Counterpoint副总裁Neil Shah：智能终端不会取代智能手机丨MWC上海2025访谈

Group 1 - The 2025 World Mobile Communication Conference in Shanghai focuses on themes such as 5G integration, AI+, industry interconnectivity, and empowering connectivity [1] - Counterpoint Research analysts provided insights on the rapid development of AI hardware and smart devices, emphasizing that smartphones remain irreplaceable [1] - AI terminal devices are expected to divert smartphone usage time, particularly in outdoor navigation scenarios where users may prefer AI glasses over traditional smartphones [3] Group 2 - The competition in AI/AR glasses is primarily centered around hardware challenges, particularly the optical display and chip efficiency [3] - Meta is currently leading the industry due to breakthroughs in key areas, while Google maintains software advantages but lacks in optical display technology [3] - Apple's Vision Pro showcases impressive engineering capabilities but sacrifices user comfort due to its heavy design, which is critical for consumer products [3]