HARD TECH · 硬科技
SmartXY 2026
AI Smart Glasses — Global Hardware Partner
From Product Definition to Mass Production to Continuous Operation · End-to-End System-Level Delivery
For Brands · Channels · AI Companies · App Partners · Ecosystem Partners
CONFIDENTIAL
深圳市形意智能科技有限公司
CONTENTS · 目录
Contents
4 sections · 32 pages · Market → Capabilities → Products → Cooperation
1
01 · Market Opportunity
P3–P6
Structural shifts, system opportunities & industry pain points
2
02 · SmartXY Capabilities
P7–P14
Positioning, team, end-to-end engineering & delivery system
3
03 · Product Portfolio
P15–P26
K900 · AR99 · AR99B · C100 · 2B Lines · Roadmap
4
04 · Cooperation & Next Steps
P27–P32
OEM / ODM / JDM models, commercial logic & onboarding
SmartXY | AI Smart Glasses Global Hardware Partner · 2 / 32
01
Market Opportunity
AI glasses are evolving from concept hardware into the next-gen AI interface.
Four irreversible structural shifts are reshaping the industry.
3 / 32
MARKET OPPORTUNITY
Four Irreversible Structural Shifts
BOM 永久抬升
AI对存储/算力/关键器件持续占用，纯低价策略不可持续
Agent 接管执行层
OS级Agent绕过App层直接调用硬件，软件架构重构
渠道权力转移
分发从电子卖场转向光学验配渠道，准入权>流量
隐私合规墙已竖起
物理隔离+本地处理+权限分层成为市场准入基础门槛
三类高价值系统机会
基础设施层
跨平台可复用硬件底座
模型无关·品牌可定制
场景能力层
高频刚需功能增强
字幕·翻译·导航·医疗
准入能力层
可信赖部署 = 高价值渠道钥匙
隐私可验证·权限可审计
SmartXY | AI Smart Glasses Global Hardware Partner · 4 / 32
MARKET OPPORTUNITY
Why Most Players Stall: Four Common Traps
AI眼镜不是"再做一台硬件"，而是跨学科系统工程。
01 · 为压BOM牺牲扩展性
短期能出样，长期无法承接AI Agent、OTA、大模型升级
⚠ 产品生命周期极短
02 · SKU策略混乱
未区分走量/旗舰/联名/行业款，渠道、研发、品牌同时失焦
⚠ 资源分散·品牌模糊
03 · 隐私当软件功能处理
学校/医院/企业要求硬件层面可验证，软件承诺无法替代
⚠ 无法进入高价值渠道
04 · 传统代工逻辑理解智能眼镜
忽视光学/结构/软件/云端/算法的耦合复杂度
⚠ 系统集成失败·交付延期
结果往往不是做不出来，而是做出来也卖不动、交付不稳定、研发团队难以持久运转。
SmartXY | AI Smart Glasses Global Hardware Partner · 5 / 32
MARKET OPPORTUNITY
Two Diverging Tracks in AI Glasses
Consumer Platform Track
Players: Meta, Google etc.
Focus: Ecosystem lock-in, brand volume
Distribution: E-retail, DTC online
AI: Single platform model
Privacy: Software declaration
NOT SmartXY's battleground
~30% Consumer Platform
Trusted Deployment Track ✓
Players: Eyewear brands, channels, integrators
Focus: Channel access, privacy compliance
Distribution: Optical stores, enterprise, govt
AI: Multi-model, local-first
Privacy: Hardware-verifiable
~70% Trusted Deployment — SmartXY's Primary Battlefield

SmartXY: Core Infrastructure Provider ✓
SmartXY | AI Smart Glasses Global Hardware Partner · 6 / 32
02
SmartXY Capabilities
Not a traditional ODM — the trusted deployment backbone for AI glasses.
From product definition through mass production to continuous operation.
7 / 32
SMARTXY CAPABILITIES
Company Overview
Shenzhen Xingyi Intelligent Technology Co., Ltd.
57
Full-Time Staff
41
R&D Engineers
72%
R&D Ratio
6+
Years in Smart Glasses
50+
Software Copyrights & Patents
Core Positioning
AI眼镜、AR眼镜、AI+AR、辅助型智能眼镜及2B/2G行业解决方案
AR方案覆盖：体全息光波导、衍射光波导、BirdBath、阵列光波导、自由曲面
参与工信部、科技部科研项目及公安部重点研发项目
CCTV新闻联播报道（2025.5.15）· 深圳增强现实协会副会长单位 · 工信部揭榜挂帅单位
可规模化落地
系列化+模块化SKU
可预测交付
里程碑·供应链·售后
可持续进化
SDK/API/OTA
可信赖架构
物理隐私·权限审计
SmartXY | AI Smart Glasses Global Hardware Partner · 8 / 32
SMARTXY CAPABILITIES
Core Team
Technology-driven, production-proven, scenario-experienced
梁勇 Liang Yong · Founder & CEO
Serial entrepreneur (3x), ex-Fortune 500 exec. Pioneer in AI algorithms & facial recognition in China.
AI算法 · 人脸识别 · 战略领导
蒋秀喜 Jiang Xiuxi · VP & Program Director
22 years hardware/project mgmt, PMP certified. Led 10+ AR glasses from POC to MP. Reduced R&D cycles by 20%.
PMP · 10+款AR量产 · 供应链管理
林国著 Lin Guozhu · Hardware Director
16+ years in smart hardware R&D. Ex-CMGE (US-listed) HW Director. Expert in MTK platforms, EBOM, cost control.
联发科平台 · 系统架构 · EBOM · 供应链
刘新云 Liu Xinyun · Software Director
20 years embedded/software. Ex-Huawei HiSilicon senior expert. Android, MTK/Qualcomm optimization.
华为海思 · 安卓系统 · MTK/高通 · 医疗AR
赵大海 Zhao Dahai · Imaging Expert
Beijing Film Academy graduate. Deep experience in HD imaging and 3D visual processing systems.
高清影像 · 3D视觉处理 · 光学系统
SmartXY | AI Smart Glasses Global Hardware Partner · 9 / 32
SMARTXY CAPABILITIES
End-to-End Delivery System
More internal loops closed = Less uncertainty for partners
1
INPUT
需求·场景·竞品·成本·合规
2
DEFINE
PRD·技术路线·SKU架构
3
DEVELOP
ID/CMF·结构·硬件·光学·声学
嵌入式/OS/APP/云端·AI算法
4
VERIFY
功能验证·系统联调
功耗/性能/兼容/可靠性
5
DELIVER
EVT/DVT/PVT/MP
供应链·质量门禁·良率爬坡
6
OPERATE
OTA·SDK/API·售后
渠道物料·SKU扩展
ID/CMF · MD/DFM · HW/PCB · Optics · Acoustics · SW/OS/APP · Cloud · AI/Algorithm · QC · Supply Chain

供应链策略前置：长交期芯片与光学器件在设计冻结前提前启动采购，配合备份供应商与物流预案。
SmartXY | AI Smart Glasses Global Hardware Partner · 10 / 32
SMARTXY CAPABILITIES
Engineering Depth: Hardware · Optics · Software
Hardware Platform
  • Android MTK + BES/Nordic multi-SoC
  • 12-layer high-density PCB
  • Small-form-factor system integration
  • Cadence / PADS design tools
  • Power/thermal optimization for AR
Optical Systems
  • BirdBath / Array waveguide
  • Diffractive waveguide / Volume holographic
  • Freeform prism solutions
  • FOV, Eyebox, distortion tuning
  • Brightness & contrast calibration
Software & Cloud
  • End-to-end: Device→APP→Cloud
  • LLM: ChatGPT/Gemini/Baidu/iFlytek
  • Partner self-owned model integration
  • Android & iOS full-stack APP dev
  • HDR, MFNR, EIS, low-latency streaming
Acoustics: Advanced microphone array design and audio processing for smart glasses applications.
SmartXY | AI Smart Glasses Global Hardware Partner · 11 / 32
SMARTXY CAPABILITIES
Quality, Project Management & Manufacturing
Quality Assurance
  • >70% Core module code coverage
  • ~10% Defect escape rate
  • 4-Layer QC verification
  • >95% Daily build pass rate
  • 10+ Reliability test scenarios
Reliability: Sweat immersion · High/low temp storage · Thermal shock · IPX4 · Drop test · Barrel tumble · Hinge lifecycle test
Project Management
  • IPD integrated development
  • L1/L2/L3 layered planning
  • Stage-Gate with quality gates
  • Jira + War Room transparency
Manufacturing
  • 5,000m² Songshan Lake facility
Six Delivery Certainties for Global Partners
Transparent QC
Explainable yield
Clear milestones
Predictable timeline
Clear after-sales
OTA fix capability
We sell peace of mind — for global brand partners, delivery certainty IS the product.
SmartXY | AI Smart Glasses Global Hardware Partner · 12 / 32
SMARTXY CAPABILITIES
Proven Track Record: Real Products in Real Use
Medical
XY-V2 Surgical AR
300+ Tier-3 Hospitals
Clinical adoption across China. 2025 CTTL AI Glasses Innovation Award.
Law Enforcement
XY-007 Series
Active deployment. Shenzhen AI Anti-Pandemic Award. Participated in MPS R&D projects.
FOV 43° / 4K · Dozens of City-Level PD
Accessibility
Confidant Guide Glasses
CCTV News Coverage
Mass-produced. China DPF national promotion. Featured on CCTV Xinwen Lianbo (2025.5.15).
Consumer
XY-AIR 2 Viewer
Consumer adaptation of XY-V2. Ultra-clear 55PPD, 1800 nits. In retail channels.

Four verticals covering medical · law enforcement · accessibility · consumer — proving cross-scenario platform reusability.
SmartXY | AI Smart Glasses Global Hardware Partner · 13 / 32
SMARTXY CAPABILITIES
Product Milestones: 6 Years of Continuous Delivery
1
2019
Confidant导盲 + XY-007警用
2
2020
XY-009 通用智能眼镜
轻量蓝牙方案
3
2022
RK3568/MTK算力平台
4
2023
XY-007 PRO
阵列光波导·FOV 34°
5
2024
XY-Joyous观影眼镜
FOV 43°·4K·55PPD
6
2025
AR99 AI+AR千元走量款
CCTV报道·行业认可
7
2026
XY-AIR 2 + K900双线
AI Camera平台量产
C100双目旗舰
AR Display路线图
SmartXY is not a startup building its first product — it's a 6+ year platform entering the AI glasses scale-up phase.
SmartXY | AI Smart Glasses Global Hardware Partner · 14 / 32
03
Product Portfolio
2C for scale, 2B for moat — unified platform, differentiated delivery.
K900 · AR99 · AR99B · C100 · 2B Professional Lines
15 / 32
PRODUCT PORTFOLIO
Product Matrix: 2C Scale + 2B Moat
2C Consumer — Scale & Brand Expansion
K900
AI Camera
Mature ODM Platform
Mass Production Ready
AR99
AI + AR Single-Eye
Mass-Market ¥999
In Production
AR99B
AR Daily Wear
Premium Design
Development
C100
AI + AR Binocular
Flagship Hero
In Development
2B Professional — Capability Validation & High-Barrier Moat
Confidant
Guide glasses for visually impaired
Object recognition · Voice navigation
Hearing
Hearing assistance
Speech-to-subtitle · AI noise cancellation
SmartXY | AI Smart Glasses Global Hardware Partner · 16 / 32
PRODUCT PORTFOLIO · K900
K900
AI Camera ODM Platform — Fast Start, Fast Iterate, Fast to Market
Platform Positioning
SmartXY's most mature AI Camera platform. Multi-round project-validated, ready for immediate mass production and market testing.
Target Scenarios
  • First-person capture & video
  • Livestreaming & content creation
  • Real-time translation & voice AI
  • Daily AI assistant interaction
Dual-Chip Architecture
  • MTK Platform: MTK+BES production-validated
  • IIS Version: Independent of phone APP
  • HDR/MFNR/EIS/Night mode
Core Specifications
Customizable
Frame ID/lens color/branding

Recommended positioning: Mature ODM platform — not a one-off hardware project. Best for: Brand partners, channel distributors, content platforms & AI companies seeking fast market entry.
SmartXY | AI Smart Glasses Global Hardware Partner · 17 / 32
PRODUCT PORTFOLIO · K900 EVOLUTION
K900 Platform Evolution: From AI Camera to AR+AI
Same platform, capability upgrades — not a new product, but a continuous evolution.
1
K900 Current
NOW · Mass Production
  • AI Camera core platform
  • MTK + BES dual-chip
  • RGB full-color camera
  • Camera + BT + Wi-Fi + Audio
  • 13MP / 5-mic array
  • Full Android SDK
2
K900 + AR (Single)
Est. 2025.12
  • Single-eye AR display module
  • Navigation overlay
  • Real-time subtitles
  • AR prompting
  • Same K900 base platform
3
AI + AR Binocular
Est. 2026 Q1
  • Binocular AR display
  • Edge AI processing
  • Offline core functions
  • Flagship direction
For investors and long-term partners: SmartXY is building a continuously evolving AR+AI platform — each generation is the foundation for the next.
SmartXY | AI Smart Glasses Global Hardware Partner · 18 / 32
PRODUCT PORTFOLIO · AR99
AR99
Mass-Market AI+AR — Bringing AR from Sci-Fi to Daily Life
High-Frequency Functions
  • Real-time subtitles
  • AI translation
  • AR navigation
  • Teleprompter / Meeting transcription
  • Basic object recognition
High Wearability
  • Fashion eyewear form factor
  • 28g ultra-light floating design
  • FOV 22° crystal clear
  • Type-C fast charging
  • Multiple CMF options
  • Normal glasses aesthetic
Channel-Friendly
  • One-sentence sell in retail
  • ¥999 anchor price (China)
  • Works for optical/e-comm/gifting
  • Low consumer education cost
CMF Options: Deep Black · Palm Brown · Burgundy · Pink White · Black Gray
+ Cat-Eye Women's Edition — mold complete, ready for fashion/collab channels

AR99's mission: Help brands and channels reduce consumer education costs — make AR glasses a normal product, not a tech exhibit.
SmartXY | AI Smart Glasses Global Hardware Partner · 19 / 32
PRODUCT PORTFOLIO · AR99 ODM UPGRADES
AR99 ODM Version: Key Technical Upgrades
Based on market feedback — systematic resolution of competitor common pain points

AR99 targets the ¥999 price band — same segment as domestic competitors already proving demand. SmartXY ODM adds: binocular upgrade, edge AI, mic optimization & craft quality.
SmartXY | AI Smart Glasses Global Hardware Partner · 20 / 32
PRODUCT PORTFOLIO · AR99B
AR99B
Premium Stealth AR — The Invisible Smart Glasses
Product Vision
If AR99 is for volume, AR99B is the premium daily-wear edition. From the outside, it's nearly indistinguishable from regular eyeglasses — emphasizing 'smart capability in normal form.'
Core Value
Elevate brand & channel perception in the 'daily-wearable AR' direction — the gap between tech exhibit and fashion accessory.
Technical Direction
  • Advanced waveguide integration
  • Compact charging case system
  • Ultra-stealth structural design
  • Premium CMF & haptics
Target Partners
  • Higher-tier daily wear demand
  • Designer brand collaborations
  • Fashion channel differentiation
  • Premium retail image building
SmartXY | AI Smart Glasses Global Hardware Partner · 21 / 32
PRODUCT PORTFOLIO · C100
C100
AI + AR Binocular Flagship Hero
Not built for price wars — built to establish technology height and brand ceiling.
For SmartXY
The concentrated showcase of platform, optics, structure, and software capabilities.
For Partners
The product that builds brand height, amplifies PR, and elevates partnership imagination — not just about near-term volume.
Best Scenarios
Flagship launches, brand collaborations, trade shows, premium channel image building.
Target Partners
AI companies, premium channels, collab brands, flagship projects requiring maximum visibility.

C100 = Platform capability proof + Brand ceiling elevator + Partnership amplifier
SmartXY | AI Smart Glasses Global Hardware Partner · 22 / 32
PRODUCT PORTFOLIO · C100 ARCHITECTURE
C100 Technical Architecture
Display Layer
Binocular AR waveguide display
High FOV · Low distortion · Color-accurate
Volume holographic / Diffractive options
Compute Layer
MTK Android + Edge AI SoC
Dual-chip architecture
Local inference + Cloud hybrid
Sensor Layer
RGB camera + Depth sensing
Multi-mic array + IMU
Environment awareness
Software Layer
Full Android stack + Custom OS
LLM integration (multi-model)
SDK/API + OTA continuous updates
C100 represents SmartXY's full-stack integration capability — the proof point that SmartXY can deliver at flagship tier, not just volume tier.
SmartXY | AI Smart Glasses Global Hardware Partner · 23 / 32
PRODUCT PORTFOLIO · 2B LINES
2B Professional Lines: Building Long-Term Moat
2B is not supplementary — it's the source of capability barriers that feed back into 2C.
Confidant — Visual Assistance
Guide glasses for visually impaired users
  • Object & obstacle recognition
  • Voice navigation & announcement
  • Path planning
  • CCTV News coverage (2025.5.15)
  • China DPF national promotion
Hearing — Audio Assistance
Hearing enhancement glasses
  • Real-time speech-to-subtitle
  • AI noise cancellation
  • Edge real-time processing
  • Directional audio pickup
  • Multi-language support
Enterprise Verticals
Law enforcement · Medical · Industrial
  • Police: Facial recognition + recording
  • Medical: Surgical AR heads-up display
  • Industrial: Remote inspection & guidance
  • Govt project experience
SmartXY | AI Smart Glasses Global Hardware Partner · 24 / 32
PRODUCT PORTFOLIO · PLATFORM CAPABILITIES
SDK / API / OTA: The Continuous Operation Foundation
What partners receive is not a sealed device, but a continuously evolvable capability platform.
Dual-Endpoint SDK/API
  • Android SDK + System SDK
  • Glasses + APP + Cloud synchronized
  • Device control & interaction logic
  • Full secondary development support
OTA Over-the-Air Update
  • Product capability not frozen at factory
  • Glasses-side & APP-side dual APIs
  • Continuous iteration architecture
  • Seamless firmware delivery
  • Remote issue resolution
Custom Model Integration
  • Connect your own AI models
  • Camera, sensors, scene templates
  • Your data services & app logic
  • Build truly differentiated experiences
  • Multi-LLM switchable architecture
  • Private deployment supported
Brands · Channels · AI Companies · APP Companies · IoT Platforms · System Integrators
SmartXY | AI Smart Glasses Global Hardware Partner · 25 / 32
PRODUCT PORTFOLIO · COMPARISON
Product Comparison at a Glance

All products share the same underlying R&D, manufacturing, testing, SDK/API/OTA, and supply chain systems — capabilities compound, not fragment.
SmartXY | AI Smart Glasses Global Hardware Partner · 26 / 32
04
Cooperation & Next Steps
OEM / ODM / JDM flexible models — from prototype to mass production, full enablement.
27 / 32
COOPERATION
Cooperation Models × Market Ecosystem
Platform Layer
Meta, Google etc. | Ecosystem lock-in, market education
Brand & Channel Layer
Consumer/fashion/eyewear brands, regional distributors | Brand retail, multi-model, localization
Vertical Scene Layer
Medical · Education · Industrial · Security | Compliance, private deployment, long-cycle ops
OEM — Fast market validation
Efficient MP · Low barrier
ODM — Brand-owned launch
ID-to-complete HW/SW one-stop
JDM — Innovation / Industry custom
Joint product definition · Deep custom
Priority "fastest launch" → OEM / ODM | Priority "differentiated platform" → JDM
Commercial Structure = Product + Delivery + Support + Risk Control
HW configuration
SW/AI customization depth
Certification scope
MOQ & delivery cadence
After-sales boundary
OTA & ops support
SmartXY | AI Smart Glasses Global Hardware Partner · 28 / 32
COOPERATION
Standard Project Timeline
1
ID Sample · ~30d
Exterior prototype
2
MD CNC · ~30d
Functional prototype
3
Tooling T0+T1 · ~45d
Mold development
4
Certification · ~20d
CE/FCC/RoHS
5
DVT · ~35d
Design validation
6
PVT→MP · 15-35d
Production ramp

Total estimated: ~5-6 months from ID to mass production (OEM/ODM track)
Supply chain strategy: Long-lead chips & optics pre-ordered before design freeze. Backup suppliers + logistics contingency plans in place.
SmartXY | AI Smart Glasses Global Hardware Partner · 29 / 32
COOPERATION
Why Partners Win with SmartXY
Faster to Market
Platform reuse + modular SKUs = significantly shorter definition-to-MP path
Lower Trial Cost
Avoid building platforms from scratch; modular architecture reduces duplicated investment
More Stable Delivery
Project management, quality gates, supply chain pre-positioning & test systems reduce delay and quality risk
Continuous Evolution
SDK/API/OTA + multi-model integration = products evolve long after factory shipment
Easier SKU Expansion
From AI Camera → Mass AR → Binocular Flagship → 2B verticals, platform synergy builds product ladders
Easier to Get Approved
Hardware-verifiable privacy + multi-model open access + channel adaptation = entry into schools, hospitals, enterprises, govt
We don't sell specs. We sell a faster, more stable, more sustainable path into the AI glasses market.
SmartXY | AI Smart Glasses Global Hardware Partner · 30 / 32
COOPERATION
Next Steps: From Discussion to Project Launch
01
Demo & Platform Selection
Choose from K900 / AR99 / AR99B / C100 / JDM new platform. On-site demo available at Shenzhen HQ.
Platform selection · Demo report
02
Lock Cooperation Model
Confirm target market, price band, use cases, certification scope & model integration strategy.
OEM/ODM/JDM confirmed
03
Privacy & Compliance Pre-Assessment
For EU/Japan/education/medical targets — complete privacy architecture selection & compliance path evaluation.
Privacy whitepaper · Compliance checklist
04
Project Kick-off
Output PRD, milestones, resource plan & sample/MP path.
PRD · Milestone plan · Resource allocation
05
Sample Testing or Joint Development
Enter real market validation — move beyond concept discussions.
Sample report · JD agreement

On-site visits welcome: Block A, Daoxing Global S&T Innovation Center, Xin'an Street, Bao'an, Shenzhen
SmartXY | AI Smart Glasses Global Hardware Partner · 31 / 32
AI · AR · HARD TECH
SmartXY
AI Smart Glasses Global Hardware Partner
SmartXY's opportunity is not to make more AI glasses — but to make AI glasses accepted in more places.
Contact
Vanda Zhao
+86-18709928502
WeChat / WhatsApp: VandaGeek
vanda@xyaiglasses.cn
vanda@topaiglasses.com
Company
Shenzhen Xingyi Intelligent Technology Co., Ltd.
深圳市形意智能科技有限公司
Tel: +86 0755-23006866
Web: www.topaiglasses.com
Bao'an, Shenzhen, China
For Brands · Channels · AI Companies · App Partners · Ecosystem Partners
SmartXY | AI Smart Glasses Global Hardware Partner · 32 / 32