吴晓波：杨龙昇的眼镜梦

Core Viewpoint - The article discusses the emergence of AI glasses as a significant smart hardware trend, highlighting the journey of Yang Longsheng, who believes that smart glasses will replace smartphones as the next major interface for social interaction and technology [2][39]. Group 1: Yang Longsheng's Background and Journey - Yang Longsheng, a post-90s graduate from Dalian University of Technology, initially pursued finance but shifted his focus to computer science, developing various applications during the mobile internet boom [3][4]. - His interest in smart glasses was sparked by the TV series "Black Mirror," which featured a character using smart glasses to record and replay visual memories [7][8]. - After graduation, he worked in a maker space in Shenzhen, where he gained experience in VR technology and met key figures in the industry [12][13]. Group 2: Development of Smart Glasses - Yang Longsheng joined Coolpad in 2018, where he led the development of the first consumer-grade all-in-one AR glasses, focusing on social applications [19][21]. - The AR glasses, named Xview, were announced in July 2020 but did not enter mass production due to the company's financial struggles [26]. - In December 2020, Yang founded Yingmu, aiming to continue his vision for smart glasses, and invested heavily in acquiring core technologies [27][30]. Group 3: Market Position and Future Outlook - Yingmu's first product, INMO Air, launched in April 2022, followed by INMO Air 2, which became the world's first mass-produced dual-lens full-color AR glasses [30]. - By 2024, Yingmu is projected to hold a 47.6% market share in AR glasses shipments and 39.7% in sales revenue in China, leading the industry [32]. - The article emphasizes the potential of AI glasses as a new human-computer interaction interface, with predictions of global shipments reaching 23.6 million units by 2026 [40]. Group 4: Technological Innovations and Competitive Edge - Yingmu's INMO Go, released in 2023, features advanced capabilities such as real-time translation and a lightweight design, setting a new standard in the industry [35][38]. - The company has positioned itself ahead of competitors by focusing on technology depth, iteration speed, and innovative application scenarios [43]. - The article notes that the supply chain for AI glasses is largely rooted in China, with the potential for domestic companies to dominate the market [41].