逸文科技：押注无摄像头显示眼镜，目标2026年十亿美元估值

做的是什么生意

Even Realities is a Shenzhen smart-glasses maker founded in 2023 by ex-Apple engineers. Its G1 (2024) and G2 (November 2025) are display-first, camera-free frames: a heads-up display feeds information into the wearer's line of sight, navigated by a companion ring (Even R1), with no camera and no external speaker, sold mainly in the US, Japan, South Korea, the Middle East, and Europe.

启动资金：$150M pre-Series B led by Meituan (Longzhu and strategic) with Tencent and other existing shareholders over-subscribing, at a valuation above $1B (July 2026); earlier backers include HSG (formerly Sequoia China).

起因

Founded in Shenzhen in 2023 by ex-Apple engineers, Even Realities is led by CEO Will Wang, who worked on Apple Watch and iPhone; two co-founders came from luxury eyewear companies including Lindberg. The startup launched the Even G1 in 2024 as, in Wang's words, the lightest waveguide smart glasses then on the market.

经过

Even shipped the G2 in November 2025 with no camera at all, adding the Even R1 ring for tap-and-swipe navigation and positioning a real-time 'Conversate' copilot that reads conversations, explains jargon, and syncs summaries to the phone as its power-user feature. It says it became the first company in the category to sell more than 10,000 pairs, grew from 30-40 staff in 2024 to 300-400, and kept more than half of its users in the US while not selling in China at all. In July 2026, Meituan Longzhu and Meituan strategic led a $150M pre-Series B at a valuation above $1B, with Tencent over-subscribing; Jiemian/Xinmou framed the round as capital backing 'daily wear' over the camera-and-feature stacking of the previous two years.

可借鉴之处

当竞争对手竞相添加摄像头和AI时，成为那副让你忘记佩戴的眼镜可能赢得关注和资本——但没有摄像头限制了通往视觉AI的道路。