Focusing on the light office scenario, AR+AI glasses brand INAIR has completed a financing of tens of millions of yuan | New projects emerge
Written by Wang Fangyu
Edited by Su Jianxun
One-sentence Introduction
INAIR, a company focusing on the future of multi-screen, is an AR+AI glasses company concentrating on the light office scenario, providing consumers with a second choice besides personal laptops.
Team Introduction
Ren Xuyang, the co-founder and chairman, holds a master's degree in management from Stanford University. He led the establishment of iQiyi, co-founded Yidian Zixun, the big data analysis company Haizhi Technology, and NewsBreak. Since 2016, he has also served as the chief consultant of Baidu.
Huang Hai, the co-founder and CEO, graduated from Tsinghua University. He has worked at Broadcom and Intel, responsible for the definition of multi-chip and platform R & D, with over a decade of XR R & D experience.
The core team members come from leading technology companies such as Baidu, ByteDance, Xiaomi, and Dell. They are deeply involved in software R & D and product design, with rich experience in AI/AR product R & D and delivery, as well as hardware and Internet product sales.
Financing Progress
Recently, INAIR officially completed tens of millions of yuan in Series A financing. This round of financing was led by Weihai Venture Capital, and old shareholders such as Zhenzhi Venture Capital continued to support. INAIR was founded in 2022, incubated and co-founded by Zhenzhi Venture Capital, and has received nearly 100 million yuan in investment from multiple rounds by Zhenzhi Venture Capital, Tianshan Capital and other investors.
Products and Business
INAIR focuses on the light office application scenario, taking AR glasses as the core entrance to build an integrated portable computing terminal. Users wearing INAIR's AR glasses can edit documents on a large screen and hold video conferences at any time, avoiding carrying a bulky computer.
Since its establishment, the company has decided to independently develop the AR spatial operating system - INAIR OS, which supports multi-screen collaboration, 3D content display, and cross-terminal data transfer, is compatible with the Android application ecosystem, and enables wireless streaming with Windows/Mac computers, improving multi-task processing efficiency. INAIR OS also has a built-in intelligent agent, INAIR AI Agent, which understands user behavior, predicts intentions, and actively collaborates.
Currently, the company's AR glasses and spatial computing products have been upgraded to the third generation. The products on sale have been launched on global leading e-commerce platforms such as Tmall, JD.com, and Amazon, and the company is driving continuous penetration and growth in the global market through more than a hundred offline stores across the country.
Source: Authorized by the enterprise
Core Barriers
Since its establishment, INAIR has avoided the mainstream pan-entertainment direction in the AR industry, deeply cultivated office productivity tools, emphasized the "real office" experience, and made a lot of R & D and investment in this direction, building a moat for products and technologies.
Compared with AR glasses mainly for entertainment scenarios, INAIR has better product portability for the office scenario. The products are lighter and thinner, providing better wearing comfort for consumers. On the other hand, INAIR has made a lot of adaptations for the office ecosystems of mobile and PC, actively migrated the desktop ecosystem to the glasses device, and created special hardware accessories for this purpose.
At the same time, the independently developed INAIR OS by the company starts from human needs and behaviors, creating a set of AR spatial operating systems that are integrated with hardware and software and are natively intelligent in space. At the spatial interaction level, it supports gestures, gaze, voice, and AI intention prediction. At the system level, INAIR OS has a self-developed cross-terminal collaboration framework that can seamlessly connect Apple and Android mobile phones and computers.
At the AI level, the built-in intelligent agent INAIR AI Agent in INAIR OS can provide functions such as intelligent voice assistant, real-time translation, real-time context understanding, and document processing, and can actively predict user needs and participate in task collaboration. Through the integration of AI and AR, it helps users improve office efficiency and usage experience.
Founder's Thoughts
- Early AR glasses mainly relied on B - end customers to survive. After 2022, AR glasses developed well in C - end - oriented entertainment and movie - watching scenarios. However, in 2024 and 2025, the differentiation and experience improvement of AR in the entertainment direction are very limited, and it has encountered a bottleneck. I think the next battlefield for AR is mobile office.
- Today's large AI models are powerful but not user - friendly. First, the interfaces presented to users by DeepSeek and ChatGPT are all text input boxes. Second, each application may have its own built - in AI assistant, resulting in the fragmented "chimney" - like AI we see today. INAIR's improvement is to generalize the entire AI capabilities at the system level, providing a unified and friendly user experience across software and systems.
- The hardware of smart glasses basically depends on the maturity level of the supply chain. For INAIR, whether it is the BB (Birdbath) solution or the optical waveguide solution, it can quickly enter the market. I think the stable parts are the system OS, software interaction, and AI algorithms. These capabilities are more stable than hardware solutions. Therefore, since its establishment, INAIR has placed the importance of "self - developed system" at the forefront.
- The AR industry needs to customize the hardware, software, and services of products according to different usage scenarios. In - depth understanding of user scenarios and in - depth integration of software and hardware will become the competitive barriers for AR glasses products.
- AI+AR will be the ultimate form of smart glasses, but currently the entire supply chain is still in the process of maturing. The existing products on the market cannot achieve the hardware form for daily wearing, and the ability to collect multi - terminal device data in the glasses is still insufficient. It is still an early - stage product market.
- For the next - generation smart glasses, I think the core requirements are light weight, low power consumption, and good experience. These are the most basic requirements, and then different supply chains, technologies, and solutions can be selected on this basis.
Notes from the "Intelligent Emergence" Interview
Different from AR glasses brands on the market that mainly focus on movie - watching and entertainment, INAIR has uniquely chosen the office productivity scenario since its establishment, designed software and hardware collaboratively for mobile office needs, and formed a first - mover advantage in the AR office niche market.
For the high - frequency scenarios and needs of business people such as business trips and temporary office work, INAIR has achieved multi - dimensional improvement in office efficiency through "spatial computing + AI assistant + multi - screen interaction".
In terms of product definition, INAIR also provides a reference path for current smart glasses entrepreneurs. Facing the rich technology and function options of smart glasses, learning to do subtraction and returning to the segmented user scenarios may be a more practical and feasible path.