vivo Vision炸场！398克改写MR格局，中国科技企业要抢下下一代计算平台？

Core Insights - The launch of vivo's first mixed reality headset, vivo Vision, marks a significant milestone in the company's strategic expansion from smartphones to the MR field, potentially reshaping the industry landscape [1][4] - The global smart headset market is projected to reach 12.8 million units by 2025, with a year-on-year growth of 26%, while China's market is expected to see a staggering 107% increase, reaching 2.75 million units [1] Industry Trends - The MR industry is on the brink of explosion, with the global market size expected to reach $72.4 billion in 2024 and surpass $290.8 billion by 2028, indicating a fourfold growth [5] - Current MR applications are primarily focused on entertainment and gaming, with a lack of practical applications in daily life and work, highlighting the need for suitable scenarios rather than solely relying on killer applications [5][12] Technological Development - vivo has invested five years in exploring optimal user experiences across various scenarios, aiming to transition MR devices from being cumbersome to user-friendly [3][10] - The vivo Vision headset features a low latency VST algorithm, achieving rapid synchronization between virtual content and the real world, leveraging the company's expertise in mobile interaction technology [10] Supply Chain and Production - vivo's strong supply chain integration capabilities enable it to overcome hardware bottlenecks in MR device production, achieving a lightweight design of only 398 grams, approximately 30% lighter than mainstream products [11] - The company aims to reduce unit costs through deep collaboration with suppliers, ensuring stable component supply and improving production efficiency [11] Strategic Vision - vivo's entry into the MR field is seen as a strategic pivot towards the home robotics sector, addressing the growing demand for household services due to an aging population [12][19] - The company envisions MR as a critical support for overcoming core challenges in home robotics, enhancing robots' ability to perceive and interact with their environment [16][19] Long-term Goals - vivo's strategy emphasizes a gradual approach to market penetration, with plans to achieve widespread adoption of home robots within 10-15 years, creating a positive feedback loop of technology breakthroughs and product validation [19][20] - The company aims to establish a collaborative ecosystem that integrates MR with AI and robotics, positioning itself as a leader in the next generation of smart devices [20][23]