🚨 New market map: AI hardware in 2026 — 139 companies, 14 layers The money isn't where you'd expec...
AI Will(@FinanceYF5) · 人工智能
🚨 New market map: AI hardware in 2026 — 139 companies, 14 layers The money isn't where you'd expect. Ray-Ban Meta sold 7M+ units in 2025, but the biggest valuations sit on your wrist and finger: Oura at ~$11B and Whoop at $10.1B. Layer by layer: 1. Glasses with a display (14) — Meta Ray-Ban Display ($799), Even Realities ($1B+ val.), RayNeo (39% global AR glasses share, Q2 2025), Rokid. Captions and navigation in the lens. 2. Glasses without a display (13) — Ray-Ban Meta / Oakley Meta (7M+ sold in 2025), Xiaomi, Huawei, Sesame ($250M raised). Camera and mic, ask AI out loud. 3. XR headsets (12) — Apple Vision Pro ($3,499), Meta Quest, XREAL (1M+ sold), VITURE, Snap Specs ($2,195). 4. AI earbuds (9) — Timekettle (1M+ users), Apple AirPods ($249), ByteDance Ola Friend. Live translation in your ear. 5. Pendants & pins (7) — Omi (25K+ shipped), Bee (acquired by Amazon), Limitless (acquired by Meta), Humane (shut down). 6. Recorders (6) — Plaud (~$2B val.), Genspark SecondBrain Note ($1.6B), Mobvoi. Meeting notes without a laptop. 7. Pocket AI devices (5) — Rabbit ($199), NetEase Youdao AI pen (RMB 100M+ in sales), OpenAI x io's first device (not yet released). 8. Smart rings (13) — Oura (~$11B val.), Ultrahuman ($365M val.), Sandbar ($23M round), Samsung Galaxy Ring ($399). 9. Watches & bands (10) — Whoop ($10.1B val.), Huawei (9.7M units in Q2 2026), Xiaomi (8.5M), Apple Watch (6.4M), Garmin. 10. Kids' AI toys (10) — Miko (~$550M val.), Haivivi (350K+ BubblePal sold), Robopoet, FoloToy ($99). 11. Home companion robots (14) — GROOVE X (18K+ LOVOT in service), Sony aibo ($2,899.99), Enabot, KEYi Tech. 12. Pet AI hardware (6) — Tractive (~$115M revenue, 1.6M paying subscribers), PETKIT, Fi. 13. AI mice & keyboards (8) — Logitech, iFLYTEK, Baseus, Rapoo. One key to call AI; Rapoo starts at RMB 49. 14. On-device AI chips (12) — Ambiq (~$1.3B val.), Syntiant ($64.5M quarterly revenue), Nordic, Qualcomm Snapdragon AR1 (30+ glasses designs), Espressif. Data as of Nov 2026, pub