{
 "updated": "2026-11-02",
 "about": "AI 眼镜相关的收购（含光学、交互输入等供应链公司，layer = x1 光学与显示 / x2 交互输入 / x3 整机团队时表示不在图谱里）：announced 宣布日、closed 交割日、price 价格（只写公布的或标「报道称」）、after 产品后来、confidence 信度（A 公告/文件或两家独立来源，B 一家可靠媒体，C 聚合站或推断）、src 出处。company 对应 map.json 的 name。",
 "stakes": [
  {
   "d": "2015-01-02",
   "b": "Intel",
   "t": "Vuzix",
   "px": "2480 万美元可转换优先股，转换后约占 Vuzix 30%（VentureBeat 转述 Vuzix 公告）",
   "after": "Vuzix 称用作一般营运资金。",
   "cf": "B",
   "kind": "入股",
   "src": "https://venturebeat.com/2015/01/03/look-out-google-intel-buys-chunk-of-smart-glasses-maker-vuzix"
  },
  {
   "d": "2025-05-20",
   "b": "Google",
   "t": "Warby Parker",
   "px": "最多 1.5 亿美元承诺：先承诺 7500 万美元用于产品开发与商业化成本，另 7500 万美元为达成里程碑后的股权投资（Forbes 撰稿人转述）",
   "after": "联合开发 Android XR AI 眼镜；2025-12-08 Google 称 2026 年推出无显示与带显示两类。",
   "cf": "B",
   "kind": "入股",
   "src": "https://www.forbes.com/sites/markfaithfull/2025/06/12/tech-giants-partner-with-retailers-as-smart-glasses-battle-heats-up/"
  },
  {
   "d": "2025-06-26",
   "b": "Hartmann Capital、Y Combinator、Amazon Alexa Fund、Toyota Ventures 等",
   "t": "Mentra",
   "px": "800 万美元种子轮（GamesBeat 报道）",
   "after": "同日发布 MentraOS 2.0（开源系统 + 应用商店）。",
   "cf": "B",
   "kind": "入股",
   "src": "https://gamesbeat.com/mentra-raises-8m-and-launches-mentraos-2-0-open-source-smartglasses-software/"
  },
  {
   "d": "2025-07-07",
   "b": "Meta",
   "t": "EssilorLuxottica",
   "px": "Bloomberg 称不足 3%、约 30 亿欧元（35 亿美元）；2025-12-08 EssilorLuxottica 一名董事向 Reuters 确认 Meta 持股「至少 3%」",
   "after": "两家共同做 Ray-Ban Meta / Oakley Meta；持股比例与价格均非双方正式公告。",
   "cf": "A",
   "kind": "入股",
   "src": "https://www.bloomberg.com/news/articles/2025-07-08/meta-invests-3-5-billion-in-essilorluxottica-in-ai-glasses-push"
  },
  {
   "d": "2025-10-21",
   "b": "Sequoia Capital、Spark Capital 领投",
   "t": "Sesame",
   "px": "2.5 亿美元 B 轮（Sequoia 官方文章 / TechCrunch）",
   "after": "同日开放语音 AI 内测；自研 AI 眼镜尚未发售。",
   "cf": "A",
   "kind": "入股",
   "src": "https://techcrunch.com/2025/10/21/sesame-the-conversational-ai-startup-from-oculus-founders-raises-250m-and-launches-beta/"
  },
  {
   "d": "2025-11-24",
   "b": "General Catalyst（领投）",
   "t": "Mira（AnhPhu Nguyen / Caine Ardayfio 的智能眼镜公司）",
   "px": "未披露",
   "after": "七人团队，只采音频的「认知副驾驶」眼镜。",
   "cf": "A",
   "kind": "入股",
   "src": "https://www.generalcatalyst.com/stories/seeding-the-future-with-mira"
  },
  {
   "d": "2025-12-08",
   "b": "舜宇光学科技",
   "t": "歌尔光学（取得约 31.31%）",
   "px": "以上海奥来全部股权作价约 19.03 亿元人民币，换歌尔光学新增注册资本（舜宇公告，Forbes 中国转述）",
   "pxs": 1,
   "after": "舜宇成为歌尔光学第二大股东，合并光波导与晶圆级微纳光学工艺，面向 AI 眼镜 / AR。",
   "cf": "A",
   "kind": "入股",
   "src": "https://www.forbeschina.com/business/%E5%95%86%E4%B8%9A/70746"
  },
  {
   "d": "2026-01-05",
   "b": "（雷鸟创新本轮投资方，页面未列全）",
   "t": "雷鸟创新（RayNeo）",
   "px": "新一轮超 10 亿元人民币（36 氪 / 市象转述公司宣布）",
   "after": "另有报道称本轮含中国移动、中国联通相关基金（来自雷鸟 CEO 访谈转述，未核原文）。",
   "cf": "B",
   "kind": "入股",
   "src": "https://36kr.com/p/3660238737601029"
  },
  {
   "d": "2026-01-08",
   "b": "「供应链合作伙伴」及其他投资方（未具名）",
   "t": "XREAL",
   "px": "1 亿美元（CEO 徐驰接受 Bloomberg 电视采访时所说）",
   "after": "未披露具体投资方；报道称估值已超 10 亿美元。",
   "cf": "B",
   "kind": "入股",
   "src": "https://luxe.co/post/446929"
  },
  {
   "d": "2026-03",
   "b": "康耐特光学（上市公司）",
   "t": "Rokid",
   "px": "未披露",
   "after": "Rokid 3 月完成股份制改造并被康耐特光学战略入股（中国媒体转述）。",
   "cf": "C",
   "kind": "入股",
   "src": "https://wap.zhengguannews.cn/html/zgh/400905.html"
  },
  {
   "d": "2026-05-06",
   "b": "艾为电子（688798.SH）",
   "t": "Rokid",
   "px": "未披露",
   "after": "双方官宣深度战略合作，艾为成为战略投资股东，围绕芯片定义与联合研发。",
   "cf": "B",
   "kind": "入股",
   "src": "http://mp.weixin.qq.com/s?__biz=MzIyNDcyODY5MA==&mid=2247526884&idx=3&sn=dd834802969de2ef957932fcd0b73778"
  },
  {
   "d": "2026-07-06",
   "b": "美团龙珠 / 美团战投（领投）；腾讯、源一资本（老股东超额跟投）",
   "t": "Even Realities（逸文科技）",
   "px": "1.5 亿美元 Pre-B，投后估值超 10 亿美元（公司宣布）",
   "pxs": 1,
   "after": "资金用于下一代眼镜软硬件平台、AI 与全球拓展；年初已完成 A++ 轮。",
   "cf": "A",
   "kind": "入股",
   "src": "https://en.tmtpost.com/news/8055701"
  },
  {
   "d": "2026-10-27",
   "b": "Goodwater Capital（新一轮融资，金额未披露）",
   "t": "Brilliant Labs",
   "px": "未披露",
   "after": "同日发布 Halo Glasses（Brilliant Labs 新闻稿称 backed by new funding from Goodwater Capital）。",
   "cf": "B",
   "kind": "入股",
   "src": "https://venturebeat.com/business/brilliant-labs-launches-halo-glasses-a-new-generation-of-privacy-first-smartglasses"
  }
 ],
 "deals": [
  {
   "company": "",
   "target": "Recon Instruments（加拿大运动 / 工业智能眼镜）",
   "buyer": "Intel",
   "layer": "x3",
   "announced": "2015-06-17",
   "price": "报道称约 1.75 亿美元（美国科技媒体估计，双方未披露）",
   "after": "并入 Intel 新设备事业部；2017 年 10 月 Bloomberg 报道 Intel 关闭 Recon 品牌、约 100 人团队解散。",
   "confidence": "A",
   "kind": "整体收购",
   "src": "https://www.techmonitor.ai/technology/intel-bolsters-wearable-push-with-recon-instruments-buy-4603777"
  },
  {
   "company": "",
   "target": "Akonia Holographics（AR 全息波导镜片）",
   "buyer": "Apple",
   "layer": "x1",
   "announced": "2018-08-29",
   "price": "未披露",
   "after": "苹果只确认收购、称不讨论用途；外界解读为 AR 眼镜镜片布局。",
   "confidence": "A",
   "kind": "整体收购",
   "src": "https://techcrunch.com/2018/08/29/apple-buys-denver-startup-building-waveguide-lenses-for-ar-glasses/"
  },
  {
   "company": "",
   "target": "CTRL-labs（肌电腕带神经接口）",
   "buyer": "Meta（当时为 Facebook）",
   "layer": "x2",
   "announced": "2019-09-23",
   "price": "报道称 5 亿至 10 亿美元（Bloomberg 援引知情人士）",
   "after": "Facebook 称要把其创新用于自家 AR / VR 技术，Bloomberg 称日后可能与 AR / VR 眼镜搭配；团队并入 Reality Labs。",
   "confidence": "A",
   "kind": "整体收购",
   "src": "https://www.bbc.com/news/technology-49812689"
  },
  {
   "company": "",
   "target": "North（Focals 智能眼镜，前身 Thalmic Labs）",
   "buyer": "Google",
   "layer": "x3",
   "announced": "2020-06-30",
   "price": "报道称约 1.8 亿美元（Globe and Mail 援引知情人士，Google 未披露）",
   "after": "North 创始人宣布停止生产 Focals，Focals 2.0 不再发售；团队并入 Google 设备与服务。",
   "confidence": "A",
   "kind": "整体收购",
   "src": "https://www.cbc.ca/news/canada/kitchener-waterloo/google-buys-kitchener-based-tech-company-north-inc-1.5632886"
  },
  {
   "company": "",
   "target": "WaveOptics（英国波导厂商）",
   "buyer": "Snap",
   "layer": "x1",
   "announced": "2021-05-20",
   "price": "报道称逾 5 亿美元，约一半为股票（The Verge 等；Woodside 报告同口径）",
   "after": "约 125 人团队并入 Snap 硬件部门；WaveOptics 此前已是 Snap AR Spectacles 的波导供应商。",
   "confidence": "A",
   "kind": "整体收购",
   "src": "https://www.nasdaq.com/articles/snap-to-acquire-waveoptics-for-over-%24500m-report-2021-05-24"
  },
  {
   "company": "",
   "target": "ImagineOptix（美国液晶透镜 / 波导团队）",
   "buyer": "Meta",
   "layer": "x1",
   "announced": "2021-12-21",
   "price": "未披露",
   "after": "Karl Guttag 博客 2021-12-21 首爆，Meta 次日被报道已收；Woodside 2025-12 报告也把它列为 Meta 的 AR / VR 波导技术来源。",
   "confidence": "B",
   "kind": "整体收购",
   "src": "https://woodsidecap.com/the-new-buyer-landscape-whos-acquiring-in-photonics-sensing-and-arvr/"
  },
  {
   "company": "",
   "target": "Compound Photonics（LCoS / MicroLED 微显示）",
   "buyer": "Snap",
   "layer": "x1",
   "announced": "2022-01-06",
   "price": "未披露",
   "after": "Karl Guttag 2022-01 首爆，Mixed News 等跟进；Snap 未见公开确认，细节未知。",
   "confidence": "B",
   "kind": "整体收购",
   "src": "https://mixed-news.com/en/ar-glasses-race-with-meta-snap-buys-next-company/"
  },
  {
   "company": "",
   "target": "NextMind（法国脑机接口）",
   "buyer": "Snap",
   "layer": "x2",
   "announced": "2022-03-23",
   "price": "未披露",
   "after": "并入 Snap Lab，用于 AR 眼镜的长期交互研究，Snap 官方博客确认。",
   "confidence": "A",
   "kind": "整体收购",
   "src": "https://roadtovr.com/snap-bci-next-mind-acquisition/"
  },
  {
   "company": "",
   "target": "Raxium（MicroLED 微显示）",
   "buyer": "Google",
   "layer": "x1",
   "announced": "2022-05-05",
   "price": "未披露（The Information 称估值约 10 亿美元）",
   "after": "并入 Google 设备与服务团队；Google 称其 MicroLED 专长对持续投入硬件「关键」；当时尚无公开商品。2022-03 已有媒体先行报道。",
   "confidence": "A",
   "kind": "整体收购",
   "src": "https://zhidx.com/news/36773.html"
  },
  {
   "company": "",
   "target": "Luxexcel（比利时 3D 打印处方 / AR 镜片）",
   "buyer": "Meta",
   "layer": "x1",
   "announced": "2022-12-27",
   "price": "未披露",
   "after": "De Tijd 首报，Meta 向媒体确认「Luxexcel 团队已加入 Meta，加深原有合作」；据传 Project Aria 眼镜用其镜片（传闻）。",
   "confidence": "A",
   "kind": "整体收购",
   "src": "https://www.roadtovr.com/meta-acquires-ar-glasses-luxexcel/"
  },
  {
   "company": "",
   "target": "eMagin（美国 OLED 微显示）",
   "buyer": "Samsung Display",
   "layer": "x1",
   "announced": "2023-05-16",
   "closed": "2023-10-18",
   "price": "每股 2.08 美元现金，总价约 2.18 亿美元",
   "after": "保留 eMagin 品牌与纽约州工厂，继续供军 / 医 / 商客户；三星提供规模与技术支持，加速其 dPd 直接图案化技术。",
   "confidence": "A",
   "kind": "整体收购",
   "src": "https://finance.yahoo.com/news/samsung-display-completes-acquisition-emagin-134100077.html"
  },
  {
   "company": "",
   "target": "Mira（洛杉矶 AR 头显公司）",
   "buyer": "Apple",
   "layer": "x3",
   "announced": "2023-06-06",
   "price": "未披露（Mira 此前累计融资约 1700 万美元，不是价格）",
   "after": "The Verge 首报：创始人晒出苹果相关照片；苹果未公开用途。Mira 曾做任天堂超级马力欧乐园 Mario Kart 乘骑的头显。",
   "confidence": "B",
   "kind": "整体收购",
   "src": "https://www.macrumors.com/2023/06/06/apple-acquires-ar-headset-firm-mira/"
  },
  {
   "company": "",
   "target": "NIL Technology（丹麦，超构光学 / 纳米压印，含 AR 波导）",
   "buyer": "瑞仪光电（Radiant Opto-Electronics）",
   "layer": "x1",
   "announced": "2024-09-19",
   "closed": "2025-01-06",
   "price": "公告写股权价值约 3 亿欧元；Woodside 报告列约 3.33 亿美元",
   "after": "瑞仪称 2025-01-06 完成；与 2023 年收的芬兰 Nanocomp 合并做波导、超构透镜等；NILT 作为公司品牌继续。",
   "confidence": "A",
   "kind": "整体收购",
   "src": "https://emops.twse.com.tw/server-java/t05sr01_1_e?&isNew=Y&seq_no=3&spoke_time=153820&spoke_date=20240919&co_id=6176"
  },
  {
   "company": "",
   "target": "HTC XR 团队（Vive 工程师）+ 非独占 XR IP 授权",
   "buyer": "Google",
   "layer": "x3",
   "announced": "2025-01-22",
   "closed": "2025-Q1",
   "price": "2.5 亿美元现金（HTC 公告）",
   "after": "部分 HTC XR 研发人员加入 Google，Google 获得 HTC XR 知识产权非独占授权，服务 Android XR；HTC 2025 Q1 财报称已完成。",
   "confidence": "A",
   "kind": "资产 / 团队",
   "src": "https://www.vive.com/us/newsroom/2025-01-23/"
  },
  {
   "company": "",
   "target": "硅谷 Milpitas 波导研发设施（前由一家「全球科技领导者」运营，未点名）",
   "buyer": "Vuzix",
   "layer": "x1",
   "announced": "2025-04-29",
   "closed": "2025-04-29",
   "price": "未披露",
   "after": "成为 Vuzix 的波导工具开发与创新中心，服务其 ODM / OEM 客户的 AI 智能眼镜。",
   "confidence": "A",
   "kind": "资产 / 团队",
   "src": "https://www.nasdaq.com/press-release/vuzix-acquires-advanced-waveguide-rd-facility-silicon-valley-strengthen-partnerships"
  },
  {
   "company": "",
   "target": "Dispelix Oy（芬兰衍射光波导）",
   "buyer": "AAC 瑞声科技",
   "layer": "x1",
   "announced": "2025-11-18",
   "closed": "2026-04-30",
   "price": "总对价约 6.21 亿元人民币（AAC 2026 中报：首期约 85% 股权 5.76 亿元 + 尾期 15% 或有对价 0.45 亿元）",
   "after": "成为 AAC 全资（实质合并 100%）子公司，创始管理层留任、业务照常，与 AAC 光引擎团队整合；2026 SPIE 联合展出。",
   "confidence": "A",
   "kind": "整体收购",
   "src": "https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0924/2026092400355.pdf"
  },
  {
   "company": "",
   "target": "Q.ai（以色列音频 AI / 耳语与面部微动识别）",
   "buyer": "Apple",
   "layer": "x2",
   "announced": "2026-01-29",
   "price": "报道称近 20 亿美元（Reuters / FT 转引；苹果未披露）",
   "after": "苹果称其技术用于识别耳语、增强复杂环境音频；团队与技术并入苹果。是否用于眼镜未公布。",
   "confidence": "B",
   "kind": "整体收购",
   "src": "https://www.cnbctv18.com/technology/apple-acquires-israeli-audio-ai-startup-q-ai-ws-l-19836621.htm"
  },
  {
   "company": "",
   "target": "invrs.io（光子学逆向设计开源平台，仅一名员工）",
   "buyer": "Apple",
   "layer": "x1",
   "announced": "2026-02-23",
   "price": "未披露",
   "after": "苹果 2025-10 向欧盟申报「收购部分资产并聘用其唯一员工兼创始人」，2026-02 被媒体发现；技术可用于 VR 头显与智能眼镜光学设计。",
   "confidence": "A",
   "kind": "资产 / 团队",
   "src": "https://www.heise.de/en/news/Apple-acquires-photonics-startup-invrs-io-11190289.html"
  },
  {
   "company": "",
   "target": "Illumix（空间 AR 公司）",
   "buyer": "Snap",
   "layer": "x3",
   "announced": "2026-06-03",
   "price": "未披露",
   "after": "Snap 称为完善 Specs 智能眼镜的 AR 技术储备，整合其技术与平台。",
   "confidence": "B",
   "kind": "整体收购",
   "src": "https://it.marketscreener.com/notizie/snap-inc-nyse-snap-ha-acquisito-illumix-inc-ce7f5dddd18ef026"
  },
  {
   "company": "",
   "target": "OQmented（德国 MEMS 激光束扫描）的资产",
   "buyer": "TDK",
   "layer": "x1",
   "announced": "2026-08-18",
   "price": "未披露",
   "after": "取得 IP、工程能力与 MEMS 激光扫描技术，并入 TDK AIsight 智能眼镜平台，做垂直整合的光引擎；不是买下整家公司。",
   "confidence": "A",
   "kind": "资产 / 团队",
   "src": "https://www.photonics.com/Articles/TDK-Acquires-Assets-from-OQmented/p5/a72514"
  }
 ]
}