以赛事为契机，影目科技通过INMO GO2和INMO AIR3展示了智能眼镜在提升赛事体验、促进文化交流 方面的巨大潜力。影目科技CEO杨龙昇表示："这是科创企业展示技术应用的重要窗口，我们INMO GO2、INMO AIR3创新产品投入使用，提升赛事服务体验的同时，加速科技成果转化落地，赋能赛事 实景，进一步展现科技人文的价值。" 据悉，影目科技在世运村部署了20台INMO GO2同传翻译眼镜，支持翻译40多种语言，识别90种口音， 覆盖全球大部分国家和地区。此外，眼镜内置多款AI大模型，可充当AI助理，为使用者提供餐饮推荐 等服务。另一款INMO AIR3，作为全球首款量产的1080P无线一体式AR智能眼镜，基于IMOS 3.0空间 操作系统，集高清全彩显示、空间计算能力与AI语义交互于一体，同时支持虚拟大屏、多屏协同、 AUTO AI等功能，满足世运会期间多样化的使用需求。 本报讯 （记者桂小笋）8月7日，第十二届世界运动会正式拉开帷幕，深圳影目科技有限公司（以下简 称"影目科技"）作为行业唯一参与其中的智能眼镜品牌，携旗下INMO GO2、INMO AIR3两款产品亮 相。 ...

Core Viewpoint - The article emphasizes the transformative potential of AI and AR technologies in redefining human lifestyles, particularly through the advancements in smart glasses by Yingmu Technology [2][5]. Group 1: Company Developments - Yingmu Technology recently completed a B2 round financing of over 150 million yuan, with investments from PwC Capital, Liangxi Industrial Development Group, and Shenqi Capital. The funds will be used for next-generation product development, AI core capability construction, and supply chain expansion [2]. - The INMO AIR3, a product of Yingmu, is highlighted as the world's first mass-produced 1080P wireless all-in-one AR glasses, featuring self-developed IMOS 3.0 operating system and various AI functionalities. It has achieved significant market success, selling out during the 2025 618 sales event [2][4]. Group 2: Strategic Partnerships - Yingmu has established deep collaborations with China Mobile, Tencent, and Asia Glasses to enhance the content ecosystem and AI capabilities of its smart glasses [3][4]. - The partnership with China Mobile includes integration with the "Jiutian Big Model," leading to advancements in natural language processing and scene understanding [3]. - As the first XR terminal integrated into Tencent's ecosystem, Yingmu allows users to access native app content and AI recommendations directly through the glasses [4]. Group 3: Market Position and Future Outlook - According to IDC, Yingmu Technology holds a leading position in the Chinese AR glasses market, with a 47.6% share in shipment volume and 39.7% in sales revenue for 2024 [4]. - The company plans to launch a new strategic smart glasses product in the second half of this year, continuing its focus on lightweight design and AI integration [4]. - The founder of Yingmu expressed a vision to redefine the relationship between humans and information through smart glasses, positioning them as a key entry point for future interactions [5].

Core Viewpoint - The AI glasses industry is on the verge of a significant breakthrough, often compared to the "iPhone moment," but it faces critical challenges ahead, including battery life and user experience issues [1][2][3]. Group 1: Industry Challenges - Users currently need to charge AI glasses 2-3 times a day, highlighting a fundamental conflict between battery life and the demand for constant connectivity [3][10]. - The average battery capacity in the industry is around 300mAh, which limits the ability to incorporate larger batteries due to weight constraints [10]. - The industry is at a crossroads where domestic manufacturers must avoid being misled by Meta's technology direction, which could lead to incorrect technical paths [3][52][93]. Group 2: Technological Innovations - Xiaomi's Vela architecture addresses the power consumption and always-on capability issues through a heterogeneous dual-core system, which significantly reduces power consumption across various functions [10][12]. - The Vela system achieves a 90% reduction in display power consumption, 75% in audio, and 60% in Bluetooth, enhancing the overall user experience [12]. - The framework supports a wide range of applications and has a substantial developer base, indicating a robust ecosystem for future growth [12][14]. Group 3: Market Dynamics - The AI glasses market is expected to see a significant increase in user acceptance, with a reported 3-5 times improvement compared to the previous year [56]. - The price point for AI glasses to penetrate the mass market is suggested to be below 2000 yuan, with various price segments identified for different consumer needs [104][107]. - The market is characterized by a "hundred glasses battle," where numerous brands will coexist, each targeting different consumer segments and preferences [64][69]. Group 4: Future Trends - The future of AI glasses may not involve traditional apps, as the industry shifts towards a model where services are provided through distributed networks and agents [19][88]. - The emergence of AI glasses is seen as a transformation in user interaction, moving from mobile internet to a more integrated AGI network era [19][88]. - The industry anticipates that AI glasses will become a standard accessory within three years, driven by advancements in technology and user acceptance [60][56]. Group 5: Entrepreneurial Insights - Startups in the AI glasses space must differentiate themselves through unique features and capabilities, as competition with larger firms intensifies [28][32]. - The focus on audio glasses as an entry point into the market is seen as a viable strategy for educating consumers and building brand recognition [30][32]. - Content developers are encouraged to explore opportunities in the AI glasses ecosystem, as the current market conditions present a favorable entry point for innovative applications [112][119].

Core Insights - The global smart glasses shipment is expected to reach 12.8 million units by 2025, representing a 26% year-on-year growth, with Yingmu Technology leading the industry in Chengdu, aiming to create a 100 billion-level industrial cluster [1][2] - Chengdu is recognized as a vibrant city for innovation and entrepreneurship, with significant achievements in technology and a supportive government environment for high-tech enterprises [1][2] Industry Overview - The AR glasses market is transitioning from an introduction phase to a period of rapid growth, with increasing participation from major tech companies like Google, Huawei, Xiaomi, and Lenovo [6] - The user base for AR glasses is shifting from niche tech enthusiasts to mainstream consumers, as products become more practical and lightweight [6][10] - Key components of the AR glasses supply chain, such as optical displays and SoC chips, are improving, but there is still room for enhancement in cost control and user experience [7][10] Product Development - Yingmu Technology's INMO GO2, an AI translation glasses, has gained significant traction in the consumer market, demonstrating practical applications in various scenarios [8][10] - The upcoming INMO AIR3 aims to provide an integrated AR experience with advanced features for both work and entertainment, showcasing the potential for full-scene wearability [8][10] Challenges and Opportunities - The AR glasses industry faces challenges in ecosystem maturity, including the lack of unified standards and the need for user education on practical applications [11][12] - The industry is characterized by a long-term growth trajectory, requiring sustained investment and collaboration to establish a robust user base and ecosystem [12] Recommendations for Chengdu - To enhance the development of the smart hardware industry, Chengdu should focus on strengthening its supply chain, particularly in core components like optical modules and low-power SoCs [16] - Encouraging collaboration between leading enterprises and local startups can help create real-world application scenarios for AR glasses, driving product iteration and market adoption [16][17] - Promoting a more international and youthful innovation ecosystem can position Chengdu as a model city for integrating technology with lifestyle [17] Future Plans - Yingmu Technology plans to deepen its R&D investments in AI and AR in Chengdu, establish a smart glasses production line, and create experiential stores to explore next-generation applications [20] - The company aims to leverage Chengdu's technological foundation and policy support to build a leading AI+AR industry ecosystem in China, targeting a 100 billion-level industrial cluster [20]

Core Insights - Tencent's application store, Tencent App Treasure, has fully opened its cross-end ecosystem for PC, featuring over 52,000 apps and achieving over 10 million daily active users, leading to explosive growth in commercial advertising [1][3] - The PC version supports more than 52,000 apps and 26,000 mini-games, with a hundredfold increase in application scale, and over 1,300 deeply adapted applications covering 70% of active users [3][4] - The PC platform has seen a 23% year-on-year increase in 14-day user retention rate and an average daily usage time of 200 minutes [3][4] Commercialization and User Experience - The rapid growth of mini-game advertising on the PC platform includes new mobile applications and e-commerce ads, allowing users to directly jump to specific application pages from ads [3] - The gaming experience on PC is enhanced due to the larger screen and keyboard-mouse compatibility, with usage time on PC being three times that of mobile, and payment rates and ARPPU being double that of mobile [3][4] Future Developments - Tencent plans to continue expanding cross-end content and commercial channels, aiming to amplify user and commercial value through comprehensive marketing efforts [4] - The introduction of an AI sidebar assistant on the PC platform will provide tailored AI tool services for applications and games, addressing various user needs without switching between different applications [4] - Future AI initiatives include the launch of the "Xiao Bao AI Creative Workshop," enabling users to create executable workflows using various AI capabilities, thus lowering the barrier for creators [4] Exploration of New Scenarios - Tencent App Treasure is exploring additional terminal scenarios, including collaboration with Yingmu Technology for smart glasses and partnerships with automotive companies like Geely and Changan for in-car applications [5] - The company is also looking to expand into overseas markets in collaboration with ONEStore, South Korea's largest third-party app store [5]

Core Viewpoint - The collaboration between Yingmu Technology and Tencent's application market, Tencent App Treasure, marks a significant step in integrating XR technology with content ecosystems, particularly in AI glasses [2][8]. Group 1: Collaboration and Product Launch - Yingmu Technology's flagship product, INMO AIR3, is the first XR terminal to integrate with Tencent App Treasure, expanding the content ecosystem into the AI glasses sector [2][4]. - This partnership signifies a strategic move for both companies, with Yingmu accelerating its content ecosystem development in AI terminals and Tencent App Treasure extending its cross-platform content strategy into XR [8][9]. Group 2: Product Features and User Experience - INMO AIR3 is the world's first mass-produced 1080P wireless AR smart glasses, featuring high-definition color display, spatial computing capabilities, and AI semantic interaction [4]. - The integration with Tencent App Treasure enhances user experience across three key content scenarios: news updates, mobile office capabilities, and immersive entertainment [4][5]. Group 3: Market Positioning and Future Prospects - The deep integration of content and terminals positions AI glasses as a versatile assistant rather than just an entertainment device, marking a new phase of practicality for AI terminals [5]. - The collaboration is expected to enhance user engagement and frequency of use, transitioning AI glasses from an innovative attempt to a mainstream entry point in the market [8]. - Both companies aim to develop a multi-dimensional strategy focusing on content synchronization, application adaptation, and user growth, establishing a comprehensive distribution model for the AI era [8][9].

INMO AIR3是全球首个实现1080P分辨率的一体式AR眼镜，INMO GO2是全球首款同传 翻译眼镜。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据 IPO 早 知 道 消 息 ， 影 目 科 技 于 2024 年 11 月 29 日 正 式 发 布 了 两 款 全 新 智 能 眼 镜 产 品 ： INMO AIR3、INMO GO2，分别在办公影音娱乐全场景、同传无感翻译领域实现了技术与体验的全面突 破。 其中，INMO AIR3搭载了影目科技自研的"IMAR光学显示引擎"，延续并优化了影目在全球唯一实 现量产的阵列光波导技术路线。这一技术突破将复杂的光学系统集成于单片镜片中，彻底解决了传统 BB光学成像方式遮挡用户视线的问题，实现了完全无阻碍的自然AR视觉体验。同时， INMO AIR3 与索尼半导体解决方案公司合作，实现了1920×1080的突破性分辨率 ，使其 成为全球首个实现 1080P分辨率的一体式AR眼镜 。 而 INMO GO2作为全球首款专为商务场景设计的智能翻译眼镜， 具有 "快、准、稳"三大核心优势 ——一方面，INMO GO2 搭载行 ...