vivo进军机器人，为何敢于“押重注”

Core Viewpoint - Vivo is strategically entering the robot market, focusing on consumer-level products, which is seen as a calculated move rather than a trend-following action [1][3][4]. Group 1: Strategic Positioning - Vivo has established a Robot Lab to develop the "brain" and "eyes" of robots, targeting the consumer market [1]. - The company's entry into the robot sector is based on years of technological accumulation, leveraging existing capabilities from its mobile phone business [3][4]. - Vivo's approach is characterized by a focus on creating value through unique scenarios, aiming to build a competitive edge in the robot market [3][4]. Group 2: Market Analysis - The robot market is projected to be significantly larger than the electric vehicle market, with predictions indicating a market size ten times that of electric vehicles [8][9]. - The humanoid robot market in China is expected to reach 300 billion yuan by 2035, with a compound annual growth rate of 53.15% over the next decade [9]. - The demand for robots in family services, healthcare, and elderly care is anticipated to rise due to an aging population, enhancing the user value of robots [8][9]. Group 3: Technological Compatibility - Vivo's existing technologies, such as AI models, imaging chips, and operating systems, have an 80% reuse potential in the robot business, unlike the 10% reuse potential found in the electric vehicle sector [5][9]. - The company emphasizes the importance of aligning new ventures with its core competencies to establish a sustainable competitive advantage [5][6]. Group 4: Value Creation - The essence of Vivo's strategy is to ensure that new ventures create value for users and society, which is crucial for long-term sustainability [5][6]. - The evolution of mobile phones has demonstrated the ability to meet diverse user needs, and robots are seen as the next step in this evolution, bridging the physical and digital worlds [8][9].