{"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":null,"statusChangeReason":null,"contractType":null,"pilotOutcome":null,"endedAt":null,"unitsOnSite":null,"tasksPerformed":null,"shiftStructure":null,"hoursPerDay":null,"siteType":null,"operatorConfirmed":false,"humanSupervisionOnsite":null,"locationPrecisionTier":null,"deploymentScale":null,"siteEnvironment":null,"operatorType":"maker_operated","sourceQualityTier":null,"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":null,"scaleTier":null,"contractValueUsd":null,"contractValueBasis":null,"customerCompanyId":null,"customerExternalName":null,"createdAt":"2026-06-07T23:03:32.568Z","updatedAt":"2026-07-10T05:54:00.259Z","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, Chinese AR/XR technology company developing AR glasses and wearable computing devices with potential robotics interface applications.","status":"private (TCL-backed; $143M round Jan 2026)","founded":2021,"hq":"China","fundingTotal":null,"type":"both","reviewStatus":"reviewed","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"}],"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":"2026-07-07T21:15:45.027Z"}},"version":null,"location":{"id":"6753d6b9-d63f-41f8-b672-4d80bdb4dd82","name":"Global","slug":"global","kind":"site","parentLocationId":null,"region":null,"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":"2026-07-15T14:55:14.618Z"},"operator":{"id":"569ce5ef-00cd-46fe-a436-3a5a1bd3c3a9","name":"RayNeo","slug":"rayneo","description":"Rayneo, Chinese AR/XR technology company developing AR glasses and wearable computing devices with potential robotics interface applications.","status":"private (TCL-backed; 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