlo",
   "layer": "e1",
   "url": "https://ozlosleep.com/",
   "hq": "波士顿",
   "founded": 2022,
   "product": "Ozlo Sleepbuds 2",
   "use": "健康与睡眠",
   "country": "美国",
   "desc": "专门助眠的睡眠耳塞，带噪声掩蔽和睡眠监测",
   "ai_features": "AI 睡眠伴侣、睡眠状态与环境感知",
   "stage": "在售",
   "funding": [
    {
     "date": "2026-10",
     "round": "B 轮",
     "amount": "$22M",
     "lead": "Modi Ventures",
     "src": "https://www.trysignalbase.com/news/funding/ozlo-raises-22m-series-b-round"
    },
    {
     "date": "2024-10",
     "round": "A 轮",
     "amount": "$10M",
     "lead": "LifeArc Ventures、ARTIS Ventures",
     "src": "https://fireround.dev/companies/ozlo"
    }
   ],
   "note": "Sleepbuds 2 于 2026 年 7-8 月发布，聚合站标价 $279、另有 $20/月 Renew 订阅，官网价这次没核，未填 price。B 轮含此前发行的可转债。"
  },
  {
   "name": "Samsung Galaxy Buds",
   "layer": "e1",
   "hq": "水原",
   "founded": 2026,
   "product": "Galaxy Buds4 / Buds4 Pro",
   "use": "翻译与沟通",
   "country": "韩国",
   "desc": "三星 Galaxy AI 耳机，带实时翻译和 Gemini 唤起",
   "ai_features": "Galaxy AI 实时翻译、语音助手唤起",
   "price": {
    "v": "$249.99（Buds4 Pro）",
    "date": "2026-02",
    "src": "https://tech.yahoo.com/audio/articles/preorder-samsung-galaxy-buds4-buds4-180230261.html"
   },
   "stage": "在售",
   "product_line_of": "Samsung",
   "public": true,
   "note": "founded 取 Buds4 系列首发年份（2026-03 前已有评测）。出货量没查到。 价格引自 Yahoo 报道的三星官方定价（Buds4 为 $179.99），samsung.com 页面未能直接打开核对。"
  },
  {
   "name": "字节跳动 Ola Friend",
   "layer": "e1",
   "url": "https://www.doubao.com/",
   "hq": "北京",
   "founded": 2024,
   "product": "Ola Friend",
   "use": "陪伴与情感",
   "country": "中国",
   "desc": "豆包出品的开放式 AI 耳机，喊一声就能对话",
   "ai_features": "免开手机直接语音唤起豆包大模型，英语陪练、旅行导游",
   "price": {
    "v": "1199 元",
    "date": "2024-10",
    "src": "https://m.thepaper.cn/newsDetail_forward_28984129"
   },
   "stage": "在售",
   "key_data": [
    {
     "k": "电商销量",
     "v": "抖音旗舰店 3.2 万件、京东自营 3 万+件",
     "date": "2026-01",
     "src": "https://m.mp.oeeee.com/a/BAAFRD0000202601141509199.html"
    }
   ],
   "product_line_of": "字节跳动",
   "note": "硬件来自 2024-09 收购完成的 Oladance 团队；2026-01 有报道称字节在做新一代 AI 耳机、歌尔代工，未官宣。1199 元为首发价，国补后约 1007-1019 元。"
  },
  {
   "name": "时空壶 Timekettle",
   "layer": "e1",
   "url": "https://www.timekettle.co/",
   "hq": "深圳",
   "founded": 2016,
   "product": "W4 Pro / WT2 / X1 会议同传终端",
   "use": "翻译与沟通",
   "country": "中国",
   "desc": "做 AI 同传翻译耳机和会议终端，海外收入占七成",
   "ai_features": "端到端实时翻译，Babel OS 统一模型，支持多人多语种会议",
   "stage": "在售",
   "revenue": {
    "v": "超过 2 亿元人民币",
    "date": "2024",
    "kind": "年收入，媒体报道",
    "src": "https://www.cyzone.cn/article/842791.html"
   },
   "funding": [
    {
     "date": "2018-02",
     "round": "天使轮",
     "amount": "数百万人民币",
     "lead": "未披露",
     "src": "https://data.iyiou.com/company/details/9736693352c3ef53319a5b87cc2155b5/profile"
    },
    {
     "date": "2019-08",
     "round": "Pre-A 轮",
     "amount": "1000 万人民币",
     "lead": "谢小波",
     "src": "https://data.iyiou.com/company/details/9736693352c3ef53319a5b87cc2155b5/profile"
    },
    {
     "date": "2021-12",
     "round": "A 轮",
     "amount": "数千万人民币",
     "lead": "未披露",
     "src": "https://data.iyiou.com/company/details/9736693352c3ef53319a5b87cc2155b5/profile"
    }
   ],
   "key_data": [
    {
     "k": "销售地区",
     "v": "170 多个国家和地区，海外营收占 70%",
     "date": "2026-08",
     "src": "https://www.cyzone.cn/article/842791.html"
    },
    {
     "k": "累计用户",
     "v": "超过 100 万",
     "date": "2025-12",
     "src": "https://www.hntv.tv/news/0/1998575949041393666?from=dxlist"
    }
   ],
   "customers": [
    "Amazon",
    "Best Buy"
   ],
   "note": "A 轮之后没查到新融资，估值没公开；亿欧数据页标 A 轮估值 0.5 亿元（聚合站，不采信）。官网当前售价这次没核。"
  },
  {
   "name": "未来智能 viaim",
   "layer": "e1",
   "hq": "合肥",
   "founded": 2021,
   "product": "viaim 讯飞 AI 会议耳机 / viaim Rise",
   "use": "办公效率",
   "country": "中国",
   "desc": "做办公会议场景的 AI 耳机，从讯飞体系独立出来",
   "ai_features": "录音转写、实时翻译、自动生成会议纪要和待办",
   "stage": "在售",
   "funding": [
    {
     "date": "2025",
     "round": "A 轮",
     "amount": "未披露",
     "lead": "蚂蚁集团",
     "src": "https://www.bianews.com/news/details?id=237735"
    },
    {
     "date": "2026-05",
     "round": "A+ 轮",
     "amount": "亿元级人民币",
     "lead": "传音（参投）",
     "src": "https://www.chinaventure.com.cn/news/116-20260508-391273.html"
    }
   ],
   "key_data": [
    {
     "k": "全球注册用户",
     "v": "累计超 150 万",
     "date": "2026-05",
     "src": "https://www.chinaventure.com.cn/news/116-20260508-391273.html"
    },
    {
     "k": "累计出货",
     "v": "突破 150 万台（天下网商口径）",
     "date": "2026-05",
     "src": "https://www.bianews.com/news/details?id=237735"
    }
   ],
   "customers": [
    "传音（战略合作）"
   ],
   "note": "总部城市、估值、营收金额没查到；天下网商称 2024 年实现盈利、营收连续三年翻倍，无具体数字。150 万在不同媒体里一处写注册用户、一处写出货量，口径没统一。 法定主体安徽艾德未来智能科技有限公司（曾用名安徽讯飞未来智能），2021-07 成立，总部合肥高新区（百度百科）；新品发布会在北京。官网网址没查到。"
  },
  {
   "name": "Brilliant Labs",
   "layer": "g1",
   "url": "https://brilliant.xyz/",
   "hq": "新加坡",
   "founded": 2019,
   "product": "Halo",
   "use": "记录与记忆",
   "country": "新加坡",
   "desc": "开源、端侧处理的 AI 记忆眼镜",
   "ai_features": "Noa 助手：听、看、记忆，可用语音生成小应用",
   "price": {
    "v": "$399（Halo，官网显示 Shipping now）",
    "date": "2026-11",
    "kind": "官网",
    "src": "https://brilliant.xyz/products/halo"
   },
   "stage": "预售",
   "total_raised": "累计融资约 $600 万（2024-02 口径）",
   "key_data": [
    {
     "k": "Halo 发货",
     "v": "多次延期，2026-08 初称开始出货",
     "date": "2026-08",
     "src": "https://aiwiki.ai/wiki/brilliant_labs#main-content"
    }
   ],
   "customers": [
    "Alif（芯片）",
    "Liquid AI（模型授权）"
   ],
   "note": "2019 年创立于香港，现总部新加坡（Wikipedia、Evertiq）。官网 Noa Plus $9.99/月、Pro $39.99/月；早期 $349 为媒体报道的价格。融资轮次、估值、收入没查到。"
  },
  {
   "name": "Everysight",
   "layer": "g1",
   "url": "https://everysight.com/",
   "founded": 2012,
   "product": "Maverick AI",
   "use": "看与提示",
   "country": "以色列",
   "desc": "军工光学团队的 47g 全彩显示 AI 眼镜",
   "ai_features": "实时翻译、AI 摄像头识别、原生眼动追踪",
   "stage": "在售",
   "key_data": [
    {
     "k": "Kickstarter 众筹",
     "v": "约 $143 万",
     "date": "2026-05",
     "src": "https://www.kickstarter.com/projects/everysight/maverick-full-color-ai-ar-glasses/description?category_id=341&ref=discovery_staff_picks_popular&total_hits=72165"
    }
   ],
   "note": "RFID世界网称 2026-03-31 上线众筹，几分钟破 $1 万目标；8 月起发货（公众号称）。融资轮次、估值、收入、官网售价没查到。来源：https://www.rfidworld.com.cn/news/2604_B3B4DCEF59039ADF.html"
  },
  {
   "name": "Halliday（Gyges Labs）",
   "layer": "g1",
   "url": "https://www.hallidayglobal.com/",
   "hq": "新加坡",
   "founded": 2022,
   "product": "Halliday Glasses",
   "use": "看与提示",
   "country": "中国",
   "desc": "隐形 DigiWindow 显示的主动式 AI 眼镜",
   "ai_features": "主动式 AI 助手、实时翻译、提词、戒指控制",
   "price": {
    "v": "$499",
    "date": "2025-08",
    "src": "https://wearable.ofweek.com/2025-08/ART-8330-5012-30669708.html",
    "kind": "非官网：媒体或聚合页"
   },
   "stage": "在售",
   "key_data": [
    {
     "k": "Kickstarter 众筹",
     "v": "超 $330 万、8000 余名支持者",
     "date": "2025-04",
     "src": "https://www.kickstarter.com/projects/halliday-ai-glasses/halliday-proactive-ai-glasses-with-invisible-display/rewards?lang=it"
    }
   ],
   "customers": [
    "Halliday Global（联合开发）",
    "未目科技 moody（战略合作）"
   ],
   "note": "Gyges Labs 2022 年成立、总部新加坡（36Kr Japan），创始人贾捷阳；与美国 Halliday Global 联合开发。融资金额与估值仍没查到。"
  },
  {
   "name": "Meta Ray-Ban Display",
   "layer": "g1",
   "url": "https://www.meta.com/ai-glasses/meta-ray-ban-display/",
   "hq": "门洛帕克",
   "founded": 2025,
   "product": "Meta Ray-Ban Display + Neural Band",
   "use": "看与提示",
   "country": "美国",
   "desc": "右镜片带显示、腕带手势控制的 Meta AI 眼镜",
   "ai_features": "Meta AI 对话、实时字幕与翻译、导航、消息预览，腕带手势操作",
   "price": {
    "v": "$799（含 Neural Band，美国）",
    "date": "2026-09",
    "src": "https://aiwiki.ai/wiki/meta_ray_ban_display",
    "kind": "非官网：官网页抓取未显示价格，$799 取自第三方百科页"
   },
   "stage": "在售",
   "key_data": [
    {
     "k": "国际扩张",
     "v": "因需求远超预期，2026 年初暂停向英、法、意、加拿大扩张，优先美国订单",
     "date": "2026-01",
     "src": "https://news.futunn.com/en/post/67013228/demand-for-smart-glasses-far-exceeds-expectations-meta-forced-to?discussion_id=1983383120&futusource=details_discuss_newstab&level=1&data_ticket=1780263364445036"
    }
   ],
   "customers": [
    "EssilorLuxottica（合作）"
   ],
   "product_line_of": "Meta",
   "public": true,
   "note": "单品销量没查到公开数字；价格取自第三方百科页（aiwiki），官方页未逐项核对。"
  },
  {
   "name": "Vuzix",
   "layer": "g1",
   "url": "https://www.vuzix.com/",
   "hq": "罗彻斯特",
   "founded": 1997,
   "product": "Z100 / Ultralite Pro / M400，及 OEM 波导",
   "use": "办公效率",
   "country": "美国",
   "desc": "老牌美股智能眼镜与波导供应商",
   "ai_features": "没查到 AI 功能（主打 OEM 与波导）",
   "stage": "在售",
   "revenue": {
    "v": "$630 万",
    "date": "2025",
    "kind": "年收入，上市公司财报",
    "src": "https://www.nasdaq.com/press-release/vuzix-reports-2025-financial-results-and-positions-waveguide-and-oem-businesses-next"
   },
   "funding": [
    {
     "date": "2025",
     "round": "战略股权投资",
     "amount": "$20M",
     "lead": "广达电脑 Quanta",
     "src": "https://finance.yahoo.com/news/vuzix-q4-earnings-call-highlights-031830071.html"
    }
   ],
   "customers": [
    "广达 Quanta"
   ],
   "public": true,
   "note": "2025 净亏损 $3230 万，年末现金 $2120 万；没查到当前官网售价。"
  },
  {
   "name": "乐奇 Rokid",
   "layer": "g1",
   "url": "https://global.rokid.com/",
   "hq": "杭州",
   "founded": 2014,
   "founded_month": "2014-03",
   "product": "Rokid Glasses（带显示）/ Rokid AI Glasses Style（无屏）",
   "use": "看与提示",
   "country": "中国",
   "desc": "带 YodaOS 的 AI+AR 眼镜，已筹备港股上市",
   "ai_features": "多助手接入（ChatGPT、DeepSeek 等），翻译、提词、导航、拍摄、支付",
   "price": {
    "v": "Glasses 基础款 $599；Style $299",
    "date": "2026-10",
    "src": "https://startup.genisisiq.com/zh/rokid-3923f1/",
    "kind": "非官网：官网（香港站）未显示价格，取自聚合页"
   },
   "stage": "在售",
   "valuation": {
    "v": "约 104 亿元",
    "date": "2026-02",
    "kind": "估值，百科引上市备案报道，口径未核实",
    "src": "https://baike.baidu.com/item/%E7%81%B5%E4%BC%B4%E7%A7%91%E6%8A%80%EF%BC%88%E6%9D%AD%E5%B7%9E%EF%BC%89%E8%82%A1%E4%BB%BD%E6%9C%89%E9%99%90%E5%85%AC%E5%8F%B8/67487645"
   },
   "total_raised": "累计融资超 35 亿元（百科口径）",
   "funding": [
    {
     "date": "2026-01",
     "round": "D 轮",
     "amount": "约 $67.76M",
     "lead": "蓝思科技、商汤等产业资本（跟投）",
     "post": "投后约 60 亿元（聚合报道）",
     "src": "https://finance.biggo.com.tw/s/Rokid%20AI%20%E7%9C%BC%E9%8F%A1?hot_keyword=1"
    }
   ],
   "key_data": [
    {
     "k": "Rokid Glasses 全球众筹",
     "v": "订单超 $400 万",
     "date": "2025",
     "src": "https://baike.baidu.com/item/%E7%81%B5%E4%BC%B4%E7%A7%91%E6%8A%80%EF%BC%88%E6%9D%AD%E5%B7%9E%EF%BC%89%E8%82%A1%E4%BB%BD%E6%9C%89%E9%99%90%E5%85%AC%E5%8F%B8/67487645"
    },
    {
     "k": "Style 无屏款销量",
     "v": "超 15000 副",
     "date": "2026-02",
     "src": "https://vrtuoluo.net/544672.html"
    }
   ],
   "customers": [
    "阿里",
    "腾讯",
    "京东（生态接入）"
   ],
   "note": "2026-02 获证监会境外上市备案、拟挂牌港交所；估值两个口径（60 亿 / 104 亿）并存，价格取自聚合站。"
  },
  {
   "name": "亮亮视野 LLVision",
   "layer": "g1",
   "url": "https://www.llvision.com/",
   "product": "Leion Hey2",
   "use": "翻译与沟通",
   "country": "中国",
   "desc": "实时字幕与翻译的 AR 眼镜，无摄像头",
   "ai_features": "4 麦克风拾音，0.5 秒内翻译并投射字幕",
   "price": {
    "v": "$549（先行预订 $499，美国官方店）",
    "date": "2026",
    "src": "https://www.firstcvc.jp/global/llvision.com",
    "kind": "非官网：媒体或聚合页"
   },
   "stage": "在售",
   "key_data": [
    {
     "k": "初代 Leion Hey 销量",
     "v": "超 3 万台",
     "date": "2026",
     "src": "https://www.firstcvc.jp/global/llvision.com"
    },
    {
     "k": "韩国 Wadiz 众筹",
     "v": "两周售出 1400 台",
     "date": "2026-04",
     "src": "https://m.wowtv.co.kr/NewsCenter/News/Read?articleId=2026040377631"
    }
   ],
   "note": "融资轮次、估值、收入都没查到；总部城市各来源不一（韩媒称深圳），暂不填。"
  },
  {
   "name": "影目 INMO",
   "layer": "g1",
   "url": "https://www.inmoxr.com/",
   "hq": "成都",
   "founded": 2020,
   "founded_month": "2020-12",
   "product": "INMO Air3 / INMO GO3",
   "use": "翻译与沟通",
   "country": "中国",
   "desc": "酷派 AR 事业部拆分，一体式 AI+AR 眼镜",
   "ai_features": "GO3 接智谱 GLM，双向实时翻译 260 余种语言，会议记录",
   "stage": "在售",
   "valuation": {
    "v": "20 亿元",
    "date": "2026-01",
    "kind": "C1 轮估值，媒体报道",
    "src": "https://www.iheima.com/article-393401.html"
   },
   "funding": [
    {
     "date": "2026-01",
     "round": "C1 轮",
     "amount": "近 5 亿元（B2/B3/C1 三轮合计）",
     "lead": "成都科创投、南山战新投、普丰资本",
     "post": "估值 20 亿元",
     "src": "https://www.iheima.com/article-393401.html"
    },
    {
     "date": "2026-09",
     "round": "C3 轮",
     "amount": "未披露（C 轮累计近 10 亿元）",
     "lead": "未披露",
     "src": "https://baike.baidu.com/item/%E5%BD%B1%E7%9B%AEINMO/68153544"
    }
   ],
   "customers": [
    "中国联通",
    "紫光展锐",
    "日本经销商"
   ],
   "note": "没查到官网当前售价；出货量未公开。"
  },
  {
   "name": "联想 AI 眼镜 V1",
   "layer": "g1",
   "url": "https://www.lenovo.com.cn/",
   "hq": "北京",
   "founded": 2025,
   "founded_month": "2025-10",
   "product": "联想 AI 眼镜 V1",
   "use": "看与提示",
   "country": "中国",
   "desc": "38g 单色 MicroLED 显示的 AI 眼镜",
   "ai_features": "联想天禧智能体：翻译、问答、导航、提词",
   "price": {
    "v": "3999 元（首发价）",
    "date": "2025-11",
    "src": "https://www.ledinside.cn/products/20251104-60376.html",
    "kind": "非官网：媒体或聚合页"
   },
   "stage": "在售",
   "customers": [
    "莫界科技（波导）"
   ],
   "product_line_of": "联想集团",
   "public": true,
   "note": "销量没查到公开数字。"
  },
  {
   "name": "谷东智能 Goolton",
   "layer": "g1",
   "url": "https://www.glaxreality.com/",
   "hq": "深圳",
   "product": "星彩 Star 1S 焕新版",
   "use": "看与提示",
   "country": "中国",
   "desc": "全彩阵列光波导 AR+AI 眼镜参考设计",
   "ai_features": "谷粒 AI 助手：问答、会议记录、实时翻译",
   "stage": "在售",
   "funding": [
    {
     "date": "2026",
     "round": "战略投资",
     "amount": "亿元级",
     "lead": "龙岗政府引导基金、瑞德智能（增资 5000 万元）",
     "src": "https://www.vrarworld.cn/t/%e8%b0%b7%e4%b8%9c%e6%99%ba%e8%83%bd.html"
    }
   ],
   "customers": [
    "光峰科技（合作）"
   ],
   "note": "成立时间、估值、售价没查到；偏方案商与工业 AR 转 C 端。"
  },
  {
   "name": "逸文科技 Even Realities",
   "layer": "g1",
   "url": "https://www.evenrealities.com/",
   "hq": "深圳",
   "founded": 2023,
   "founded_month": "2023-12",
   "product": "Even G2（配 Even R1 戒指）",
   "use": "看与提示",
   "country": "中国",
   "desc": "30 余克、无摄像头的显示型 AI 眼镜",
   "ai_features": "提词、实时翻译、导航、通知投射到视野，戒指手势控制",
   "price": {
    "v": "$599（G2 镜框，不含税）",
    "date": "2026-07",
    "src": "https://qz.com/even-realities-smart-glasses-funding-valuation-apple-meta-070626#1",
    "kind": "非官网：官网首页未显示价格，$599 取自 Quartz 报道"
   },
   "stage": "在售",
   "valuation": {
    "v": "超 $10 亿",
    "date": "2026-07",
    "kind": "投后估值，公司公布",
    "src": "https://www.21jingji.com/article/20260707/herald/aaf4785152c246aff92a057416f647b2.html"
   },
   "funding": [
    {
     "date": "2026-07",
     "round": "Pre-B 轮",
     "amount": "$150M",
     "lead": "美团龙珠 / 美团战投、腾讯（跟投）",
     "post": "投后超 $10 亿",
     "src": "https://www.21jingji.com/article/20260707/herald/aaf4785152c246aff92a057416f647b2.html"
    }
   ],
   "key_data": [
    {
     "k": "G2 海外销量",
     "v": "数十万台（创始人口径）",
     "date": "2026-07",
     "src": "https://dahecube.com/article.html?artid=279453?recid=1253"
    },
    {
     "k": "盈利情况",
     "v": "首款产品后即盈利（公司说法）",
     "date": "2026-07",
     "src": "https://dahecube.com/article.html?artid=279453?recid=1253"
    }
   ],
   "customers": [
    "红杉中国",
    "鼎晖VGC",
    "爱尔眼科",
    "招银国际"
   ],
   "note": "红杉、鼎晖等为早期股东；收入未公开，仅有交付约 3000 台实现 1600 万元订单的报道。"
  },
  {
   "name": "阿里 千问 / 夸克 AI 眼镜",
   "layer": "g1",
   "url": "https://www.quark.cn/",
   "hq": "杭州",
   "founded": 2025,
   "founded_month": "2025-10",
   "product": "千问 AI 眼镜 S1 / G1（原夸克 AI 眼镜）",
   "use": "看与提示",
   "country": "中国",
   "desc": "阿里千问大模型驱动的双目显示 AI 眼镜",
   "ai_features": "千问大模型对话、翻译、导航、支付宝支付、淘宝识物",
   "price": {
    "v": "S1 4699 元；G1 1999 元起",
    "date": "2025-11",
    "src": "https://m.thepaper.cn/newsDetail_forward_34244276#1",
    "kind": "非官网：媒体或聚合页"
   },
   "stage": "在售",
   "key_data": [
    {
     "k": "线上零售额份额",
     "v": "千问 G1/S1 上市两个月 19.4%；含夸克全系列 30.4%",
     "date": "2026-05",
     "src": "https://m.thepaper.cn/newsDetail_forward_34244276#1"
    },
    {
     "k": "夸克 S1 首发",
     "v": "上市不到半个月超 8000 人付款",
     "date": "2025-11",
     "src": "https://m.thepaper.cn/newsDetail_forward_34244276#1"
    }
   ],
   "product_line_of": "阿里巴巴",
   "public": true,
   "note": "S1 带显示（g1），G1 无显示；累计出货没查到公开数字。"
  },
  {
   "name": "雷鸟创新 RayNeo",
   "layer": "g1",
   "url": "https://www.rayneo.com/",
   "hq": "深圳",
   "founded": 2021,
   "founded_month": "2021-10",
   "product": "RayNeo X3 Pro（AI+AR）/ Air 系列 / V 系列",
   "use": "看与提示",
   "country": "中国",
   "desc": "TCL 孵化，量产双目全彩 MicroLED AR 眼镜",
   "ai_features": "X 系列接入大模型，翻译、导航、拍摄与 AI 助手",
   "price": {
    "v": "X3 Pro 8999 元起",
    "date": "2025-11",
    "src": "https://eu.36kr.com/zh/p/3542786251992967",
    "kind": "非官网：媒体或聚合页"
   },
   "stage": "在售",
   "funding": [
    {
     "date": "2025-11",
     "round": "C 轮",
     "amount": "未披露（传约 8 亿元）",
     "lead": "中信金石",
     "src": "https://www.tmtpost.com/7753041.html"
    }
   ],
   "key_data": [
    {
     "k": "全球 AR 眼镜出货份额",
     "v": "39%，Q2 2025 第一（Counterpoint）",
     "date": "2025-Q2",
     "src": "https://www.tmtpost.com/7753341.html"
    },
    {
     "k": "国内/海外销量比",
     "v": "约 6:4",
     "date": "2025-11",
     "src": "https://www.tmtpost.com/7753041.html"
    }
   ],
   "customers": [
    "TCL"
   ],
   "owner": "TCL 孵化，独立融资",
   "note": "估值、收入未公开；传 IPO 计划 2-3 年内。AR 眼镜与 AI 眼镜混合产品线。"
  },
  {
   "name": "魅族 StarV / MYVU",
   "layer": "g1",
   "url": "https://www.myvu.cn/",
   "hq": "珠海",
   "founded": 2024,
   "founded_month": "2024-09",
   "product": "StarV Air2 / MYVU",
   "use": "看与提示",
   "country": "中国",
   "desc": "魅族旗下 AR 眼镜品牌，44g 显示眼镜",
   "ai_features": "没查到 AI 功能",
   "price": {
    "v": "StarV Air2 街价已从 2899 元跌至 699 元",
    "date": "2026-09",
    "src": "https://post.smzdm.com/p/a82x55el/#1",
    "kind": "非官网：媒体或聚合页"
   },
   "stage": "在售",
   "key_data": [
    {
     "k": "价格段份额",
     "v": "2024Q4 国内 2000-2999 元 AR 眼镜价格段销量份额 41.5%",
     "date": "2024-Q4",
     "src": "https://www.sohu.com/a/991001450_131976"
    }
   ],
   "product_line_of": "星纪魅族（吉利系）",
   "note": "2026-02 报道 StarV 在寻求独立融资或出售；2025 年曾拟转给吉利系公司未成；9 月报道团队部分去了雷鸟。资料为媒体报道，官方未回应。"
  },
  {
   "name": "Envision",
   "layer": "g2",
   "url": "https://www.letsenvision.com/",
   "product": "Ally Solos Glasses",
   "use": "看与提示",
   "country": "荷兰",
   "desc": "面向盲人和低视力者的 AI 摄像眼镜",
   "ai_features": "读文字、描述环境、识别人物物体、联网搜索与翻译",
   "price": {
    "v": "$399 预购价（原价 $699，与 Solos 合作款）",
    "date": "2025-08",
    "kind": "非官网：The Verge 报道",
    "src": "https://www.theverge.com/news/759160/ally-solos-smart-glasses-ai-envision-low-vision?sh_kit=9ba933e6a8e6abdbed67a5398973b0fbe646569e121571e698f6af4bc186a87f"
   },
   "stage": "在售",
   "customers": [
    "Solos（硬件合作）"
   ],
   "note": "融资、估值、收入、销量都没查到；总部城市没查到。"
  },
  {
   "name": "Looktech",
   "layer": "g2",
   "url": "https://www.looktech.ai/",
   "product": "Looktech AI Glasses",
   "use": "拍摄与内容",
   "desc": "支持多个大模型的众筹 AI 摄像眼镜",
   "ai_features": "可接 GPT-4、Claude、Gemini，识物、翻译、卡路里",
   "price": {
    "v": "$209 起（众筹价）",
    "date": "2025-01",
    "src": "https://www.cnx-software.com/2025/01/03/looktech-ai-smart-glasses-offer-a-14-hour-battery-life-13mp-camera-and-linear-audio/?noamp=mobile&amp=1",
    "kind": "非官网：媒体或聚合页"
   },
   "stage": "在售",
   "note": "资料很少：公司总部、成立时间、融资、销量均没查到；当前官网售价未核对。"
  },
  {
   "name": "Mentra",
   "layer": "g2",
   "url": "https://mentra.glass/",
   "hq": "旧金山",
   "founded": 2024,
   "product": "Mentra Live + MentraOS",
   "use": "拍摄与内容",
   "country": "美国",
   "desc": "开源智能眼镜系统，带应用商店的摄像眼镜",
   "ai_features": "MentraOS 小应用：实时字幕、翻译、AI 助手",
   "price": {
    "v": "$299（首批 1000 副）",
    "date": "2026-01",
    "src": "https://www.vrarworld.cn/xinwenrili/12122.html",
    "kind": "非官网：媒体或聚合页"
   },
   "stage": "在售",
   "total_raised": "累计融资约 $8M",
   "funding": [
    {
     "date": "2025-07",
     "round": "种子/早期",
     "amount": "$8M",
     "lead": "未披露",
     "src": "https://www.media.mit.edu/articles/mentra-raises-8-million-to-launch-open-source-os-for-smart-glasses/"
    }
   ],
   "note": "创始人 Cayden Pierce、Alexander Israelov，2024 年成立于旧金山和深圳（heise）；估值、收入没查到。"
  },
  {
   "name": "Meta Ray-Ban Meta / Oakley Meta",
   "layer": "g2",
   "url": "https://www.meta.com/ai-glasses/",
   "hq": "门洛帕克",
   "founded": 2021,
   "product": "Ray-Ban Meta（Gen 3）/ Oakley Meta HSTN / Vanguard",
   "use": "拍摄与内容",
   "country": "美国",
   "desc": "全球最畅销的带摄像头 AI 眼镜",
   "ai_features": "Meta AI 语音助手、看图问答、翻译、拍摄直播",
   "price": {
    "v": "Ray-Ban Meta Gen 3 $449",
    "date": "2026",
    "src": "https://finance.biggo.com.tw/s/Rokid%20AI%20%E7%9C%BC%E9%8F%A1?hot_keyword=1",
    "kind": "非官网：官网商店页抓取未显示价格，$449 取自聚合页"
   },
   "stage": "在售",
   "key_data": [
    {
     "k": "2025 年销量",
     "v": "超 700 万台（EssilorLuxottica，2023-24 合计约 200 万）",
     "date": "2025",
     "src": "https://mezha.ua/en/news/essilorluxottica-prodala-ponad-7-mln-smartokulyariv-meta-308538/amp/"
    },
    {
     "k": "产能规划",
     "v": "洽谈年产能提至 2000 万台，不排除 3000 万",
     "date": "2026-01",
     "src": "https://hk.marketscreener.com/news/meta-considers-doubling-production-of-ai-ray-ban-glasses-ce7e58dbd18af722#1"
    }
   ],
   "customers": [
    "EssilorLuxottica（Ray-Ban、Oakley）"
   ],
   "product_line_of": "Meta",
   "public": true,
   "note": "价格取自聚合页，需以官网为准；Reality Labs 2026Q3 季度收入 $4.43 亿，AI 眼镜收入增长。"
  },
  {
   "name": "Sesame",
   "layer": "g2",
   "url": "https://www.sesame.com/",
   "hq": "旧金山",
   "founded": 2023,
   "product": "Sesame AI 眼镜（2027，日本制造）",
   "use": "陪伴与情感",
   "country": "美国",
   "desc": "Oculus 联合创始人做的语音 AI 与配套眼镜",
   "ai_features": "全天候语音对话助手，眼镜作语音交互硬件",
   "total_raised": "融资近 $3 亿（媒体口径）",
   "funding": [
    {
     "date": "2025-10",
     "round": "B 轮",
     "amount": "$2.5 亿",
     "lead": "Sequoia Capital 等",
     "src": "https://www.tmtpost.com/7744233.html"
    }
   ],
   "note": "眼镜硬件尚未发售，价格、销量没有；估值没查到。成立时间、总部来自记忆，未在来源核对。2026-10 报道称眼镜由日本厂商制造、预计 2027 年。来源：https://wsq.be/deep-research-voice-ai-companion-2026-10-13/"
  },
  {
   "name": "Solos",
   "layer": "g2",
   "url": "https://solosglasses.com/",
   "product": "AirGo A5 / AirGo Vision",
   "use": "翻译与沟通",
   "country": "中国香港",
   "desc": "可换镜框的音频型智能眼镜",
   "ai_features": "接入 ChatGPT 的语音助手、实时翻译",
   "stage": "在售",
   "note": "资料很少：融资、销量、价格、成立时间没查到（官网只有产品规格页）。"
  },
  {
   "name": "三星 Android XR 智能眼镜",
   "layer": "g2",
   "url": "https://news.samsung.com/",
   "hq": "水原",
   "founded": 2026,
   "product": "Samsung Intelligent Eyewear（Gentle Monster / Warby Parker 款）",
   "use": "拍摄与内容",
   "country": "韩国",
   "desc": "三星与谷歌合作的无显示 Gemini 眼镜",
   "ai_features": "Gemini：拍摄、翻译、导航、消息处理、第一视角视觉问答",
   "stage": "预售",
   "product_line_of": "三星电子",
   "public": true,
   "note": "报道称 2026-12 中旬在美国和韩国上市；官方价格尚未公布（7 月称高于 $300 的 Ray-Ban Meta 水平）。来源：9to5Google 2026-11-01 https://9to5google.com/2026/11/02/samsungs-android-xr-intelligent-eyewear-reportedly-launches-in-december/"
  },
  {
   "name": "华为智能眼镜 2",
   "layer": "g2",
   "url": "https://consumer.huawei.com/cn/",
   "hq": "深圳",
   "founded": 2024,
   "product": "华为智能眼镜 2",
   "use": "办公效率",
   "country": "中国",
   "desc": "开放式音频、通话与智能播报的 AI 眼镜",
   "ai_features": "智慧播报（微信、短信朗读）、颈椎提醒、多设备切换",
   "price": {
    "v": "1699-2299 元（款式不同）",
    "date": "2026-03",
    "src": "https://m.huaon.com/channel/economy/1148397.html#1",
    "kind": "非官网：媒体或聚合页"
   },
   "stage": "在售",
   "product_line_of": "华为",
   "note": "销量只查到公众号称 2026 年破 100 万台，来源单一，未采信；上市公司口径不适用（华为未上市）。"
  },
  {
   "name": "小度 AI 眼镜 Pro",
   "layer": "g2",
   "url": "https://xiaodu.baidu.com/",
   "hq": "北京",
   "founded": 2025,
   "founded_month": "2025-11",
   "product": "小度 AI 眼镜 Pro",
   "use": "拍摄与内容",
   "country": "中国",
   "desc": "百度无屏拍摄型 AI 眼镜",
   "ai_features": "文心大模型对话、识物、实时同传、语音备忘",
   "price": {
    "v": "2299 元首发；2026-08 约 1546 元",
    "date": "2026-08",
    "src": "https://post.smzdm.com/p/aqrxe8mv/#1",
    "kind": "非官网：媒体或聚合页"
   },
   "stage": "在售",
   "key_data": [
    {
     "k": "平台显示销量",
     "v": "不足一千（某电商平台，用户文章引用）",
     "date": "2026-08",
     "src": "https://post.smzdm.com/p/aqrxe8mv/#1"
    }
   ],
   "product_line_of": "百度",
   "public": true,
   "note": "官方销量没查到。"
  },
  {
   "name": "小米 AI 眼镜",
   "layer": "g2",
   "url": "https://www.mi.com/",
   "hq": "北京",
   "founded": 2025,
   "founded_month": "2025-06",
   "product": "小米 AI 眼镜",
   "use": "拍摄与内容",
   "country": "中国",
   "desc": "40g 无显示、小爱同学与摄像头的 AI 眼镜",
   "ai_features": "小爱同学语音助手、第一视角拍摄、翻译、支付",
   "price": {
    "v": "首发 1999 元；2026-09 街价约 1100-1600 元",
    "date": "2026-09",
    "src": "https://post.smzdm.com/p/aom9wzen/#1",
    "kind": "非官网：媒体或聚合页"
   },
   "stage": "在售",
   "product_line_of": "小米",
   "public": true,
   "note": "销量没查到小米官方数字；二代传闻延迟，小米已否认（IT之家报道）。"
  },
  {
   "name": "李未可 Lawaken",
   "layer": "g2",
   "url": "https://www.lawk.com/",
   "hq": "杭州",
   "founded": 2021,
   "founded_month": "2021-10",
   "product": "李未可 City AI 眼镜 / Meta Lens 系列",
   "use": "翻译与沟通",
   "country": "中国",
   "desc": "AI+AR 潮牌，主打商旅翻译的音频眼镜",
   "ai_features": "WAKE-AI 大模型，支持 180 余种语言翻译",
   "stage": "在售",
   "funding": [
    {
     "date": "2022-01",
     "round": "天使轮",
     "amount": "数千万元",
     "lead": "字节跳动",
     "src": "https://baike.baidu.com/item/%E6%9D%AD%E5%B7%9E%E6%9D%8E%E6%9C%AA%E5%8F%AF%E7%A7%91%E6%8A%80%E6%9C%89%E9%99%90%E5%85%AC%E5%8F%B8/59815558"
    },
    {
     "date": "2025-04",
     "round": "B 轮",
     "amount": "数千万元",
     "lead": "战略融资，投资方未披露",
     "src": "https://www.tmtpost.com/7578065.html"
    }
   ],
   "customers": [
    "中国移动（G1000 联名）"
   ],
   "note": "2025 年目标出货 10 万台（创始人说法）；估值、实际销量没查到；注册地已迁合肥。"
  },
  {
   "name": "理想 AI 眼镜 Livis",
   "layer": "g2",
   "url": "https://www.lixiang.com/",
   "hq": "北京",
   "founded": 2025,
   "founded_month": "2025-12",
   "product": "理想 AI 眼镜 Livis",
   "use": "拍摄与内容",
   "country": "中国",
   "desc": "36g，接入车载助手理想同学的 AI 眼镜",
   "ai_features": "MindGPT 理想同学：视觉问答、会议录音解析、车控",
   "price": {
    "v": "1999 元起",
    "date": "2025-12",
    "src": "https://ai.zol.com.cn/1121/11213430.html",
    "kind": "非官网：媒体或聚合页"
   },
   "stage": "在售",
   "key_data": [
    {
     "k": "首发销售",
     "v": "首批数万件 3 小时售罄；3 天售完 2 个月产能",
     "date": "2026-01",
     "src": "https://ai.zol.com.cn/1121/11213430.html"
    },
    {
     "k": "非车主占比",
     "v": "购买用户中 12%",
     "date": "2026-01",
     "src": "https://ai.zol.com.cn/1121/11213430.html"
    }
   ],
   "product_line_of": "理想汽车",
   "public": true,
   "note": "累计销量没查到。"
  },
  {
   "name": "闪极科技 SHARGE（loomos）",
   "layer": "g2",
   "url": "https://sharge.com/",
   "hq": "深圳",
   "founded": 2019,
   "product": "loomos L1（二代）/ 闪极 AI 拍拍镜 A1",
   "use": "拍摄与内容",
   "country": "中国",
   "desc": "充电品牌转做千元级 AI 拍摄眼镜",
   "ai_features": "接入多家国内大模型，拍摄与语音问答",
   "stage": "在售",
   "funding": [
    {
     "date": "2024-12",
     "round": "A 轮",
     "amount": "一个月内累计超 1 亿元",
     "lead": "未披露",
     "src": "https://www.tmtpost.com/7390312.html"
    }
   ],
   "key_data": [
    {
     "k": "A1 预订与交付",
     "v": "24 小时预订超 5 万台；实际交付被报道仅几千台，后停产",
     "date": "2025-09",
     "src": "https://www.cb.com.cn/index/show/gs1/cv/cv12544602132"
    }
   ],
   "note": "2026-08-18 发布二代 loomos L1；亿欧称过去一年融资三轮，轮次金额没查到。"
  },
  {
   "name": "Apple Vision Pro",
   "layer": "g3",
   "url": "https://www.apple.com/apple-vision-pro/",
   "hq": "库比蒂诺",
   "founded": 2024,
   "product": "Apple Vision Pro（M5 版）",
   "use": "办公效率",
   "country": "美国",
   "desc": "苹果空间计算头显，M5 版 2025-10 发布",
   "ai_features": "Apple Intelligence、visionOS 空间交互",
   "price": {
    "v": "$3,499",
    "date": "2026-08",
    "src": "https://technews.tw/ai-agent/vision-pro-n109/29170/",
    "kind": "非官网：媒体或聚合页"
   },
   "stage": "在售",
   "key_data": [
    {
     "k": "累计销量",
     "v": "约 60 万台（MacRumors 报道）",
     "date": "2026-04",
     "src": "https://cn.technode.com/post/2026-04-30/apple-reportedly-gives-up-on-vision-pro-focuses-on-smart-glasses/"
    },
    {
     "k": "年出货预估",
     "v": "15-20 万台（供应链估计）",
     "date": "2026-08",
     "src": "https://technews.tw/ai-agent/vision-pro-n109/29170/"
    }
   ],
   "product_line_of": "Apple",
   "public": true,
   "note": "2026-04 报道苹果已基本搁置后续硬件，团队转向 Siri 与智能眼镜；苹果未官方证实。"
  },
  {
   "name": "Bigscreen",
   "layer": "g3",
   "url": "https://www.bigscreenvr.com/",
   "hq": "加州 Walnut",
   "founded": 2014,
   "product": "Bigscreen Beyond 2",
   "use": "拍摄与内容",
   "country": "美国",
   "desc": "107g 超轻、面向 PC VR 的发烧头显",
   "ai_features": "没查到 AI 功能",
   "stage": "在售",
   "total_raised": "累计融资 $14M",
   "funding": [
    {
     "date": "2016",
     "round": "A 轮",
     "amount": "$11M",
     "lead": "True Ventures、Andreessen Horowitz",
     "src": "https://bigscreenvr.com/about/"
    }
   ],
   "key_data": [
    {
     "k": "Beyond 2 首发",
     "v": "首日销量等于初代首季全部销量（公司说法）",
     "date": "2025",
     "src": "https://bigscreenvr.com/about/"
    }
   ],
   "note": "A 轮年份来自 CB Insights「9 年前」推算，未精确核对；价格、估值、收入没查到。偏 PC VR，AI 属性弱。"
  },
  {
   "name": "Google Android XR",
   "layer": "g3",
   "url": "https://www.android.com/xr/",
   "hq": "山景城",
   "founded": 2024,
   "product": "Android XR 平台（Galaxy XR、XREAL Aura、AI 眼镜）",
   "use": "平台与芯片",
   "country": "美国",
   "desc": "谷歌的 XR 操作系统与眼镜平台",
   "ai_features": "Gemini 多模态助手",
   "stage": "在售",
   "key_data": [
    {
     "k": "I/O 2026",
     "v": "展示音频型 AI 眼镜；显示眼镜尚未就绪",
     "date": "2026-05",
     "src": "https://tech.yahoo.com/ar-vr/articles/googles-ai-glasses-except-arent-154500936.html#1"
    }
   ],
   "customers": [
    "三星",
    "XREAL",
    "Gentle Monster",
    "Warby Parker",
    "Magic Leap"
   ],
   "product_line_of": "Alphabet",
   "public": true,
   "note": "平台而非单一硬件；自有眼镜价格与销量没查到。"
  },
  {
   "name": "Magic Leap",
   "layer": "g3",
   "url": "https://www.magicleap.com/",
   "hq": "普兰特森",
   "founded": 2010,
   "product": "Magic Leap 2",
   "use": "平台与芯片",
   "country": "美国",
   "desc": "AR 头显先驱，已停售转做波导供应",
   "ai_features": "没查到 AI 功能",
   "stage": "停售",
   "total_raised": "累计融资超 $40 亿（博客口径）",
   "customers": [
    "Google（三年合作延长）"
   ],
   "owner": "沙特 PIF 控股",
   "note": "Magic Leap 2 直销 2026-03-31 结束，支持到 2027-12-31，转做 AI 显示眼镜波导与参考设计。来源：https://bestinxr.com/post/magic-leap ；融资总额来源 https://floridatechnologynews.com/magic-leap-florida-ar-bet/（聚合性网站，未核实）"
  },
  {
   "name": "Meta Quest（Reality Labs）",
   "layer": "g3",
   "url": "https://www.meta.com/quest/",
   "hq": "门洛帕克",
   "founded": 2019,
   "product": "Meta Quest 3 / 3S",
   "use": "拍摄与内容",
   "country": "美国",
   "desc": "全球最大消费 VR/MR 头显线",
   "ai_features": "Meta AI 语音助手、手部追踪",
   "price": {
    "v": "Quest 3 $599",
    "date": "2026-04",
    "src": "https://vr.org/articles/viture-beast-xr-glasses-review-april-2026",
    "kind": "非官网：媒体或聚合页"
   },
   "stage": "在售",
   "revenue": {
    "v": "$4.43 亿",
    "date": "2026-Q3",
    "kind": "Reality Labs 季度收入，Meta 财报；同比 -6%",
    "src": "https://bestinxr.com/post/meta-reality-labs-q3-2026-earnings"
   },
   "key_data": [
    {
     "k": "Reality Labs 季度经营亏损",
     "v": "$41.29 亿",
     "date": "2026-Q3",
     "src": "https://bestinxr.com/post/meta-reality-labs-q3-2026-earnings"
    }
   ],
   "product_line_of": "Meta",
   "public": true,
   "note": "Meta 称 Quest 销量下滑，新 VR 头显需「重大突破」才会产品化；Reality Labs 收入含 AI 眼镜。"
  },
  {
   "name": "PICO（字节跳动）",
   "layer": "g3",
   "url": "https://www.picoxr.com/",
   "hq": "北京",
   "founded": 2015,
   "product": "PICO Space Pro（Project Swan）",
   "use": "办公效率",
   "country": "中国",
   "desc": "字节旗下 XR，新旗舰对标 Vision Pro",
   "ai_features": "双 4K Micro-OLED、自研双芯片，MR 透视",
   "stage": "预售",
   "key_data": [
    {
     "k": "Project Swan",
     "v": "2026-03 MWC 发布，2026 年内上市，40 PPD",
     "date": "2026-03",
     "src": "https://japan.cnet.com/article/35244509/"
    },
    {
     "k": "收购",
     "v": "2021-08 字节跳动以 90 亿元收购 Pico",
     "date": "2021-08",
     "src": "https://iot.ofweek.com/2021-08/ART-132232-8500-30521657.html"
    }
   ],
   "owner": "2021-08 被字节跳动收购（交易金额 90 亿元，天眼查显示）",
   "product_line_of": "字节跳动",
   "note": "价格未公布；商用名 Space Pro 于 2026-08 报道（https://vrx.vr-expert.com/de/pico-space-pro-vs-pico-5-vs-project-swan-was-kommt-2026-tatsachlich-auf-den-markt/）。"
  },
  {
   "name": "Snap Specs",
   "layer": "g3",
   "url": "https://www.spectacles.com/",
   "hq": "圣莫尼卡",
   "founded": 2026,
   "product": "Snap Specs",
   "use": "看与提示",
   "country": "美国",
   "desc": "Snap 首款面向消费者的独立式 AR 眼镜",
   "ai_features": "AI 图像识别、导航、实时翻译叠加",
   "price": {
    "v": "$2,195",
    "date": "2026-06",
    "src": "https://www.channelnewsasia.com/business/snap-bets-life-beyond-smartphones-2195-specs-augmented-reality-glasses-6187966#1",
    "kind": "非官网：媒体或聚合页"
   },
   "stage": "预售",
   "key_data": [
    {
     "k": "累计投入",
     "v": "超 $35 亿",
     "date": "2026-06",
     "src": "https://www.channelnewsasia.com/business/snap-bets-life-beyond-smartphones-2195-specs-augmented-reality-glasses-6187966#1"
    }
   ],
   "product_line_of": "Snap",
   "public": true,
   "note": "秋季在美、英、法上市；激进投资者要求剥离或关停 Specs 业务。"
  },
  {
   "name": "VITURE",
   "layer": "g3",
   "url": "https://www.viture.com/",
   "hq": "旧金山",
   "founded": 2022,
   "product": "VITURE Beast / Luma 系列",
   "use": "拍摄与内容",
   "country": "美国",
   "desc": "主打游戏与随身大屏的 XR 显示眼镜",
   "ai_features": "没查到 AI 功能（偏显示与空间追踪）",
   "price": {
    "v": "Beast $549",
    "date": "2026-04",
    "src": "https://vr.org/articles/viture-beast-xr-glasses-review-april-2026",
    "kind": "非官网：媒体或聚合页"
   },
   "stage": "在售",
   "total_raised": "累计约 $2.215 亿（Crunchbase）",
   "funding": [
    {
     "date": "2025-09",
     "round": "新一轮",
     "amount": "$100M",
     "lead": "未披露（含贝塔斯曼）",
     "src": "https://www.viture.com/de/blog/viture-starts-2026-strong-with-another-100m-raise-surpassing-200m-in-six-months"
    },
    {
     "date": "2026-02",
     "round": "新一轮",
     "amount": "$100M",
     "lead": "Legend Capital（联想系）",
     "src": "https://www.viture.com/de/blog/viture-starts-2026-strong-with-another-100m-raise-surpassing-200m-in-six-months"
    }
   ],
   "key_data": [
    {
     "k": "美国 XR 眼镜出货份额",
     "v": "28.1%，2025Q3 第一（IDC）",
     "date": "2025-Q3",
     "src": "https://arinsider.co/2026/03/02/doubling-down-on-display-glasses-a-conversation-with-viture/"
    }
   ],
   "note": "估值、收入没查到；与 XREAL 有专利诉讼。"
  },
  {
   "name": "vivo Vision",
   "layer": "g3",
   "url": "https://www.vivo.com.cn/",
   "hq": "东莞",
   "founded": 2025,
   "founded_month": "2025-08",
   "product": "vivo Vision 探索版",
   "use": "办公效率",
   "country": "中国",
   "desc": "398g 的 MR 头显，只展示不公开发售",
   "ai_features": "没查到 AI 功能",
   "stage": "预售",
   "product_line_of": "vivo",
   "note": "2025-08-21 发布，暂不公开售卖，仅线下体验（经济观察报）；价格、销量没有。来源：http://www.eeo.com.cn/2025/0822/746838.shtml"
  },
  {
   "name": "XREAL",
   "layer": "g3",
   "url": "https://www.xreal.com/",
   "hq": "北京",
   "founded": 2017,
   "founded_month": "2017",
   "product": "XREAL One / One Pro / Project Aura（Android XR）",
   "use": "看与提示",
   "country": "中国",
   "desc": "全球出货第一的 AR 显示眼镜厂商，递表港交所",
   "ai_features": "NebulaOS 空间计算；Project Aura 接入 Gemini",
   "stage": "在售",
   "valuation": {
    "v": "约 $10 亿",
    "date": "2026-01",
    "kind": "媒体报道；另有报道 D 轮后 $8.33 亿",
    "src": "https://roadtovr.com/google-android-xr-xreal-raises-100m-2026/#1"
   },
   "revenue": {
    "v": "5.16 亿元",
    "date": "2025",
    "kind": "年收入，招股书",
    "src": "https://www.stcn.com/article/detail/3722783.html"
   },
   "total_raised": "累计融资约 $4.33 亿（Crunchbase）",
   "funding": [
    {
     "date": "2026-01",
     "round": "D 轮",
     "amount": "$1 亿",
     "lead": "供应链合作伙伴等（未披露）",
     "post": "估值约 $10 亿",
     "src": "https://roadtovr.com/google-android-xr-xreal-raises-100m-2026/#1"
    }
   ],
   "key_data": [
    {
     "k": "累计销量",
     "v": "超 100 万台",
     "date": "2026-04",
     "src": "https://www.21jingji.com/article/20260402/herald/79aeefacc82d9160e3afc4c730f18d69.html#1"
    },
    {
     "k": "2025 全球 AR 眼镜份额",
     "v": "24.8%（IDC / 艾瑞）",
     "date": "2025",
     "src": "https://www.21jingji.com/article/20260402/herald/79aeefacc82d9160e3afc4c730f18d69.html#1"
    },
    {
     "k": "2025 毛利率 / 净亏损",
     "v": "35.2% / 4.56 亿元",
     "date": "2025",
     "src": "https://www.stcn.com/article/detail/3722783.html"
    }
   ],
   "customers": [
    "Google（Android XR 首席硬件伙伴）",
    "淘宝",
    "快手",
    "顺为资本"
   ],
   "note": "2026-04-01 向港交所递表；Project Aura 价格未公布；官网当前售价未核对。 官网首页称累计销量近 70 万台（与招股书口径「超 100 万」不一致，待核）；官网没抓到价格。"
  },
  {
   "name": "三星 Galaxy XR",
   "layer": "g3",
   "hq": "水原",
   "founded": 2025,
   "product": "Galaxy XR",
   "use": "办公效率",
   "country": "韩国",
   "desc": "三星、谷歌、高通联合的 Android XR 头显",
   "ai_features": "Gemini、眼动与手势交互、Google Maps XR",
   "price": {
    "v": "$1,799",
    "date": "2025-11",
    "src": "https://www.wowtv.co.kr/NewsCenter/News/Read?articleId=2025112303171",
    "kind": "非官网：媒体或聚合页"
   },
   "stage": "在售",
   "product_line_of": "三星电子",
   "public": true,
   "note": "出货量没查到公开数字；VR陀螺称其未带动内容与市场飞轮。"
  },
  {
   "name": "玩出梦想 Play For Dream",
   "layer": "g3",
   "url": "https://pfdm.ai",
   "hq": "上海",
   "founded": 2020,
   "founded_month": "2020-10",
   "product": "Play For Dream MR",
   "use": "拍摄与内容",
   "country": "中国",
   "desc": "前 YVR，面向海外的 MR 头显",
   "ai_features": "没查到 AI 功能",
   "stage": "在售",
   "funding": [
    {
     "date": "2023",
     "round": "天使轮",
     "amount": "未披露",
     "lead": "未披露",
     "src": "https://baike.baidu.com/item/%E7%8E%A9%E5%87%BA%E6%A2%A6%E6%83%B3%EF%BC%88%E4%B8%8A%E6%B5%B7%EF%BC%89%E7%A7%91%E6%8A%80%E6%9C%89%E9%99%90%E5%85%AC%E5%8F%B8"
    }
   ],
   "note": "资料较少：估值、收入、销量、当前售价没查到；曾用名 YVR。"
  },
  {
   "name": "Button Computer",
   "layer": "h1",
   "url": "https://buttoncomputer.com",
   "hq": "旧金山",
   "founded": 2025,
   "product": "Button",
   "use": "办公效率",
   "country": "美国",
   "desc": "夹在衣服上的按键式 AI 语音设备，YC W2026",
   "ai_features": "按下即问，称 0.5 秒内回应",
   "price": {
    "v": "$179 + $7.99/月",
    "date": "2026-04",
    "src": "https://finance.biggo.com.tw/news/eNltc50BOIb5XxavV_Ck"
   },
   "stage": "预售",
   "funding": [
    {
     "date": "2026",
     "round": "Pre-seed（YC W2026）",
     "amount": "约 $50 万",
     "lead": "Y Combinator",
     "src": "https://vctavern.com/button-computer-raises-y-combinator-backed-pre-seed-funding-to-build-wearable-ai-button-device-for-instant-voice-interaction/"
    }
   ],
   "note": "预计 2026 年 12 月交付美国用户。同一来源另称累计约 $6700 万，与 pre-seed 数字明显矛盾，不采信。网址和总部（旧金山）来自 YC 目录；创始人 Chris Nolet、Ryan Burgoyne。"
  },
  {
   "name": "OpenAI × io 首款设备",
   "layer": "h1",
   "url": "https://openai.com/",
   "hq": "旧金山",
   "founded": 2025,
   "product": "（未命名，彭博称为便携无屏智能音箱）",
   "use": "陪伴与情感",
   "country": "美国",
   "desc": "OpenAI 与 Jony Ive 合作的首款硬件，尚未发布",
   "ai_features": "ChatGPT 语音为核心，带摄像头与环境感知",
   "stage": "未发布",
   "key_data": [
    {
     "k": "报道价格",
     "v": "$300-400（彭博转述）",
     "date": "2026-08",
     "src": "https://tech.yahoo.com/ai/apple-intelligence/articles/openais-first-device-300-plus-160306073.html"
    },
    {
     "k": "最早出货",
     "v": "不早于 2027-02（OpenAI 法庭文件）",
     "date": "2026-02",
     "src": "https://archive.org/download/gov.uscourts.cand.450913/gov.uscourts.cand.450913.130.3.pdf"
    }
   ],
   "owner": "2025-05 OpenAI 约 $65 亿收购 Jony Ive 的 io",
   "product_line_of": "OpenAI",
   "note": "2026-01 OpenAI 称下半年会有首款设备；2026-02 法庭文件称 2027-02 之前不会出货；2026-07/08 彭博称首款是甜甜圈形、曲棍球冰球大小的无屏便携音箱，价格 $300-400，目标 2027 年。此前传的耳机代号 Sweetpea 未被官方证实。OpenAI 首款已上市硬件是与 Work Louder 合作的 Codex Micro Keyboard（约 $230，2026-10）。"
  },
  {
   "name": "Rabbit",
   "layer": "h1",
   "url": "https://www.rabbit.tech/",
   "hq": "圣莫尼卡",
   "product": "rabbit r1",
   "use": "办公效率",
   "country": "美国",
   "desc": "Teenage Engineering 设计的橙色掌上 AI 终端",
   "ai_features": "大动作模型 agent，RabbitOS 2 触屏卡片界面和端上生成小工具",
   "price": {
    "v": "$199",
    "date": "2026",
    "src": "https://www.fobi.com/wearables/companies/rabbit"
   },
   "stage": "在售",
   "total_raised": "累计约 $3000 万（Fobi / Parsers 口径）；后续还有 Sound Ventures、Alexa Fund、BAI 资本（界面新闻）",
   "funding": [
    {
     "date": "2023-10",
     "round": "A 轮",
     "amount": "$20M",
     "lead": "Khosla Ventures",
     "src": "https://www.fobi.com/wearables/companies/rabbit"
    },
    {
     "date": "2023-12",
     "round": "A 轮追加",
     "amount": "$10M",
     "lead": "Khosla Ventures",
     "src": "https://www.fobi.com/wearables/companies/rabbit"
    }
   ],
   "key_data": [
    {
     "k": "出货",
     "v": "约 10 万台，数月后日活约 5000",
     "date": "2024",
     "src": "https://www.ainvest.com/news/11-million-personal-ai-computer-seed-informative-number-room-2610/"
    }
   ],
   "note": "成立年份：公司前身 Cyber Manufacturing 2021 年成立，2023 年更名 Rabbit，各来源写 2021-2023 不一。聚合站称 2025 年发生拖欠薪资，2026 年接入第三方 agent。官网当前价没核。 成立年份没确定。"
  },
  {
   "name": "灵宇宙",
   "layer": "h1",
   "hq": "上海",
   "founded": 2023,
   "product": "灵宇宙小方机（Leap）",
   "use": "陪伴与情感",
   "country": "中国",
   "desc": "面向孩子的随身 AI 终端，跑自研 LingOS",
   "ai_features": "多模态 AI 智能体与孩子面对面互动，沉淀记忆和成长数据",
   "stage": "在售",
   "funding": [
    {
     "date": "2025-11",
     "round": "Pre-A 轮系列",
     "amount": "2 亿元人民币",
     "lead": "国方创新、国泰海通、广发信德、滴滴出行、考拉基金、润建股份",
     "src": "https://www.cyzone.cn/article/816023.html"
    }
   ],
   "key_data": [
    {
     "k": "双十一销售额",
     "v": "较 618 增长超 230%",
     "date": "2025-11",
     "src": "https://www.cyzone.cn/article/816023.html"
    }
   ],
   "note": "创始人顾嘉唯，曾主导百度 Eye、物灵 Luka。每日经济新闻称估值突破 10 亿元（媒体引述，无单独来源）。绝对销量、官网价格没查到。官网网址没查到；京东标价 1299 元左右（非官方，未采用）。"
  },
  {
   "name": "网易有道 AI 答疑笔",
   "layer": "h1",
   "url": "https://www.youdao.com/",
   "hq": "北京",
   "founded": 2025,
   "product": "有道 AI 答疑笔 Space One / Space X",
   "use": "办公效率",
   "country": "中国",
   "desc": "扫题即答的学生专用 AI 笔，无娱乐功能",
   "ai_features": "子曰教育大模型加 DeepSeek-R1，引导式答疑和视频答疑",
   "price": {
    "v": "1199 元起（Space X Wi-Fi 版）",
    "date": "2025-08",
    "src": "https://www.sohu.com/a/926159147_112831"
   },
   "stage": "在售",
   "key_data": [
    {
     "k": "累计销售额",
     "v": "上市不足一年破 1 亿元，出货近 10 万台",
     "date": "2025-12",
     "src": "https://baike.baidu.com/item/%E6%9C%89%E9%81%93AI%E7%AD%94%E7%96%91%E7%AC%94/67373706"
    }
   ],
   "product_line_of": "网易有道",
   "public": true,
   "note": "用途按学习场景归到「办公效率」，字段选项里没有教育类。首代 Space One 2025-02-18 发布，定价 1699 元。"
  },
  {
   "name": "万鱼 Venfish AI智能鼠标",
   "layer": "m1",
   "url": "https://diy.zol.com.cn/886/8867297.html",
   "hq": "未查到",
   "product": "万鱼 AI 智能语音鼠标 S8",
   "use": "办公效率",
   "country": "中国",
   "desc": "走低价路线的语音打字、AI PPT 鼠标",
   "ai_features": "语音打字、翻译、AI 生成 PPT、写作问答",
   "price": {
    "v": "¥198（促销价）",
    "date": "2024-07",
    "src": "https://diy.zol.com.cn/886/8867297.html"
   },
   "stage": "在售",
   "note": "seeds 中公司名为「万鱼科技」，工商主体、融资、销量没查到，仅有电商与测评页，资料很少。"
  },
  {
   "name": "倍思 Baseus AI智能鼠标",
   "layer": "m1",
   "url": "https://www.baseus.com/",
   "hq": "深圳",
   "product": "倍思 AI 智能鼠标 BS-007Ultra",
   "use": "办公效率",
   "country": "中国",
   "desc": "倍思出品的接入 DeepSeek 的 AI 语音写作鼠标",
   "ai_features": "智能写作、DeepSeek 问答、语音翻译",
   "price": {
    "v": "¥299",
    "date": "2026-11",
    "src": "https://m.suning.com/itemcanshu/0000000000/000000012446745958.html"
   },
   "stage": "在售",
   "note": "融资、销量、AI 鼠标单品数据没查到；横评中被指 OCR 错误率高（B站测评，非权威）。价格取自苏宁渠道页。"
  },
  {
   "name": "咪鼠科技 MiMouse",
   "layer": "m1",
   "url": "https://baike.baidu.com/item/%E5%AE%89%E5%BE%BD%E5%92%AA%E9%BC%A0%E7%A7%91%E6%8A%80%E6%9C%89%E9%99%90%E5%85%AC%E5%8F%B8/19514193",
   "hq": "合肥",
   "founded": 2015,
   "founded_month": "2015-05",
   "product": "咪鼠 M5 AI / M7C / M4",
   "use": "办公效率",
   "country": "中国",
   "desc": "国内最早做智能语音鼠标的厂商，主打 AI 大模型鼠标",
   "ai_features": "一键拉起咪鼠 AI 软件：语音打字、翻译、AI写作/PPT，接入 DeepSeek 等大模型",
   "stage": "在售",
   "funding": [
    {
     "date": "",
     "round": "多轮（金额未披露）",
     "amount": "未披露",
     "lead": "科大讯飞、合肥高新创投、安徽省高新投",
     "src": "http://mp.weixin.qq.com/s?__biz=MzU5MTMyNjc3Nw==&mid=2247492598&idx=1&sn=4d9c8af8951eeff21113ceb0caaf0184"
    }
   ],
   "key_data": [
    {
     "k": "累计服务用户",
     "v": "超800万个人用户、20万家企业客户（公司自述）",
     "date": "2026-03",
     "src": "http://mp.weixin.qq.com/s?__biz=MzU5MTMyNjc3Nw==&mid=2247492598&idx=1&sn=4d9c8af8951eeff21113ceb0caaf0184"
    },
    {
     "k": "2026-08 新品发布会",
     "v": "一次发布 7 款 AI 硬件新品",
     "date": "2026-08",
     "src": "https://m.xinminweekly.com.cn/content/50897.html"
    }
   ],
   "note": "融资只有投资方名单（公司自述），具体轮次、金额、日期没查到；「AI键鼠份额超60%」为公司自述，未找到第三方验证；价格未核。"
  },
  {
   "name": "星绩 腾讯元宝AI智能鼠标",
   "layer": "m1",
   "url": "https://www.smzdm.com/p/185310317/",
   "hq": "未查到",
   "product": "星绩 X5 / 腾讯元宝星绩 AI 智能鼠标",
   "use": "办公效率",
   "country": "中国",
   "desc": "接入腾讯元宝的语音打字、翻译、AI PPT 鼠标",
   "ai_features": "语音打字约400字/分钟、翻译、接入 DeepSeek 的 AI 生成 PPT 与文档总结",
   "price": {
    "v": "¥69（促销到手价）",
    "date": "2026-11",
    "src": "https://www.smzdm.com/p/185310317/"
   },
   "stage": "在售",
   "key_data": [
    {
     "k": "测评对比",
     "v": "2025-02 被列入四款热门 AI 鼠标横评（元宝星绩、讯飞、咪鼠、倍思）",
     "date": "2025-02",
     "src": "https://www.bilibili.com/video/BV1gYAWeJE8t/"
    }
   ],
   "note": "星绩的公司主体、总部、成立时间、融资均没查到；价格为电商促销价。"
  },
  {
   "name": "科大讯飞 iFLYTEK AI鼠标",
   "layer": "m1",
   "url": "https://www.xfyun.cn/",
   "hq": "合肥",
   "founded": 2019,
   "founded_month": "2019-10",
   "product": "讯飞智能鼠标 AM50 / Pro / Lite",
   "use": "办公效率",
   "country": "中国",
   "desc": "自带语音打字、翻译、AI写作的讯飞智能鼠标系列",
   "ai_features": "语音输入（23种方言）、实时翻译（28种语言）、OCR、AI写作问答与生成PPT",
   "price": {
    "v": "¥599（AM50 市场价）",
    "date": "2026-11",
    "src": "https://www.xunxiangqc.com/goods/item/id/481859.html"
   },
   "stage": "在售",
   "key_data": [
    {
     "k": "产品线起点",
     "v": "2019-10 推出讯飞智能鼠标，2020-07 推出智能键盘",
     "date": "2020",
     "src": "https://baike.baidu.com/item/%E8%AE%AF%E9%A3%9E%E6%99%BA%E8%83%BD%E9%94%AE%E9%BC%A0/52932594"
    }
   ],
   "product_line_of": "科大讯飞",
   "public": true,
   "note": "价格取自渠道页标注的市场价（官方店价格未核）。母公司上市公司，鼠标出货量、收入未单独披露，没查到。"
  },
  {
   "name": "罗技 Logitech Signature AI Edition M750",
   "layer": "m1",
   "hq": "洛桑/纽瓦克",
   "founded": 2024,
   "founded_month": "2024-04",
   "product": "Signature AI Edition M750（含 Logi AI Prompt Builder）",
   "use": "办公效率",
   "country": "瑞士",
   "desc": "带一键 ChatGPT 和 AI 提示词助手快捷键的限定款办公鼠标",
   "ai_features": "专用 AI 键唤起 Logi AI Prompt Builder，调用 ChatGPT 改写、总结、写邮件",
   "price": {
    "v": "$49.99",
    "date": "2024-07",
    "src": "https://www.imore.com/mac/logitech-signature-ai-edition-m750-review"
   },
   "stage": "在售",
   "key_data": [
    {
     "k": "首发",
     "v": "2024-04 预售，限量版，Prompt Builder 起初仅英文",
     "date": "2024-04",
     "src": "https://me.pcmag.com/en/computer-mice/23107/this-logitech-mouse-comes-with-ai-buttons-do-people-really-want-that"
    }
   ],
   "product_line_of": "Logitech",
   "public": true,
   "note": "价格来自评测稿，官网当前售价未核；销量没查到。"
  },
  {
   "name": "联想 Lenovo AI Mouse for Googlebook",
   "layer": "m1",
   "url": "https://www.lenovo.com/ie/en/c/laptops/googlebook/",
   "hq": "北京/莫里斯维尔",
   "founded": 2026,
   "founded_month": "2026-10",
   "product": "Lenovo AI Mouse for Googlebook",
   "use": "办公效率",
   "country": "中国",
   "desc": "为 Googlebook 设计的带 Gemini 专用键的鼠标",
   "ai_features": "实体 Gemini 键：单击弹出 Gemini，长按语音；联动 Googlebook 的 Magic Pointer",
   "price": {
    "v": "$45",
    "date": "2026-10",
    "src": "https://store.google.com/product/lenovo_wireless_mouse"
   },
   "stage": "预售",
   "product_line_of": "联想",
   "public": true,
   "note": "联想官网标注「即将上市」，Google Store 同价 $45；销量没查到。"
  },
  {
   "name": "雷柏 Rapoo C10 AI办公鼠标",
   "layer": "m1",
   "url": "https://www.rapoo.cn/",
   "hq": "深圳",
   "founded": 2026,
   "founded_month": "2026-05",
   "product": "雷柏 C10",
   "use": "办公效率",
   "country": "中国",
   "desc": "49元起、一键唤醒豆包的无线办公鼠标",
   "ai_features": "AI 快捷键配合自研 AHUB 驱动，一键唤醒豆包，选中文字可改写、翻译、总结",
   "price": {
    "v": "¥49起（三键版）",
    "date": "2026-05",
    "src": "https://m.ithome.com/html/946751.htm"
   },
   "stage": "在售",
   "public": true,
   "note": "founded 为该产品首发年份。鼠标本身无麦克风、不跑模型，AI 能力靠电脑端；上市公司，鼠标销量没查到。"
  },
  {
   "name": "Circular",
   "layer": "n1",
   "url": "https://www.circular-ring.com/",
   "hq": "巴黎",
   "founded": 2019,
   "product": "Circular Ring 2",
   "use": "健康与睡眠",
   "country": "法国",
   "desc": "带心电图和 AI 教练 Kira 的无订阅智能戒指",
   "ai_features": "AI 健康教练 Kira，基于 140+ 项指标给睡眠、压力、恢复建议",
   "price": {
    "v": "促销价 $299（原价 $449）",
    "date": "2026-01",
    "src": "https://www.cbinsights.com/company/circular-3"
   },
   "stage": "在售",
   "funding": [
    {
     "date": "2025-03",
     "round": "Kickstarter 众筹",
     "amount": "约 $400 万",
     "lead": "1.3 万名支持者",
     "src": "https://wearablebeat.com/articles/circular-ring-2-review-2026/"
    }
   ],
   "note": "wearablebeat（评测站）称公司 2025-10 进入司法清算、血压与血糖趋势功能至 2026-01 仍未上线，该说法官方渠道没核到。除众筹外没查到机构融资。2026-07 在日本上市（Dream Seed 报道）。founded 为推断（2019 来自 CB Insights 页面）。"
  },
  {
   "name": "Core Devices（Pebble）",
   "layer": "n1",
   "url": "https://repebble.com/",
   "founded": 2025,
   "product": "Pebble Index 01",
   "use": "记录与记忆",
   "country": "美国",
   "desc": "按住说话的语音笔记戒指，一次性电池可用数年",
   "ai_features": "手机端本地大模型把语音转成笔记、提醒、日程；不需云端和订阅",
   "price": {
    "v": "$99（预购价 $75）",
    "date": "2025-12",
    "src": "https://www.extremetech.com/electronics/pebble-launches-a-99-use-and-toss-ring-that-cant-be-recharged"
   },
   "stage": "在售",
   "note": "Core Devices 是 Pebble 创始人 Eric Migicovsky 的新公司，founded 取产品发布年。融资、销量没查到。预计 2026-03 起发货，实际发货量没查到。"
  },
  {
   "name": "Gyges Labs",
   "layer": "n1",
   "url": "https://news.mynavi.jp/article/20260925-5026485/",
   "hq": "新加坡",
   "founded": 2025,
   "product": "Vocci Ring",
   "use": "记录与记忆",
   "country": "新加坡",
   "desc": "双击录音的 AI 笔记戒指，钛合金机身",
   "ai_features": "112+ 语言转写、摘要、待办提取，可接 ChatGPT / Claude；自研类 Agent",
   "price": {
    "v": "$299（日本建议零售价 49,990 日元）",
    "date": "2026-03",
    "src": "https://www.chinaventure.com.cn/news/108-20260327-390692.html"
   },
   "stage": "预售",
   "funding": [
    {
     "date": "2025",
     "round": "Pre-A+ 轮",
     "amount": "未披露",
     "lead": "Granite Asia、璀璨资本",
     "src": "https://www.chinaventure.com.cn/news/108-20260327-390692.html"
    }
   ],
   "key_data": [
    {
     "k": "同公司 Halliday 眼镜众筹",
     "v": "$330 万，已交付 1.5 万副以上",
     "date": "2026-03",
     "src": "https://eu.36kr.com/en/p/3746892878480132"
    }
   ],
   "note": "url 暂用日媒介绍页，官网没核到。总部地：日媒称新加坡，其余来源没写，hq 取日媒。华尔街见闻称其曾获朱啸虎投资。founded 取产品发布年，公司成立年没查到。2026-09 在日本开众筹（GREEN FUNDING）。"
  },
  {
   "name": "Movano Health",
   "layer": "n1",
   "hq": "普莱森顿（加州）",
   "founded": 2018,
   "product": "Evie Ring（现称 Wellness Ring）",
   "use": "健康与睡眠",
   "country": "美国",
   "desc": "面向女性的健康戒指，已并入 AI 云公司 Corvex",
   "ai_features": "没查到 AI 功能",
   "stage": "在售",
   "key_data": [
    {
     "k": "Evie Ring 首发",
     "v": "2023-11",
     "date": "2023-11",
     "src": "https://content-archive.fast-edgar.com/20260331/AP2ZB22CLW22DT2V222M2ZY2BBKGZ222ZQ82/R8.htm"
    }
   ],
   "owner": "2026-03-19 与 AI 云公司 Corvex 合并完成，原 Movano 股东约占 3.8%",
   "public": true,
   "also_in_womens_wearables_map": true,
   "note": "合并后公司主业转向 GPU AI 云，戒指作为「健康业务」保留，是否继续投入没查到。戒指现价、销量没查到（stage 为合并前状态）。也在北美女性可穿戴图谱"
  },
  {
   "name": "Nexxbase Luna（Noise）",
   "layer": "n1",
   "url": "https://ouraring.com/blog/el/itc-action-patent-infringement/",
   "hq": "古尔冈（哈里亚纳邦）",
   "product": "Luna Ring Gen 2 / Luna Band",
   "use": "健康与睡眠",
   "country": "印度",
   "desc": "印度品牌 Noise 旗下 Luna 戒指，带语音记录",
   "ai_features": "Luna Ring Gen 2 加入语音记录（Luna Voice），平台 LifeOS 基于 Gemini 模型",
   "stage": "在售",
   "key_data": [
    {
     "k": "Luna Ring Gen 2 发布",
     "v": "2026-02 在部分市场开售，美国买不到",
     "date": "2026-02",
     "src": "https://www.absolutegeeks.com/tech-news/luna-ring-gen-2-introduces-voice-logging-to-the-smart-ring-market/"
    }
   ],
   "note": "url 暂用 Oura 公告页（Luna 官网没核到）。2026-01 与 Oura 的 ITC 案达成同意令，承诺在专利有效期内不进入美国市场（含库存）。成立时间、融资、价格、销量都没查到；Luna Band 在 CES 2026 展示，发售日没查到。"
  },
  {
   "name": "Oura",
   "layer": "n1",
   "url": "https://ouraring.com/",
   "hq": "奥卢（芬兰）/ 旧金山",
   "founded": 2013,
   "founded_month": "2013",
   "product": "Oura Ring 4 / Ring 5",
   "use": "健康与睡眠",
   "country": "芬兰",
   "desc": "全球出货最多的智能健康戒指，订阅制",
   "ai_features": "戒指采集睡眠、HRV、体温数据，App 给出睡眠与恢复评分；公司称 IPO 募资将用于完善 App 内 AI 功能（具体 AI 产品名没核）",
   "price": {
    "v": "Ring 4 起 $349，另需会员 $5.99/月",
    "date": "2026-05",
    "src": "https://ai.zhiding.cn/2026/0525/3188062.shtml"
   },
   "stage": "在售",
   "valuation": {
    "v": "约 $11B（IPO 定价区间对应完全摊薄 $15.62B，已推迟）",
    "date": "2025-10",
    "kind": "投后估值，公司口径",
    "src": "https://techcrunch.com/2025/10/14/smart-ring-maker-oura-raises-900m-from-fidelity/"
   },
   "revenue": {
    "v": "$1.21B（截至 2026-06-30 的九个月，同比 +74%），净利润 $60.8M",
    "date": "2026-06",
    "kind": "招股文件披露，路透计算",
    "src": "https://www.forbes.com.au/news/investing/oura-sets-terms-for-up-to-2-2-billion-ipo/"
   },
   "total_raised": "累计融资约 $14.5 亿（2024-12 公司口径超 $5.5 亿 + 2025-10 E 轮 $9 亿+，本表相加）",
   "funding": [
    {
     "date": "2018-07",
     "round": "A 轮追加",
     "amount": "€5M（约 $5.9M）",
     "lead": "Bold Capital Partners、Tesi",
     "src": "https://www.finsmes.com/2018/07/healthtech-startup-oura-health-raises-e5m-closes-e12-5m-round.html"
    },
    {
     "date": "2020-03",
     "round": "B 轮",
     "amount": "$28M",
     "lead": "Forerunner Ventures（Gradient Ventures、Square 跟投）",
     "src": "https://mercomcapital.com/oura-ring-raises-28-million-in-series-b-funding/"
    },
    {
     "date": "2021-05",
     "round": "C 轮",
     "amount": "$100M",
     "lead": "The Chernin Group、Elysian Park Ventures（Temasek、Jazz Venture Partners、Eisai、Bedford Ridge Capital、One Capital、Square、Forerunner Ventures、MSD Capital、Lifeline Ventures 跟投）",
     "post": "投后约 $800M（Forbes 援引知情人）",
     "src": "https://globalventuring.com/blog/2021/05/06/oura-obtains-100m-in-series-c/"
    },
    {
     "date": "2022-04",
     "round": "增长轮（金额与领投方没查到）",
     "amount": "未披露",
     "post": "投后 $2.55B",
     "src": "https://vc.ru/invest/1719222-proizvoditel-umnyh-kolec-oura-zakryl-investraund-na-200-mln-pri-ocenke-52-mlrd"
    },
    {
     "date": "2024-12",
     "round": "D 轮（2024-11 Dexcom 先投 $75M，12 月 Fidelity 追加）",
     "amount": "$200M",
     "lead": "Fidelity Management & Research Company、Dexcom",
     "post": "投后 $5.2B",
     "src": "https://techcrunch.com/2024/12/19/oura-closes-200m-round-bringing-its-valuation-to-5-2b/"
    },
    {
     "date": "2025-10",
     "round": "E 轮",
     "amount": "$900M+",
     "lead": "Fidelity Management & Research Company（ICONIQ、Whale Rock、Atreides 跟投）",
     "post": "投后约 $11B",
     "src": "https://techcrunch.com/2025/10/14/smart-ring-maker-oura-raises-900m-from-fidelity/"
    }
   ],
   "key_data": [
    {
     "k": "累计售出",
     "v": "超 550 万枚戒指",
     "date": "2025-10",
     "src": "https://pitchbook.com/news/articles/ouras-valuation-doubles-to-11b-as-health-tracking-heats-up"
    },
    {
     "k": "付费会员数",
     "v": "预计 2026 年第二季度突破 500 万",
     "date": "2026-05",
     "src": "https://ai.zhiding.cn/2026/0525/3188062.shtml"
    },
    {
     "k": "2025 年营收",
     "v": "约 $10 亿，同比约翻倍",
     "date": "2025",
     "src": "https://ai.zhiding.cn/2026/0525/3188062.shtml"
    }
   ],
   "customers": [
    "Natural Cycles（体温数据接入）",
    "Twentyeight Health（避孕处方）",
    "Cronometer"
   ],
   "also_in_womens_wearables_map": true,
   "note": "2026-05 保密递交 IPO，定价区间 $40–44（募资至多约 $22 亿），2026-09-29 宣布推迟，目前仍是私有公司。2025-11 起向 ITC 起诉 Samsung、Reebok、Zepp、Nexxbase 专利侵权。第三方汇总页显示最新款为 Ring 5（起 $399），官网价没打开核。也在北美女性可穿戴图谱"
  },
  {
   "name": "Samsung Galaxy Ring",
   "layer": "n1",
   "url": "https://www.samsung.com/us/rings/galaxy-ring/",
   "hq": "首尔",
   "founded": 2024,
   "founded_month": "2024-07",
   "product": "Galaxy Ring",
   "use": "健康与睡眠",
   "country": "韩国",
   "desc": "三星无订阅智能戒指，随 Samsung Health 使用",
   "ai_features": "没查到戒指自身的 AI 功能说明；睡眠与健康洞察走 Samsung Health",
   "price": {
    "v": "$399",
    "date": "2026-08",
    "src": "https://www.xrglasses.io/blog/galaxy-ring-2-delayed-oura-patent-war-best-smart-ring-to-buy-august-2026"
   },
   "stage": "在售",
   "key_data": [
    {
     "k": "二代 Galaxy Ring 2",
     "v": "据韩媒 ETNews 转述，推迟到 2027 年初",
     "date": "2026-05",
     "src": "https://gagadget.com/en/708765-samsung-galaxy-ring-2-delayed-to-2027-with-bigger-battery-and-slimmer-fit/"
    }
   ],
   "product_line_of": "Samsung",
   "public": true,
   "also_in_womens_wearables_map": true,
   "note": "销量没公开，媒体称首代销量低于预期。被 Oura 在 ITC 起诉，Samsung 抢先提起的不侵权诉讼被联邦法官驳回。价格来自评测站，官网价没打开核。也在北美女性可穿戴图谱"
  },
  {
   "name": "Sandbar",
   "layer": "n1",
   "url": "https://www.sandbar.com/",
   "hq": "纽约",
   "founded": 2023,
   "product": "Stream Ring",
   "use": "记录与记忆",
   "country": "美国",
   "desc": "按住说话的私密语音戒指，记笔记并对话",
   "ai_features": "多个 AI 模型整理笔记、联网检索、对话；耳语也能识别",
   "price": {
    "v": "$249（银）/ $299（金），另有 $10/月 Pro",
    "date": "2026-08",
    "src": "https://founderland.ai/articles/sandbar-launches-stream-to-bring-ai-voice-interface-to-rings-mssnk48v"
   },
   "stage": "预售",
   "total_raised": "累计融资 $36M（公司口径）",
   "funding": [
    {
     "date": "2024-01",
     "round": "Pre-seed",
     "amount": "$3M",
     "lead": "Upfront Ventures、Betaworks",
     "src": "https://www.speechtechmag.com/Articles/ReadArticle.aspx?ArticleID=173834"
    },
    {
     "date": "2025-01",
     "round": "种子轮",
     "amount": "$10M",
     "lead": "True Ventures",
     "src": "https://www.speechtechmag.com/Articles/ReadArticle.aspx?ArticleID=173834"
    },
    {
     "date": "2026-03",
     "round": "A 轮",
     "amount": "$23M",
     "lead": "Adjacent、Kindred Ventures",
     "src": "https://www.advfn.com/stock-market/stock-news/98018482/sandbar-raises-23m-to-build-a-wearable-conversati"
    }
   ],
   "note": "创始人 Mina Fahmi、Kirak Hong 来自 Meta（CTRL-Labs）。founded 2023 来自聚合站。首批预售已售罄，发货由 2026 夏延到秋季，仅限美国、仅 iOS（founderland 报道）。估值没公开。"
  },
  {
   "name": "Ultrahuman",
   "layer": "n1",
   "url": "https://www.ultrahuman.com/ring/",
   "hq": "班加罗尔",
   "founded": 2018,
   "product": "Ultrahuman Ring AIR / Ring Pro",
   "use": "健康与睡眠",
   "country": "印度",
   "desc": "印度智能戒指品牌，无订阅，主打代谢与睡眠",
   "ai_features": "戒指采集睡眠、恢复、体温；2026-09 获高通投资后，公司称要把戒指做成能跑 AI 的计算设备（媒体转述）",
   "stage": "在售",
   "valuation": {
    "v": "$365M",
    "date": "2026-09",
    "kind": "估值，媒体报道（约为 2023 年 $120M 的 3 倍）",
    "src": "https://techfundingnews.com/qualcomm-ventures-ultrahuman-70-million-ai-smart-ring/"
   },
   "revenue": {
    "v": "年化收入约 $1.4 亿（同比约 +45%）",
    "date": "2026-09",
    "kind": "run rate，媒体转述公司口径",
    "src": "https://techbeat.co/story/qualcomm-backs-ultrahuman-s-70m-push-to-turn-smart-rings-into-computers"
   },
   "total_raised": "累计约 $135M（Economic Times 2024-03 口径 $65M + 2026-09 C 轮 $70M，含债务）",
   "funding": [
    {
     "date": "2021-08",
     "round": "A 轮",
     "amount": "$17.5M",
     "lead": "Alpha Wave Incubation、Steadview Capital（Nexus Venture Partners、Blume Ventures、iSeed 跟投）",
     "src": "https://economictimes.indiatimes.com/tech/startups/healthtech-startup-ultrahuman-acquires-wearables-firm-lazyco/articleshow/90797821.cms"
    },
    {
     "date": "2024-03",
     "round": "B 轮（股权约 $25M + 债务）",
     "amount": "$35M",
     "lead": "Blume Ventures、Steadview Capital、Nexus Venture Partners（Alpha Wave Global、Deepinder Goyal 跟投）",
     "src": "https://economictimes.indiatimes.com/tech/funding/health-device-maker-ultrahuman-raises-35-million-led-by-steadview-nexus/articleshow/108646994.cms"
    },
    {
     "date": "2026-09",
     "round": "C 轮（$65M 股权 + $5M 债务）",
     "amount": "$70M",
     "lead": "Qualcomm Ventures（Labcorp、Alpha Wave、Blume Ventures、Nexus Venture Partners、Alteria Capital 跟投）",
     "post": "投后约 $365M",
     "src": "https://techfundingnews.com/qualcomm-ventures-ultrahuman-70-million-ai-smart-ring/"
    }
   ],
   "key_data": [
    {
     "k": "累计售出",
     "v": "约 80 万枚戒指",
     "date": "2026-09",
     "src": "https://techbeat.co/story/qualcomm-backs-ultrahuman-s-70m-push-to-turn-smart-rings-into-computers"
    }
   ],
   "also_in_womens_wearables_map": true,
   "note": "2025-08 因 Oura 专利案被美国 ITC 禁止进口，2026-03 以重新设计的 Ring Pro 重返美国；戒指现价官网没打开核，Ring Pro $479 仅见第三方报道，未采用。founded 取公司成立年（2018，未附来源）。C 轮金额与估值以二手媒体为主。也在北美女性可穿戴图谱"
  },
  {
   "name": "VTouch Wizpr",
   "layer": "n1",
   "url": "https://www.kickstarter.com/projects/vtouch/whsp-ring-voice-chat-with-ai",
   "hq": "首尔",
   "founded": 2024,
   "product": "WIZPR Ring",
   "use": "翻译与沟通",
   "country": "韩国",
   "desc": "靠近嘴边低声说话就能对话 ChatGPT 的语音戒指",
   "ai_features": "无需唤醒词，贴近嘴边说话后接入 ChatGPT 等大模型，回答从耳机播放；也可转录语音笔记",
   "price": {
    "v": "$199（Kickstarter 早鸟 $139）",
    "date": "2024-03",
    "src": "https://indianexpress.com/article/artificial-intelligence/wizpr-ai-powered-ring-9225118/lite/"
   },
   "stage": "预售",
   "funding": [
    {
     "date": "2024-03",
     "round": "Kickstarter 众筹",
     "amount": "$163,771",
     "lead": "1,084 名支持者",
     "src": "https://www.kickstarter.com/projects/vtouch/whsp-ring-voice-chat-with-ai/rewards"
    }
   ],
   "note": "url 暂用 Kickstarter 页，官网没核到。founded 取产品发布年；VTouch 公司成立时间、机构融资没查到。Kickstarter 页 2026-07 仍在发进展更新，发货状态没核到。"
  },
  {
   "name": "弦指科技 Wilo",
   "layer": "n1",
   "url": "https://www.jazzyear.com/article_info.html?id=1735",
   "hq": "深圳",
   "founded": 2025,
   "product": "Wilo Ring",
   "use": "健康与睡眠",
   "country": "中国",
   "desc": "定位「伴身智能」的 AI Agent 智能戒指",
   "ai_features": "用心率、体温、运动数据构建个人世界模型，主动提醒并给建议",
   "price": {
    "v": "早期购买价 $169",
    "date": "2026-10",
    "src": "http://tw.tokenpost.com/news/blockchain/64546?section=blockchain"
   },
   "funding": [
    {
     "date": "2026-04",
     "round": "天使轮",
     "amount": "千万元级人民币",
     "lead": "商汤国香资本；奇绩创坛（跟投）",
     "src": "https://www.jazzyear.com/article_info.html?id=1735"
    }
   ],
   "note": "url 暂用甲子光年报道页，官网没核到。创始人为两位 95 后（Mila 研究院背景、腾讯微信产品经理）。深圳与南京设办公室。founded 为推断（2024-11 起创业、成立不足一年），具体月份没查到；是否已正式发售没核到，价格来自第三方转述。"
  },
  {
   "name": "玖治科技 RingConn",
   "layer": "n1",
   "url": "https://ringconn.com/",
   "hq": "深圳",
   "founded": 2021,
   "founded_month": "2021-07",
   "product": "RingConn Gen 3",
   "use": "健康与睡眠",
   "country": "中国",
   "desc": "主打无订阅的出海智能戒指，续航约两周",
   "ai_features": "没查到 AI 功能：Gen 3 新增血管健康趋势（需袖带血压校准）、睡眠呼吸暂停监测",
   "price": {
    "v": "$349（无订阅）",
    "date": "2026-05",
    "src": "https://www.techwalla.com/13779406/ringconn-gen-3-pre-order-14-day-battery-no-subscription-fee"
   },
   "stage": "在售",
   "funding": [
    {
     "date": "2023-11",
     "round": "天使轮",
     "amount": "数千万元人民币",
     "lead": "未披露（聚合站口径）",
     "src": "https://baike.baidu.com/item/%E6%B7%B1%E5%9C%B3%E5%B8%82%E7%8E%96%E6%B2%BB%E7%A7%91%E6%8A%80%E6%9C%89%E9%99%90%E5%85%AC%E5%8F%B8/64486696"
    },
    {
     "date": "2024-08",
     "round": "天使+轮",
     "amount": "数千万元人民币",
     "lead": "高秉强个人及 Brizan Ventures II、未来科技基金；清水湾基金、HKX 基金；Virtu International",
     "src": "https://www.newseed.cn/ht/1374356-44791"
    },
    {
     "date": "2025-02",
     "round": "Pre-A 轮",
     "amount": "未披露",
     "lead": "创业邦页面未列领投方",
     "src": "https://static.cyzone.cn/article/822056.html"
    }
   ],
   "key_data": [
    {
     "k": "用户数",
     "v": "约 30 万，覆盖 190 多个国家",
     "date": "2026",
     "src": "https://baike.baidu.com/item/%E6%B7%B1%E5%9C%B3%E5%B8%82%E7%8E%96%E6%B2%BB%E7%A7%91%E6%8A%80%E6%9C%89%E9%99%90%E5%85%AC%E5%8F%B8/64486696"
    },
    {
     "k": "首年用户",
     "v": "4 万用户、销售额数千万元（公司口径）",
     "date": "2024-09",
     "src": "https://36kr.jp/304020/"
    }
   ],
   "note": "估值、收入没查到；累计融资金额均为「数千万元」档，没有加总。用户数来自百度百科（聚合站口径）。2025 年被 Oura 起诉专利，具体结果没核。"
  },
  {
   "name": "追觅 Dreame",
   "layer": "n1",
   "url": "https://www.dreame.tech/",
   "hq": "苏州",
   "founded": 2025,
   "founded_month": "2025-10",
   "product": "追觅 AI 戒指（震动款 / Glow 心电款）",
   "use": "健康与睡眠",
   "country": "中国",
   "desc": "扫地机器人公司做的震动交互 AI 戒指",
   "ai_features": "超微型震动马达传递消息，Glow 款带 ECG 心电图传感器",
   "price": {
    "v": "震动款 ¥2699；Glow ¥1799（首发 ¥1499）",
    "date": "2026-03",
    "src": "https://www.tojoyun.com/news/zixun/69d35790756ccc5f7b3d67da"
   },
   "stage": "在售",
   "key_data": [
    {
     "k": "累计销售额 / 单月营收",
     "v": "累计破亿元；2026-04 单月破 1100 万元（公司口径）",
     "date": "2026-04",
     "src": "https://m.163.com/dy/article/KT7SMAKL05568W0A.html"
    }
   ],
   "product_line_of": "追觅科技",
   "note": "「电厂」报道称实际销售额只有百万级、数字含循环计入的退货，且产品为 ODM 方案；追觅方面的回应没查到。2026-06 追觅战略收缩，戒指 BU 被报道缩减（财经、氪研社）。IT桔子另报道原子埃尔（震动 AI 戒指，2026-03 天使轮，天空工场创投）创始人也叫潘志东，与追觅关系没核到，未单列。founded 为产品上市年。"
  },
  {
   "name": "Bee（Amazon）",
   "layer": "p1",
   "url": "https://www.bee.computer/",
   "hq": "旧金山",
   "founded": 2026,
   "founded_month": "2026-10",
   "product": "Bee Frontier 手环 / Bee Eclipse 卡片",
   "use": "记录与记忆",
   "country": "美国",
   "desc": "全天录音转写的 AI 手环，被 Amazon 收购",
   "ai_features": "全天录音、转写，自动生成对话摘要和待办，可连邮件等 App；按键决定何时处理音频",
   "price": {
    "v": "Bee Frontier $74.99；订阅 $12/月",
    "date": "2026-10",
    "src": "https://www.bloomberg.com/news/articles/2026-10-15/amazon-debuts-revamped-bee-ai-wearables-12-a-month-subscription-plan"
   },
   "stage": "在售",
   "funding": [
    {
     "date": "2022-2025",
     "round": "累计",
     "amount": "约 $8.5M",
     "lead": "未披露",
     "src": "https://rutab.net/b/hardware/2025/07/22/amazon-priobrela-startap-bee-sozdavshiy-nosimyy-ii-assistent-za-50.html"
    }
   ],
   "owner": "2025-07 被 Amazon 收购（金额未披露）",
   "product_line_of": "Amazon",
   "public": true,
   "note": "founded 取 Amazon 改版新品发布月；初代 Bee Pioneer 为 $49.99 + $19/月。Bee 被收购前的融资没查到。仅美国可订。"
  },
  {
   "name": "Friend",
   "layer": "p1",
   "url": "https://www.friend.com/",
   "hq": "旧金山",
   "founded": 2023,
   "product": "Friend 2.0 吊坠",
   "use": "陪伴与情感",
   "country": "美国",
   "desc": "挂在脖子上、会主动发消息的 AI 陪伴吊坠",
   "ai_features": "一直听周围对话，用 Gemini 生成陪伴式回应并存记忆",
   "price": {
    "v": "$249",
    "date": "2026-07",
    "src": "https://thenextweb.com/news/friend-ai-pendant-relaunch-speaker-double-price"
   },
   "stage": "在售",
   "total_raised": "累计约 $10M（aiwiki 聚合站）；Fortune 2025-10 称风投资金约 $7M",
   "funding": [
    {
     "date": "2024-07",
     "round": "种子轮",
     "amount": "$2.5M",
     "lead": "Caffeinated Capital（聚合站口径）",
     "post": "投后 $50M（聚合站口径）",
     "src": "https://aiwiki.ai/wiki/friend_ai/raw"
    }
   ],
   "note": "2025-09 在纽约地铁投 $100 万广告，被涂鸦。2026-07 推出带扬声器的 Friend 2.0，价格从 $129 涨到 $249，记忆只保留 30 天（TNW）。官网价这次未直接核对，price 取自 TNW 引述。融资数字多个来源口径不一，且来自聚合站。"
  },
  {
   "name": "Humane",
   "layer": "p1",
   "hq": "旧金山",
   "product": "Humane Ai Pin",
   "use": "记录与记忆",
   "country": "美国",
   "desc": "带手掌投影的胸针式 AI 设备，已停服",
   "ai_features": "语音助手、翻译、识物，激光投影显示",
   "price": {
    "v": "$699",
    "date": "2024-04",
    "src": "https://www.axios.com/2025/02/18/humane-ai-pin-shut-down-hp"
   },
   "stage": "停售",
   "funding": [
    {
     "date": "2023",
     "round": "累计",
     "amount": "约 $2.4 亿",
     "lead": "Marc Benioff、Sam Altman 等",
     "post": "产品发布前估值 $8.5 亿",
     "src": "https://www.nytimes.com/2025/02/18/technology/hp-humane-ai-pin.html"
    }
   ],
   "owner": "2025-02 HP 以 $1.16 亿收购软件平台 Cosmos、300 多项专利和部分员工",
   "note": "2025-02-28 起 Ai Pin 主要服务停止，仅 90 天内购买者可退款。官方说法为首年目标 10 万台，实际订单约 1 万。成立年份各媒体写 2018 或 2019，没确定；官网无法打开。"
  },
  {
   "name": "Limitless",
   "layer": "p1",
   "url": "https://www.limitless.ai/",
   "hq": "丹佛",
   "founded": 2020,
   "product": "Limitless Pendant",
   "use": "记录与记忆",
   "country": "美国",
   "desc": "夹在衣服上的对话记录挂件，原名 Rewind",
   "ai_features": "全天录音、实时转写、可搜索的对话记忆",
   "stage": "停售",
   "total_raised": "累计约 $3300 万（PitchBook，经 The Hindu 转引）",
   "key_data": [
    {
     "k": "收购",
     "v": "Meta 收购，Pendant 停止新售",
     "date": "2025-12",
     "src": "https://www.engadget.com/ai/metas-latest-acquisition-suggests-hardware-plans-beyond-glasses-and-headsets-212930339.html"
    },
    {
     "k": "官网说明",
     "v": "2025-12-05 起不再销售 Pendant",
     "date": "2025-12",
     "src": "https://www.limitless.ai/"
    }
   ],
   "owner": "2025-12 被 Meta 收购（金额未披露），团队并入 Reality Labs",
   "note": "Meta 收购后不再向新用户销售 Pendant，对现有用户至少再支持一年。估值、销量没查到。成立年份按 AFP「五年历史」和聚合站写 2020。 总部：AFP 报道称丹佛，另有聚合站写旧金山，取 AFP。"
  },
  {
   "name": "Looki",
   "layer": "p1",
   "hq": "北京",
   "founded": 2024,
   "founded_month": "2024-05",
   "product": "Looki L1",
   "use": "拍摄与内容",
   "country": "中国",
   "desc": "挂坠式多模态 AI 相机，自动拍摄并生成 Vlog",
   "ai_features": "感知场景、自动拍摄筛选、生成 Vlog，可按时间问答检索",
   "price": {
    "v": "$199 / 1499 元",
    "date": "2026-01",
    "src": "https://article.pchome.net/info/9172.html"
   },
   "stage": "在售",
   "funding": [
    {
     "date": "2025-08",
     "round": "天使 / 天使+ / Pre-A 三轮合计",
     "amount": "超 $10M",
     "lead": "Earth and Beyond Ventures（EBVC）",
     "src": "https://m.36kr.com/p/3429884454751617?f=rss"
    },
    {
     "date": "2026-01",
     "round": "A 轮",
     "amount": "超 $20M",
     "lead": "蚂蚁集团；美团龙珠（跟投）、华登国际（跟投）、中关村资本（跟投）",
     "src": "https://www.iyiou.com/briefing/202601051864785"
    }
   ],
   "note": "创始人孙洋曾任职 Google、Amazon、美团。估值、销量、收入没查到，官网网址没查到。L1 2025-08 发布，国际版 2025-09 发货、国内版 2025-12 发货。"
  },
  {
   "name": "Omi（Based Hardware）",
   "layer": "p1",
   "url": "https://www.omi.me/",
   "hq": "旧金山",
   "founded": 2024,
   "product": "Omi 吊坠 + 开源 AI 记忆平台",
   "use": "记录与记忆",
   "country": "美国",
   "desc": "开源的 AI 记忆吊坠，软件手机上也能用",
   "ai_features": "实时转写、摘要和待办，接入 Gmail、Notion 等数百个应用",
   "stage": "在售",
   "revenue": {
    "v": "$5M",
    "date": "2026-09",
    "kind": "年化收入，创始人在 LinkedIn 自报",
    "src": "https://www.linkedin.com/posts/nik-shevchenko-08565b18b_omi-just-crossed-5m-in-annualized-run-rate-activity-7509374280418283520-Z5lq"
   },
   "total_raised": "创始人招聘帖称累计融资 $7M+",
   "funding": [
    {
     "date": "2025-01",
     "round": "种子轮",
     "amount": "$1.5M",
     "lead": "Tim Draper（Tracxn 口径）",
     "src": "https://www.arr.club/research/how-omi-grew-to-10m-arr"
    },
    {
     "date": "2026-07",
     "round": "种子轮",
     "amount": "约 $3M",
     "lead": "Tim Draper、Dropbox Ventures",
     "src": "https://globalindianalpha.com/ktr-lauds-hyderabad-entrepreneur-aarav-gargs-ai-startup-success/"
    }
   ],
   "key_data": [
    {
     "k": "已发货设备",
     "v": "超过 25,000 台",
     "date": "2026-07",
     "src": "https://globalindianalpha.com/ktr-lauds-hyderabad-entrepreneur-aarav-gargs-ai-startup-success/"
    },
    {
     "k": "软件用户",
     "v": "约 30 万",
     "date": "2026-09",
     "src": "https://www.ziprecruiter.com/c/Omi-AI/Job/Founding-Firmware-Engineer/-in-San-Francisco,CA?jid=e262e6bd232bb794"
    }
   ],
   "note": "硬件定价 $129（来自公众号，未核官网）。ARR Club 的二手研究写 $10M ARR，与创始人自报 $5M 不一致，以创始人帖子为准。融资数字各来源口径不统一，估值没公开。"
  },
  {
   "name": "ThingX 物启科技 Nuna",
   "layer": "p1",
   "url": "https://www.thingx.ai/",
   "hq": "香港",
   "founded": 2021,
   "product": "Nuna 情绪吊坠",
   "use": "健康与睡眠",
   "country": "中国",
   "desc": "香港中大 AIoT 实验室孵化，做 AI 情绪吊坠",
   "ai_features": "实时记录并可视化情绪变化，端侧多模态感知",
   "stage": "在售",
   "funding": [
    {
     "date": "2024-12",
     "round": "天使轮",
     "amount": "1200 万港币",
     "lead": "国科微",
     "src": "https://bob-zhihe.github.io/"
    }
   ],
   "note": "前身产品名 PieX，2025 年初 CES 亮相后更名 Nuna；原 CEO 赵之赫 2025-07 离职。成立 2021-03（摩熵医药工商信息），总部香港科学园（InvestHK）；价格、销量没查到。融资只有个人主页转引 CUHK 报道和公众号两处来源。"
  },
  {
   "name": "Genspark SecondBrain Note",
   "layer": "r1",
   "hq": "帕洛阿尔托",
   "founded": 2023,
   "founded_month": "2023-12",
   "product": "SecondBrain Note",
   "use": "办公效率",
   "country": "美国",
   "desc": "AI 工作区公司出的录音硬件，配合云端记忆",
   "ai_features": "录音自动沉淀进 SecondBrain 云端记忆，无实时转写",
   "stage": "在售",
   "valuation": {
    "v": "$16 亿",
    "date": "2026-03",
    "kind": "估值，聚合站（CB Insights）",
    "src": "https://www.cbinsights.com/company/mainfunc/financials"
   },
   "revenue": {
    "v": "$3600 万",
    "date": "2025",
    "kind": "年收入，聚合站",
    "src": "https://www.cbinsights.com/company/mainfunc/financials"
   },
   "total_raised": "累计约 $6.25 亿（CB Insights）；另有报道称 $6.45 亿",
   "funding": [
    {
     "date": "2026-06",
     "round": "B 轮追加",
     "amount": "$1 亿",
     "lead": "未披露",
     "src": "https://www.cbinsights.com/company/mainfunc/financials"
    }
   ],
   "note": "硬件只是其 AI 工作区 6.0 的一部分，2026-07-21 随更新发布，目前仅在三个国家发货。Gate 新闻称公司 ARR $2.5 亿、估值 $26 亿，与 CB Insights 口径不同，未采信。硬件售价、销量没查到。成立于 2023-12（etnews）；官网无法打开，网址没查到。"
  },
  {
   "name": "HiDock",
   "layer": "r1",
   "url": "https://www.hidock.com/",
   "hq": "香港",
   "founded": 2014,
   "product": "HiDock H1 / P1",
   "use": "办公效率",
   "country": "中国",
   "desc": "带扩展坞和 AI 转写的会议音频设备，众筹起家",
   "ai_features": "ChatGPT 驱动的转写与摘要、57 种语言、电话会议录音",
   "stage": "在售",
   "key_data": [
    {
     "k": "Kickstarter 众筹",
     "v": "HK$4,330,375（约 $554,444），2,431 名支持者",
     "date": "2023-12",
     "src": "https://www.kicktraq.com/projects/hidock/hidock-h1-chatgpt-powered-audio-dock-with-ai-summary/"
    },
    {
     "k": "日本众筹",
     "v": "累计约 3 亿日元",
     "date": "2026-01",
     "src": "https://atmarkit.itmedia.co.jp/ait/kw/manager.html"
    }
   ],
   "note": "founded 引自 CB Insights 聚合页。股权融资、估值、收入、官网售价没查到。"
  },
  {
   "name": "Plaud",
   "layer": "r1",
   "url": "https://www.plaud.ai/",
   "hq": "深圳",
   "founded": 2021,
   "product": "Plaud Note / NotePin / Plaud Note Pro",
   "use": "记录与记忆",
   "country": "中国",
   "desc": "磁吸在手机背面的 AI 录音卡片，全球出货领先",
   "ai_features": "通话与会议录音转写、AI 总结和模板、Plaud MCP / Team",
   "stage": "在售",
   "valuation": {
    "v": "约 $20 亿",
    "date": "2026-05",
    "kind": "估值，媒体报道（36氪，双方否认）",
    "src": "https://eu.36kr.com/en/p/3799129165863937"
   },
   "revenue": {
    "v": "约 $5600 万",
    "date": "2024",
    "kind": "年收入，接近 Plaud 人士向 36氪透露",
    "src": "https://eu.36kr.com/en/p/3799129165863937"
   },
   "funding": [
    {
     "date": "2025-06",
     "round": "战略投资",
     "amount": "未披露",
     "lead": "腾讯（36氪口径，Plaud 与腾讯均否认）",
     "post": "投后约 $10 亿",
     "src": "https://www.163.com/dy/article/KSD7QCSA05118DFD.html"
    },
    {
     "date": "2026-05",
     "round": "新一轮",
     "amount": "未披露",
     "lead": "腾讯领投（36氪口径，Plaud 与腾讯均否认）",
     "post": "估值约 $20 亿",
     "src": "https://eu.36kr.com/en/p/3799129165863937"
    }
   ],
   "key_data": [
    {
     "k": "累计销量",
     "v": "超过 200 万台",
     "date": "2026-06",
     "src": "https://baike.baidu.com/item/Plaud/68666786"
    },
    {
     "k": "软件年度经常性收入",
     "v": "超过 $1 亿",
     "date": "2026-09",
     "src": "https://finance.yahoo.com/technology/ai/articles/plaud-ai-note-taker-startup-140149635.html"
    }
   ],
   "note": "WSJ 引述 CEO：最大股东是淡马锡旗下 Vertex，2026 年销售目标 $5 亿，计划 2028 年美股上市；Yahoo 摘要写公司成立于 2022，百度百科写 2021，按后者。国内销量据行业人士估计未超 10 万台。官网售价这次没核。"
  },
  {
   "name": "出门问问 Mobvoi",
   "layer": "r1",
   "url": "https://www.mobvoi.com/",
   "hq": "南京",
   "product": "TicNote / TicNote Pods",
   "use": "记录与记忆",
   "country": "中国",
   "desc": "港股上市的 AI 公司，转做 AI 录音卡和录音耳机",
   "ai_features": "Shadow AI 转写总结、120 多种语言方言、思维导图与研究报告",
   "price": {
    "v": "999 元起",
    "date": "2025-07",
    "src": "https://hktop100rc.org/zh-hk/research/professor/1000237/688a0c5b5a7712b08561efe5"
   },
   "stage": "在售",
   "revenue": {
    "v": "3.23 亿元，其中 AI 硬件 1.74 亿元",
    "date": "2025",
    "kind": "年收入，年报",
    "src": "https://wap.stockstar.com/detail/AN2026042900043102"
   },
   "funding": [
    {
     "date": "2024-04",
     "round": "港股 IPO（02438.HK）",
     "amount": "募资净额约 2.9 亿港元",
     "lead": "全球发售",
     "src": "https://wap.stockstar.com/detail/AN2026042900043102"
    }
   ],
   "key_data": [
    {
     "k": "TicNote 全球销量",
     "v": "突破 3 万台",
     "date": "2025-08",
     "src": "https://news.10jqka.com.cn/20250911/c671057891.shtml"
    }
   ],
   "public": true,
   "note": "2025 年亏损 6890 万元（比上年收窄 90.5%）。早期股东含红杉、真格、Google、大众（公司口径）。TicNote Pods 为 4G AI 录音耳机，2025-12 在 Kickstarter 上线。 年报公司资料：中国总部在南京经开区，注册办事处在北京海淀；founded 2012 未核。"
  },
  {
   "name": "科大讯飞 AI 录音笔",
   "layer": "r1",
   "url": "https://www.iflytek.com/",
   "hq": "合肥",
   "product": "讯飞 AI 录音笔 / Pokee / AI 录音环",
   "use": "办公效率",
   "country": "中国",
   "desc": "讯飞老牌录音笔，近年出卡片和录音环",
   "ai_features": "星火大模型转写、会议纪要、多语种同传、方言识别",
   "price": {
    "v": "1299 元（AI 录音环标准版）",
    "date": "2026-10",
    "src": "https://shishifenxi.com/news?cat=tech&article_id=1375b69445aba7cda47d7abcd2270005-0&showsum=true"
   },
   "stage": "在售",
   "key_data": [
    {
     "k": "销售额排名",
     "v": "录音笔品类天猫、京东 618 及双 11 销售额连续 6 年第一（截至 2024-12，公司口径）",
     "date": "2024-12",
     "src": "https://baike.baidu.com/item/%E8%AE%AF%E9%A3%9EAI%E5%BD%95%E9%9F%B3%E7%AC%94/66712543"
    }
   ],
   "product_line_of": "科大讯飞",
   "public": true,
   "note": "录音笔首发年份没查到。Pokee 低价线 2025-07 起（标准版 499 元），2026-06 AI 录音卡 999 元，2026-10-22 AI 录音环 1299 元（会员版 1099 元）。录音笔单品销量没公开。 成立年份对应产品线起点这次没查到。"
  },
  {
   "name": "阿里 钉钉 DingTalk A1 / 千问办公 QwenNote",
   "layer": "r1",
   "url": "https://www.dingtalk.com/",
   "hq": "杭州",
   "founded": 2025,
   "product": "DingTalk A1 / A1 Pro / QwenNote A2",
   "use": "办公效率",
   "country": "中国",
   "desc": "阿里办公线的 AI 录音卡片，打通钉钉工作流",
   "ai_features": "实时转写、AI 纪要、待办与日程流转；A2 增加 4G 和 Agent 派活",
   "price": {
    "v": "1299 元（A1 Pro）；1199 元（QwenNote A2）",
    "date": "2026-09",
    "src": "https://www.donews.com/news/detail/4/6538567.html"
   },
   "stage": "在售",
   "key_data": [
    {
     "k": "A1 / A1 Pro 热销量估算",
     "v": "钉钉旗舰店两款估计超 17 万台，含其他渠道约 50 万台，媒体称实际可能更低",
     "date": "2026-09",
     "src": "https://m.163.com/dy/article/L7BJ9UG00511C4AA.html"
    }
   ],
   "product_line_of": "阿里巴巴",
   "public": true,
   "note": "2025-08 钉钉发布首款 A1（旗舰版 799 元、青春版 499 元，百度百科）；2026-04-30 发布 A1 Pro；2026-09-22 云栖大会千问办公发布 QwenNote A2（1199 元，天猫开售）。千问办公 CEO 称这个品类有望到千万台，属预期而非数据。官方销量没公开。"
  },
  {
   "name": "Apple Watch",
   "layer": "w1",
   "url": "https://www.apple.com/watch/",
   "hq": "库比蒂诺",
   "founded": 2015,
   "product": "Apple Watch Series 12 / Ultra 4",
   "use": "健康与睡眠",
   "country": "美国",
   "desc": "全球最大的智能手表，2026 起接入 Apple Intelligence",
   "ai_features": "S11 芯片支持 Siri AI、Audio Intelligence（端侧听声音、回放漏听的对话）与新的体能准备度评分",
   "price": {
    "v": "Series 12 起 $399；Ultra 4 起 $799",
    "date": "2026-09",
    "src": "https://www.mactech.com/2026/09/09/the-apple-watch-series-12-has-new-health-sensors-and-new-apple-silicon/"
   },
   "stage": "在售",
   "key_data": [
    {
     "k": "2026 Q2 腕戴出货",
     "v": "640 万台，份额 13.3%，同比 -13.6%（IDC）",
     "date": "2026-Q2",
     "src": "https://article.pchome.net/info/15960.html"
    }
   ],
   "product_line_of": "Apple",
   "public": true,
   "also_in_womens_wearables_map": true,
   "note": "Apple 不单独公布手表营收。founded 取 Apple Watch 首发年 2015（未附来源）。也在北美女性可穿戴图谱"
  },
  {
   "name": "Garmin",
   "layer": "w1",
   "url": "https://www.garmin.com/en-US/",
   "hq": "奥拉西（堪萨斯州）",
   "founded": 2026,
   "founded_month": "2026-07",
   "product": "CIRQA 无屏手环（含 Forerunner、fēnix 等手表线）",
   "use": "健康与睡眠",
   "country": "美国",
   "desc": "运动手表龙头，2026-07 推无屏手环 CIRQA",
   "ai_features": "CIRQA 与 Connect+ 订阅提供健康与运动洞察；没查到更具体的 AI 模型说明",
   "stage": "在售",
   "key_data": [
    {
     "k": "2026 Q3 健身业务收入",
     "v": "$6.94 亿，同比 +16%",
     "date": "2026-Q3",
     "src": "https://sg.finance.yahoo.com/news/garmin-q3-earnings-beat-estimates-151600180.html"
    },
    {
     "k": "2026 全年营收指引",
     "v": "约 $81.5 亿，+12%",
     "date": "2026-10",
     "src": "https://finance.biggo.com/quote/GRMN/earnings-call/US_GRMN_2026-10-28"
    },
    {
     "k": "2026 Q2 腕戴出货",
     "v": "330 万台，同比 +19.8%（IDC）",
     "date": "2026-Q2",
     "src": "https://article.pchome.net/info/15960.html"
    }
   ],
   "product_line_of": "Garmin",
   "public": true,
   "also_in_womens_wearables_map": true,
   "note": "这张卡写整个手表线，founded 取 AI 相关新品 CIRQA 的发布年；CIRQA 价格没查到。管理层称 CIRQA 需求超预期、仍在补货。也在北美女性可穿戴图谱"
  },
  {
   "name": "Google Pixel Watch / Fitbit",
   "layer": "w1",
   "url": "https://store.google.com/us/category/watches_trackers",
   "hq": "山景城",
   "founded": 2022,
   "product": "Pixel Watch 5 / Fitbit Air",
   "use": "健康与睡眠",
   "country": "美国",
   "desc": "Gemini 驱动的手表，加无屏手环 Fitbit Air",
   "ai_features": "Pixel Watch 5 内存加倍后在手表端跑 Gemini Intelligence；Google Health Coach（Gemini）给健身与睡眠计划",
   "price": {
    "v": "Pixel Watch 5 起 $399.99；Fitbit Air $99.99 起",
    "date": "2026-08",
    "src": "https://me.mashable.com/tech/74888/where-to-preorder-the-google-pixel-watch-5"
   },
   "stage": "在售",
   "product_line_of": "Google",
   "public": true,
   "also_in_womens_wearables_map": true,
   "note": "销量没单独公布。founded 取 Pixel Watch 首发年（2022，未附来源；Fitbit 品牌更早，2021 年被 Google 收购）。Fitbit Air 价格取自 Google Store 页，Pixel Watch 5 价格取自 Mashable。也在北美女性可穿戴图谱"
  },
  {
   "name": "Samsung Galaxy Watch",
   "layer": "w1",
   "url": "https://www.samsung.com/us/watches/",
   "hq": "首尔",
   "founded": 2018,
   "product": "Galaxy Watch9 / Watch Ultra2",
   "use": "健康与睡眠",
   "country": "韩国",
   "desc": "三星 Wear OS 手表，接入 Gemini",
   "ai_features": "Gemini「抬腕说话」、AI 定制表盘；Vitals 睡眠基线异常提醒、Heart Health Score",
   "price": {
    "v": "Watch9 起 $379.99；Ultra2 $699.99",
    "date": "2026-07",
    "src": "https://www.sammobile.com/news/galaxy-watch-9-price-starts-at-379-with-hikes-across-the-lineup/"
   },
   "stage": "在售",
   "product_line_of": "Samsung",
   "public": true,
   "also_in_womens_wearables_map": true,
   "note": "手表出货量没单独公布。founded 为 Galaxy Watch 品牌首发年，未附来源。也在北美女性可穿戴图谱"
  },
  {
   "name": "Whoop",
   "layer": "w1",
   "url": "https://www.whoop.com/",
   "hq": "波士顿",
   "founded": 2012,
   "founded_month": "2012",
   "product": "WHOOP 5.0 / MG",
   "use": "健康与睡眠",
   "country": "美国",
   "desc": "无屏订阅手环，主打恢复与训练负荷",
   "ai_features": "AI 教练可问答并按睡眠、皮温、压力数据给建议",
   "price": {
    "v": "会员 One $199/年；Peak $239/年；Life $359/年（手环含在会员内）",
    "date": "2026-05",
    "src": "https://support.whoop.com/s/article/Membership-Pricing?language=en_US"
   },
   "stage": "在售",
   "valuation": {
    "v": "$10.1B",
    "date": "2026-03",
    "kind": "投后估值，公司口径",
    "src": "https://news.crunchbase.com/venture/wearable-fitness-tech-ai-whoop-seriesg-funding/"
   },
   "revenue": {
    "v": "年化收入约 $11 亿（2025 订阅与预订同比 +103%）",
    "date": "2025",
    "kind": "年化 run rate，公司自报",
    "src": "https://thenextweb.com/news/whoop-series-g-575m-valuation-ipo-health-platform"
   },
   "total_raised": "累计融资超 $9 亿（Crunchbase News）",
   "funding": [
    {
     "date": "2015-09",
     "round": "B 轮（聚合站 Crustdata）",
     "amount": "$12M",
     "lead": "Two Sigma Ventures",
     "src": "https://profiles.crustdata.com/company/whoop"
    },
    {
     "date": "2018-03",
     "round": "C 轮",
     "amount": "$25M",
     "lead": "UAE71 Capital（NFLPA、Durant Company、Thursday Ventures、Two Sigma Ventures、Accomplice、Mousse Partners、Promus Ventures、NextView Ventures 跟投）",
     "src": "https://globalventuring.com/blog/2018/03/09/investors-pass-25m-to-whoop/"
    },
    {
     "date": "2019-11",
     "round": "D 轮（股权加债务）",
     "amount": "$55M",
     "lead": "Foundry Group（Two Sigma Ventures、Accomplice、Thursday Ventures、Promus Ventures、Silicon Valley Bank 跟投）",
     "src": "https://techcrunch.com/2019/11/12/whoop-sports-tech-company-that-makes-discreet-wearables-raises-55m/"
    },
    {
     "date": "2020-10",
     "round": "E 轮",
     "amount": "$100M",
     "lead": "IVP（SoftBank Vision Fund 2、Accomplice、Two Sigma Ventures、Collaborative Fund、Thursday Ventures、NextView Ventures、Promus Ventures、Cavu Ventures、D20 Capital、LionTree Partners 跟投）",
     "post": "投后 $1.2B",
     "src": "https://news.crunchbase.com/venture/briefing-10-28-20/"
    },
    {
     "date": "2021-08",
     "round": "F 轮",
     "amount": "$200M",
     "lead": "SoftBank Vision Fund 2（IVP、Thursday Ventures、Accomplice、Animal Capital、NextView Ventures、GP Bullhound 跟投）",
     "post": "投后 $3.6B",
     "src": "https://globalventuring.com/corporate/whoop-runs-to-200m-series-f/"
    },
    {
     "date": "2026-03",
     "round": "G 轮",
     "amount": "$575M",
     "lead": "Collaborative Fund（Qatar Investment Authority、Mubadala、2PointZero、Abbott、Mayo Clinic 等跟投）",
     "post": "投后 $10.1B",
     "src": "https://news.crunchbase.com/venture/wearable-fitness-tech-ai-whoop-seriesg-funding/"
    }
   ],
   "key_data": [
    {
     "k": "会员数",
     "v": "超 250 万",
     "date": "2026-03",
     "src": "https://thenextweb.com/news/whoop-series-g-575m-valuation-ipo-health-platform"
    },
    {
     "k": "女性新会员占比",
     "v": "同比增长 150%",
     "date": "2026-03",
     "src": "https://www.miragenews.com/whoop-unveils-womens-health-biomarker-panel-1634204/"
    },
    {
     "k": "周期教练首发",
     "v": "2021-11 推出 Menstrual Cycle Coaching",
     "date": "2021-11",
     "src": "https://www.sportsbusinessjournal.com/Daily/Issues/2021/11/30/Technology/whoop-announces-new-menstrual-cycle-coaching-app-for-athletes/?issueId=TDOR2X5HYIDTKAXVKZMGQ4WYYI"
    }
   ],
   "also_in_womens_wearables_map": true,
   "note": "创始人称 G 轮是最后一轮私募，下一步 IPO。2026-03 新增女性血检面板与荷尔蒙症状预测。AI 教练的模型来源没核。也在北美女性可穿戴图谱"
  },
  {
   "name": "华为 HUAWEI WATCH",
   "layer": "w1",
   "url": "https://consumer.huawei.com/cn/wearables/watch-6/",
   "hq": "深圳",
   "founded": 2026,
   "founded_month": "2026-09",
   "product": "HUAWEI WATCH 6 / 6 Pro",
   "use": "健康与睡眠",
   "country": "中国",
   "desc": "全球腕戴出货第一，鸿蒙 AI 手表",
   "ai_features": "腕上小艺（大模型）可控家、用药提醒、语音导航、实时翻译；AI 健康解读、24 小时高血压风险评估",
   "price": {
    "v": "WATCH 6 起 ¥2799；6 Pro 起 ¥3499",
    "date": "2026-09",
    "src": "https://article.pchome.net/info/15941.html"
   },
   "stage": "在售",
   "key_data": [
    {
     "k": "2026 Q2 腕戴出货",
     "v": "970 万台，份额约 20.3%，同比 -1.9%，全球第一（IDC）",
     "date": "2026-Q2",
     "src": "https://article.pchome.net/info/15960.html"
    }
   ],
   "product_line_of": "华为",
   "note": "这张卡写手表线，founded 为 WATCH 6 发布年月；母公司华为非上市公司。2026-09-23 开售。"
  },
  {
   "name": "华米 Zepp Health（Amazfit）",
   "layer": "w1",
   "url": "https://www.zepp.com/",
   "hq": "合肥",
   "founded": 2025,
   "product": "Amazfit Active 3 / Balance 3 / Helio Strap / Helio Ring",
   "use": "健康与睡眠",
   "country": "中国",
   "desc": "Amazfit 手表、无屏手环和智能戒指，美股上市",
   "ai_features": "Zepp Coach AI 生成跑步训练计划；Helio 戒指用户可免费用 Zepp Aura 的 AI 睡眠问答",
   "price": {
    "v": "Active 3 Premium 美国建议零售价 $169",
    "date": "2026-09",
    "src": "https://www.mitrade.com/cn-au/insights/news/live-news/article-0-2054109-20260903"
   },
   "stage": "在售",
   "revenue": {
    "v": "$6,350 万（2026 年第二季度）",
    "date": "2026-06",
    "kind": "季度营收，上市公司财报",
    "src": "https://www.mitrade.com/cn-au/insights/news/live-news/article-0-2054109-20260903"
   },
   "public": true,
   "note": "NYSE: ZEPP；Q2 营收同比 +6.9%，调整后运营亏损 $1,110 万；管理层预计 Q3 营收 $6,800–7,300 万。Helio Ring 也在这家公司（被 Oura 在 ITC 起诉），按主力放手表层。总部合肥为已知信息，未附来源；founded 取新品年，不代表公司成立年。"
  },
  {
   "name": "小天才 Xiaotiancai",
   "layer": "w1",
   "url": "https://news.qq.com/rain/a/20261023A06XVL00",
   "hq": "东莞",
   "founded": 2011,
   "product": "小天才电话手表 Z12",
   "use": "翻译与沟通",
   "country": "中国",
   "desc": "中国儿童电话手表龙头，步步高系",
   "ai_features": "没查到 AI 功能的官方说明：卖点是九重定位、视频通话和同品牌社交",
   "price": {
    "v": "Z12 ¥2699；入门款约 ¥559",
    "date": "2026-10",
    "src": "https://m.toutiao.com/article/7698673824371409451/"
   },
   "stage": "在售",
   "key_data": [
    {
     "k": "2026-08 线上儿童手表份额",
     "v": "销量 27.8%、销售额 52.6%（洛图科技）",
     "date": "2026-08",
     "src": "https://news.pedaily.cn/202610/570759.shtml"
    },
    {
     "k": "2026 Q2 腕戴出货",
     "v": "步步高 290 万台，同比 -2.6%（IDC）",
     "date": "2026-Q2",
     "src": "https://article.pchome.net/info/15960.html"
    }
   ],
   "product_line_of": "步步高",
   "note": "url 暂用腾讯新闻报道页，官网没核到。母公司东莞步步高教育科技未上市；2026-10 因同品牌封闭社交被热搜质疑，监管将推跨品牌互联标准（投资界）。累计销量只见 2020 年底 2000 万台、泡泡网称 2025 年中超 5000 万台。AI 功能偏弱，因种子表列为 AI 手表而收录。"
  },
  {
   "name": "小米 Xiaomi Watch / 手环",
   "layer": "w1",
   "url": "https://www.mi.com/global/",
   "hq": "北京",
   "founded": 2026,
   "founded_month": "2026-05",
   "product": "Xiaomi Watch S5 / 手环 10 Pro",
   "use": "健康与睡眠",
   "country": "中国",
   "desc": "腕戴出货全球第二，主打长续航和手环走量",
   "ai_features": "没查到 AI 功能的官方说明：卖点是心率与睡眠算法升级（称心率准确度 98.4%）、HyperOS 联动",
   "price": {
    "v": "手环 10 Pro 标准版 NT$1,999；Watch S5 46mm NT$4,999（台湾）",
    "date": "2026-05",
    "src": "https://news.pchome.com.tw/expense/leho/20260530/index-78009824569438356013.html"
   },
   "stage": "在售",
   "key_data": [
    {
     "k": "2026 Q2 腕戴出货",
     "v": "850 万台，份额 17.7%，同比 -10.4%（IDC）",
     "date": "2026-Q2",
     "src": "https://article.pchome.net/info/15960.html"
    }
   ],
   "product_line_of": "小米",
   "public": true,
   "note": "中国大陆售价没查到，上面是台湾价。founded 为本代新品发布年月。"
  },
  {
   "name": "极米 XGIMI 记得",
   "layer": "w1",
   "url": "https://www.toutiao.com/article/7701733497211224595/",
   "hq": "成都",
   "founded": 2026,
   "founded_month": "2026-10",
   "product": "极米记得 AI 记忆手环 L1",
   "use": "记录与记忆",
   "country": "中国",
   "desc": "全天录音的 AI 记忆手环，也可当吊坠",
   "ai_features": "全天候 AI 录音、自动整理纪要和待办，基于个人记忆对话；原始音频用完即删；无摄像头",
   "price": {
    "v": "标准版 ¥599；终身会员版 ¥1059（首发价）",
    "date": "2026-10",
    "src": "https://www.toutiao.com/article/7701733497211224595/"
   },
   "stage": "在售",
   "product_line_of": "极米科技",
   "public": true,
   "note": "url 暂用 IT之家转载的开售报道，官网没核到。2026-10-28 开售，同日开售记忆眼镜 G1（¥1299）。销量没查到。极米科技总部成都、是否上市为已知信息，未附来源。"
  },
  {
   "name": "Ambiq Micro",
   "layer": "x1",
   "url": "https://ambiq.com/",
   "hq": "奥斯汀",
   "founded": 2010,
   "product": "Apollo510 / Apollo4 / Atomiq",
   "use": "平台与芯片",
   "country": "美国",
   "desc": "亚阈值超低功耗 SoC，用于手表、耳机、戒指、AR 眼镜",
   "ai_features": "Atomiq 系列集成 NPU，做端侧 AI；neuralSPOT 与 HELIA 工具链",
   "stage": "在售",
   "valuation": {
    "v": "约$1.3B-1.4B",
    "date": "2026-10",
    "kind": "市值，聚合站口径",
    "src": "https://www.ainvest.com/news/ambiq-micro-power-moat-real-operating-leverage-isn-2610/"
   },
   "revenue": {
    "v": "$33.9M",
    "date": "2026-Q2",
    "kind": "单季营收，聚合站转引",
    "src": "https://www.perplexity.ai/app/finance/AMBQ"
   },
   "key_data": [
    {
     "k": "累计出货",
     "v": "超3亿颗设备",
     "date": "2026",
     "src": "https://www.perplexity.ai/app/finance/AMBQ"
    },
    {
     "k": "客户集中度",
     "v": "前三大客户占 Q2 销售约 77.5%",
     "date": "2026-Q2",
     "src": "https://www.ainvest.com/news/ambiq-micro-power-moat-real-operating-leverage-isn-2610/"
    },
    {
     "k": "上市后融资",
     "v": "IPO 及增发合计约3.72亿美元",
     "date": "2026-07",
     "src": "https://www.theglobeandmail.com/investing/markets/stocks/AMBQ-N/pressreleases/3578245/ambiq-marks-first-year-public-with-aggressive-edge-ai-expansion/"
    }
   ],
   "customers": [
    "Google",
    "Garmin",
    "WHOOP"
   ],
   "public": true,
   "note": "2025-07-30 纽交所上市；AR 眼镜具体客户名没查到。"
  },
  {
   "name": "Nordic Semiconductor",
   "layer": "x1",
   "url": "https://www.nordicsemi.com/",
   "hq": "特隆赫姆",
   "founded": 1983,
   "product": "nRF54L / nRF54H 系列（含 Axon NPU）",
   "use": "平台与芯片",
   "country": "挪威",
   "desc": "蓝牙低功耗 SoC 龙头，新款集成 NPU 做端侧 AI",
   "ai_features": "nRF54LM20B 集成 Axon NPU，配 Neuton 超小模型与 Edge AI Lab",
   "stage": "在售",
   "revenue": {
    "v": "$235M",
    "date": "2026-Q3",
    "kind": "单季营收，同比+32%，公司财报电话会",
    "src": "https://www.investing.com/news/transcripts/earnings-call-transcript-nordic-semiconductor-posts-record-q3-2026-growth-93CH-4964769"
   },
   "key_data": [
    {
     "k": "CES 2026",
     "v": "发布集成 Axon NPU 的 nRF54LM20B",
     "date": "2026-01",
     "src": "https://counterpointresearch.com/en/insights/ces-2026-edge-ai-annnouncements"
    },
    {
     "k": "NPU 型号状态",
     "v": "带 NPU 产品仍在送样阶段",
     "date": "2026-10",
     "src": "https://www.ainvest.com/news/nordic-semiconductor-record-q3-leverage-hiding-power-ai-trade-2610/"
    }
   ],
   "public": true,
   "note": "哪些 AI 眼镜/耳机/玩具已采用其 NPU 型号，本次没查到；市值未核。"
  },
  {
   "name": "Synaptics Astra",
   "layer": "x1",
   "url": "https://www.synaptics.com/products/embedded-processors",
   "hq": "圣何塞",
   "founded": 1986,
   "product": "Astra AI-native SoC / 连接 MCU",
   "use": "平台与芯片",
   "country": "美国",
   "desc": "面向 IoT 与个人设备的 AI 原生 SoC，集成 Wi-Fi 7/蓝牙 6",
   "ai_features": "集成 NPU 的 Astra 处理器与首款 Wi-Fi 7 + 蓝牙 6 + AI 计算单芯片 MCU",
   "stage": "在售",
   "key_data": [
    {
     "k": "CES 2026",
     "v": "展示 Astra AI-native SoC、Veros 连接与多模态感知",
     "date": "2026-01",
     "src": "https://counterpointresearch.com/en/insights/ces-2026-edge-ai-annnouncements"
    },
    {
     "k": "新品",
     "v": "Astra 连接 MCU 获 Embedded World Best in Show，在送样",
     "date": "2026-05",
     "src": "https://stockanalysis.com/stocks/syna/transcripts/552749-q3-2026/"
    }
   ],
   "public": true,
   "note": "装进了哪些 AI 眼镜/耳机/玩具没查到明确客户；偏 IoT，与本图谱相关度较弱；营收、市值未核。"
  },
  {
   "name": "Syntiant",
   "layer": "x1",
   "url": "https://www.syntiant.com/",
   "hq": "尔湾",
   "founded": 2017,
   "product": "NDP 神经决策处理器系列",
   "use": "平台与芯片",
   "country": "美国",
   "desc": "微瓦级常开语音 AI 芯片，用在耳机、可穿戴",
   "ai_features": "本地唤醒词、命令识别、降噪、声纹验证；累计出货传感器与 AI 芯片超20亿颗",
   "stage": "在售",
   "revenue": {
    "v": "$64.5M",
    "date": "2026-Q1",
    "kind": "单季营收，S-1 披露（转引），同比略降",
    "src": "https://valueaddvc.com/blog/syntiant-ipo-2026-sytn-edge-ai-chip-s1-valuation"
   },
   "total_raised": "累计融资约$311M（媒体转引）",
   "funding": [
    {
     "date": "",
     "round": "累计（IPO 前）",
     "amount": "$311M",
     "lead": "Intel Capital、Microsoft M12、Knowles 等",
     "src": "https://www.kucoin.com/ar/news/flash/ai-chip-maker-syntiant-backed-by-intel-and-microsoft-files-for-ipo"
    }
   ],
   "key_data": [
    {
     "k": "IPO",
     "v": "2026-07-06 递交 S-1，拟纳斯达克上市代码 SYTN，未定价",
     "date": "2026-07",
     "src": "https://thenextweb.com/news/syntiant-us-ipo-edge-ai-nasdaq"
    },
    {
     "k": "收入结构",
     "v": "约95%来自麦克风相关应用，最大客户占Q1销售30%",
     "date": "2026-Q1",
     "src": "https://valueaddvc.com/blog/syntiant-ipo-2026-sytn-edge-ai-chip-s1-valuation"
    }
   ],
   "note": "单轮融资明细、估值没查到；$311M 来自转引稿，S-1 原文未核。"
  },
  {
   "name": "中科蓝讯 Bluetrum",
   "layer": "x1",
   "url": "https://www.bluetrum.com/",
   "hq": "深圳",
   "founded": 2016,
   "product": "BT 系列 / B579X 视频芯片 / B6003G Wi-Fi 6",
   "use": "平台与芯片",
   "country": "中国",
   "desc": "蓝牙音频 SoC 龙头，向 AI 玩具、眼镜延伸",
   "ai_features": "BT898X 集成 NPU 做 AI 通话降噪；B579X 视频芯片已用于儿童相机、智能眼镜；年内出 Wi-Fi 6 SoC 瞄准眼镜",
   "stage": "在售",
   "valuation": {
    "v": "约110.1亿元",
    "date": "2026-11-02",
    "kind": "总市值，证券时报行情页",
    "src": "https://www.stcn.com/quotes/index/sh688332.html"
   },
   "revenue": {
    "v": "9.05亿元",
    "date": "2026-H1",
    "kind": "上半年营收，同比+11.52%，公司半年报",
    "src": "https://www.stcn.com/quotes/index/sh688332.html"
   },
   "key_data": [
    {
     "k": "智能穿戴品类占比",
     "v": "约8%，同比增约13%",
     "date": "2026-H1",
     "src": "https://wap.stockstar.com/detail/RB2026083000000701"
    }
   ],
   "customers": [
    "小米 Redmi",
    "荣耀",
    "1MORE",
    "漫步者",
    "倍思",
    "传音"
   ],
   "public": true,
   "note": "成立年份为约数，未核；H1 净利润4.8亿元主要来自投资收益，扣非仅1.02亿元；AI 眼镜/玩具出货量没查到。"
  },
  {
   "name": "乐鑫科技 Espressif",
   "layer": "x1",
   "url": "https://www.espressif.com/",
   "hq": "上海",
   "founded": 2008,
   "product": "ESP32-S3 / ESP32-P4 / EchoEar 喵伴",
   "use": "平台与芯片",
   "country": "中国",
   "desc": "小智 AI 等开源 AI 玩具的主流主控，全球 Wi-Fi MCU 出货第一",
   "ai_features": "ESP32-S3 带向量指令，跑唤醒词和语音交互；小智 AI 开源项目 GitHub 2万+ star",
   "stage": "在售",
   "revenue": {
    "v": "23.70亿元",
    "date": "2026-前三季度",
    "kind": "前三季度营收，同比+23.94%，公司三季报（银河证券摘录）",
    "src": "https://wap.stockstar.com/detail/JC2026102900042999"
   },
   "key_data": [
    {
     "k": "小智 AI",
     "v": "十方融海称小智相关产品签约超4000万元",
     "date": "2026-06",
     "src": "https://m.toutiao.com/article/7653630056899641866/"
    },
    {
     "k": "2026 Q3 营收",
     "v": "8.89亿元，同比+33.38%",
     "date": "2026-Q3",
     "src": "https://wap.stockstar.com/detail/JC2026102900042999"
    }
   ],
   "customers": [
    "小智 AI 生态",
    "达芬奇智造（AI 玩具）",
    "十方融海"
   ],
   "public": true,
   "note": "市值未核；AI 玩具对营收的占比公司未披露，没查到。"
  },
  {
   "name": "全志科技 Allwinner",
   "layer": "x1",
   "url": "https://www.allwinnertech.com/",
   "hq": "珠海",
   "founded": 2007,
   "product": "V821 / R128 等 AIoT SoC",
   "use": "平台与芯片",
   "country": "中国",
   "desc": "智能应用处理器厂商，产品已用于 AI 眼镜、AI 童伴",
   "ai_features": "V821 整合 DeepSeek-R1 与豆包视觉做端侧方案；R128 用于汤姆猫 AI 童伴",
   "stage": "在售",
   "valuation": {
    "v": "约250.5亿元",
    "date": "2026-11-02",
    "kind": "总市值，证券时报行情页",
    "src": "https://www.stcn.com/quotes/index/sz300458.html"
   },
   "revenue": {
    "v": "27.98亿元",
    "date": "2026-前三季度",
    "kind": "前三季度营收，同比+29.49%，公司三季报",
    "src": "https://stock.finance.sina.com.cn/stock/go.php/vReport_Show/kind/lastest/rptid/846755115084/index.phtml"
   },
   "key_data": [
    {
     "k": "AI 眼镜应用",
     "v": "公司称产品已在 AI 眼镜、安防等智慧视觉领域应用",
     "date": "2026-09",
     "src": "https://wap.stockstar.com/detail/RB2026110100007503"
    },
    {
     "k": "R128 终端",
     "v": "R128 用于汤姆猫 AI 童伴",
     "date": "2026-10",
     "src": "https://lexotech.com/News/news-content?did=a010bcd175306e224bf6fae19a9a303e"
    }
   ],
   "public": true,
   "note": "AI 眼镜芯片出货量没查到；R128/V821 的说法来自券商转载稿，非公司公告。"
  },
  {
   "name": "恒玄科技 Bestechnic",
   "layer": "x1",
   "url": "https://www.bestechnic.com/",
   "hq": "上海",
   "founded": 2015,
   "product": "BES2800 / BES2810 / BES6100",
   "use": "平台与芯片",
   "country": "中国",
   "desc": "6nm 智能可穿戴 SoC，进入雷鸟、Rokid 等 AI 眼镜",
   "ai_features": "BES2800 系列已量产于 AI 眼镜、AI 会议助手；BES6100 为眼镜单芯片异构方案，预计 2027 量产",
   "stage": "在售",
   "valuation": {
    "v": "约283亿元",
    "date": "2026-08",
    "kind": "总市值，东方财富页面口径",
    "src": "https://data.eastmoney.com/notices/detail/688608/AN202608191828159157,JUU2JTgxJTkyJUU3JThFJTg0JUU3JUE3JTkxJUU2JThBJTgw.html"
   },
   "revenue": {
    "v": "13.51亿元",
    "date": "2026-H1",
    "kind": "上半年营收，同比-30.29%，公司半年报",
    "src": "https://www.cnfin.com/announ/detail/index.html?id=840481614672&code=688608&dannoun=stibdetail&announ=stib"
   },
   "key_data": [
    {
     "k": "营收结构",
     "v": "蓝牙音频芯片约35%、手表/手环约35%、智能硬件及其他12%（中信建投口径）",
     "date": "2025",
     "src": "https://dxpress.gelonghui.com/news/5308423"
    },
    {
     "k": "2025年营收",
     "v": "35.25亿元（+8.02%）",
     "date": "2025",
     "src": "https://wap.stockstar.com/detail/RB2026081900044140"
    },
    {
     "k": "BES6100",
     "v": "已流片，下半年送样，预计2027量产",
     "date": "2026-09",
     "src": "https://4g.stockstar.com/detail/RB2026091100051142"
    }
   ],
   "customers": [
    "雷鸟",
    "Rokid",
    "三星",
    "小米",
    "字节（Ola Friend）"
   ],
   "public": true,
   "note": "AI 眼镜芯片的具体出货量公司未披露，没查到；2025 年蓝牙音频占比两份来源口径不一（35% / 53%）。"
  },
  {
   "name": "炬芯科技 Actions Technology",
   "layer": "x1",
   "url": "https://www.actions-semi.com/",
   "hq": "珠海",
   "founded": 2014,
   "product": "ATS323X 等存内计算 NPU 音频 SoC",
   "use": "平台与芯片",
   "country": "中国",
   "desc": "用存内计算做端侧 AI 的音频与穿戴 SoC",
   "ai_features": "CPU+DSP+NPU 三核，NPU 单核 100GOPS，能效 6.4TOPS/W（INT8）",
   "stage": "在售",
   "revenue": {
    "v": "5.76亿元",
    "date": "2026-H1",
    "kind": "上半年营收，同比+28.33%，公司半年报",
    "src": "https://www.lanjinger.com/d/1787622778632694194"
   },
   "key_data": [
    {
     "k": "端侧 AI 芯片营收占比",
     "v": "带 NPU 的 SoC 与 AI 处理器占营收超 25%",
     "date": "2026-H1",
     "src": "https://www.laoyaoba.com/n/1090630"
    },
    {
     "k": "2026 H1 分项",
     "v": "SoC 芯片 4.63亿元、端侧 AI 处理器 1.13亿元",
     "date": "2026-H1",
     "src": "http://mp.weixin.qq.com/s?__biz=MzA5NjczMTA4OA==&mid=2247485779&idx=1&sn=54da8c11c44a3e0c2083e0a1b42a41e2"
    }
   ],
   "public": true,
   "note": "具体终端品牌客户没查到；市值未核；H1 分项来自公众号汇总，仅作参考。"
  },
  {
   "name": "瑞芯微 Rockchip",
   "layer": "x1",
   "url": "https://www.rock-chips.com/",
   "hq": "福州",
   "founded": 2001,
   "product": "RK3588 / RK3576 / RK182X / RV1106",
   "use": "平台与芯片",
   "country": "中国",
   "desc": "AIoT 主控与端侧 AI 协处理器，覆盖 AI 玩具、眼镜、机器人",
   "ai_features": "RK182X 为端侧 AI 协处理器，配主控做组合方案；RK3572 提供 4TOPS 中端算力",
   "stage": "在售",
   "revenue": {
    "v": "约44.5亿元",
    "date": "2026-前三季度",
    "kind": "前三季度营收，同比+41.6%，公司预告/券商摘录",
    "src": "https://stock.stockstar.com/JC2026110200027176.shtml"
   },
   "key_data": [
    {
     "k": "前三季度归母净利润预告",
     "v": "13.1-13.5亿元，同比+68%-73%",
     "date": "2026-10",
     "src": "https://vipwt1.cfi.cn/p20261031000701.html"
    }
   ],
   "public": true,
   "note": "哪些具体 AI 玩具/眼镜品牌用其芯片，本次没查到明确客户名；市值未核。"
  },
  {
   "name": "紫光展锐 UNISOC",
   "layer": "x1",
   "url": "https://www.unisoc.com/",
   "hq": "上海",
   "founded": 2001,
   "product": "W517 / W527 智能穿戴平台",
   "use": "平台与芯片",
   "country": "中国",
   "desc": "约10美元的 4G 穿戴 SoC，被闪极等千元 AI 眼镜采用",
   "ai_features": "W517 带双 ISP、AI 夜景/降噪/防抖；W527 为12nm 一大三小核，支持双摄",
   "stage": "在售",
   "key_data": [
    {
     "k": "W517 单价",
     "v": "约10美元，对比高通 AR1 约50-60美元",
     "date": "2024-12",
     "src": "https://www.sgpjbg.com/labelsyh/shanjiaipaipaijinggongyinglian/1/6648015.html"
    },
    {
     "k": "W527",
     "v": "12nm，已量产出货",
     "date": "2026-05",
     "src": "https://android.tgbus.com/news/242184"
    }
   ],
   "customers": [
    "闪极 AI 拍拍镜",
    "小糯米 AI 眼镜",
    "白牌/出海客户"
   ],
   "note": "未上市；融资、估值、营收本次没查到；出货量没查到。"
  },
  {
   "name": "高通 Qualcomm Snapdragon AR1 / AR1+",
   "layer": "x1",
   "url": "https://www.qualcomm.com/products/mobile/snapdragon/xr-vr-ar/snapdragon-ar1-plus-gen-1-platform",
   "hq": "圣迭戈",
   "founded": 1985,
   "product": "骁龙 AR1 Gen 1 / AR1+ Gen 1 / START 参考方案",
   "use": "平台与芯片",
   "country": "美国",
   "desc": "Ray-Ban Meta、小米、三星、谷歌 AI 眼镜用的主控 SoC",
   "ai_features": "AR1+ 可在眼镜端本地跑 10 亿参数级小模型（Llama 1B），无需手机和云",
   "stage": "在售",
   "key_data": [
    {
     "k": "眼镜设计数",
     "v": "30+ 款在产或在研，含三星、谷歌",
     "date": "2026-06",
     "src": "https://thebuildout.ai/intel/2a6f9e2a-5f4d-4230-8d11-48b4cce4a926"
    },
    {
     "k": "AR1 在 Ray-Ban Display BOM 占比",
     "v": "15.7%（TechInsights）",
     "date": "2026",
     "src": "https://chierhu.medium.com/ai-wearables-supply-chain-who-really-wins-as-glasses-pendants-and-ai-agents-scale-0a3a698778de"
    },
    {
     "k": "AR1+ 发布",
     "v": "2025-06 发布；2026-06 推 START 白牌模块",
     "date": "2026-06",
     "src": "https://liveinthefuture.org/stories/awe-2026-three-tier-ar-glasses-one-chipmaker"
    }
   ],
   "customers": [
    "Meta Ray-Ban / Display",
    "小米 AI 眼镜",
    "夸克",
    "三星",
    "谷歌 Android XR",
    "XREAL",
    "Inspecs（START）"
   ],
   "public": true,
   "note": "AR1 出货量、眼镜业务收入高通未单独披露，没查到；市值未核。"
  }
 ]
}