On November 29, the Chengdu AI×AR Industry Ecology Development Conference and Inmo Technology New Product Launch Conference came to a successful conclusion. At the conference, Inmo Technology released two new smart glasses products: INMO AIR3 and INMO GO2. Among them, INMO GO 2, as the world's first simultaneous interpretation glasses, was jointly developed by Inmo Technology and Jiahe Intelligent (300793.SZ), and exclusively produced by Jiahe Intelligent, marking the further deepening of cooperation between the two parties in the field of AR/AI glasses.

INMO GO 2 not only integrates various practical functions such as translation, navigation, oral practice, teleprompter, and AI smart assistant, but also has achieved a comprehensive upgrade in appearance design, user experience, and intelligence level. The release of this innovative product will undoubtedly inject new vitality into the AR/AI glasses market and bring consumers a more convenient and intelligent wearing experience.

In the AR/AI glasses industry, since its establishment in 2020, Inmo Technology has always adhered to the concept of "defining future glasses", focusing on shaping AR glasses into the next key mobile terminal after mobile phones, and has continuously invested in and actively explored technological research and development and product innovation. Looking back to September 2023, it achieved mass production of the first lightweight single-green AR glasses "INMO GO" through in-depth cooperation with Jiahe Intelligent, laying a solid foundation for subsequent product iterations.

As a well-known domestic manufacturer of electro-acoustic products and smart wearable products, Jiahe Intelligent has also made remarkable achievements in AR/AI technology application and product development by virtue of its keen strategic investment vision and forward-looking layout. The company has laid out smart glasses products in advance. It has previously mass-produced and shipped smart audio glasses for brand customers such as Anker, Tmall, and Harman, and industrial-grade smart head-mounted devices for RealWear, a leading enterprise in industrial AR glasses. In 2023, it cooperated with Inmo on the first consumer-grade AR glasses INMO GO, and this time INMO GO 2 has upgraded more functions and comprehensively improved the experience.

With the continuous development of the AR/AI smart glasses market, Jiahe Intelligent is expected to rely on its advanced R&D, production, and sales system, and achieve steady business growth and value enhancement by continuously deploying new categories such as AR/VR, bone conduction headphones, smart watches, and smart glasses. At the same time, with the joint promotion of policies, capital, and many industrial ecosystems, consumers on the C-end will further enhance their sense of novelty experience with AR glasses, and the company can also contribute to the development of the AR consumer market.

Currently, the AR/AI smart glasses market is showing a continuous growth trend. Major domestic and foreign manufacturers have laid out and increased their investment, promoting the rapid growth of the industry. According to wellsenn XR data and forecasts, global glasses sales will continue to grow in the next decade, while the sales of AR/AI smart glasses will also show explosive growth and quickly penetrate into traditional glasses. By 2035, the sales of AR/AI smart glasses are expected to reach 1.4 billion pairs.

Among industry manufacturers, in addition to tech giants such as Meta, Apple, and Google, domestic manufacturers such as Xiaomi, Huawei, and Meizu have also laid out in the AI glasses field, jointly promoting the rapid development of the industry. In November this year, not only Inmo Technology, but also Baidu, Looktech, and Rokid released the latest AR/AI glasses, triggering widespread market discussion.

South China Securities analyzed that compared with VR and MR, AR/AI smart glasses have stronger interactivity with reality and are lighter, making them more suitable for daily long-term wearing. At present, the development of the AR/AI market mainly relies on further penetration of the C-end, with the content end and hardware end developing in coordination. In addition, the terminal price is gradually decreasing, and AR/AI smart glasses are expected to be large-scale implemented in the consumer market.

To sum up, the release of INMO GO 2 is not only another milestone in the cooperation between Inmo Technology and Jiahe Intelligent, but also an important step in the development of the AR/AI smart glasses industry. In the future, Jiahe Intelligent, as a leading ODM manufacturer, will rely on its technological and manufacturing advantages to further explore the infinite possibilities of the AR/AI smart glasses market together with brand customers!