Recently, INMO, a Chinese AR technology company, has achieved great success in overseas markets. Its latest product, INMO AIR3, was launched on the overseas crowdfunding platform Kickstarter. As of 12:00 a.m. on November 25, the project had raised approximately $966,000 and attracted 1,021 backers.
Although the project still has about 13 days left in its crowdfunding campaign, the nearly one million dollars in funding and the number of participants demonstrate the interest of overseas consumers in these AR glasses.
The INMO AIR3 uses a Sony Micro OLED microdisplay chip.
Kickstarter is the world's largest crowdfunding platform for creative projects, primarily providing a platform for showcasing and funding various innovative projects, connecting creators with global supporters, and helping cutting-edge technology products move from idea to reality. The platform gathers a large number of innovative projects in the technology field, and the fact that INMO AIR3 has gained attention on the platform indicates that it possesses certain characteristics in terms of technology or design.
In terms of visual experience, the INMO AIR3 is equipped with a Sony Micro OLED microdisplay chip and a 1D extended exit pupil waveguide optical system, achieving 1080P full-color resolution. For outdoor use, the device's entrance pupil brightness reaches 600 nits (adjustable), and with a 36° field of view and a selectable refresh rate of 60/120Hz, it ensures clear and smooth images even in strong outdoor light.
Image source: Kickstarter
In addition, addressing common privacy concerns of AR glasses, this product optimizes the optical path design through extended exit pupil technology, achieving a "zero side leakage" effect and effectively preventing bystanders from peeking into the wearer's virtual display content.
In terms of other specifications, the INMO AIR3 continues the standalone unibody design, featuring a Snapdragon octa-core processor (8GB+128GB) and a full Android system, supporting Google Play. The device also integrates a 16MP 4K stabilized camera, and uses a matching 3DoF ring to replace traditional physical buttons for interaction.
Yingmu Technology has established a three-pronged product matrix . Yingmu Technology was formerly the smart wearable business unit of Coolpad Group. It was spun off and its equity divested in early 2021. At that time, Mr. Yang Longsheng, the head of the business unit, became the founder and CEO of Yingmu Technology.
In July of this year, Yingmu Technology completed its Series B2 financing round, raising over 150 million yuan. This funding will be primarily invested in next-generation product development, building core AI capabilities, and expanding its supply chain, aiming to accelerate the mainstream adoption of AI+AR terminals.
Currently, INMO Technology has established a three-pronged product line strategy: the INMO AIR series, focusing on light office work and audio-visual entertainment; the INMO GO series, specializing in translation scenarios; and the INMOX series, targeting photography. Looking at its product portfolio, it's clear that it has adopted a differentiated strategy in display technology to suit the positioning of its various product lines.
Taking the INMO GO3, released in October this year, as an example, this product, priced around 3,000 yuan, focuses on the "AI assistant" attribute. It is equipped with the first-ever lavalier INMO Speaker, which supports real-time two-way translation and AI-generated voice broadcasting, and integrates large third-party models such as Doubao and Deepseek.
In terms of display solution, INMO GO3 adopts a binocular single green Micro LED + diffractive waveguide solution, equipped with JBD Hummingbird Mini II monochromatic light engine and IMAR optical engine, with a 30° field of view and 640×840 resolution. When viewed directly from the front, it has the advantages of no light leakage, no reflection and no obstruction.
Image source: JBD
The INMO AIR series is the star product mentioned above that performed exceptionally well on overseas crowdfunding platforms. Unlike the INMO GO series, which prioritizes extreme portability and information display, the INMO AIR 3 emphasizes an immersive visual experience and full-color display. Therefore, it has chosen the Micro OLED technology path to better meet users' needs in movie watching, gaming, and light office scenarios.
Differentiated product portfolio, balancing current and future markets <br /> The different technology choices made by INMO Technology in its INMO AIR and INMO GO series reflect its consideration of the market.
The research report, "2025 Near-Eye Display Market Trends and Technology Analysis," points out that in the short term, OLEDoS will remain the mainstream in the Chinese market due to its cost advantage. However, it believes that the development of other technologies, especially LCoS technology, will pose a threat to OLEDoS.
According to the survey, Meta's first mass-produced AR device, Meta Ray-Ban Display Glasses, released in September this year, is precisely targeting the information notification application market. The product uses LCoS display technology and is expected to drive the market share of LCoS display products to rise to 13% by 2026.
Looking further into the future, analysis suggests that with the addition of AI capabilities, AR devices are placing increasing demands on computing power and battery life, raising the bar for display performance. Overseas manufacturers are increasingly favoring high-specification full-color LEDoS technology. With technological advancements and cost reductions, it is projected that shipments of AR devices equipped with this technology will reach 20.9 million units by 2030, with a technology penetration rate of 65.0%.
Yingmu Technology is seizing the current entertainment market share with INMO AIR3 (Micro OLED) and cultivating future AI application market growth with INMO GO3 (Micro LED), thus achieving a technological layout that addresses both the present and the future. (Text: Mia)
