SIASUN(SZ:300024) Di Yi Cai Jing Zi Xun·2025-04-07 13:08Core Viewpoint - AI is becoming an unstoppable force of transformation, with companies like vivo exploring new frontiers in mixed reality (MR) headsets and home robotics, while also emphasizing the importance of AI governance and safety [1][10]. Group 1: AI and Technology Development - vivo's executive vice president, Hu Bosheng, stated that smartphones serve as a bridge connecting people to the digital world, and the company is undergoing a technological revolution centered around AI [1][4]. - The company announced the establishment of a robotics lab during the Boao Forum 2025, aiming to leverage its AI model and imaging technology to develop robots that can understand and respond to their environments [3][5]. - vivo's mixed reality headset prototype, vivo Vision, is designed to enhance immersive experiences and serve as the "eyes" for future robots, enabling real-time environmental interaction through AI [3][4]. Group 2: Robotics and Market Positioning - Hu Bosheng predicts that while smartphones will remain essential, robots may become standard in households within the next decade, highlighting the need for hardware to support AI applications in real-world scenarios [3][5]. - vivo's strategy focuses on creating "companion robots" that can initially provide companionship and later evolve to handle household tasks and security, utilizing AI capabilities developed from its smartphone ecosystem [5][6]. - The company aims to redefine the role of smartphones and robots as interconnected devices that bridge the digital and physical worlds, enhancing user experience and functionality [4][6]. Group 3: AI Safety and Governance - vivo's Chief Security Officer, Lu Jinghui, emphasized the importance of building a transparent and responsible AI ecosystem to mitigate risks associated with data misuse and AI governance [10][12]. - The company is implementing measures to ensure data quality and security throughout the AI model lifecycle, addressing potential threats from malicious data and algorithmic vulnerabilities [11][12]. - vivo's approach to AI safety includes real-time detection of deepfake content and providing assistive technologies for visually and hearing-impaired individuals, showcasing its commitment to ethical technology development [12][14]. Group 4: Future Vision and Industry Impact - The company envisions a future where AI is seamlessly integrated into various devices, creating a more natural human-machine interaction experience [14]. - vivo's focus on practical applications of AI technology aims to transform its role from a consumer electronics provider to a solution provider for societal needs, particularly in healthcare and education [9][14]. - The ongoing evolution of AI from information intelligence to physical intelligence presents new challenges for hardware manufacturers, necessitating a shift in how technology is developed and deployed [7][8].