销量直追小米，影目INMO以一体式AI眼镜定义行业新标准

Core Insights - The 2025 Double 11 event marks a highly competitive year for the smart glasses industry, with major players like Huawei, Xiaomi, Ant Group, and Baidu entering the market, leading to frequent product launches and intense competition. Despite this, INMO has achieved a remarkable performance, ranking second in sales on JD's real-time smart glasses leaderboard, just behind Xiaomi. INMO has maintained its position as the sales champion in the one-piece AI+AR smart glasses segment for the past four years [1] Industry Trends - The smart glasses industry is at a critical juncture, diverging into two paths: one towards display devices represented by Birdbath solutions, and the other towards mobile smart terminals, which INMO and Meta are pursuing as the next generation of smartphones [3][4] - Birdbath glasses focus on clear imagery and immersive experiences but are limited in functionality, primarily catering to video playback and simple interactions. In contrast, INMO and Meta aim to leverage AI and spatial computing technologies to create next-generation smart terminals that serve as everyday productivity tools [4] Product Development - INMO has consistently focused on user needs, launching three significant products in the past two years: INMO AIR3, INMO GO2, and INMO GO3. The INMO AIR3 is the world's first mass-produced 1080P wireless one-piece AI+AR glasses, featuring self-developed IMOS 3.0 spatial operating system and capabilities like AI semantic interaction and multi-screen collaboration [6] - The INMO AIR3 is positioned as a wearable mobile terminal rather than just a display device, utilizing an array waveguide optical solution, making it the only product in China to achieve mass production with this technology [6][7] Market Positioning - INMO AIR3 has gained significant attention globally, surpassing Meta Display in popularity during its overseas crowdfunding campaign, with endorsements from prominent tech influencers and YouTube channels [9] - The INMO GO3, released this year, has redefined the smart glasses industry with its aesthetic and functional innovations, featuring a slim design and plans for multiple frame styles and colors to integrate smart glasses into everyday fashion [10][14] Competitive Advantage - INMO GO3 is the first mass-produced smart glasses with a replaceable battery design, enabling all-day wear. It also features innovative audio technology, supporting real-time translation in 261 languages, significantly enhancing communication capabilities [12] - INMO's GO series holds a 90% market share in the translation glasses segment, becoming the preferred choice for travelers and business professionals [16] Future Outlook - INMO's product matrix, including the AIR, GO, and upcoming X series, positions the company as a dominant player in the one-piece AI+AR smart glasses market, with a total shipment exceeding 100,000 units [17] - The X series is expected to focus on brand collaborations and ecosystem partnerships, enhancing INMO's presence in technology, fashion, and AI content [17] - The smart glasses industry is entering a "white-hot" competitive phase by the end of 2025, with INMO uniquely committed to the mission of becoming the "next-generation smartphone" in the smart glasses sector [19]