据IPO早知道消息，影目INMO日前官宣由成都科创投、南山战新投、普丰资本共同参与投资的C1轮 融资。至此，影目INMO在2025一年内连续完成B2轮、B3轮及C1轮三轮融资，总金额近5亿，成为 当前AI+AR智能眼镜赛道中，融资节奏最为密集、资本关注度最高的公司之一。 作为国内最早看好智能眼镜赛道、并躬身入局的企业之一，影目INMO已经深耕智能眼镜赛道五年， 自成立之初便坚定选择长期深耕底层技术，以"一体式AI+AR智能眼镜产品路线"定义行业未来。 作为赛道的 "原创先行者"，影目INMO于2022年推出国内首款无线一体式AR智能眼镜——INMO AIR，推动双目全彩一体式AR眼镜实现规模化量产，直接带动行业进入"全彩轻量化"阶段；2023 年，全球首款AI眼镜INMO GO面世，此举不仅代表行业正式进入"AI 时代"，更让大家对《头号玩 家》中的未来想象变成不再遥远的现实；2024年，INMO GO2凭借对翻译场景的精准洞察和新奇好 用的用户体验，引发海内外达人热烈追捧，这是智能眼镜行业的第一个爆款、第一次出圈，也进一步 验证了影目INMO产品路线的正确性。如果说之前的行业参与者是"因为相信，所以看见"， ...

梦瑶 发自 凹非寺 量子位 | 公众号 QbitAI 见过AI创业公司融资快的，但能把节奏跑到 「按月计算」 的，影目INMO绝对算一个 。 去年下半年，B2、B3两轮融资的钱还没捂热，这不，就在刚刚，新鲜热乎 C1轮融资 又双叒叕光速到位～ 一年跑出三轮融资，不仅是资本在后面追着送钱，市场更是已经提前用《真·金·白·银》买了单。 市场这边，不仅吸引了 贾樟柯、吴晓波 等大咖「挂脸」背书， 还荣登京东智能眼镜金榜 榜首 ， 刚刚结束的CES大会更是包揽多个权威大 奖，成为整个会场最大赢家之一。 当融资、产品、市场三条线同时飙速，这个要把AI手机戴到脸上的头号玩家，显然已经跑到了智能眼镜赛道节奏的前面。 一年三轮融资，资本在疯狂追投 回看2025年的智能眼镜赛道，我们会发现百镜大战表面看起来热闹非凡，但事实是，热钱之下，资本并未「雨露均沾」。 热度确实扩散，相关数据显示，去年第三季度全球智能眼镜出货量就达到了429.6万台，but！资本筹码也在收紧—— 投资方的耐心在变短，出手标准反而越来越高，事实上，大多数玩家甚至还在为一张入场券发愁。（扎心了… 偏偏就在这个节点上，影目INMO的融资节奏，在同行业中稍微显得 ...

智东西 作者 | 王涵 编辑 | 云鹏 智东西1月9日报道，1月7日，全球最大的消费电子展CES在美国拉斯维加斯盛大开幕。 展区中，智能眼镜赛道的头部玩家一个没落，国内厂商更是完全看不过来。几乎每个AI眼镜和VR设备展位都挤满了体验的观众，有些体验区 还排起大长队。 排队盛况 国际数据追踪机构IDC的数据显示，2025年第三季度中国智能眼镜市场出货量为62.3万台，同比增长62.3%；音视频拍摄眼镜市场出货量45.4万 台，同比增长79.2%；AR/VR市场出货量16.9万台，同比增长29.4%。 这组数据直观反映出中国智能眼镜市场的增长势头，也印证了消费端对这类产品的需求正在快速释放。 在中国这个庞大的市场内，国内智能眼镜、VR、AR头显厂商都在绞尽脑汁打磨产品技术，而本届CES，正是中国厂商展示技术成果的重要舞 台。 据智东西不完全统计，本届CES展出的"AI智能眼镜、VR、AR类"中国企业共计至少27家，他们都给现场观众带来了怎样的产品，让我们来一 睹为快。 一、头部大厂聚头：Rokid巨型眼镜吸睛，雷鸟eSIM眼镜把"手机"戴在头上 乐奇Rokid在自己的展位上摆了一个巨大的眼镜，大老远一眼就能看到， ...

Core Insights - The Chinese government has introduced a subsidy for consumers purchasing smart glasses priced under 6000 yuan, offering a 15% discount, with a maximum of 500 yuan [2] - The CES 2026 event has showcased a significant shift towards AI glasses, with various companies presenting innovative products that enhance user experience [3][4] Policy Support - The new policy, effective from 2026, includes smart glasses in the consumer goods trade-in subsidy program, reflecting government support for the AI terminal industry [2] - This policy change indicates a move from conceptual products to mainstream consumer acceptance of smart glasses [2] Exhibition Highlights - CES 2026 featured 4112 companies, with major players like Nvidia, AMD, and Hisense showcasing their latest AI glasses [3] - The event highlighted AI as a core driver in product development, moving beyond being an additional feature [3] Technological Differentiation - Companies are adopting various technological paths, with some focusing on ultra-lightweight designs while others emphasize functional integration [4] - Innovations include modular designs and advanced interaction technologies, such as Meta's EMG handwriting recognition [4] Practical Applications - The maturity of smart glasses is evident, with many products weighing under 30 grams and offering diverse interaction methods [5] - Companies are exploring accessibility features, such as special subsidies for visually impaired users [6] Market Opportunities - The subsidy policy is expected to lower the entry barrier for consumers, making smart glasses more attractive [6] - Different market segments are emerging, with companies like BleeqUp targeting professional sports and others like MemoMind focusing on everyday use [6] Future Trends - The smart glasses market is shifting from general-purpose devices to specialized solutions tailored for specific scenarios [7] - The integration of AI models is expected to transform smart glasses into proactive assistants, enhancing user experience and driving market growth [7]

可以清楚地看到，在CES的舞台上，从上游芯片、显示到终端PC、家电以及智能硬件，AI技术正从"云 侧智能"全面走向"端侧融合"，不再仅仅被视作一项附加功能，而是成为重构人机交互逻辑的基础架 构。致敬未知创始人吴德周对作者指出，这说明整个行业已从早期的"技术展示期"，迈入以真实用户场 景为中心的"价值落地期"。 值得一提的是，CES既是科技巨头们炫技比拼的竞速场，也是众多创业者"破冰"和打破商业思维认知局 限的实践课。尤其是对于中国企业来说，作为出海的关键一站，需要将算法、技术转换为看得见的硬 件，需要学会AI时代的加减法，将繁杂归于AI，把优雅和从容留给人类。 作为全球领先的财经科技信息服务平台、科技生态服务商和CES多年持续的官方合作媒体机构，钛媒体 集团今年也以唯一进驻LVCC Central Hall（19227号展位）的中国媒体身份，占据核心C位，邀请不同领 域最具代表性的中国创新力量来到Media Stage，以一线视角，共同呈现全球科技创新的最新走向。 物理AI的"ChatGPT时刻"，英伟达们的"野心"不藏了 一年前，英伟达CEO黄仁勋化身美队，提前点燃了CES的第一把火。今年的CES，黄仁勋虽 ...

Group 1 - The CES 2026 will take place from January 6 to January 9, focusing on AI as it transitions into practical applications, marking the year as the beginning of AI technology integration and industrialization [2][9] - A total of 4,112 companies will participate in CES 2026, with major players like AMD, Lenovo, Hisense, and TCL showcasing innovations across various sectors, including chips, hardware, and vertical applications [2][3] - The event will highlight the integration of AI in various industries, including automotive and supply chains, demonstrating deep connections and applications across the entire industry chain [2][6] Group 2 - NVIDIA's CEO Jensen Huang will not deliver a keynote this year but will participate in discussions about AI's impact on consumer electronics and infrastructure [3][7] - AMD is expected to unveil its next-generation mobile processor, the Ryzen AI 400 series, featuring 12 Zen 5 cores and enhanced NPU capabilities [6][4] - Siemens' CEO will present advancements in industrial AI, showcasing how AI, digital twins, and automation are transforming manufacturing and infrastructure [6][9] Group 3 - The home appliance sector will see significant AI integration, with major companies like Hisense and TCL leading the charge in redefining the future of home electronics [10][11] - Hisense will introduce the world's first display technology upgraded to a "four-core architecture," along with a humanoid robot capable of multi-language interaction [10][11] - The cleaning appliance market, particularly robotic vacuums, is dominated by Chinese brands, while iRobot faces bankruptcy, highlighting a shift in market leadership [13][19] Group 4 - The CES 2026 will feature a strong presence of embodied intelligence products, with over 50% of exhibitors being Chinese companies, showcasing advancements in humanoid robots and smart assistants [20][22] - New AI-native devices, including AI glasses and AI headphones, will be introduced, indicating a shift towards AI as the next generation of consumer electronics [24][26] - The event will also host discussions on the future of technology, including topics like AI's role in industrial transformation and the commercialization of embodied intelligence [30][28]

Core Insights - The article highlights the innovative advancements of Yingmu Technology, showcasing their AI+AR smart glasses, which are set to revolutionize digital cultural experiences and communication [3][4]. Company Developments - Yingmu Technology launched two new products at the China International Import Expo: the INMO AIR3, the world's first mass-produced 1080P wireless AI+AR glasses, and the INMO GO3, which supports real-time translation in over 260 languages [3][4]. - The company anticipates a revenue growth of nearly three times from 2024 to 2025, indicating a robust market potential in the digital cultural equipment sector [3]. Product Features - The INMO GO3 has expanded its language coverage from over 40 to 260 languages, achieving a translation accuracy of 98%, with offline translation capabilities for 9 languages [4]. - The glasses are being integrated into cultural tourism experiences, such as at the Chengdu Panda Base, where users can learn about the daily lives of pandas [4]. Strategic Location - Yingmu Technology relocated its headquarters from Shenzhen to Chengdu, citing the city's strong electronic information industry, talent pool, and cultural heritage as key factors for this decision [4][5]. - Chengdu is positioned as a prime testing ground for digital cultural scenarios, with plans to collaborate with local cultural IPs to create unique AI+AR interactive experiences [5]. Industry Context - Chengdu ranks fourth in the "2025 China Digital Cultural City Index," reflecting its strong talent reserves, stable industrial ecosystem, and urban vitality [6]. - The city has implemented a comprehensive "1+4" policy package to support the digital cultural industry, covering key sectors such as film and gaming [6].

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]

Group 1: Tesla and Autonomous Driving - Elon Musk expects Tesla's Full Self-Driving (FSD) software to receive full approval in China by early 2026, with partial approval already obtained [1][12][13] Group 2: Automotive Industry in India - India's automotive industry recorded a 40.5% year-on-year increase in retail sales for October, indicating a strong rebound in domestic consumption [1] Group 3: Strategic Partnerships - Hema signed an 80 million yuan order with Silver Fern Farms to establish the first direct sourcing base for New Zealand beef and lamb [2][7] - Alibaba's AliExpress partnered with Homart Group to bring four well-known Australian health brands to its platform [10] Group 4: Corporate Developments - Samsung Electronics appointed Park Hark-kyu as the new head of its Business Support Office, which has been upgraded to a formal institution [1] - Haosen Intelligent extended the validity of its concerted action agreement among its actual controllers until November 8, 2026 [3] Group 5: Airbus Performance - Airbus delivered 78 aircraft in October and received 112 new orders, bringing total deliveries from January to October to 585 [4] Group 6: Investment Initiatives - Zhongyuan Home Furnishing plans to invest 16 million USD in building a self-owned production base in Vietnam [5][6] Group 7: Technological Advancements - Dier Laser is in the process of trial production for its ultra-fast laser drilling equipment, expanding its capabilities in laser technology [8]

Core Insights - The eighth China International Import Expo (CIIE) is being held in Shanghai from November 5 to 10, 2025, with the theme "Open Cooperation for New Opportunities and Shared Future," attracting participation from 155 countries and regions, with 4,108 foreign enterprises [1] - Sichuan Yingmu Technology, the only smart glasses company in the China Pavilion, showcased its full range of products, including INMO AIR3, INMO GO2, and INMO GO3, highlighting China's innovation in the AI+AR smart terminal sector [1][3] Company Highlights - Yingmu Technology's INMO series products demonstrate the company's leadership in the smart glasses industry, showcasing advanced technology and design [3] - INMO AIR3 is the world's first mass-produced 1080P wireless all-in-one AR glasses, featuring the self-developed IMOS 3.0 spatial operating system and capabilities such as AI semantic interaction and multi-screen collaboration [3] - INMO GO3, the flagship product, features an ultra-thin design and is the first mass-produced smart glasses with a replaceable battery, supporting real-time translation in 261 languages with 98% accuracy [3][6] - INMO GO2 focuses on translation and teleprompter functions, supporting 40 languages and 90 accents, showcasing industry-leading AI translation capabilities [3] Industry Impact - The CIIE serves as a national platform for high-level opening up, with Yingmu Technology's participation symbolizing recognition of innovation in smart manufacturing by the state [3][6] - The immersive demonstrations of AI glasses in various applications, such as entertainment and translation, attracted significant attention from attendees [5] - Yingmu Technology aims to collaborate with partners across various sectors to promote the large-scale application of AI glasses in public services and major events [8] - The company plans to leverage its AI+AR core technologies to build a global layout of "products + ecosystem + channels," enhancing the influence of Chinese smart manufacturing in international markets [8]