{
 "about": "VC、研究机构、媒体画的 AI 眼镜 / 智能眼镜行业地图（海外和国内）：by 谁画的、d 日期、u 原文、cats 分了哪些类、g 对应本图谱 layers.json 的层（all = 全景）。",
 "maps": [
  {
   "by": "陀螺研究院（VR陀螺）",
   "who": "VR陀螺",
   "t": "陀螺研究院发布《2026年AI+AR眼镜产业图谱》",
   "d": "2026-01",
   "u": "https://vrtuoluo.net/column/nianzhong/544477.html",
   "img": "https://res.vrtuoluo.cn/production/admin/uploads/20260112/1768209864604%E3%80%900112%E3%80%91AI%2BAR%E7%9C%BC%E9%95%9C%E4%BA%A7%E4%B8%9A%E5%9B%BE%E8%B0%B1+2026%E5%B9%B4%E7%89%88.png",
   "type": "research",
   "region": "中国",
   "topic": "全景",
   "g": [
    "all"
   ],
   "cats": "分三块：供应链、终端品牌（眼镜）、传统眼镜品牌；供应链含 Micro-LED、碳化硅、光波导、钢壳电池、肌电手环、电致变色镜片、MCU 等。",
   "note": "页面发布 2026-01-05 / 06；陀螺研究院计划定期更新。VR陀螺是媒体 + 研究团队，归 research。图为页内「完整图谱大图」。"
  },
  {
   "by": "陀螺研究院（VR陀螺）",
   "who": "VR陀螺",
   "t": "陀螺研究院发布《2026年全球虚拟（增强）现实产业图谱》",
   "d": "2026-01",
   "u": "https://vrtuoluo.net/column/nianzhong/544487.html",
   "type": "research",
   "region": "中国",
   "topic": "全景",
   "g": [
    "all"
   ],
   "cats": "全球 XR 产业（VR / MR / AR / AI 眼镜）全景；分类细项未逐一核对。",
   "note": "范围是整个 XR，眼镜只是其中一部分；页面 2026-01-06 / 07 发布。只打开核对了标题与发布日期，板块没有逐项读。"
  },
  {
   "by": "陀螺研究院（VR陀螺）",
   "who": "VR陀螺",
   "t": "51家AR光学企业，74.5%布局衍射光波导｜2026年最新产业图谱",
   "d": "2026-05",
   "u": "https://vr.ofweek.com/news/2026-05/ART-815006-8110-30687190.html",
   "type": "research",
   "region": "中国",
   "topic": "供应链",
   "g": [
    "a4"
   ],
   "cats": "全球 AI+AR 眼镜光学板块 51 家核心供应链企业，按光学方案分，其中 74.5% 布局衍射光波导。",
   "note": "OFweek 转载 VR陀螺原创，2026-05-11。"
  },
  {
   "by": "陀螺研究院（VR陀螺）",
   "who": "VR陀螺",
   "t": "汇总42家ODM/OEM厂商，AI眼镜量产落地的核心支撑力量｜2026年最新产业图谱",
   "d": "2026-06",
   "u": "https://wearable.ofweek.com/2026-06/ART-8110-5011-30692519.html",
   "type": "research",
   "region": "中国",
   "topic": "供应链",
   "g": [
    "all"
   ],
   "cats": "全球 AI 眼镜 ODM / OEM 厂商 42 家，按设计、整机代工等环节分。",
   "note": "2026-06-28 左右首发（新浪财经转载注明来源 VR陀螺）；OFweek 链接只核对了列表页的标题与日期，没有逐家读。"
  },
  {
   "by": "陀螺研究院（VR陀螺）",
   "who": "VR陀螺",
   "t": "67家AI眼镜品牌争夺「第一视角」，全球市场进入混战期｜2026年最新产业图谱",
   "d": "2026-07",
   "u": "https://wearable.ofweek.com/2026-07/ART-8110-5011-30695954.html",
   "type": "research",
   "region": "中国",
   "topic": "终端品牌",
   "g": [
    "a1",
    "a2",
    "a3",
    "a4"
   ],
   "cats": "全球 AI+AR 眼镜产业链里终端品牌眼镜板块 67 家企业。",
   "note": "OFweek 标注 2026-07-27；只核对了列表页标题与摘要，没有逐家读。"
  },
  {
   "by": "陀螺研究院（VR陀螺）",
   "who": "VR陀螺",
   "t": "19家！传统眼镜品牌抢滩 AI眼镜，渗透率超四成｜2026年最新产业图谱",
   "d": "2026",
   "u": "https://www.vrtuoluo.cn/545593.html",
   "type": "research",
   "region": "中国",
   "topic": "传统眼镜品牌",
   "g": [
    "all"
   ],
   "cats": "入局 AI 眼镜的传统眼镜品牌 / 镜片 / 零售企业 19 家（如东海光学、LIPO 李白等）。",
   "note": "页面未读到具体发布月，d 只写年份。"
  },
  {
   "by": "陀螺研究院（VR陀螺）",
   "who": "VR陀螺",
   "t": "AI眼镜放量新阶段，12家电池+11家音频厂商一览｜2026年最新产业图谱",
   "d": "2026-06",
   "u": "https://www.tuoluo.cn/article/detail-10129126.html",
   "type": "research",
   "region": "中国",
   "topic": "供应链",
   "g": [
    "all"
   ],
   "cats": "电池（12 家）与音频（11 家）两个细分供应链板块。",
   "note": "陀螺科技站标注 2026-06-02；文中称陀螺研究院统计全球 AI+AR 眼镜约 880 万副（+376%）。"
  },
  {
   "by": "中商产业研究院",
   "who": "",
   "t": "2026年中国智能眼镜产业链图谱及投资布局分析（附产业链全景图）",
   "d": "2026-03",
   "u": "https://www.seccw.com/Document/detail/id/42909.html",
   "type": "research",
   "region": "中国",
   "topic": "供应链",
   "g": [
    "all"
   ],
   "cats": "三层：上游核心零部件（眼镜零部件、主控芯片、传感器、光学显示、电池及结构件）、中游整机制造与品牌（品牌厂商、ODM / OEM）、下游渠道与应用（线上线下渠道，消费级 / 企业级应用）。",
   "note": "深圳市电子商会转载，标注来源中商产业研究院，2026-03-31；全景图为页内图片，图中文字页面读不出来。"
  },
  {
   "by": "Woodside Capital Partners",
   "who": "Alain Bismuth、Rudy Burger、Alex Bonilla",
   "t": "XR Tech Market Report（Market Map and Taxonomy 一章）",
   "d": "2025-06",
   "u": "https://woodsidecap.com/wp-content/uploads/2025/07/WCP-XR-Tech-Market-Report-June-2025.pdf",
   "type": "vc",
   "region": "海外",
   "topic": "供应链",
   "g": [
    "a4",
    "a5"
   ],
   "cats": "AR 光学与硬件的 7 类：先进材料 / 纳米光学 / 制造；AR OEM 头显与部件制造；显示技术公司（OLED-on-Si、LCoS、MicroLED）；眼动与传感；自研 AR 头显的大科技公司；光学与波导；软件 / 平台 / 生态。",
   "note": "PDF 第 5 章；图为公司 logo 墙（私有 + 上市），文字版只能读到分类表，Woodside 是投行（视为投资机构）。覆盖整个 XR，眼镜是 AR 光学与硬件部分。"
  }
 ]
}
