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Rokid

China's leading AI-powered augmented reality (AR) smart glasses maker pioneering AI-native operating systems for wearable computing Rokid was founded in 2014. The company is led by Misa Zhu Mingming (祝铭明). Based in Hangzhou, Zhejiang, China. Team size: 101-500. Total funding raised: $511.0M. Latest round: Series D. Key investors include IDG Capital, Temasek Holdings, Walden International, NetDragon Websoft, Fosun, Haitong Securities, Credit Suisse, CDIB Capital, Linear Capital, Mfund, Vision Plus Capital, Shanghai Conant Optical.

Founded
2014
Headquarters
Hangzhou, Zhejiang, China
Team size
101-500
Total funding
$511.0M

Value proposition

Full-stack AI + AR platform combining proprietary YodaOS operating system, lightweight smart glasses hardware, and spatial computing to deliver immersive wearable intelligence for consumers and enterprises

Products and solutions

Rokid AI Glasses Style (AI audio glasses w/ ChatGPT & Gemini), Rokid AI Glasses Neo (first AI glasses with ChatGPT & Gemini), Rokid Max 2 / AR Spatial (cinematic AR glasses with spatial computing), Rokid Glasses (AI-powered AR glasses), Rokid Station 2 (computing puck), X-Craft (industrial-grade 5G MR glasses), YodaOS (AI-native OS for smart glasses), Rokid Glass 1 & 2 (enterprise AR), Rokid Alien & Pebble (early AI voice products)

Unique value

World's lightest full-feature AI & AR glasses with open ecosystem (supports ChatGPT, Gemini, Qwen, DeepSeek); YodaOS is the first AI-native OS purpose-built for smart glasses (abandons traditional app paradigm for Agent-based interaction); 11 generations of mass-produced hardware; 300+ patents

Target customer

Consumer (tech enthusiasts, early adopters, travelers), Enterprise (industrial, healthcare, education, cultural tourism), Developers (open platform for spatial AI apps)

Industries served

Consumer Electronics, Enterprise AR, Industrial Safety & Maintenance, Healthcare, Education, Cultural Tourism, Smart Manufacturing

Technology advantage

Proprietary YodaOS operating system (AI-native, agent-based, Linux/Android-based); In-house computer vision, LLM integration, and spatial computing; Open AI ecosystem supporting multiple LLMs (ChatGPT, Gemini, Qwen, DeepSeek); 300+ patents; 11 generations of AR glasses manufacturing expertise; YodaOS-Master/YodaOS-Sprite forks for different hardware tiers

How they differentiate

Open ecosystem strategy (works with multiple AI models unlike competitors locked into single ecosystems); YodaOS as purpose-built AI-native OS for glasses (vs. running standard Android forks); 40% revenue outside China showing strong global traction; Prescription-first design approach; lighter form factor than Ray-Ban Meta; Chinese government backing and strong domestic supply chain relationships

Main competitors

XREAL (China/global AR glasses maker), Meta Ray-Ban (smart glasses by Meta/EssilorLuxottica), RayNeo (TikTok-owner ByteDance-backed AR glasses)

Key partnerships

Alibaba (AliExpress global sales partnership, LLM integration with Qwen), Bolon (glasses frame collaboration), Shanghai Conant Optical (strategic investment & lens partnership), Lens Technology (supplier to Apple/Samsung), SenseTime/SenseCapital (strategic investment), NetDragon ($20M strategic investment & metaverse partnership), Hefei Municipal Government (R&D center), Qualcomm (chipset for YodaOS)

Notable customers

Enterprise clients in industrial safety, cultural tourism, and manufacturing (specific names not publicly disclosed), Alibaba (partnership for global distribution via AliExpress), Bolon (glasses frame collaboration)

Major milestones

2014: Founded in Hangzhou, 2016: Released Rokid Alien (first AI voice product), 2018: Rokid Glass wins Best Wearable at CES, 2019: Released YodaOS-XR, 2020: Released X-Craft (first 5G industrial MR glasses), 2022: Series C $160M, 2023: $1B unicorn valuation, 2024: Series C+ $70M from Hefei government, 2025: Rokid Glasses becomes most-funded XR Kickstarter project, 2026: Unveiled YodaOS (world's first AI-native OS for smart glasses) at Open Day 2026, Released Rokid AI Glasses Neo with ChatGPT & Gemini, Plans for Hong Kong IPO

Growth metrics

40% revenue outside China; aiming to ship 1M smart glasses in 2026; 100+ countries served; 11 generations of mass-produced hardware; most-funded XR project on Kickstarter ($3.6M from 5,000+ backers); Taiwan crowdfunding record (NT$62M)

Market positioning

Leading Chinese AR/AI smart glasses maker alongside XREAL; valued at $1B unicorn status since 2023; strong enterprise and consumer dual-track strategy; expanding aggressively globally with 40% overseas revenue; planning Hong Kong IPO in 2026

Geographic focus

China (home market), Asia Pacific (Japan, Taiwan, Korea, Philippines), Europe, United States

Patents and IP

300+ patents driving independent R&D (AR optics, spatial computing, human-computer interaction, AI agents)

About Misa Zhu Mingming (祝铭明)

Ex-Alibaba (led innovation lab M-Team after Alibaba acquired his startup Mengma Technology in 2010); Founder of Mengma Technology (mobile OS startup acquired by Alibaba); Studied at Zhejiang University and UC Berkeley

Official website: