其中，INMO GO 2是全球首款支持流式同声传译的AR眼镜，支持40种语言在线翻译及离线语音 识别。该产品搭载JBD的Micro LED光引擎，采用双目单绿+光波导设计。 INMO AIR 3则是全球首款1080P一体式AR眼镜，采用索尼0.44英寸Micro OLED屏幕和阵列光波 导，具备1920×1080分辨率。（来源：LEDinside） 近日，酷派集团宣布与智能眼镜领军企业影目科技达成深度战略合作，双方将围绕AI大模型轻量 化、虚实交互算法、多模态感知融合及AR设备与手机的算力协同等关键技术，组建"AI+AR融合创 新工作组"，加速推动智能终端形态演进。 在渠道方面，酷派将全面开放其覆盖全球的线上电商平台、线下零售网络及运营商资源，助力影目 科技拓展市场。双方还计划联合策划全球化的品牌营销活动，打造AI×AR智能眼镜的现象级声量。 酷派集团是国内知名智能终端制造商，近年来积极拓展5G与AIoT生态；影目科技则专注于AR智能 眼镜研发，在虚实融合、人机交互等方面具备技术优势。 产品方面，影目科技于2024年11月推出了两款AR眼镜产品——INMO GO 2与INMO AIR 3，分 别聚焦翻译与轻办 ...

二喵 发自 凹非寺 量子位 | 公众号 QbitAI 都说AI眼镜正迎来"iPhone时刻"，产业即将爆发。 但更加行业内的认知是： 关键挑战才刚刚开始 。 为什么？ 因为用户每天仍需充电2-3次，续航与常在线需求存在根本矛盾；因为国内厂商容易被Meta带歪，走错技术路线；更因为这个赛道不会像手机 一样被大厂统一天下。 在量子位最新举办的 AI眼镜沙龙 上，来自 小米、百度智能云、李未可科技、影目科技 的四位行业专家，一起给出了这样新鲜独到的业内见 解。 除此之外，AI眼镜何时能实现全民标配？为什么未来不会再有APP？创业公司怎样在大厂林立中突围？异构双芯如何破解功耗难题？ 这些行业内外最关注的问题，在沙龙中也都有讨论。 量子位在不改变原意的基础上，对分享内容及圆桌对话进行了编辑整理。希望能够给你带来更多的启发与思考。 本次沙龙邀请的嘉宾分别是： AI眼镜产业链破局之路渐明 异构双芯破解续航与常在线矛盾 小米Xiaomi Vela架构师 周文杰 深入分析了AI眼镜行业当前面临的核心技术挑战。 他指出，行业目前遇到两大瓶颈： 高能耗问题和常在线能力不足 。 周文杰，小米Xiaomi Vela架构师 孔伟健，百度 ...

Group 1 - INMO GO2 has successfully entered 13 prefecture-level cities in Jiangsu Province through China Mobile's demonstration halls, marking a significant step in the company's deepening layout within the operator system [1][4] - The strategic partnership between Yingmu Technology and China Mobile, established in April 2025, is the first deep collaboration in the smart glasses industry, leveraging Yingmu's technological expertise and China Mobile's channel resources [1][4] - The INMO GO2 features translation capabilities supporting 40 languages and 90 accents, showcasing advanced technology for business scenarios, with a 500% year-on-year increase in order volume in Q1 2025 [4][6] Group 2 - The collaboration between Yingmu Technology and China Mobile enhances product reach and market penetration, allowing consumers to experience INMO GO2 conveniently at local mobile service centers [6][8] - Yingmu Technology aims to achieve a cumulative sales target of over one million units in the next three years, further solidifying its leading position in the smart wearable market [8] - The company also announced a partnership with Asia Glass to create the first AI smart product experiential shopping center in China, showcasing its products [6][8]

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]

Event Overview - The 2025 Shenzhen International Consumer Electronics Show (SCE) will be held from June 25-27 at the Shenzhen International Convention and Exhibition Center, focusing on creating a comprehensive procurement and cooperation platform for various stakeholders in the consumer electronics industry [1][3] - The exhibition will showcase products and technologies in smart home appliances, AI, metaverse, smart robotics, and more [1] Historical Performance - INMO Technology is set to hold a new product launch on November 29, 2024, in Chengdu, potentially unveiling two new AR glasses [6] - The leading company, Hengxin Oriental, experienced a significant stock surge, indicating strong market interest [6] Related Concept Stocks - Listed companies participating in the Shenzhen International Consumer Electronics Show include Feitian Chengxin and Biyiwei [8] - AI smart glasses concept stocks include: - Allwinner Technology, which is integrating cloud-based large model SDKs for applications in smart education and AI glasses [10] - Suobede, which has begun bulk shipments of antenna products for AR/VR glasses to North American clients [10] - Rijiu Optoelectronics, whose optical film products can be applied in consumer electronics and AR/VR glasses [10]

insights 量子位 Al眼镜「预选赛」格局报告 The Research Report of Al Glasses Industry 2025.06 量子位智库 QbitAl Insights 刘铁鹰 tieying@qbitai.com | 目 录 | 01 | ꢀꢁꢂꢃꢄꢅꢆ | | --- | --- | --- | | | 02 | ꢀꢁꢇꢈꢉꢊ | | | 03 | ꢀꢁꢋꢌꢍꢎꢏ | | | 04 | ꢀꢁꢐꢑꢒꢓ | | | 05 | ꢀꢁꢔꢕꢖꢗ | ꢀꢁAIꢂꢃꢄꢅARꢆꢇꢅꢈꢄꢉꢊꢋꢌꢍꢎꢏꢐꢑꢒꢓꢔꢕAIꢖꢗꢘꢙꢚꢛꢜꢝꢞꢟꢠꢡꢢꢣ ꢤꢥꢠꢦꢧRay-Ban Metaꢨꢩꢖꢗꢪ2023ꢫ10ꢬꢭꢮꢯꢰꢕꢱꢲꢳꢎꢴꢵꢶꢷꢸ200ꢹꢺꢣRay-Ban Metaꢐꢻ ꢼꢽꢾꢿꢨꢩꢖꢗꣀꣁꣂꣃ꣄ꣅꢐꢕꣅꢩꢻꢨꢩ꣎꣏꣐꣑ꢕ꣒꣓ꢋ꣔꣕꣖꣗꣘꣙ꢐꢜ ꢣ AIꢖꢗ꣠꣡꣢꣣ꢕ꣤꣥꣦꣧꣨ꢜ꣩ꢵꢦꢦꢧꢶ꣪꣫꣬꣭ꢕ꣮꣯꣰꣱ꣲꣳꣴꣵꣶꣷꢣ꣸꣹꣺ꣻ꣼ꢗꢂꣽꣾ꣓ꣿ ꣖꣗꤀ꣿ꤁ꢕ꤂꤃ꢤ꤄꤅꤆꤇꤈꤁꤄꤅꣥ꢐꣻ꤉ꤊ꤁ꣾꢣ꣭ꢝꤋꤌꢁꢜꤍꤎꣵꤏꢐꢦꢧꤐꤑꤒꤓꤔꢐꢘ ꤕꢝꢣ ꤖꤗ꣭ꢝꤘꤙꢕꢵꤚꤛꢨꤜꢘꤕꤝꣵꤞAIꢖꢗꣻ꤉ꤊ ...

研究意义 AR眼镜正推动虚实融合技术从概念验证迈向规模化产业应用。全球科技巨头与创新企业竞相布局，围绕光 学显示、人机交互等底层技术展开突破，推动AR设备在轻量化、沉浸感、场景适应性等维度实现迭代升 级。从工业应用再到星纪魅族、雷鸟创新等厂商推动消费级产品普及，技术路线差异化竞争格局已然形成。 本报告旨在理清技术演进脉络与产业生态逻辑，为行业参与者把握虚实融合时代的战略机遇提供决策参考。 消费级AR眼镜丨趋势洞察 核心摘要： 研究内容 报告从行业现状、市场现状、典型企业分析顺次深入，全面客观地完成了消费级AR眼镜行业整体情况的梳 理总结。 ➢ 行业现状： 国内外AR领域的企业和开发者持续加大研发投入，推动技术迭代与产品创新。互联网巨头、 手机制造商、AR初创企业、科技公司纷纷入局AR赛道，眼镜新品层出不穷。国内随着AI技术的发展，九成 厂商拥抱AI大模型，AI智能交互眼镜行业元年已至。国内AR眼镜凭借AI融合、场景创新、完善的供应链快 速占领消费级市场， 以星纪魅族、雷鸟创新、XREAL、 Rokid 、INMO组成的"AR眼镜五小龙" 共同吹响国 内AR眼镜行业冲锋号，完成对国外品牌多方面的超越，快速占领国 ...

据Counterpoint Research数据，2024年全球AI智能眼镜出货量同比激增210%，首次突破200万台大关； IDC更预测，2028年全球AR设备出货量将飙升至690万部，2025—2028年复合增长率高达78%。 这一高速增长的赛道上，佳禾智能已经具备从设计到生产全产业链的整合能力，智能眼镜是公司目前重 点培育的业务之一。 佳禾智能以"五新"战略为指引，围绕新产品开发、新技术应用、新器件研发、新工艺迭代以及新系统集 成这五个关键方向展开工作，不断提升自身在行业内的影响力。公司打造了多实验室协同运作的研发中 心，整合了声学、电子、软件、结构、光电处理、算法仿真以及自动化测试等多个专业实验室，为跨领 域技术融合创新提供了有力支撑，使公司能够敏锐地捕捉行业技术发展趋势和市场机会。 公司一直专注于行业领先技术和先进生产工艺的研究与开发，拥有大量与消费电子产品相关的专利技 术，具备深厚的技术储备和丰富的生产工艺研发经验。2024年佳禾智能研发投入1.29亿元，同比增长 3.41%。截至2024年12月31日，公司已拥有有效授权专利882个，其中中国发明专利106个、中国实用新 型专利509个、中国外观 ...

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 ...