{"id":"e3d872e6-c71e-42ac-b3eb-cedcfebec785","modelId":"dae2ab92-7b39-4328-b874-04e20cfc0d4a","versionId":null,"locationId":"6753d6b9-d63f-41f8-b672-4d80bdb4dd82","operatorId":"569ce5ef-00cd-46fe-a436-3a5a1bd3c3a9","ownerId":null,"slug":"rayneo-v3-aggregate","status":"operational","firstSeen":"2024-06-01T00:00:00.000Z","statusChangeReason":null,"contractType":null,"pilotOutcome":null,"endedAt":null,"unitsOnSite":null,"tasksPerformed":["personal_mobility"],"shiftStructure":null,"hoursPerDay":8,"siteType":"home","operatorConfirmed":false,"humanSupervisionOnsite":null,"locationPrecisionTier":"city_centroid","deploymentScale":"large_100_plus","siteEnvironment":"indoor","operatorType":"maker_operated","sourceQualityTier":2,"manufacturerSerial":null,"reviewStatus":"reviewed","sources":[{"url":"https://www.rayneo.com/","title":"RayNeo","date_accessed":"2026-06-07"}],"notes":"RayNeo V3 AR glasses aggregate global deployment. TCL-backed brand; tens of thousands of units shipped primarily in China. No site-specific tracking.","keyFacts":[{"label":"Fleet","value":"Tens of thousands of units shipped"},{"label":"Operator","value":"RayNeo"},{"label":"Technology","value":"RayNeo V3 AR glasses"},{"label":"Coverage","value":"Primarily China"},{"label":"Partner","value":"TCL-backed brand"}],"reviewNote":null,"exposureHours":null,"deploymentMilesEstimate":null,"exposureBasis":null,"customerSegment":"consumer","scaleTier":"mass_100_999","contractValueUsd":null,"contractValueBasis":null,"customerCompanyId":null,"customerExternalName":null,"createdAt":"2026-06-07T23:03:32.568Z","updatedAt":"2026-08-21T14:23:50.841Z","model":{"id":"dae2ab92-7b39-4328-b874-04e20cfc0d4a","companyId":"569ce5ef-00cd-46fe-a436-3a5a1bd3c3a9","modelName":"RayNeo V3","slug":"rayneo-v3","description":"RayNeo V3 is a camera-and-audio AI glasses product with no display, in the Ray-Ban Meta class, made by RayNeo, a brand under Thunderbird Innovation Technology in Shenzhen, founded in October 2021 and backed by TCL Electronics. RayNeo is the number-one global augmented-reality glasses brand by third-quarter 2025 share at 24 percent per Counterpoint, raised a $143 million round in January 2026, and has a deep partnership with Alibaba, which integrated its Tongyi Qianwen large language model into RayNeo products and took an equity stake. The V3 sells for about $245 to $255, weighs 39 grams, carries a 12-megapixel camera co-developed with TCL and 32 gigabytes of storage, went on sale in China in January 2025, and led the country's online AI smart-glasses category in the first quarter of 2025 at roughly 50 percent share with shipments in the tens of thousands, placing it at commercial mass-market maturity. Its AI is primary and genuine: the product is built around the assistant and first-person camera with ask-about-what-you-see as the core interaction rather than veneer, though it is cloud-dependent on Alibaba's Tongyi Qianwen rather than on-device. The registry records the V3 rather than the RayNeo X3 Pro that the dispatch listed, because the X3 Pro is a display-first augmented-reality device where AI is layered on a microLED waveguide display, failing the AI-as-primary test in the same way as the excluded Xreal. Vendor claims of a Snapdragon AR1 chip, 98 percent accuracy, and a 1.3-second response time are not independently verified.","formFactor":"wearable","industryVertical":null,"environment":null,"maturityStage":"commercial","lifecycleState":"active","supersededByModelId":null,"specs":{"notes":[{"label":"Verified","value":"RayNeo (brand under Thunderbird Innovation Technology, Shenzhen; founded Oct 13 2021; TCL Electronics-backed) is the #1 global AR-glasses brand by Q3 2025 share (24%, Counterpoint); raised a $143M round Jan 2026; Alibaba integrated its Tongyi Qianwen LLM into RayNeo products and took an equity stake. The V3 led China's online AR/AI smart-glasses category in Q1 2025 (~50% share, RUNTO/CINNO); shipments in the tens of thousands. maturity=commercial (mass-market)."},{"label":"AI-substance: PRIMARY (genuine)","value":"The V3 is built around the AI assistant + first-person camera (no display); 'ask about what you see' is the core interaction, not veneer. Cloud-dependent (Alibaba Tongyi Qianwen), not on-device - recorded honestly."},{"label":"Why V3 not X3 Pro","value":"The dispatch listed the X3 Pro, but the AI-PRIMARY RayNeo product is the V3. The X3 Pro is display-first AR (microLED waveguide, $1,099-1,299; AI is a feature layered on a display device) - EXCLUDED by the AI-as-primary test, same class as Xreal."},{"label":"Claimed but NOT verified","value":"Snapdragon AR1 chip (one source asserted it for V3; not confirmed); 98% accuracy + 1.3s response are vendor-supplied; exact unit totals beyond 'tens of thousands'."}],"specs":"RayNeo V3: camera + audio AI glasses, NO display. Y1,799 (~$245-255), 39g, 12MP camera (1080p/30fps, TCL co-developed), 32GB storage. Presales Jan 7 2025, on sale Jan 10 2025 (China). Customized multimodal LLM via Alibaba Tongyi Qianwen partnership; vendor-claimed 1.3s response + 98% accuracy; 3 years free AI updates.","formFactor":"wearable (camera + audio AI glasses; no display; Ray-Ban Meta-class)"},"manufacturerSerial":null,"reviewStatus":"reviewed","sources":[{"url":"https://www.ctol.digital/news/rayneo-v3-ai-camera-glasses-alibaba-tongyi/","title":"RayNeo V3 AI camera glasses (Alibaba Tongyi Qianwen; no display; ~$245)","sourceName":"CTOL Digital"},{"url":"https://www.caixinglobal.com/2026-01-06/rayneo-funding/","title":"RayNeo (Thunderbird/TCL) $143M round (Jan 2026); Shenzhen","sourceName":"Caixin Global"},{"url":"https://www.nasdaq.com/articles/alibaba-joins-forces-rayneo-ai-glasses","title":"Alibaba integrates Tongyi Qianwen into RayNeo + takes equity stake","sourceName":"Nasdaq"},{"url":"https://www.rayneo.com/","title":"RayNeo: #1 global AR-glasses share Q3 2025 (Counterpoint); V3 led China AI-glasses Q1 2025","sourceName":"RayNeo (official)"}],"aliases":["RayNeo V3","Thunderbird V3"],"collisionRisk":"low","reviewNote":null,"manufacturerTermForTeleop":null,"keyFacts":[{"label":"Price","value":"~$245-255"},{"label":"Weight","value":"39 grams"},{"label":"Sensor suite","value":"12-megapixel camera (1080p/30fps)"}],"createdAt":"2026-06-03T21:09:00.203Z","updatedAt":"2026-06-28T16:51:20.043Z","unitsInFieldClaimed":null,"unitsInFieldVerified":null,"unitsManufacturedClaimed":null,"unitsManufacturedVerified":null,"unitsAsOf":null,"unitsSource":null,"salesModel":null,"priceUndisclosedSince":null,"autonomyClass":null,"autonomyStatement":null,"autonomyStatementSource":null,"demoForensics":null,"exportControlClass":null,"minCommitment":null,"warrantyTerms":null,"serviceModel":null,"productionRateClaimed":null,"productionRateEvidenced":null,"teleopRatioDisclosed":null,"interventionRateDisclosed":null,"company":{"id":"569ce5ef-00cd-46fe-a436-3a5a1bd3c3a9","name":"RayNeo","slug":"rayneo","description":"RayNeo is a Shenzhen-based augmented reality (AR) glasses developer incubated by TCL Electronics and spun off in 2021. The company is the global leader in consumer AR smart glasses with 24-39% market share across 2025, serving 500K+ users in 25+ countries. Products include the X3 Pro (MicroLED waveguide AR glasses with Qualcomm AR1), V3 AI Camera Glasses, and Air series pocket TVs. CEO Howie Li led the company through over CNY 1B (USD 143M) in Series C funding in January 2026 from [China mobile](/companies/china-mobile) and CITIC Jinshi.","status":"private","founded":2021,"hq":"Shenzhen, China","hqLat":22.5445741,"hqLng":114.0545429,"hqGeocodedAt":"2026-08-05T14:44:54.929Z","hqAddress":null,"hqPrecision":null,"website":"rayneofthewinecountry.com","fundingTotal":null,"type":"both","roles":["robot_maker","robot_operator"],"reviewStatus":"reviewed","heatIndex":54,"lifecycleState":"active","supersededByCompanyId":null,"sources":[{"url":"https://www.ctol.digital/news/rayneo-v3-ai-camera-glasses-alibaba-tongyi/","title":"RayNeo V3 AI camera glasses (Alibaba Tongyi Qianwen; no display; ~$245)","sourceName":"CTOL Digital"},{"url":"https://www.caixinglobal.com/2026-01-06/rayneo-funding/","title":"RayNeo (Thunderbird/TCL) $143M round (Jan 2026); Shenzhen","sourceName":"Caixin Global"},{"url":"https://www.nasdaq.com/articles/alibaba-joins-forces-rayneo-ai-glasses","title":"Alibaba integrates Tongyi Qianwen into RayNeo + takes equity stake","sourceName":"Nasdaq"}],"keyFacts":[{"label":"Product","value":"RayNeo V3 AI camera glasses (no display; Alibaba Tongyi Qianwen); led China AI-glasses Q1 2025."},{"label":"Scale","value":"#1 global AR-glasses brand Q3 2025 (24%, Counterpoint); X3 Pro display-AR excluded (AI-veneer)."},{"label":"Parent/Brand","value":"Thunderbird Innovation Technology"},{"label":"Backing","value":"TCL-backed"},{"label":"CEO","value":"Howie Li"},{"label":"Parent/incubator","value":"TCL Electronics (HK:1070)"},{"label":"Market share","value":"Global #1 AR smart glasses by shipments (Q2-Q3 2025): 39% Q2, 24% Q3; 500K+ users in 25+ countries"},{"label":"Total funding","value":"CNY 1B+ (USD 143M) Series C (Jan 2026) led by China Mobile Chain Leader Fund and CITIC Jinshi; previous rounds include 100M+ yuan first round (Fosun Capital, 2023)"},{"label":"Key products","value":"X3 Pro (MicroLED waveguide AR, Qualcomm AR1, eSIM), V3 AI Camera Glasses (CNY 1,799), Air 4 series pocket TV glasses"},{"label":"Awards","value":"TIME Best Inventions 2025 (X3 Pro), IFA 2025 Innovation Award, China MIIT Little Giant Enterprise"},{"label":"Partnerships","value":"Ant Group (Alipay+ AR payments), Bang & Olufsen (audio), Li Auto (in-car XR), Qualcomm"}],"aliases":["Thunderbird Innovation","RayNeo (TCL)"],"collisionRisk":"low","reviewNote":null,"atsProvider":null,"atsSlug":null,"factoryLocations":null,"manufacturingCapacity":null,"orgType":null,"burnSignal":null,"litigationEvents":null,"insurancePostureDisclosed":null,"unitEconomicsDisclosed":null,"tickerSymbol":null,"stockExchange":null,"secCik":null,"revenueUsd":null,"revenueBasis":null,"revenueAsOf":null,"employeeCount":null,"employeeCountBasis":null,"employeeCountAsOf":null,"marketCapUsd":null,"marketCapAsOf":null,"marketCapSource":null,"createdAt":"2026-06-03T21:08:59.449Z","updatedAt":"2026-08-21T22:16:05.355Z"}},"version":null,"location":{"id":"6753d6b9-d63f-41f8-b672-4d80bdb4dd82","name":"Global","slug":"global","kind":"country","parentLocationId":null,"region":"International","lat":null,"lng":null,"reviewStatus":"reviewed","aliases":[],"collisionRisk":"high","reviewNote":"Ungeocodable: non-geographic or multi-region location","createdAt":"2026-06-08T01:03:25.017Z","updatedAt":"2026-08-27T18:12:45.906Z"},"operator":{"id":"569ce5ef-00cd-46fe-a436-3a5a1bd3c3a9","name":"RayNeo","slug":"rayneo","description":"RayNeo is a Shenzhen-based augmented reality (AR) glasses developer incubated by TCL Electronics and spun off in 2021. The company is the global leader in consumer AR smart glasses with 24-39% market share across 2025, serving 500K+ users in 25+ countries. Products include the X3 Pro (MicroLED waveguide AR glasses with Qualcomm AR1), V3 AI Camera Glasses, and Air series pocket TVs. CEO Howie Li led the company through over CNY 1B (USD 143M) in Series C funding in January 2026 from [China mobile](/companies/china-mobile) and CITIC Jinshi.","status":"private","founded":2021,"hq":"Shenzhen, China","hqLat":22.5445741,"hqLng":114.0545429,"hqGeocodedAt":"2026-08-05T14:44:54.929Z","hqAddress":null,"hqPrecision":null,"website":"rayneofthewinecountry.com","fundingTotal":null,"type":"both","roles":["robot_maker","robot_operator"],"reviewStatus":"reviewed","heatIndex":54,"lifecycleState":"active","supersededByCompanyId":null,"sources":[{"url":"https://www.ctol.digital/news/rayneo-v3-ai-camera-glasses-alibaba-tongyi/","title":"RayNeo V3 AI camera glasses (Alibaba Tongyi Qianwen; no display; ~$245)","sourceName":"CTOL Digital"},{"url":"https://www.caixinglobal.com/2026-01-06/rayneo-funding/","title":"RayNeo (Thunderbird/TCL) $143M round (Jan 2026); Shenzhen","sourceName":"Caixin Global"},{"url":"https://www.nasdaq.com/articles/alibaba-joins-forces-rayneo-ai-glasses","title":"Alibaba integrates Tongyi Qianwen into RayNeo + takes equity stake","sourceName":"Nasdaq"}],"keyFacts":[{"label":"Product","value":"RayNeo V3 AI camera glasses (no display; Alibaba Tongyi Qianwen); led China AI-glasses Q1 2025."},{"label":"Scale","value":"#1 global AR-glasses brand Q3 2025 (24%, Counterpoint); X3 Pro display-AR excluded (AI-veneer)."},{"label":"Parent/Brand","value":"Thunderbird Innovation Technology"},{"label":"Backing","value":"TCL-backed"},{"label":"CEO","value":"Howie Li"},{"label":"Parent/incubator","value":"TCL Electronics (HK:1070)"},{"label":"Market share","value":"Global #1 AR smart glasses by shipments (Q2-Q3 2025): 39% Q2, 24% Q3; 500K+ users in 25+ countries"},{"label":"Total funding","value":"CNY 1B+ (USD 143M) Series C (Jan 2026) led by China Mobile Chain Leader Fund and CITIC Jinshi; previous rounds include 100M+ yuan first round (Fosun Capital, 2023)"},{"label":"Key products","value":"X3 Pro (MicroLED waveguide AR, Qualcomm AR1, eSIM), V3 AI Camera Glasses (CNY 1,799), Air 4 series pocket TV glasses"},{"label":"Awards","value":"TIME Best Inventions 2025 (X3 Pro), IFA 2025 Innovation Award, China MIIT Little Giant Enterprise"},{"label":"Partnerships","value":"Ant Group (Alipay+ AR payments), Bang & Olufsen (audio), Li Auto (in-car XR), Qualcomm"}],"aliases":["Thunderbird Innovation","RayNeo (TCL)"],"collisionRisk":"low","reviewNote":null,"atsProvider":null,"atsSlug":null,"factoryLocations":null,"manufacturingCapacity":null,"orgType":null,"burnSignal":null,"litigationEvents":null,"insurancePostureDisclosed":null,"unitEconomicsDisclosed":null,"tickerSymbol":null,"stockExchange":null,"secCik":null,"revenueUsd":null,"revenueBasis":null,"revenueAsOf":null,"employeeCount":null,"employeeCountBasis":null,"employeeCountAsOf":null,"marketCapUsd":null,"marketCapAsOf":null,"marketCapSource":null,"createdAt":"2026-06-03T21:08:59.449Z","updatedAt":"2026-08-21T22:16:05.355Z"},"owner":null,"derived":{"trustTier":"unverified","currentPosture":null},"jsonLd":{"@context":"https://schema.org","@type":"Event","@id":"https://registry.deploy.report/deployments/rayneo-v3-aggregate","url":"https://registry.deploy.report/deployments/rayneo-v3-aggregate","name":"RayNeo V3 at Global","identifier":"e3d872e6-c71e-42ac-b3eb-cedcfebec785","startDate":"2024-06-01T00:00:00.000Z","location":{"@type":"Place","@id":"https://registry.deploy.report/locations/global","name":"Global"},"organizer":{"@type":"Organization","@id":"https://registry.deploy.report/companies/rayneo","name":"RayNeo"},"about":{"@type":"Product","@id":"https://registry.deploy.report/models/rayneo-v3","name":"RayNeo V3"},"publisher":{"@id":"https://deploy.report/#organization"}},"framework_metadata":{"framework_schema_version":"0.1.0","verification_status":"verified","maturity_stage":"commercial","lifecycle_state":"active","architectural_position":{"cohort":"wearable","sub_cohorts":[]},"within_cohort_verified_vs_claimed_pair":null,"cap_flags":[],"verification_depth":{"sources_count":1,"primary_source_types":[]}}}